Hua Hong Semiconductor Limited

SEHK:1347 Stock Report

Market Cap: HK$161.5b

Hua Hong Semiconductor Valuation

Is 1347 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1347 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

HK$50.35
Fair Value
57.8% overvalued intrinsic discount
19
Number of Analysts

Below Fair Value: 1347 (HK$79.45) is trading above our estimate of fair value (HK$50.35)

Significantly Below Fair Value: 1347 is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1347?

Key metric: As 1347 is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1347. This is calculated by dividing 1347's market cap by their current revenue.
What is 1347's PS Ratio?
PS Ratio7.8x
SalesUS$2.28b
Market CapUS$20.76b

Price to Sales Ratio vs Peers

How does 1347's PS Ratio compare to its peers?

The above table shows the PS ratio for 1347 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average25.9x
2577 InnoScience (Suzhou) Technology Holding
63.5x39.02%HK$69.1b
1385 Shanghai Fudan Microelectronics Group
7.6x10.81%HK$45.3b
981 Semiconductor Manufacturing International
8.8x11.89%HK$719.4b
2533 Black Sesame International Holding
23.8x34.77%HK$14.2b
1347 Hua Hong Semiconductor
7.8x14.67%HK$161.5b

Price-To-Sales vs Peers: 1347 is good value based on its Price-To-Sales Ratio (7.8x) compared to the peer average (25.9x).

Price to Sales Ratio vs Industry

How does 1347's PS Ratio compare vs other companies in the HK Semiconductor Industry?

6 CompaniesPrice / SalesEstimated GrowthMarket Cap
757 Solargiga Energy Holdings
0.1xn/aUS$42.74m
1305 Wai Chi Holdings
0.08xn/aUS$22.88m
243 QPL International Holdings
0.5xn/aUS$18.04m
8529 UBoT Holding
0.5xn/aUS$10.94m
1347 7.8xIndustry Avg. 1.8xNo. of Companies6PS0246810+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1347 is expensive based on its Price-To-Sales Ratio (7.8x) compared to the Hong Kong Semiconductor industry average (1.8x).

Price to Sales Ratio vs Fair Ratio

What is 1347's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1347 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio7.8x
Fair PS Ratio4.9x

Price-To-Sales vs Fair Ratio: 1347 is expensive based on its Price-To-Sales Ratio (7.8x) compared to the estimated Fair Price-To-Sales Ratio (4.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1347 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentHK$79.45
HK$60.67
-23.64%
46.12%HK$119.03HK$22.32n/a19
Nov ’26HK$79.75
HK$53.96
-32.34%
45.58%HK$118.84HK$22.30n/a19
Oct ’26HK$80.00
HK$46.15
-42.31%
30.85%HK$87.00HK$22.33n/a20
Sep ’26HK$52.10
HK$44.56
-14.47%
24.53%HK$68.25HK$22.38n/a20
Aug ’26HK$39.45
HK$34.94
-11.44%
18.58%HK$44.93HK$20.17n/a20
Jul ’26HK$34.70
HK$34.10
-1.72%
22.34%HK$44.94HK$17.01n/a20
Jun ’26HK$31.60
HK$34.97
+10.65%
19.10%HK$44.88HK$20.15n/a19
May ’26HK$35.45
HK$31.95
-9.86%
23.29%HK$44.51HK$16.34n/a16
Apr ’26HK$30.45
HK$30.48
+0.10%
25.20%HK$43.99HK$16.38n/a15
Mar ’26HK$34.30
HK$27.50
-19.81%
23.66%HK$43.00HK$16.36n/a17
Feb ’26HK$22.85
HK$24.59
+7.63%
22.24%HK$31.97HK$16.41n/a16
Jan ’26HK$21.65
HK$24.57
+13.50%
22.24%HK$31.94HK$16.40n/a16
Dec ’25HK$20.55
HK$24.74
+20.41%
21.56%HK$31.99HK$16.42n/a17
Nov ’25HK$20.85
HK$21.96
+5.33%
23.61%HK$31.32HK$11.97HK$79.7516
Oct ’25HK$20.90
HK$21.37
+2.25%
20.83%HK$29.95HK$11.99HK$80.0016
Sep ’25HK$17.00
HK$21.58
+26.93%
21.31%HK$29.96HK$11.99HK$52.1016
Aug ’25HK$20.55
HK$20.71
+0.76%
23.40%HK$30.01HK$11.99HK$39.4515
Jul ’25HK$22.05
HK$20.71
-6.10%
23.42%HK$30.02HK$11.99HK$34.7015
Jun ’25HK$19.40
HK$18.89
-2.63%
17.42%HK$24.00HK$12.00HK$31.6015
May ’25HK$15.60
HK$17.78
+13.96%
25.34%HK$25.84HK$7.09HK$35.4515
Apr ’25HK$15.26
HK$18.06
+18.32%
24.41%HK$25.80HK$7.08HK$30.4515
Mar ’25HK$16.88
HK$18.16
+7.56%
24.87%HK$25.82HK$7.08HK$34.3015
Feb ’25HK$14.62
HK$19.74
+35.01%
25.09%HK$28.53HK$7.09HK$22.8516
Jan ’25HK$18.88
HK$21.78
+15.37%
36.35%HK$41.87HK$7.09HK$21.6517
Dec ’24HK$17.36
HK$23.89
+37.63%
38.92%HK$44.73HK$7.06HK$20.5518
Nov ’24HK$19.14
HK$29.19
+52.52%
29.89%HK$44.89HK$15.49HK$20.8516
HK$60.67
Fair Value
31.0% overvalued intrinsic discount
19
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/09 19:50
End of Day Share Price 2025/11/07 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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 Semiconductor Limited is covered by 45 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
Alex ChangBNP Paribas
Dai ShenBofA Global Research
Ke QuCCB International Securities Limited