MBHUAHO@EP2603A

Goldman Sachs Analyst Maintains Buy Rating for Huahong Semiconductor

UBS Raises 2026 EPS Forecast for Huahong Semiconductor

Huahong Semiconductor's Revenue and Margin Growth Driven by Price Increases and Expansion

CLSA Raises Target Price for Huahong Semiconductor to 129.5 HKD

CLSA Maintains Buy Rating on Huahong Semiconductor with a Target Price of HKD 50.50

Nomura Reiterates Hold Rating on Huahong Semiconductor with a Target Price of HKD 100

Huahong Semiconductor Executives Say AI-Driven Storage Price Increases Have Negative Impact on Consumer Electronics Market

BOA Securities Analyzes Huahong Semiconductor's Performance, Predicts Resumption of Dividend Payments in 2026

Hua Hong Semiconductor Reports Profit in Q4, Stock Rises 5%

HUA HONG SEMI released FY2025 Q4 earnings on February 12 Pre-Market (BJT), actual revenue HKD 5.134 B (forecast HKD 5.172 B), actual EPS HKD 0.0777 (forecast HKD 0.1783)

HuaHong Semiconductor Obtains Shareholders' Approval for Acquisition and Financing Plans

Goldman Sachs Raises Earnings Forecast and Reiterates Buy Rating for Huahong Semiconductor

Huahong Semiconductor Issues New Shares to Acquire Target Company Shares

Huahong Semiconductor to Hold Extraordinary General Meeting for Shareholders' Approval on Acquisition and Share Issuance

BlackRock Increases Holdings in Huahong Semiconductor to 5.10%

SMIC to acquire 49% equity of SMIC North for 4.06 billion yuan

Goldman Sachs Maintains Hua Hong Semiconductor 'Buy' Rating, Price Target at HKD 117

Huahong Semiconductor's asset restructuring praised by Huatai Securities, target price raised to HKD 120

SMIC and Huahong Semiconductor Acquire Government Shares, Accelerating Semiconductor Industry Consolidation

CITIC Securities Maintains Buy Rating on Hua Hong Semiconductor

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Goldman Sachs analyst Allen Chang has maintained a Buy rating on Hua Hong Semiconductor Ltd. (1347) as of February 13, with a price target of HK$134.00. The stock closed at HK$98.75. Chang, a 4-star analyst, has an average return of 15.0% and a success rate of 55.38%. The consensus for Hua Hong Semiconductor Ltd. is a Moderate Buy, with a price target consensus of HK$102.32.

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HUA HONG SEMI

New Buy Rating for Hua Hong Semiconductor Ltd. (1347), the Technology Giant

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Huatai Securities released a research report, pointing out that Hua Hong Semiconductor is entering a fast growth lane due to price increases and capacity expansion. It is expected that sales revenue will reach USD 659.9 million in the fourth quarter of 2025, a year-on-year increase of 22.4%. The gross profit margin is 13%, in line with guidance. The sales revenue guidance for the first quarter of 2026 remains at USD 650 million to USD 660 million, with a gross profit margin between 13% and 15%. The firm raised the target price slightly from HKD 120 to HKD 121, maintaining a "Buy" rating

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Huatai Securities: HUA HONG's price increase and capacity expansion drive growth into the fast lane, target price slightly raised to 121 yuan

Tony Zhang from CLSA has maintained a Buy rating on Hua Hong Semiconductor Ltd. (HKEX: 1347) with a price target of HK$50.50, while the shares closed at HK$44.00. Nomura's Aaron Jeng also issued a Buy recommendation today. In contrast, Citi maintained a Hold rating yesterday. Zhang has an average return of 0.1% and a 50.70% success rate on his stock recommendations.

Hua Hong Semiconductor Ltd. (1347): New Buy Recommendation for This Technology Giant

Bank of China analyst maintained a Buy rating on Hua Hong Semiconductor Ltd. yesterday and set a price target of HK$116.50.Valentine's Day Sale - 70% OffUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Hua Hong Semiconductor Ltd. with a HK$106.28 average price target.

Bank of China Remains a Buy on Hua Hong Semiconductor Ltd. (1347)

Nomura has reaffirmed a Hold rating on Hua Hong Semiconductor Ltd. (1347) as of February 12, setting a price target of HK$100.00, with shares closing at HK$99.55. The analyst consensus suggests a Strong Buy rating with an average price target of HK$106.80, indicating a potential upside of 7.28%. Jefferies also maintains a Hold rating with a price target of HK$91.00.

Nomura Reaffirms Their Hold Rating on Hua Hong Semiconductor Ltd. (1347)

Hua Hong Semiconductor reported record Q4 revenue of $660 million for 2025, a 22.4% increase year-over-year, driven by higher wafer shipments and improved prices. The company capitalized on the global memory shortage to raise prices on its logic chips, with chairman Bai Peng noting that tighter supply allows for further price increases. Despite a 0.8% drop in shares, the outlook remains stable, with expected Q1 revenue between $650 million and $660 million. The memory chip supercycle presents challenges for foundries focused on logic chips, as demand for AI chips impacts production plans.

南华早报

Hua Hong reports record Q4 revenue as AI-driven memory crunch fuels price hikes

Hua Hong Semiconductor Turns to Q4 Profit; Shares Rise 5% in Shanghai

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Hua Hong Semiconductor Turns to Q4 Profit; Shares Rise 5% in Shanghai

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Citigroup raised the target price for SMIC to 75 yuan, and the target price for HUA HONG SEMI to 115 yuan. The financial reports of both companies for the fourth quarter of 2025 met guidance, but the outlook for the first quarter of 2026 was slightly below expectations. SMIC predicts that revenue for the first quarter of 2026 will remain flat, with a gross margin of 18% to 20%; HUA HONG SEMI expects revenue to reach 650 million to 660 million USD, with a gross margin of 13% to 15%. Both are optimistic about the growth prospects of artificial intelligence and localized demand

SMIC

Citi raised the target price for SMIC to 75 yuan, and the target price for Hua Hong was raised to 115 yuan

Today’s CPI coming in below expectations definitely helps the liquidity narrative. Softer inflation reduces pressure on yields and gives the market room to price in a more dovish path. That’s supportive for risk assets, especially long-duration tech. That said, one print doesn’t make a full pivot. Markets usually need a trend of cooling data before calling it a true liquidity turn. It’s a positive start, but confirmation still matters.

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AI remains a long term bull but near term earnings uncertainty is fueling and sharper pullbacks rather than a straight line rallyMargins are key now expect short term volatility and selective dipsFocus on profitable AI infra, energy and select financials

We are indeed entering an 'AI volatility phase,' rather than a pure AI bull market. This perspective is the right mindset.

with rate cuts potentially delayed to July, the bank stocks have been granted a reprieve from the net interest margin compression concern.

AI's disruptions are now spreading into more bread and butter, brick and mortar sectors. Hopefully this will strengthen the AI companies, and eventually, the whole US economy, benefiting all.

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Markets are overvalued and needs a breather so whatever the narrative is, it looks like a pullback is due.

volatility and sideway movement in the near term.

Crypto winter is coming, everyone get ready and follow the trend. Do not fight the market!

Best hedge against everything, be it weak data, volatility, or market movement, is still precious metals!

Volatility is here to stay. Look towards other economies instead, like emerging market!

MBHUAHO@EP2603A(20878.HK)

New Buy Rating for Hua Hong Semiconductor Ltd. (1347), the Technology Giant

Huatai Securities: HUA HONG's price increase and capacity expansion drive growth into the fast lane, target price slightly raised to 121 yuan

Hua Hong Semiconductor Ltd. (1347): New Buy Recommendation for This Technology Giant

Bank of China Remains a Buy on Hua Hong Semiconductor Ltd. (1347)

Nomura Reaffirms Their Hold Rating on Hua Hong Semiconductor Ltd. (1347)