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
216 Views
SANY Heavy (600031 CH) - Riding on the Up-Cycle of Excavator + Overseas Expansion
We upgrade SANY Heavy to BUY after keeping our HOLD rating for >30 months. We are turning positive as we expect an earnings up-cycle in 2025E26E
208 Views
Capital Goods - 2025 Outlook: Emerging Markets the Key Growth Driver
We expect Chinese construction machinery manufacturers’ global expansion will continue in 2025E, with emerging markets such as the Middle East,...
214 Views
Auto - 2025 Outlook: Likely a replica of 2024, but more
While some key themes including competition and the rising importance of new models are likely to continue in 2025, we also need to be prepared for...
237 Views
Salesforce (CRM US) - Inline 3QFY25 results; Agentforce as the key catalyst
e expect Salesforce will continue to benefit from the development of AI applications, and raise our target price to US$410.0 based on 24x FY25E EV...
260 Views