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Hua Hong Grace Semiconductor LimitedSEHK:1347 Stock Report

Market Cap HK$300.3b
Share Price
HK$145.30
HK$93.68
55.1% overvalued intrinsic discount
1Y358.4%
7D-9.9%
1D
Portfolio Value
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Hua Hong Grace Semiconductor Limited

SEHK:1347 Stock Report

Market Cap: HK$300.3b

Hua Hong Grace Semiconductor (1347) Stock Overview

An investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, and Europe. More details

1347 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance4/6
Financial Health3/6
Dividends0/6

1347 Community Fair Values

Create Narrative

See what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.

Hua Hong Grace Semiconductor Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Hua Hong Grace Semiconductor
Historical stock prices
Current Share PriceHK$145.30
52 Week HighHK$177.00
52 Week LowHK$29.00
Beta1.58
1 Month Change11.09%
3 Month Change66.44%
1 Year Change358.36%
3 Year Change452.47%
5 Year Change262.34%
Change since IPO1,252.89%

Recent News & Updates

Narrative Update Jun 02

1347: High P/E Will Confront Fab 9 Expansion And Acquisition Execution Risks

Analysts have made a minor adjustment to their HK$ fair value estimate for Hua Hong Semiconductor, reflecting slightly different assumptions on discount rate, revenue growth, profit margin and future P/E that together leave their overall price target effectively unchanged. What's in the News Q1 2026 results show revenue of US$660.9 million and net profit of US$20.9 million, with gross margin at 13%, supported by demand across AI, storage and power management sectors.
Analysis Article May 24

Hua Hong Semiconductor's (HKG:1347) Earnings Are Of Questionable Quality

Investors were disappointed with Hua Hong Semiconductor Limited's ( HKG:1347 ) earnings, despite the strong profit...
Narrative Update May 18

1347: Trimmed Fair Value Will Challenge Elevated P/E At 2026 Meetings

Analysts have trimmed their fair value estimate for Hua Hong Semiconductor to about HK$38.00, reflecting updated views on a slightly higher discount rate, more moderate revenue growth, a modestly stronger profit margin and a lower future P/E assumption. What's in the News Board meeting scheduled for May 14, 2026 at 10:00 China Standard Time to review and approve the unaudited first quarter 2026 financial results for Hua Hong Semiconductor and its subsidiaries, and to handle other routine business (company filing).
Narrative Update May 03

1347: Upcoming Board Meetings And AGM Will Support Higher Earnings Multiple

Analysts have slightly raised their fair value estimate for Hua Hong Semiconductor to about HK$134.29 from roughly HK$133.98. The change reflects updated views on revenue growth, profit margins and future P/E assumptions.

Recent updates

Narrative Update Jun 02

1347: High P/E Will Confront Fab 9 Expansion And Acquisition Execution Risks

Analysts have made a minor adjustment to their HK$ fair value estimate for Hua Hong Semiconductor, reflecting slightly different assumptions on discount rate, revenue growth, profit margin and future P/E that together leave their overall price target effectively unchanged. What's in the News Q1 2026 results show revenue of US$660.9 million and net profit of US$20.9 million, with gross margin at 13%, supported by demand across AI, storage and power management sectors.
Analysis Article May 24

Hua Hong Semiconductor's (HKG:1347) Earnings Are Of Questionable Quality

Investors were disappointed with Hua Hong Semiconductor Limited's ( HKG:1347 ) earnings, despite the strong profit...
Narrative Update May 18

1347: Trimmed Fair Value Will Challenge Elevated P/E At 2026 Meetings

Analysts have trimmed their fair value estimate for Hua Hong Semiconductor to about HK$38.00, reflecting updated views on a slightly higher discount rate, more moderate revenue growth, a modestly stronger profit margin and a lower future P/E assumption. What's in the News Board meeting scheduled for May 14, 2026 at 10:00 China Standard Time to review and approve the unaudited first quarter 2026 financial results for Hua Hong Semiconductor and its subsidiaries, and to handle other routine business (company filing).
Narrative Update May 03

1347: Upcoming Board Meetings And AGM Will Support Higher Earnings Multiple

Analysts have slightly raised their fair value estimate for Hua Hong Semiconductor to about HK$134.29 from roughly HK$133.98. The change reflects updated views on revenue growth, profit margins and future P/E assumptions.
Narrative Update Apr 18

1347: Elevated P/E Will Be Tested At 2026 Shareholder Meetings

Analysts have lifted their price target on Hua Hong Semiconductor to about HK$39.71 from around HK$33.99, citing updated assumptions that include slightly higher revenue growth, profit margin and future P/E, along with a marginally higher discount rate. What's in the News Hua Hong Semiconductor plans to seek shareholder approval at its AGM on 14 May 2026 for amendments to its Articles of Association and adoption of a new set of Articles, which could affect how the company is governed over time (Key Developments).
Narrative Update Apr 04

1347: Future AI Demand And Upcoming Meetings Will Support Returns

Analysts have nudged their Hong Kong dollar price target on Hua Hong Semiconductor slightly higher, reflecting updated assumptions that combine modestly different fair value estimates, a revised discount rate, adjusted revenue growth expectations, lower profit margin forecasts, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Mar 26, 2026, at 10:30 China Standard Time to review the audited consolidated results for 2025, consider any dividend, potential closure of the register of members, the upcoming annual general meeting, and other business (Key Developments).
Narrative Update Mar 21

1347: Future AI Demand Will Support Returns With Lower Margin Expectations

Analysts have raised their price target for Hua Hong Semiconductor to HK$93.65 from HK$75.92, citing updated assumptions related to revenue growth, profit margin expectations, the discount rate, and future P/E levels. What's in the News A board meeting is scheduled for Mar 26, 2026 at 10:30 China Standard Time to review audited consolidated results for 2025, consider any dividend, potential closure of the register of members, the upcoming annual general meeting, and other business (company announcement).
Narrative Update Mar 07

1347: Elevated P/E Will Face Scrutiny At Upcoming Shareholder Meeting

Analysts have nudged their HK$ price target for Hua Hong Semiconductor slightly higher, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that together indicate a modestly stronger risk and earnings profile in their models. What's in the News Hua Hong Semiconductor issued earnings guidance for the first quarter of 2026, with revenue expected to be approximately US$650 million to US$660 million (company guidance).
Narrative Update Feb 21

1347: Lofty Multiple Will Be Tested At Upcoming Shareholder Meeting

Analysts have raised their price target for Hua Hong Semiconductor to HK$33.99 from HK$28.98, citing revised views on fair value, updated growth assumptions and expectations for a higher future P/E multiple. What's in the News Hua Hong Semiconductor issued earnings guidance for the first quarter of 2026, indicating expected revenue of about US$650 million to US$660 million (company guidance).
Narrative Update Feb 07

1347: Elevated Valuation Will Face Test At Upcoming Shareholder Meetings

Analysts have raised their fair value estimate for Hua Hong Semiconductor from about US$22.38 to roughly US$28.98 per share. They cite updated assumptions that include a slightly lower discount rate, moderated revenue growth expectations, higher projected profit margins, and a reduced future P/E multiple.
Narrative Update Jan 24

1347: Upcoming Shareholder Meeting Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on Hua Hong Semiconductor to US$133.98 from US$120.04, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Hua Hong Semiconductor has scheduled a Special or Extraordinary Shareholders Meeting for February 10, 2026 at 14:30 China Standard Time, to be held at No. 288, Halei Road, Zhangjiang Hi Tech Park, Shanghai, China (company event filing).
Analysis Article Jan 14

Hua Hong Semiconductor Limited (HKG:1347) Stock Rockets 39% As Investors Are Less Pessimistic Than Expected

Hua Hong Semiconductor Limited ( HKG:1347 ) shareholders would be excited to see that the share price has had a great...
Narrative Update Jan 09

1347: Upcoming Board Decisions Will Support Higher Future Earnings Multiple

Analysts have nudged their fair value estimate for Hua Hong Semiconductor to $120.04 from about $119.13, reflecting updated views on discount rates, revenue growth, profit margins and a higher future P/E assumption. What's in the News Hua Hong Semiconductor issued earnings guidance for the fourth quarter of 2025, with expected revenue of about US$650 million to US$660 million (Key Developments).
Analysis Article Dec 29

Are Hua Hong Semiconductor Limited (HKG:1347) Investors Paying Above The Intrinsic Value?

Key Insights Hua Hong Semiconductor's estimated fair value is HK$58.62 based on 2 Stage Free Cash Flow to Equity Hua...
Narrative Update Dec 26

1347: Rising Profit Margins Will Drive Stronger Future Earnings Multiple

Analysts have lifted their price target for Hua Hong Semiconductor substantially, from approximately $66.42 to about $119.13, citing expectations of stronger profit margins and a higher justified future earnings multiple, despite only modest tweaks to growth and discount rate assumptions. What's in the News Issued fourth quarter 2025 revenue guidance of approximately USD 650 million to USD 660 million, signaling confidence in near term demand and capacity utilization (company guidance) Scheduled a board meeting for November 6, 2025, at 10:30 China Standard Time to approve third quarter 2025 unaudited financial results and address other corporate matters (company announcement) Valuation Changes The Fair Value Estimate has risen significantly, from about HK$66.42 to roughly HK$119.13 per share, implying a materially higher intrinsic valuation.
Narrative Update Dec 12

1347: Future AI Demand Will Support Returns Amid Persistent Margin Pressures

Analysts have raised their price target on Hua Hong Semiconductor by roughly HK$2. This reflects a modestly higher fair value estimate as they factor in stronger revenue growth prospects driven by expanding opportunities in artificial intelligence applications, even as profit margin expectations edge slightly lower.
Narrative Update Nov 27

1347: Rising Demand From Artificial Intelligence Will Offset Margin Pressures Ahead

Analysts have raised their price target for Hua Hong Semiconductor from HK$53.96 to HK$73.83. They cited strong growth prospects driven by expanding opportunities in artificial intelligence applications.
Narrative Update Nov 06

1347: Rising Competition Will Likely Weigh On Profit Margins Ahead

Analysts have raised the price target for Hua Hong Semiconductor to HK$68.10, citing increased growth potential as demand expands from artificial intelligence applications. Analyst Commentary Analysts have provided a range of perspectives on Hua Hong Semiconductor’s prospects following the recent price target revision.
Narrative Update Oct 23

Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth

Analysts have raised their fair value estimate for Hua Hong Semiconductor from HK$50.98 to HK$53.96. They cite improved growth prospects driven by increasing demand for artificial intelligence applications.
Narrative Update Oct 09

Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns

Analysts have raised their price target for Hua Hong Semiconductor from HK$45.63 to HK$50.98. They cite the company's expanding growth prospects in artificial intelligence applications as a key factor behind the increased valuation.
Analysis Article Oct 06

Hua Hong Semiconductor Limited (HKG:1347) Stock Rockets 84% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Hua Hong Semiconductor Limited ( HKG:1347 ) shares have been powering on, with a gain of...
Narrative Update Sep 25

Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns

Analysts have raised their price target for Hua Hong Semiconductor to HK$45.63, driven by increased optimism around the company’s expanding opportunities in artificial intelligence. Analyst Commentary Positive re-rating reflects growing opportunities for Hua Hong Semiconductor in artificial intelligence applications.
Narrative Update Sep 10

Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns

The increase in Hua Hong Semiconductor’s consensus price target is primarily driven by a notable rise in the forecasted Future P/E multiple, with the fair value now set at HK$44.56. What's in the News Board meeting scheduled to consider interim results for the six months ended 30 June 2025 and potential interim dividend.
Analysis Article Sep 04

Hua Hong Semiconductor's (HKG:1347) Problems Go Beyond Weak Profit

A lackluster earnings announcement from Hua Hong Semiconductor Limited ( HKG:1347 ) last week didn't sink the stock...
Narrative Update Aug 26

Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns

The sharp rise in Hua Hong Semiconductor’s consensus price target is primarily driven by a substantial increase in its projected future P/E ratio, suggesting markedly higher earnings growth expectations despite a stable discount rate, raising the fair value estimate to HK$43.04. What's in the News Upcoming board meeting to consider interim results for the six months ended 30 June 2025 and potential interim dividend.
Analysis Article Aug 22

Hua Hong Semiconductor Limited (HKG:1347) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Hua Hong Semiconductor Limited ( HKG:1347 ) shares have continued their recent momentum with a 28% gain in the last...
Analysis Article Aug 11

Hua Hong Semiconductor Limited Just Missed Earnings - But Analysts Have Updated Their Models

SEHK:1347 1 Year Share Price vs Fair Value Explore Hua Hong Semiconductor's Fair Values from the Community and select...
Narrative Update Aug 10

Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns

Despite a notable downgrade in consensus revenue growth forecasts and a sharp increase in the forward P/E ratio, the consensus analyst price target for Hua Hong Semiconductor has been raised from HK$34.95 to HK$36.96. What's in the News Board meeting scheduled to approve second quarter unaudited financial results and address other matters.
User avatar
New Narrative Feb 24

Semiconductor Expansion And New Leadership May Offset Near-Term Earnings Challenges

Competitive pressures and decreased selling prices may negatively impact short-term revenue growth and profitability.

Shareholder Returns

1347HK SemiconductorHK Market
7D-9.9%-8.3%-0.9%
1Y358.4%99.2%7.3%

Return vs Industry: 1347 exceeded the Hong Kong Semiconductor industry which returned 99.2% over the past year.

Return vs Market: 1347 exceeded the Hong Kong Market which returned 7.3% over the past year.

Price Volatility

Is 1347's price volatile compared to industry and market?
1347 volatility
1347 Average Weekly Movement12.9%
Semiconductor Industry Average Movement10.7%
Market Average Movement7.4%
10% most volatile stocks in HK Market15.9%
10% least volatile stocks in HK Market3.5%

Stable Share Price: 1347's share price has been volatile over the past 3 months compared to the Hong Kong market.

Volatility Over Time: 1347's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of Hong Kong stocks.

About the Company

FoundedEmployeesCEOWebsite
19977,628Bai Pengwww.huahonggrace.com

Hua Hong Grace Semiconductor Limited, an investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, and Europe. The company offers embedded non-volatile memory; standalone non-volatile memory, including NOR flash and EEPROM; power discrete devices; analog and power management platform; and specialty logic RF processes and image sensors. It also provides design services which covers design methodologies and design flow support, standard and customized internet protocol development, ASIC design, and one-stop services; multi-project wafer services; mask marking services; and backend, testing development, mass production, product engineering, and backside processing services.

Hua Hong Grace Semiconductor Limited Fundamentals Summary

How do Hua Hong Grace Semiconductor's earnings and revenue compare to its market cap?
1347 fundamental statistics
Market capHK$300.29b
Earnings (TTM)HK$564.59m
Revenue (TTM)HK$19.76b
447.2x
P/E Ratio
12.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1347 income statement (TTM)
RevenueUS$2.52b
Cost of RevenueUS$2.20b
Gross ProfitUS$318.99m
Other ExpensesUS$246.93m
EarningsUS$72.06m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.041
Gross Margin12.65%
Net Profit Margin2.86%
Debt/Equity Ratio48.5%

How did 1347 perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/07 22:37
End of Day Share Price 2026/06/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Hua Hong Grace Semiconductor Limited is covered by 46 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Qingyuan LinBernstein
Alex ChanBNP Paribas
Dai ShenBofA Global Research