SGMONTA@EC2611A

Goldman Sachs Raises Montage Technology Target Price to HKD 582, Maintains Buy Rating

Montage Technology Shareholder Shanghai Rongying Plans Inquiry Transfer to Reduce 12.228 Million Shares

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

Morgan Stanley Cuts Its Holdings in Lianxin Technology by 248,684 Shares

Lanx Technology's Stock Continues to Strengthen with Goldman Sachs Upgrading Target Price

CLSA Raises Earnings Forecast and Target Price for Lianxin Technology

UBS Raises UMEC's Target Price to HKD 380 and Reiterates Buy Rating

UBS Maintains Buy Rating on Montage Technology H Shares with a Target Price of HKD 237

MONTAGE TECH released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue HKD 1.656 B (forecast HKD 1.788 B), actual EPS HKD 0.7941 (forecast HKD 0.6758)

MONTAGE TECH to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue HKD 1.788 B, EPS HKD 0.6758

Alisoft China Holding reduced its holdings in Mergent Inc.

MoorTech reports 58% profit and 50% revenue growth in 2025, but stock price falls 3%

Lianji Technology will conduct CXL 3.1 MXC chip sampling tests in September 2025

MONTAGE TECH to Release FY2025 Annual Earnings on March 30 During-Market (BJT), Forecast Revenue HKD 6.251 B

Goldman Sachs Gives Buy Rating to Lianxin Technology's H-Share and A-Share

UBS Initiates Coverage of Lianxin Tech with Buy Rating and Target Price of 237 Yuan

LanX Technology Announces End of Stabilization Period for Global Offering and Exercise of Over-allotment Option

Mingtech Co Ltd's Core Technician Shangang Passed Away Due to Illness

Lanxi Technology Experiences Significant Growth in 2025

JOLIMARK

TIMES UNI GP

APEX ACE HLDG

VPOWER GROUP

GW TIANDI

FUJING HOLDINGS

TEAMWAY INTL GP

SFSY NEW MAT

FDB HOLDINGS

KEEN OCEAN

06651

02889

03268

02418

06809

01440

02658

00565

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51WORLD(06651) fell 16.42%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 136.5%. PATEO(02889) fell 15.46%, with a trading turnover 203.9 Million HKD, and a year-to-date fell 6.9%. MEIG(03268) fell 13.5%, with a trading turnover 73.7 Million HKD, and a year-to-date fell 17.4%.

Top Gainers&Losers

51WORLD

PATEO

MEIG

DEEWIN

MONTAGE TECH

STAR SHINE HLDG

TIANYU SEMI

ART GROUP HOLD

FORTIOR

DEEPEXI TECH

Top 10 HK Stock Losers (5.29)

00992

06082

01801

06869

01880

00501

09903

00981

03986

LENOVO GROUP(00992) rose 21.95%, with a trading turnover 17.4 Billion HKD, and a year-to-date rose 159.2%. BIREN TECH(06082) rose 14.67%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 215.1%. MONTAGE TECH(06809) fell 12.82%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 274.2%. OMNIVISION(00501) fell 8.45%, with a trading turnover 147.3 Million HKD, and a year-to-date fell 19.8%.

- The Hang Seng Index rose by 0.7%, with an annual decline of 1.7%, while the Hang Seng Tech Index fell by 0.09% and is down 11.5% year-to-date.  
- Lenovo Group increased by 21.95%, achieving a trading volume of HKD 17.44 billion and an annual gain of 159.2%.  
- Meanwhile, Wallen Technology rose by 14.67% with a trading volume of HKD 1.69 billion, whereas Lanqi Technology fell by 12.82%, despite a year-to-date increase of 274.2%.

LENOVO GROUP

BIREN TECH

INNOVENT BIO

YOFC

CTG DUTY-FREE

OMNIVISION

ILUVATAR COREX

SMIC

GIGADEVICE

Top 5 HK Stock Gainers/Losers (>100B) (5.29)

MONTAGE TECH fell 13.25%; Semiconductor Manufacturing International Corporation fell 8.16%, with a transaction volume of HKD 17.2 billion; Hua Hong Semiconductor fell 5.59%, with a transaction volume of HKD 8.033 billion; GigaDevice fell 7.03%, with a transaction volume of HKD 1.974 billion; Biren Technology rose 13.00%, with a market value of HKD 148.3 billion

HK Stock Alerts

HUA HONG SEMI

Hong Kong Stock Movement: Shareholder reduction at MONTAGE TECH triggers market panic, stock price plummets 13.25%! Goldman Sachs' rating fails to reverse the trend

G Sachs has raised its 12-month target price for MONTAGE TECHto HKD582, maintaining a Buy rating. The report highlights optimism over demand for memory interface ICs due to increasing AI workloads and the company's expansion into new product areas. G Sachs expects MRCD and MDB to drive near-term growth, with strong customer interest in their second-generation products, set for launch by 2026-2027.

AASTOCKS News

Goldman Sachs

Montage Technology

GS Hldg R

G Sachs Raises MONTAGE TECH  TP to HKD582, Rating Buy

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CLSA released a report on semiconductor stocks, providing investment ratings and target prices (TPs). Key stocks include MONTAGE TECH (Buy, HKD447.2), GIGADEVICE (Outperform, HKD782.3), ASMPT (Outperform, HKD182.7), BIREN TECH (Outperform, HKD67.4), SMIC (Outperform, HKD94.1), and HUA HONG SEMI (Outperform, HKD147.6). Short selling data indicates varying ratios across these stocks.

ASMPT

Hua Hong

SMIC HK SDR 5to1

CLSA Ratings, TPs on Semis (Table)

MONTAGE TECH fell 11.73%; SMIC fell 0.07%, with a transaction volume of HKD 9.679 billion; Hua Hong Semiconductor fell 8.35%, with a transaction volume of HKD 5.408 billion; Innovent Biologics fell 10.96%, with a transaction volume of HKD 1.499 billion; GigaDevice fell 3.34%, with a market value of HKD 355.1 billion

INNOSCIENCE

Hong Kong stock movement: MONTAGE TECH fell 11.73%, with share price fluctuations caused by a divergence between reduction in holdings and market expectations

Goldman Sachs analyst Allen Chang has reaffirmed a Buy rating for Montage Technology Co., Ltd. Class H (6809) with a price target of HK$510.00. Chang, a 4-star analyst with a 14.7% average return, also covers other technology stocks. Previously, Bernstein also maintained a Buy rating for the stock with a price target of HK$320.00.

Tip Ranks

Pony AI

AllianceBernstein

PONY-W

Goldman Sachs Sticks to Their Buy Rating for Montage Technology Co., Ltd. Class H (6809)

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KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. MONTAGE TECH(06809) rose 21.31%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 368.7%. GEELY AUTO(00175) fell 5.23%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 19.4%. GANFENGLITHIUM(01772) fell 3.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 54%.

- The Hang Seng Index rose by 0.15%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index increased by 0.46%, but has seen a year-to-date decline of 7.7%.  
- Notable stock performances include Zhicheng (02513) up 36.9%, with a total increase of 889.7% for the year, while Geely Auto (00175) fell by 5.23%, reflecting a year-to-date increase of 19.4%.

KNOWLEDGE ATLAS

MINIMAX-W

HUAQIN

GEELY AUTO

GANFENGLITHIUM

CPIC

TIANQI LITHIUM

Top 5 HK Stock Gainers/Losers (>100B) (5.13)

03200

03317

00679

02339

02577

03898

02650

KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. HANS CNC(03200) rose 30.91%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 94.5%. XUNCE(03317) rose 23.88%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 460.8%.

HANS CNC

XUNCE

ASIA TELE-NET

BWI INT'L

TIMES ELECTRIC

ZHIDA TECH

Top 10 HK Stock Gainers (5.13)

MONTAGE TECH rose 15.11%; Semiconductor Manufacturing International Corporation fell 2.87%, with a transaction volume of HKD 5.705 billion; Hua Hong Semiconductor fell 0.15%, with a transaction volume of HKD 3.364 billion; Innovent Biologics rose 18.62%, with a transaction volume of HKD 2.879 billion; GigaDevice Semiconductor rose 4.36%, with a market value of HKD 369.5 billion

Hong Kong stock movement: MONTAGE TECH rises 15.11%, driven by the dual forces of the AI boom and storage demand, causing the stock price to soar

SGMONTA@EC2611A(29511.HK)