SMIC (981.HK): Although GM May Decline Slightly, Revenue Is Expected to Continue Growing in 4Q25.
SMIC's 3Q25 revenue up 7.8% from 2Q25, GM at 22.0%. Expects flat to 2% revenue growth QoQ, GM between 18% and 20%. Stock price up 160.7% YTD,...
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Primer: Semiconductor Manufacturing International Corp (SMIC) (981 HK) - Oct 2025
As China's largest semiconductor foundry, SMIC is strategically positioned to capitalize on the nation's push for technological...
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BUY/SELL/HOLD: Hong Kong Market Update (7/22/26)
The Hong Kong market has bounced strongly in July as northern Asian markets decline amid the global AI/semiconductor sell-off.
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Hong Kong Market Catches a Bid: What's Going On? (July 20)
The Hong Kong market has advanced this month, while Japan, Korea, and Taiwan have declined in a mean-reversion move sparked by apparent short...
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Asian Equities: China's Tepid Domestic Growth and Skyrocketing Exports Presents Interesting Options
China's weak domestic consumption contrasts with strong export growth, benefiting firms with sustainable foreign revenues. Focus on overseas...
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