⬇ Semiconductor Manufacturing International - China's chipmakers heavily rely on SMIC, but the premium is over-stretched. Micron results drive surge, but fundamentals set the floor. Fair value at HKD 82 with 6% downside potential.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/smic-00981-hk-688981-sh-china-s-indispensable-foundry?utm_source=tiger_community
By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community
On Semiconductor Manufacturing International (00981):- https://www.smartkarma.com/entities/semiconductor-manufacturing-international-corp?utm_source=tiger_community
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