Semiconductor Manufacturing International

US China Tensions Will Undermine Access To Advanced Nodes

AnalystLowTarget

Not Invested

Community Contributor

Published

29 Jul 25

AnalystLowTarget's Fair Value

HK$21.89

316.0% overvalued

04 Sep

HK$91.05

234.7%

14.5%

234.7%

14.5%

You can edit this narrative until Jul 29 10:29 PM. Then, changes will post as Updates.

Author's Valuation

HK$21.89316.0% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

HK$21.89

316.0% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

11.71%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.14%

Calculation

US$347.11m

Earnings '28

89.91x

PE Ratio '28

US$31.21b

Market Cap '28

US$31.21b

Market Cap '28

8.06b

No. shares '28

US$3.87

Share Price '28

US$3.87 Share Price '28

Discounted to 2025 @ 11.32% p.a.

US$2.81

Fair Value '25

US$2.81 Fair Value '25

Converted to HKD @ 7.8027 USD/HKD Exchange Rate

HK$21.93

Fair Value '25