June-quarter sales and gross margins of Semiconductor Manufacturing International Corporation and Hua Hong Semiconductor topped guidance. Both firms cited demand for peripheral chips in AI applications as the largest driver, and price hikes will continue.
SMIC can procure from Chinese equipment suppliers as the latter improve their product offerings.
SMIC’s progress beyond 7 nanometers may be slower than expected due to high investments and low talent supply.
|
Metric
|
00981
|
005930
|
INTC
|
|---|---|---|---|
Price/Earnings (Normalized) | 111.30 | 22.00 | 94.04 |
Price/Book Value | 3.07 | 3.83 | 5.90 |
Price/Sales | 7.01 | 4.02 | 8.82 |
Price/Cash Flow | 13.24 | 10.62 | 27.76 |
|
Metric
|
00981
|
005930
|
INTC
|
|---|---|---|---|
Quick Ratio | 1.73 | 1.96 | 0.95 |
Current Ratio | 2.29 | 2.54 | 1.60 |
Interest Coverage | 2.81 | 15.02 | −8.63 |
|
Metric
|
00981
|
005930
|
INTC
|
|---|---|---|---|
Return on Assets (Normalized) | 1.14% | 15.73% | 1.12% |
Return on Equity (Normalized) | 2.74% | 20.73% | 2.20% |
Return on Invested Capital (Normalized) | 1.22% | 18.46% | 1.36% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| NVIDIA Corp
NVDA
| LOCK|!yLD%^Ds | LOCK|j&p | $5T | |||
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TSM
| LOCK|pvzbR@ | LOCK|Vsv | $2T | |||
| Broadcom Inc
AVGO
| LOCK|^^^P%tD | LOCK|@QH | $2T | |||
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MU
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AMD
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INTC
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United States