SenseTime IPO: Valuation Insights
Our valuation analysis suggests that the IPO price is unattractive. We would give the IPO a pass. Pricing is expected on 10 December with a listing...
417 Views
SenseTime Group (商汤集团) Pre-IPO - Peer Comparison & Industry - Paying the Price of Diversification
SenseTime Group (1475539D HK) is looking to raise about US$2bn in its upcoming Hong Kong IPO. We estimate that the company has been losing market...
521 Views
SH/SZ Connect Flows: $6bn Outflows, Walvax, Wuxi Apptec, Dahua
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
345 Views
Smartkarma Originals
Chinese Video Surveillance Industry
Introduction The video surveillance market is speeding up in China and globally. The world’s top two surveillance companies are both headquartered...
1.3k Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
824 Views