<div id="readability-page-1"><div>Our platform has compiled the latest investment ratings, target prices and views from six brokers on HUA HONG SEMI (01347.HK) -11.100 (-8.740%) Short selling $1.03B; Ratio 14.617% as follows:Broker Rating TP Summary of Key ViewsBOCI Buy HKD116.5 ?HKD152.4 1Q results were mediocre, but the broker remains positive on the domestic computing power industry chain. AI spillover effects and price hikes are expected to support this years outlook.CLSA Outperform HKD129.5 ?HKD147.6 1Q results and 2Q guidance were largely in line with expectations. Fab 9A is set to complete its capacity ramp-up in 3QYY and the company is actively exploring new areas such as compound semiconductors and silicon photonics supported by AI demand.Nomura Neutral HKD100 1Q revenue met expectations but gross margin hit the lower end of guidance. Management guided that higher average selling prices and increased wafer shipments in 2Q will support QoQ revenue growth of 5%. The acquisition of HLMC Fab 5 and the expansion of Wuxi Fab 9B are progressing smoothly and have not been affected by US export controls.M Stanley Equalweight HKD88 1Q results met expectations, but 2Q revenue outlook is weak. The company is expected to continue ramping up Fab 9B capacity this year. Strong demand for power ICs driven by Chinas AI infrastructure will support its positioning in mature-node foundry services.Daiwa Buy Not mentioned 1Q net profit surged 4.6x YoY due to a low base effect, in line with expectations. Gross margin is expected to expand in 2Q, driven by higher average selling prices and shipment growth. Fab 9B capacity expansion is progressing smoothly, with no disruption to equipment procurement.BNP Paribas Underperform HKD41.8 1Q gross margin disappointed due to lower capacity utilization. Geopolitical headwinds may hinder the expansion of advanced nodes at its sister company HLMC and reduce potential benefits from asset injection. From 2027 onwards, Fab 9B expansion is expected to bring higher depreciation and margin pressure. (ad/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.)</div></div>

01347

688347

Recent ratings and target prices for HUA HONG SEMIfrom six brokers indicate mixed sentiments. BOCI and Daiwa maintain positive outlooks, while CLSA and Nomura express cautious optimism. M Stanley sees weak revenue outlook, and BNP Paribas is underperforming due to geopolitical concerns. Short selling stands at $1.03B with a ratio of 14.617%.

AASTOCKS News

HUA HONG SEMI

Hua Hong

Nomura Holdings, Inc.

Nomura

Morgan Stanley

Daiwa Securities Group Inc.

BNP Paribas

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Brokers Latest Ratings, TPs, Views on HUA HONG SEMI