Hua Hong Semiconductor Ltd., the Technology sector company, was revisited by a Wall Street analyst today. Analyst from CMB International Securities maintained a Hold rating on the stock and has a HK$80.00 price target.
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CMB International Securities has given his Hold rating due to a combination of factors related to both operational progress and valuation. The firm acknowledges Hua Hong’s strong 4Q25 and FY25 performance, marked by record quarterly revenue, high fab utilization, and a steadily improving product mix tilted toward higher-margin 12-inch and specialty platforms, all broadly in line with prior forecasts.
At the same time, CMB International Securities notes that profitability remains constrained by rising labor costs, heavier depreciation, and ongoing capex for new 12-inch capacity, including the HLMC acquisition and Fab 9B ramp-up. Given that the current share price already discounts these structural improvements and trades around 2.9x 2026E P/B, the analysts see limited near-term upside, leading them to maintain a Hold recommendation with a target price of HK$80.
In another report released on February 12, Jefferies also maintained a Hold rating on the stock with a HK$91.00 price target.