Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
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Quiddity Leaderboard HSCEI Sep 24: Two Changes Possible; US$256mn One-Way
JD Logistics and SenseTime are currently ranked 65th and 64th respectively and we see them as expected DELs. We see PICC Property & Casualty and...
477 Views
4Paradigm: Sage AI Platform 5.0. Could Drive ~30% Y/Y Revenue Growth in 2024, PT Raised To HK$100
In my insight, I discuss valuation for 4Paradigm and set a new PT for China’s AI software company coupled with RV analysis and highlights from...
416 Views
Hong Kong Connect Flows (Jun 14th): China Mobile, BOC, CNOOC, China Shenhua Energy, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, BOC, CNOOC, China Shenhua Energy, CCB.
546 Views
QuantumPharm IPO Trading - Lukewarm Insti Demand Combined with a Tight Float at Listing
QuantumPharm (QUP HK) raised US$126m from its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
562 Views