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Hua Hong Semiconductor (1347 HK)
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99
Analysis
Information Technology
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China
Hua Hong Semiconductor Limited manufactures semiconductors on 200mm wafers for specialty applications. The Company's products are used in the consumer electronic, communication, computing and industrial, and automotive industries.
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bullish
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Quantitative Analysis
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14 May 2023 10:15
Hong Kong Connect Flows (May 12th): CNOOC, BOC, Petrochina, China Shenhua Energy, CCB, HKEX, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Cnooc, Bank Of China, Petrochina, China Shenhua Energy,...
Ke Yan, CFA, FRM
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313 Views
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bullish
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Hua Hong Semiconductor
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05 May 2023 08:41
[Hua Hong (1347 HK) Target Price Change]: High IGBT Inventory Signals Pause in Top-Line Growth
We expect Hua Hong to report C1Q23 top-line, IFRS operating income, and IFRS net income in-line, 14.1% and 19.1% vs. consensus, respectively.
Blue Lotus Research Institute
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438 Views
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bullish
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Thematic (Sector/Industry)
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28 Apr 2023 08:42
[Blue Lotus Sector Update]: All Will Have a Bright Future
We see the future, post decoupling world to have two operating systems, one surrounding US and the other surrounding China.
Blue Lotus Research Institute
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267 Views
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bullish
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Thematic (Sector/Industry)
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12 Apr 2023 08:13
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Broker
China Technology – Switching from AI/ChatGPT to Demand Recovery
After a strong rally driven by AI/ChatGPT theme in past three months (note in Feb), we believe most near-term positives have been priced in AI-tech...
CMB International
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252 Views
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bearish
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Thematic (Sector/Industry)
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07 Apr 2023 12:18
China TMT Update: JD/PDD/981HK/1347HK/650HK/ACMR - Small Merchants Rebel Against PDD Policies
Small merchants rebel against PDD policies ; Japan announces restrictions on exports of semiconductor equipment; JD plans listing of its MRO...
Blue Lotus Research Institute
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538 Views
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