981 Share Price Performance
HK$0
-57.80 (-100.00%)
Price HK$0
Fair ValueHK$75.24
Share Pricen/a
- 3 Narratives written by author
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- 41 Fair Values set on narratives written by author
981 Community Narratives
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Fair Value HK$75.24 9.6% undervalued intrinsic discount
981: Rising Costs And Earnings Uncertainty Will Limit Upside Potential
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AN
Fair Value HK$126.14 46.1% undervalued intrinsic discount
Digital Transformation And AI Adoption Will Expand Semiconductor Markets
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Fair Value HK$25.04 171.5% overvalued intrinsic discount
US China Tensions Will Undermine Access To Advanced Nodes
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981: Rising Costs And Earnings Uncertainty Will Limit Upside Potential
Key Takeaways Expansion in wafer capacity and domestic partnerships strengthens SMIC's market position, driving higher utilization, shipment volumes, and revenue growth. Focus on localization, process innovation, and diverse end markets enhances customer base stability, self-sufficiency, and long-term earnings resilience.Read more
205
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AN
HK$75.24
9.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
15.5% p.a.
Profit Margin
11.6%
Future PE
66.33x
Price in 2029
HK$104.56
Digital Transformation And AI Adoption Will Expand Semiconductor Markets
Key Takeaways Strong utilization rates and rapid capacity expansion position SMIC for outperformance in revenue, gross margins, and future net margin gains despite high capital expenditure. Deepening domestic collaborations, policy support, and broadening market demand drive earnings resilience, long-term contracts, and sustained growth opportunities across multiple industries.Read more
17
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HK$126.14
46.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
17.33% p.a.
Profit Margin
14.13%
Future PE
87.24x
Price in 2029
HK$175.45
US China Tensions Will Undermine Access To Advanced Nodes
Key Takeaways Reliance on the Chinese market, limited access to advanced technology, and global isolation heighten risk of revenue volatility and declining long-term growth prospects. Intensifying competition, climbing research costs, and restricted international opportunities threaten profit margins, technological progress, and future earnings quality.Read more
8
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HK$25.04
171.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
9.1% p.a.
Profit Margin
5.64%
Future PE
54.18x
Price in 2028
HK$34.86
Trending Discussion
Recently Updated Narratives
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981: Flat Revenue Outlook And Guided Margins Will Support Fair Balance
Fair Value: HK$75.24 9.6% undervalued intrinsic discount
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AN
981: Future P/E Repricing Will Support Constructive Long Term Upside Potential
Fair Value: HK$126.14 46.1% undervalued intrinsic discount
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981: Rising Margins And Multiple Contraction Will Likely Leave Shares Overpriced
Fair Value: HK$25.04 171.5% overvalued intrinsic discount
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Snowflake Analysis
Semiconductor Manufacturing International Corporation Key Details
About 981
- Founded
- 2000
- Employees
- 19083
- CEO
- WebsiteView website
Semiconductor Manufacturing International Corporation, an investment holding company, engages in the manufacture, testing, and sale of integrated circuits wafer and various compound semiconductors in the United States, China, and Eurasia. The company is involved in the manufacturing and trading of semiconductor products; and research and development activities. It also offers semiconductor foundry and technology services; supporting services, such as design and IP support, photomask manufacturing, etc.; development, and technical services related to integrated circuits; marketing related services; and private education services. Semiconductor Manufacturing International Corporation was incorporated in 2000 and is headquartered in Shanghai, China.
