The analyst rating for HUA HONG SEMI (01347.HK) was maintained as a "Hold" due to a combination of factors. While the company's product mix and scale are improving, and it reported strong revenue growth driven by high utilization and robust shipments, the valuation appears to be high. Additionally, the net profit for 4Q25 decreased significantly due to rising labor costs, despite meeting revenue expectations. The target price was raised from HKD68 to HKD80, reflecting a positive outlook, but the overall rating remains cautious given the high valuation and profit decline.

DBS Group Research

Hold

maintain

$75 -> $88

2026-02-20

Reason

DBS Group Research

Price Target

$75 -> $88

2026-02-20

maintain

Hold

Reason

The analyst rating for HUA HONG SEMI was maintained at "Hold" by DBS Group Research due to several factors. The company reported a significant revenue increase of 22.4% year-over-year, reaching a new high of US$660 million, driven by a recovery in domestic demand and rising demand for AI-related applications. Additionally, the broker anticipates that stricter US export controls will accelerate the localization process in China's semiconductor industry, leading to an increase in China's self-sufficiency ratio in integrated circuits. This is expected to allow HUA HONG SEMI to capture more demand for 28nm and above products. The target price was raised from $75 to $88, reflecting optimism about the sector's sentiment improvement due to these developments.

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01347 Should I Buy

01347 Should I Buy

Should You Buy HUA HONG SEMI (01347) Today? Analysis, Price Targets, and 2026 Outlook.

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