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Founder Securities: maintain Hua Hong Semiconductor's (01347) "highly recommended" rating target price of HK $67.78
Founder Securities issued a research report that maintains Hua Hong Semiconductor's (01347) "highly recommended" rating, according to Zhitong Financial APP. Revenue in 2022-24 is expected to be 25.3cm 29.6 / 3.28 billion US dollars, with a net profit of 3.6pm / 510 million. According to DCF valuation method, the target price is 8.63 US dollars, which translates to 67.78 Hong Kong dollars at exchange rate. The company's 22Q1 revenue was $590 million, a better-than-expected increase from the $560 million revenue guidance. 22Q2 revenue is expected to be $615 million, or + 3.4% month-on-month. Event: company 2
CICC: maintain Hua Hong Semiconductor (01347) "outperform Industry" rating target price cut by HK $37.9 to HK $36
Zhitong Financial APP learned that CICC issued a research report that maintained Hua Hong Semiconductor's "outperform industry" rating in 01347, taking into account the possibility of raising wafer prices, revenue increased by 29% in 2022 / 23 to $25.44 / 2.837 billion (up 56% by 12%) and net profit by 40% by 34% to $3.47 / 402 million (up 32.6%). 15.8%). In addition, due to the downward valuation center of Hong Kong stocks, the target price was reduced by 37.9% to HK $36, corresponding to 1.9x/1.7xP/B, up 23.5% from the current level.
Hua Hong Semiconductor (01347.HK): the "real" gross profit margin slightly exceeds the guidance / inflation factors raise price expectations.
How to determine the focus of upstream semiconductor investment? Which blue ocean and which volumes are the downstream terminals?
Zhitong Financial AP learned that CITIC released a research report saying that the current valuation of the electronic sector is at the absolute bottom of history, and the value of core assets is prominent, reiterating that he pays active attention to the two main lines of investment: first, upstream semiconductors look at the scene, "focus on assets" look at localization, and "light assets" look at the top three. Currently, the semiconductor sector is the first. Focus on the more definite subdivision direction of year-on-year growth (chip designers with localized equipment, localized manufacturing and high-quality customer structure). Second, the downstream terminal pays attention to the blue ocean of innovation increment: looking for a pure incremental downstream product track with strong certainty, focusing on automotive electronics (electrified and intelligent) and AIo
Heavy! Liu he: supporting the sustained and healthy development of platform economy and private economy
He pointed out that efforts should be made to adapt to the omni-directional changes brought about by the digital economy, do a good job in the battle of key core technologies, support the sustained and healthy development of the platform economy and the private economy, properly handle the relationship between the government and the market, and support the listing of digital enterprises in domestic and foreign capital markets. Open to promote competition, competition to promote innovation.
The CPPCC National Committee held a special consultation on "promoting the sustained and healthy Development of the Digital economy"
The committee members believe that it is necessary to promote the deep integration of the digital economy and the real economy, guide the digital transformation of small and medium-sized enterprises, fully tap the development potential of the industrial Internet, and promote the new generation of information technology to endow equipment, value enterprises, and empower industries.
Zhitong Hong Kong stock unwinding (05.17) | the alarm is lifted and the Hang Seng Index officially makes a breakthrough.
Wen / Wan Yongqiang (Director of Zhitong Financial Research Center) [dissecting the market] the trend of Hong Kong stocks is super strong today, opening high and rising steadily throughout the day, closing at the high end of the day, and the Hang Seng Index rose 652 points. Trading volume is also synchronously enlarged, showing that the 20-day moving average breakthrough is effective. Global stock markets are expected to be jubilant today for several reasons: 1, the conflict between Russia and Ukraine has eased, and the media quoted the Ukrainian military as saying on the 17th that the Ukrainian army is trying to evacuate the remaining Ukrainian troops besieged in the last stronghold of Mariupol. The commentary pointed out that this may mark the end of the longest and bloodiest battle in the conflict between Russia and Ukraine, and it is also a major defeat for Ukraine. In addition
Changes in Hong Kong stocks | Shanghai Fudan (01385) leads the semiconductor sector by 7%. The delivery index shows that the supply of the industry is still tight.
Semiconductor plate rebounded collectively within the day, with Shanghai Fudan (01385) and Hua Hong Semiconductor (01347) leading the way. The agency said that the delivery cycle of all kinds of 22Q2 chips is generally more than 12 weeks, and the supply of the industry is still tight. At the same time, the current plate has reflected pessimistic expectations. As of press time, Shanghai Fudan (01385) rose 6.93% to HK $26.25; Hua Hong Semiconductor (01347) rose 6.45% to HK $28.90; Crystal Gate Semiconductor (02878) rose 3.92% to HK $0.53; ASM Pacific (0052)
Changes in Hong Kong stocks | Hua Hong Semiconductor (1347.HK) is favored by many institutions after rising 4%.
Hua Hong Semiconductor (1347.HK) shares continued to recover on May 17, rising 4.24 per cent to HK $28.3, with a total market capitalization of HK $36.84 billion, up about 15 per cent over the past three trading days. The company previously released quarterly results that sales revenue in the first quarter of this year reached another record high of $594.6 million, up 95.1% from a year earlier and 12.6% from a month earlier. The profit attributable to the owners of the parent company was $102.9 million, up 211.4% from a year earlier and down 22.9% from a month earlier. The first Shanghai refers to the company's Q1 profit significantly exceeding expectations, maintaining the buy rating, with a target price of 40 Hong Kong.
UBS Adjusts Hua Hong Semiconductor's Price Target to HK$16 From HK$33, Keeps at Sell
05:42 AM EDT, 05/16/2022 (MT Newswires) --