Movement Alert｜Tianyu Advanced Rises 5.09% in Regular Trading, Morgan Stanley Raises Target Price to HK$106.6 Amid Semiconductor Sector Rally

Market Focus06-15

On June 15, Tianyu Advanced rose 5.09% in regular trading, trading at HK$88.5/share, with turnover of HK$185 million. The rally was driven by a broad semiconductor sector recovery and a notable target price upgrade from Morgan Stanley.

Morgan Stanley raised its price-to-sales multiple for Tianyu Advanced H-shares from 12x to 14x, lifting its target price from HK$86.6 to HK$106.6 while maintaining an Overweight rating. The bank explicitly stated that the 800V DC power cabinet mass production timeline has not been interrupted, countering a recent SemiAnalysis report suggesting delays to beyond 2028.

The semiconductor sector rallied broadly, with ASMPT up 5.96%, GCL Technology up 5.48%, and Xinyi Solar up 2.9%, creating a favorable sector-wide tailwind. As the global leader in 8-inch SiC substrates with 51.3% market share, Tianyu Advanced continues to benefit from the silicon carbide industry upcycle, with substrate wafer suppliers operating above 90% capacity utilization and pricing trending upward amid tightening supply conditions.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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