GO
| HSI1 | 26,241.83 | -244.07 | 209.64B |
| HSCEI1 | 9,267.56 | -88.41 | 76.99B |
| Back Zoom + Zoom - Block Traded | |
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2025-11-07 10:59:58 HUA HONG SEMI (01347.HK) provided guidance for a 2-4% QoQ revenue growth for 4Q25, with a GM guidance at 12-14%, Goldman Sachs said in a report. This reflects a sustained recovery trend compared to the 13.5% GM in 3Q25. The 4Q25 revenue guidance is broadly in line, with the median being 7% / 1% below Goldman Sachs/ market forecasts. The GM guidance median is 1 ppt / 1.7 ppts above Goldman Sachs/ market forecasts. The report also stated that the company's revenue for 3Q25 met expectations, with a GM of 13.5%, improving from 10.9% in 2Q25 and 12.2% in 3Q24. This not only exceeds the company's guidance of 10-12% but also surpasses Goldman Sachs' estimate of 11% and the market expectation of 11.3%. The Buy rating on HUA HONG SEMI was maintained, with the target price unchanged at HKD11.7. ~ AASTOCKS Financial News Website: www.aastocks.com | |