SenseTime (20 HK) - Gen AI Business Maintains Momentum on Increased AI Investment
We lower our target price to HK$1.85, which translates into 10.5x FY25E EV/sales in tune with AI-related sector valuation re-rating (previous:...
217 Views
SenseTime (20 HK) - Restructuring to Focus on Gen AI Business and Accelerate Breakeven Progress
SenseTime announced (4 Dec) the completion of a strategic organizational restructuring, after which the company has established a new “1+X” structure
425 Views
SenseTime: Shares Fall with Lock-Up Expiry; Further Downside with More Selling at the Next Expiry
SenseTime’s share price dropped more than 50% over the last one week with the expiry of lock-up period. Some shareholders have agreed to extend...
629 Views
SenseTime (20 HK): Lock-Up Expiry Will Bring BIG Passive Flow
SenseTime rallied post listing and has since dropped. Lock-up expiry in June could lead to short-term weakness but that will bring in large passive...
1.5k Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
The June rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the four...
424 Views