Semiconductor Manufacturing International Corp (SMIC) (981) Earnings: 2Q Net Income Falls Short of Estimates

Semiconductor Manufacturing International Corp (SMIC) on Smartkarma

Analysts on Smartkarma have provided insightful coverage of Semiconductor Manufacturing International Corp (SMIC). Eric Wen‘s report titled “[SMIC (981 HK, BUY, TP HK$43.5) TP Change” highlights how SMIC’s first-quarter results met expectations, but faced revenue impact due to manufacturing issues with high ASP products, resulting in a target price cut to HK$43.5. Nicolas Baratte, on the other hand, expressed a more cautious sentiment in his report “SMIC 1Q25 Strong Wafer Growth but Weak ASP. Same in 2Q. Large Capex to Continue in 2025,” emphasizing uncertainties for the second half of the year and the stock being perceived as expensive.

Furthermore, Patrick Liao‘s analysis, “SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?,” underlines the cautious 2Q25 guidance provided by SMIC, with the Americas contributing 12.6% to revenue. Meanwhile, discussions by Nicolas Baratte and Patrick Liao on topics like “Semiconductors and AI Servers in China” and “Speculation About the Deepseek Rumor Does Imply Continued Creative Works in the World” shed light on the ongoing developments and challenges within the semiconductor industry, offering valuable perspectives for investors.

A look at Semiconductor Manufacturing International Corp (SMIC) 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 mixed outlook for its long-term performance. The company scores moderately in terms of its overall value, growth potential, resilience, and momentum in the market. With a Value score of 3, Growth score of 3, Resilience score of 3, and Momentum score of 4, SMIC shows promise in terms of its market momentum and potential for growth.

However, the company’s Dividend score of 1 indicates a lower rating in terms of its dividend payouts to investors. This suggests that SMIC may not be as attractive for investors seeking regular income through dividends. Overall, Semiconductor Manufacturing International Corp’s strengths lie in its growth potential and market momentum, which could be key factors to watch for in its long-term performance.

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