Assessing Semiconductor Manufacturing International (SEHK:981) Valuation After Strong 1 Year Shareholder Return

Simply Wall St.01-16

AdvertisementRecent performance snapshot With no single headline event driving attention today, Semiconductor Manufacturing International (SEHK:981) has still drawn investor interest after a one-month...

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This suggests momentum has been strengthening even with...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"688981":"中芯国际","BK1610":"ETF&股票定投概念","BK1526":"科网股","BK1163":"半导体产品","00981":"中芯国际","BK1607":"新IT概念","BK1614":"港股-半导体"},"translate_title":"在一年强劲的股东回报后评估中芯国际（SEHK：981）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1.98,"00981":1.98},"content_text":"AdvertisementRecent performance snapshot With no single headline event driving attention today, Semiconductor Manufacturing International (SEHK:981) has still drawn investor interest after a one-month return of 21.9% and a three-month return of 11.9%. See our latest analysis for Semiconductor Manufacturing International. Viewed over a longer stretch, the recent 21.9% one month share price return builds on a 1 year total shareholder return of 114.9%. This suggests momentum has been strengthening even with some shorter term swings. If Semiconductor Manufacturing International’s move has caught your eye and you are looking for similar opportunities in chips and computing, it could be worth checking out high growth tech and AI stocks next. After a 114.9% 1 year total return and revenue of US$9,045.37m, some investors may wonder if Semiconductor Manufacturing International is now fully valued or if the current price still leaves room for future growth that markets have yet to price in. Most Popular Narrative: 4% Overvalued Compared with the last close at HK$77.35, the most followed narrative sees fair value closer to HK$74.67, which sets up a tight valuation debate.  The analysts have a consensus price target of HK$49.742 for Semiconductor Manufacturing International based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of HK$68.0, and the most bearish reporting a price target of HK$20.0.  Read the complete narrative. Curious what kind of revenue path, margin rebuild, and future P/E level need to line up for this fair value to work? The full narrative lays out those moving parts in detail. Result: Fair Value of $74.67 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change quickly if pricing pressure continues to weigh on gross margins, or if China focused demand weakens and adds more earnings uncertainty. Find out about the key risks to this Semiconductor Manufacturing International narrative.  Build Your Own Semiconductor Manufacturing International Narrative If you are not on board with this view or simply prefer to stress test the numbers yourself, you can build a custom narrative in just a few minutes, starting with Do it your way. A great starting point for your Semiconductor Manufacturing International research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with one stock, you risk missing other angles the market is offering right now, so put a few more quality ideas on your radar.  Target steady cash generators with these 12 dividend stocks with yields > 3% that may help you build a more reliable income stream from your portfolio. Spot potential mispricings by scanning these 870 undervalued stocks based on cash flows that could offer a more attractive entry point based on current market expectations. Get ahead of the next big computing shift by checking these 29 quantum computing stocks that are working on future focused applications and infrastructure.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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