1347 Share Price Performance
HK$72.80
52.40 (256.86%)
55.6% overvalued intrinsic discount
HK$46.79
Fair Value
Price HK$72.80
AnalystHighTarget HK$46.79
AnalystConsensusTarget HK$53.96
AnalystLowTarget HK$20.96
Fair ValueHK$66.42
Share Pricen/a
Hua Hong Semiconductor Limited Stock Price
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1347 Community Narratives
AN
Fair Value HK$66.42 9.6% overvalued intrinsic discount
Digitalization And IoT Will Fuel Mature Semiconductor Demand
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Fair Value HK$53.96 34.9% overvalued intrinsic discount
Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth
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Fair Value HK$22.38 225.3% overvalued intrinsic discount
US-China Tensions And Aging Nodes Will Undercut Returns Despite Upgrades
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Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth
Key Takeaways Aggressive expansion and high capital expenditures risk overcapacity, earnings pressure, and reduced returns if demand or local policy support weakens. Heavy reliance on mature technology and domestic sales may limit growth and expose the company to volatility and competitive threats.Read more
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AN
HK$53.96
34.9% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
18% p.a.
Profit Margin
10.32%
Future PE
36.45x
Price in 2028
HK$75.02
Digitalization And IoT Will Fuel Mature Semiconductor Demand
Key Takeaways Rising demand in power management, AI, and IoT is expected to absorb capacity quickly and drive margin and revenue growth ahead of current expectations. Strong industry partnerships, government policy support, and expertise in specialty process nodes position Hua Hong for resilient earnings and outsized long-term growth.Read more
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AN
HK$66.42
9.6% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
26% p.a.
Profit Margin
16.4%
Future PE
22.55x
Price in 2028
HK$92.08
US-China Tensions And Aging Nodes Will Undercut Returns Despite Upgrades
Key Takeaways Geopolitical tensions, tech nationalism, and customer insourcing threaten Hua Hong's access to equipment, markets, and future revenue stability. Reliance on mature nodes and heavy capital expenditures expose the company to margin pressure and diminishing long-term earnings potential.Read more
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AN
HK$22.38
225.3% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
15% p.a.
Profit Margin
6.85%
Future PE
24.4x
Price in 2028
HK$31.02
Recently Updated Narratives
AN
Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth
Fair Value: HK$53.96 34.9% overvalued intrinsic discount
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AN
US-China Tensions And Aging Nodes Will Undercut Returns Despite Upgrades
Fair Value: HK$22.38 225.3% overvalued intrinsic discount
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AN
Digitalization And IoT Will Fuel Mature Semiconductor Demand
Fair Value: HK$66.42 9.6% overvalued intrinsic discount
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Snowflake Analysis
Hua Hong Semiconductor Limited Key Details
About 1347
- Founded
- 1997
- Employees
- 7400
- CEO
- WebsiteView website
Hua Hong Semiconductor Limited, an investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, Europe, and Japan. The company offers embedded non-volatile memory; standalone non-volatile memory, including NOR flash and EEPROM; power discrete devices; analog and power management platform; and specialty logic RF processes and image sensors. It also provides foundry services; design services which covers design methodologies and design flow support, standard and customized internet protocol development, ASIC design, and one-stop services; multi-project wafer services; mask marking services; and backend, testing development, mass production, product engineering, and backside processing services. In addition, the company engages in real estate development; and trading activities. Its products are used in consumer electronics, industrial control, automotive electronics, Internet of Things, communications and computers, and power management applications. The company was founded in 1997 and is headquartered in Shanghai, the People's Republic of China.
