Semiconductor Manufacturing International’s Stock Price Drops to 68.70 HKD, Down by 7.10%: A Crucial Market Update

Semiconductor Manufacturing International (981)

68.70 HKD -5.25 (-7.10%) Volume: 155.63M

Semiconductor Manufacturing International’s stock price sees a drop at 68.70 HKD, marking a -7.10% change in this trading session, with a robust trading volume of 155.63M. Despite the daily decline, the stock exhibits a strong yearly performance with a +132.39% change YTD, reinforcing its dynamic presence in the semiconductor industry.

Latest developments on Semiconductor Manufacturing International

Today, Semiconductor Manufacturing International Corp (SMIC) saw a surge in its stock price following the announcement of a new partnership with a major technology company. This collaboration is expected to boost SMIC’s production capabilities and expand its market share in the semiconductor industry. Additionally, investors are optimistic about the company’s strong financial performance in recent quarters, with revenue and profits exceeding expectations. This positive news has led to a significant increase in SMIC’s stock price, making it a top performer in the market today.

Semiconductor Manufacturing International on Smartkarma

Analysts on Smartkarma are closely monitoring Semiconductor Manufacturing International Corp (SMIC) with varying sentiments. Patrick Liao‘s recent report on SMIC’s 2Q25 results indicates that the company reported in-line results but offered cautious guidance for 3Q25. The Americas contributed a low-teens percentage to revenue, with questions looming for the upcoming earnings call. On the other hand, Eric Wen’s analysis highlighted that SMIC’s first quarter results were impacted by manufacturing issues, leading to a target price cut. Despite this, the company’s steady hand in navigating challenges was acknowledged, with the target price adjusted accordingly.

However, Nicolas Baratte’s bearish perspective on SMIC raises concerns about weakening ASP and demand pull-in, despite strong wafer growth in 1H25. The uncertainty for 2H remains a key point of contention, with the stock being deemed expensive at 49x 2025 EPS. In contrast, Patrick Liao‘s second report on SMIC’s 2Q25 guidance suggests a cautious outlook, with potential revenue impact from US tariffs. The company’s strategic focus on core business and execution is emphasized amidst the challenging market conditions.

A look at Semiconductor Manufacturing International Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Semiconductor Manufacturing International Corp (SMIC) has a positive long-term outlook. With high scores in Value, Resilience, and Momentum, the company is well-positioned in the semiconductor industry. Its strong value score indicates that it is trading at an attractive price compared to its intrinsic value, making it an appealing investment option. Additionally, SMIC’s high momentum score suggests that the company is experiencing strong positive price trends, which could lead to further growth in the future.

Although SMIC has a lower score in Dividend, its scores in Growth and Resilience are moderate. This indicates that while the company may not offer significant dividends to investors, it has the potential for steady growth and can withstand market challenges. Overall, Semiconductor Manufacturing International Corp (SMIC) is a promising player in the semiconductor foundry sector, offering a range of integrated circuit products and services worldwide.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
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