ENTITY
Mobvoi

Mobvoi (2438 HK)

25
Analysis
Consumer Discretionary • China
Mobvoi is an artificial intelligence company specializing in generative AI and voice interaction technologies. It develops AI voiceover assistants, automotive voice interaction systems, and smart devices such as TicWatch smartwatches and the TicNote AI Notetaker. The company is headquartered in Beijing, China, and was founded in 2012.
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bullish•Mobvoi
•05 Aug 2026 03:46

Primer: Mobvoi (2438 HK) - Aug 2026

Mobvoi is pivoting its strategic focus from consumer hardware, specifically its TicWatch line, towards higher-margin AI software and services,...

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•13 Aug 2025 01:09

Unisound AI (9678.HK): ~US$6.5B Market Cap, ADTV ~US$6M, Is Secondary Share Sale On The Deck?

In my another insight about Unisound AI Technology, I discuss post-listing trading dynamics, relative valuation and lock-up expiry

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bullish•Mobvoi
•12 Aug 2025 02:06

Mobvoi Inc. Revenue From AIGC Solutions Continues To Post Hyper Growth, TicNote Debuted in April

​In my insight, I discuss Mobvoi's new product, TicNote, and set a new price target for Mobvoi. The stock found a bottom and valuation looks cheap...

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•29 Apr 2024 08:48

ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana, ChaPanda, 99 Speed, Afcon

Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.

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bullish•Mobvoi
•18 Apr 2024 21:02

Upcoming Mobvoi’s Debut: Downsized IPO Despite Hyper-Growth In AIGC Business Segment

Mobvoi is expected to price its IPO next week and I have a positive long-term view on the high-growth name in AIGC business segment

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