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<Research>G Sachs Keeps Buy on HUA HONG SEMI; 4Q Rev. & GPM in Line
Recommend 8 Positive 9 Negative 2 |
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HUA HONG SEMI (01347.HK) guided for a 1% QoQ decline or flat revenue for 1Q26, with a GPM standing at 13-15%, compared to 13% in 4Q25, reflecting continuous improvement as driven by strong capacity utilization, rising average selling prices, and cost control, according to a report released by Goldman Sachs. The midpoint of HUA HONG SEMI's revenue guidance is lower than Goldman Sachs' and market expectations, while the GPM guidance midpoint meets the broker's expectations and is slightly above market expectations. In 4Q25, HUA HONG SEMI's revenue rose 22% YoY or 4% QoQ to USD660 million, in line with Goldman Sachs' guidance. The GPM reached 13%, within the guidance range of 12-14%, roughly meeting the broker's and the market's expectations. Goldman Sachs has kept a Buy rating on HUA HONG SEMI, with a target price of HKD134. AAStocks Financial News |
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