Hua Hong guided to fourth-quarter revenue of USD 1.1 billion and gross margin of 25%-26% after consolidating Huali Microelectronics on Sept. 9 and approving its Wuxi fab phase 3 expansion. It projects 10%-15% average selling price growth in 2027 through targeted price hikes.
Hua Hong can save costs by procuring from Chinese equipment suppliers as the latter improve their product portfolio.
Aggressive expansion from local peers like Nexchip may erode Hua Hong’s profitability.
Metric | 01347 | 2303 | 005930 |
|---|---|---|---|
Price/Earnings (Normalized) | 162.71 | 15.14 | 9.17 |
Price/Book Value | 3.19 | 2.79 | 2.47 |
Price/Sales | 6.20 | 4.83 | 2.50 |
Price/Cash Flow | 33.70 | 10.81 | 4.94 |
Metric | 01347 | 2303 | 005930 |
|---|---|---|---|
Quick Ratio | 3.09 | 2.69 | 2.20 |
Current Ratio | 3.56 | 3.27 | 2.83 |
Interest Coverage | −0.85 | 65.94 | 242.73 |
Metric | 01347 | 2303 | 005930 |
|---|---|---|---|
Return on Assets (Normalized) | — | 11.58% | 24.86% |
Return on Equity (Normalized) | — | 17.42% | 33.47% |
Return on Invested Capital (Normalized) | — | 14.89% | 30.09% |
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