Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
3661.HK [bullish]
SG Micro Corp
Author Info
The Antipodes Emerging Markets Fund is an actively managed long only equities fund focused on attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges. Our selective approach, typically holding a minimum of 30 long positions, combines rigorous research and disciplined stock selection to target long-term capital growth for investors willing to accept higher volatility. Sign up for the newsletter.
Company Info
SG Micro Corp engages in the development, manufacturing and sales of comprehensive analog and mixed-signal integrated-circuit (IC) solutions in Mainland China, Hong Kong, Taiwan, and internationally.
Market Cap
CNY 71.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.19%
EV/EBITDA
88.51
P/E
95.02
EV/Sales
13.87
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Antipodes Emerging Markets Fund New Position: SG Micro Corp
3661.HK: SG Micro offers exposure to China’s domestic analog-chip upcycle, supported by rising demand, pricing elasticity and domestic substitution. Revenue and profit both grew in Q1 2026, while earnings have increased over the past three years despite major declines among analog-chip peers. Texas Instruments’ third price increase within a year further validates the structural pricing power available to well-positioned domestic manufacturers.
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