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Morgan Stanley Maintains Hold Rating on Hua Hong Semiconductor with Target Price of HKD 88.00

Six Brokers Show Mixed Sentiment on Hua Hong Semiconductor Ratings and Price Targets

SMIC and Hua Hong Release 2026 Q1 Earnings, Both Raise Q2 Revenue Guidance

BOC International Maintains Buy Rating on Hua Hong Semiconductor and Raises Target Price to HK$152.4

CLSA Raises Hua Hong Semiconductor Target Price to 147.6 HKD, Citing AI and Domestic Substitution

Hua Hong Semiconductor holds AGM, approves name change to Hua Hong Grace Semiconductor and share buyback plan

HUA HONG SEMI released FY2026 Q1 earnings on May 14 After-Market (BJT), actual revenue HKD 5.244 B (forecast HKD 5.17 B), actual EPS HKD 0.0906 (forecast HKD 0.1387)

Hua Hong Semiconductor Reports Q1 2026 Net Profit of $20.9 Million with 22.2% Revenue Growth

CLSA Reiterates Outperform Ratings and Target Prices for Semiconductor Companies

HUA HONG SEMI to Release FY2026 Q1 Earnings on May 14 After-Market (BJT), Forecast Revenue HKD 5.167 B, EPS HKD 0.1386

Morgan Stanley Maintains Huahong Semiconductor 'In-Line' Rating

US Orders Multiple Chip Equipment Companies to Halt Shipments to HuaHong's Factories

CLSA Reports Resurgence in Analog Chip Demand, Upside for SMIC and Hua Hong

HuaHong Semiconductor Reports Revival in Demand for Mature Chip Processes in 2025 Annual Report

Huahong Semiconductor to Hold Annual General Meeting in 2026

Nomura Raises Semiconductor Manufacturing Company Huahong Target Price to HKD 116.00

Huahong Company Announces Pricing Strategy Adjustments to Boost Average Selling Prices

Huahong Company's Collaboration with STMicroelectronics on 40nm MCU Progressing Smoothly

Huahong Semiconductor's Acquisition of Huaile Micro Acquired CSRC's Approval

Huahong Semiconductor Receives Shanghai Stock Exchange Approval for Share Issuance Acquisition Plan

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In a report released on May 14, from Morgan Stanley maintained a Hold rating on Hua Hong Semiconductor Ltd., with a price target of HK$88.00. The company’s shares closed yesterday at HK$127.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Hua Hong Semiconductor Ltd. is a Strong Buy with an average price target of HK$116.66.

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Morgan Stanley Sticks to Their Hold Rating for Hua Hong Semiconductor Ltd. (1347)

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The global AI boom is causing a shortage in mature-node semiconductors, driving orders to Chinese foundries like SMIC. The company's Q1 revenue rose to $2.51 billion, with a net profit of $197 million. Zhao Haijun, co-CEO of SMIC, noted that rising AI data center investments will further crowd out non-AI semiconductor production. SMIC's wafer utilization rate increased to 93.1%, while Hua Hong Semiconductor also reported strong results. SMIC's shares fell 0.49%, and Hua Hong's shares dropped 8.74%.

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‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs

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%.

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Brokers Latest Ratings, TPs, Views on HUA HONG SEMI

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SANHUA(02050) rose 6.84%, with a trading turnover 1.8 Billion HKD, and a year-to-date fell 6.3%. Lens(06613) rose 5.23%, with a trading turnover 779.6 Million HKD, and a year-to-date fell 11.4%. YOFC(06869) fell 12.14%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 331.3%. HUA HONG SEMI(01347) fell 8.74%, with a trading turnover 7.1 Billion HKD, and a year-to-date rose 56%.

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Hua Hong Semiconductor's shares fell 1.2% despite a 458% surge in Q1 profit to USD20.9 million, driven by strong demand in the AI-driven chip market. Revenue rose 22% to USD660.9 million. The company anticipates Q2 income between USD690 million and USD700 million. In contrast, rival SMIC reported a 5% profit increase and a 12% revenue rise, with its shares gaining 4.2%. The semiconductor industry is rapidly evolving, with AI playing a crucial role.

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Hua Hong Drops Despite Chinese Chipmaker Reporting Over Five-Fold Surge in First-Quarter Profit

CLSA has raised the target price for HUA HONG SEMIto HKD147.6, citing strong growth in AI and domestic substitution trends. The broker increased valuation multiples for H shares and A shares, with the 2027E PB for H shares raised from 4x to 4.5x. The company's 1Q results and 2Q guidance were in line, and it is exploring new areas like compound semiconductors. Both H and A shares are rated Outperform.

CLSA Hikes HUA HONG SEMI  TP to HKD147.6 on AI-fueled Expansion

On the morning of May 15th, affected by the general pullback of Chinese concept stocks overnight, the three major indices of the Hong Kong stock market collectively declined, with the Hang Seng Tech Index falling over 1.6%. The market showed a sharp divergence: Semiconductor Manufacturing International Corporation attracted capital against the trend due to its better-than-expected first-quarter performance and strong second-quarter guidance, maintaining its position at the top of the trading volume list; however, third-generation semiconductor stocks saw significant declines. Meanwhile, influenced by the better-than-expected U.S. PPI data and rising interest rate expectations, the strong U.S. dollar continued to suppress commodity pricing, leading to a collective pullback in gold and resource stocks; large-cap tech stocks exhibited mixed performance

Market Pulse

Title: Hong Kong Stock Market Intraday | Three Major Indices Fluctuate Lower, SMIC Rises Against the Trend After Earnings, Gold and Resource Stocks Plunge Collectively

HUA HONG SEMIreported a net profit of USD20.929 million for 1Q26, marking a 458.1% increase year-on-year. Revenue reached USD661 million, up 22.2% YoY, with an EPS of USD0.012. The gross margin improved to 13%, up 3.8 percentage points YoY. For Q2, the company expects sales revenue between USD690 million and USD700 million, with a gross margin forecast of 14% to 16%.

HUA HONG SEMI 1Q Net Profit US$20.929M, Up 458.1% YoY

The SSE Composite Index opened down 3 points at 4,174, while the Shenzhen Component Index rose 7 points to 15,753. SMIC and HUA HONG shares both increased by 2.6% following strong first-quarter profit reports. The RMB central parity against the USD was set at 6.8415, down 14 bps MoM. The PBOC conducted RMB500 million of reverse repos, resulting in no net injection or withdrawal for the day.

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SSE Opens Down 3 pts; SMIC  and HUA HONG Up 2.6%

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The Hong Kong semiconductor sector experienced gains in early trading, with Semiconductor Manufacturing International Corporation rising over 5%, National Technology increasing by more than 3%, and both Hua Hong Semiconductor and Montage Technology gaining over 2%. GigaDevice Semiconductor also saw a rise of more than 1%.

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STOCKS | Hong Kong Semiconductor Sector Rises in Early Trading

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0427 | Dolphin Research Focus: 🐬 Macro/Industry1) Last week, DeepSeek surprise-launched its flagship foundation model DeepSeek-V4 and fully open-sourced it, a key market catalyst. With AI advances as a tailwind, semis extended gains today: the Hong Kong Semiconductor Index jumped 5%+, led by SMIC and Hua Hong Semiconductor.The new model is tuned for domestic compute and pursues a non-CUDA stack, expanding edge-AI use cases and sustaining demand for local chips. Flows continue to pile into themes of self-reliant compute and domestic substitution...

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DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap

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.

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!

JP#HUAHORP2807A(56140.HK)

Morgan Stanley Sticks to Their Hold Rating for Hua Hong Semiconductor Ltd. (1347)

‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs

Brokers Latest Ratings, TPs, Views on HUA HONG SEMI

Top 5 HK Stock Gainers/Losers (>100B) (5.15)

Hua Hong Drops Despite Chinese Chipmaker Reporting Over Five-Fold Surge in First-Quarter Profit