Hua Hong Semiconductor Limited (HKG:1347) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Aug 22
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Hong Kong (HSI) Semiconductors Industry Analysis
UpdatedAug 23, 2025
DataAggregated Company Financials
Companies21
- 7D5.1%
- 3M41.8%
- 1Y139.9%
- YTD78.9%
Over the last 7 days, the Semiconductors industry has risen 5.1%, driven by gains from Semiconductor Manufacturing International of 7.9%. During this same period, the Xinyi Solar Holdings underperformed, falling 5.6%. This means that the industry has gained 140% over the past year. Looking forward, earnings are forecast to grow by 34% annually.
Industry Valuation and Performance
Has the Hong Kong Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 Aug 2025 | HK$952.9b | HK$174.3b | HK$45.1m | 30.4x | 21105.2x | 5.5x |
| Mon, 21 Jul 2025 | HK$767.3b | HK$172.6b | HK$1.4b | 23.8x | 529.3x | 4.4x |
| Wed, 18 Jun 2025 | HK$672.9b | HK$172.7b | HK$1.4b | 22.7x | 484.4x | 3.9x |
| Fri, 16 May 2025 | HK$682.4b | HK$171.7b | HK$1.4b | 22.8x | 487.9x | 4x |
| Sun, 13 Apr 2025 | HK$740.6b | HK$165.8b | HK$1.5b | 22.2x | 492.4x | 4.5x |
| Tue, 11 Mar 2025 | HK$823.6b | HK$173.4b | HK$3.3b | 21x | 249.5x | 4.7x |
| Thu, 06 Feb 2025 | HK$750.2b | HK$178.2b | HK$7.6b | 12.4x | 99.3x | 4.2x |
| Sat, 04 Jan 2025 | HK$601.3b | HK$177.7b | HK$7.6b | 11.5x | 79.5x | 3.4x |
| Mon, 02 Dec 2024 | HK$594.9b | HK$177.6b | HK$8.6b | 13.4x | 69.3x | 3.3x |
| Wed, 30 Oct 2024 | HK$639.4b | HK$177.2b | HK$9.2b | 12.5x | 69.3x | 3.6x |
| Fri, 27 Sep 2024 | HK$409.7b | HK$178.5b | HK$9.2b | 9.9x | 44.3x | 2.3x |
| Sun, 25 Aug 2024 | HK$404.7b | HK$192.9b | HK$17.3b | 9.5x | 23.4x | 2.1x |
| Tue, 23 Jul 2024 | HK$450.6b | HK$190.0b | HK$19.2b | 11.4x | 23.5x | 2.4x |
| Thu, 20 Jun 2024 | HK$466.1b | HK$190.0b | HK$19.2b | 12.3x | 24.2x | 2.5x |
| Sat, 18 May 2024 | HK$443.7b | HK$190.1b | HK$19.3b | 12x | 23x | 2.3x |
| Mon, 15 Apr 2024 | HK$428.0b | HK$189.8b | HK$21.5b | 11.6x | 19.9x | 2.3x |
| Wed, 13 Mar 2024 | HK$486.8b | HK$198.9b | HK$36.5b | 13.7x | 13.3x | 2.4x |
| Fri, 09 Feb 2024 | HK$388.8b | HK$196.8b | HK$36.2b | 10.1x | 10.8x | 2x |
| Sun, 07 Jan 2024 | HK$439.4b | HK$197.4b | HK$37.3b | 10.5x | 11.8x | 2.2x |
| Tue, 05 Dec 2023 | HK$465.7b | HK$197.1b | HK$37.3b | 10.4x | 12.5x | 2.4x |
| Thu, 02 Nov 2023 | HK$497.8b | HK$197.9b | HK$40.5b | 10.6x | 12.3x | 2.5x |
| Sat, 30 Sep 2023 | HK$488.9b | HK$196.9b | HK$40.9b | 11.5x | 12x | 2.5x |
| Mon, 28 Aug 2023 | HK$482.8b | HK$188.2b | HK$42.5b | 9.9x | 11.4x | 2.6x |
| Wed, 26 Jul 2023 | HK$524.5b | HK$191.0b | HK$44.9b | 10.2x | 11.7x | 2.7x |
| Fri, 23 Jun 2023 | HK$547.3b | HK$191.0b | HK$44.9b | 10.4x | 12.2x | 2.9x |
| Sun, 21 May 2023 | HK$537.9b | HK$192.4b | HK$45.3b | 10.4x | 11.9x | 2.8x |
| Tue, 18 Apr 2023 | HK$638.2b | HK$196.4b | HK$46.7b | 11.9x | 13.7x | 3.3x |
| Thu, 16 Mar 2023 | HK$551.2b | HK$182.3b | HK$40.0b | 9.3x | 13.8x | 3x |
| Sat, 11 Feb 2023 | HK$557.8b | HK$181.7b | HK$40.6b | 8.5x | 13.7x | 3.1x |
| Mon, 09 Jan 2023 | HK$543.8b | HK$180.7b | HK$40.4b | 7.6x | 13.5x | 3x |
| Wed, 07 Dec 2022 | HK$526.3b | HK$179.1b | HK$40.4b | 7x | 13x | 2.9x |
| Fri, 04 Nov 2022 | HK$512.8b | HK$172.6b | HK$38.6b | 5.9x | 13.3x | 3x |
| Sun, 02 Oct 2022 | HK$491.7b | HK$173.4b | HK$39.1b | 6.9x | 12.6x | 2.8x |
| Tue, 30 Aug 2022 | HK$518.8b | HK$167.6b | HK$34.3b | 10x | 15.1x | 3.1x |
Price to Earnings Ratio
15.1x
Current Industry PE
- Investors are optimistic on the Hong Kong Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 21kx which is higher than its 3-year average PE of 316x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 89% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 0.48% | |
| Tech | 1.42% | |
| Semiconductors | 5.07% | |
| Semiconductors | 6.73% | |
| Semiconductor Equipment | -4.23% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 49.6x.
- Analysts are expecting annual earnings growth of 29.8%, which is higher than its past year's earnings decline of 17.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 64% over the next 5 years.
- This is better than its past earnings decline of 39% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 30% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 981 Semiconductor Manufacturing International | HK$56.90 | 7.9% +HK$33.1b | 248.2% | PE100.7x | |
| 1347 Hua Hong Semiconductor | HK$56.00 | 9.2% +HK$8.1b | 229.8% | PE395.5x | |
| 2533 Black Sesame International Holding | HK$19.30 | 4.8% +HK$558.2m | -3.1% | PE35.9x | |
| 1385 Shanghai Fudan Microelectronics Group | HK$31.76 | 1.9% +HK$476.4m | 204.8% | PE43.7x | |
| 2149 BaTeLab | HK$66.80 | 4.2% +HK$170.1m | 164.6% | PE23.2x |
