reports
- Julia Pan Mengyao
- Ming San Soong
SenseTime Group Inc (20 HK): Revolutionising industries with rapid ite...
SenseTime is a leading AI software company with a focus on computer vision technologies, serving a broad range of industries. It recorded full-year revenue of Rmb3.8b in 2022, making it the largest computer vision software provider in China with a 20.7% market share, according to IDC. Net loss narrowed 65% yoy to Rmb6b. At the WAIC 2023, SenseTime showcased the upgrade and applications of its SenseNova foundation model in various industries.
- Adrian Loh Tzum Yung
- Benjaphol Suthwanish
- Celine Yuan Xinlin
- Jo Yee Ng
- Julia Pan Mengyao
- Kochakorn Sutaruksanon
- Kong Ho Meng
- Ming San Soong
- Posmarito Pakpahan
- Stella Guo Yuting
- Tanaporn Visaruthaphong
- Tham Mun Hon
Regional Morning Notes - Wednesday, July 12, 2023
GREATER CHINA Economics Money Supply: Weaker M1 growth points to need for policy stimulus. Update Alibaba Group (9988 HK/BUY/HK$87.00/Target: HK$130.00): Solid 1QFY24; Taobao+Tmall DAU/Time spend to be the key focus. Inner Mongolia Yili Industrial Group (600887 CH/BUY/Rmb28.50/Target: Rmb37.50): 2Q23 results preview: conservative on full-year revenue guidance. Small/Mid Cap Highlights SenseTime Group Inc (20 HK/NOT RATED/HK$1.89): Revolutionising industries with rapid iteration. INDONESIA Updat...
- Celine Yuan Xinlin
- Jo Yee Ng
- Julia Pan Mengyao
- Ming San Soong
- Stella Guo Yuting
- Terence Chiu
- Tham Mun Hon
Greater China Daily: Wednesday, July 12, 2023
KEY HIGHLIGHTS Economics Money Supply Weaker M1 growth points to need for policy stimulus. Update Alibaba Group (9988 HK/BUY/HK$87.00/Target: HK$130.00) Solid 1QFY24; Taobao+Tmall DAU/Time spend to be the key focus. Inner Mongolia Yili Industrial Group (600887 CH/BUY/Rmb28.50/Target: Rmb37.50) 2Q23 results preview: conservative on full-year revenue guidance. Small/Mid Cap Highlights SenseTime Group Inc (20 HK/NOT RATED/HK$1.89) Revolutionising industries with rapid iteration. TRADERS’ CORNE...
- Julia Pan Mengyao
SenseTime Group Inc (20 HK): Strategically positioned to benefit from ...
SenseTime Group Inc (SenseTime) was listed on the Hong Kong Stock Exchange (SEHK) on 30 Dec 21. The company is a leading AI software company with a focus on computer vision technologies, serving a broad range of industries. Its full-year revenue was at Rmb4.7b per annum as of 2021, making it the largest AI software company in Asia in terms of revenue, and the largest computer vision software provider in China with an 11% market share, according to Frost & Sullivan.
- Ariel Poh Yun Li
- Jo Yee Ng
- Johnny Yum Chung Man
- Julia Pan Mengyao
- Sabrina Soh
- Terence Chiu
- Zhifeng Shen
- Ziv Ang Sze Champ
Greater China Daily: Thursday, October 27, 2022
KEY HIGHLIGHTS Results Baoshan Iron & Steel (600019 CH/HOLD/Rmb5.07/Target: Rmb5.30) 3Q22: Below expectations; lacklustre downstream demand and margin pressure to linger. Downgrade to HOLD. Estun Automation (002747 CH/HOLD/Rmb20.88/Target: Rmb21.50) 3Q22: Results beat on non-op items. Foshan Haitian Flavouring & Food (603288 CH/HOLD/Rmb67.87/Target: Rmb72.30) 9M22: Slowdown in sales growth with dip in margins; downgrade to HOLD. Ping An Insurance Group (2318 HK/BUY/HK$33.50/Target: HK$58.39)...
603288 FOSHAN HAITIAN FLAVOURING & FOOD CO. LTD. CLASS A
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
600019 BAOSHAN IRON & STEEL CO. LTD. CLASS A
168 TSINGTAO BREWERY CO LTD
2747 ESTUN AUTOMATION
1475539D HK SENSETIME GROUP
00020 SENSETIME GROUP INC
- Adrian Loh Tzum Yung
- Ariel Poh Yun Li
- Chaiwat Arsirawichai
- Jack Goh Tooan Orng
- Jacquelyn Yow Hui Li
- Jo Yee Ng
- Johnny Yum Chung Man
- Jonathan Koh
- Julia Pan Mengyao
- Leow Huey Chuen
- Philip Wong
- Sabrina Soh
- Zhifeng Shen
- Ziv Ang Sze Champ
Regional Morning Notes - Thursday, October 27, 2022
GREATER CHINA Results Baoshan Iron & Steel (600019 CH/HOLD/Rmb5.07/Target: Rmb5.30): 3Q22: Below expectations; lacklustre downstream demand and margin pressure to linger. Downgrade to HOLD. Estun Automation (002747 CH/HOLD/Rmb20.88/Target: Rmb21.50): 3Q22: Results beat on non-op items. Foshan Haitian Flavouring & Food (603288 CH/HOLD/Rmb67.87/Target: Rmb72.30): 9M22: Slowdown in sales growth with dip in margins; downgrade to HOLD. Ping An Insurance Group (2318 HK/BUY/HK$33.50/Target: HK$58.39): ...
U96 SEMBCORP INDUSTRIES LTD.
601318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS A
603288 FOSHAN HAITIAN FLAVOURING & FOOD CO. LTD. CLASS A
600019 BAOSHAN IRON & STEEL CO. LTD. CLASS A
SUN SUNTECH SA
168 TSINGTAO BREWERY CO LTD
MAHB MALAYSIA AIRPORTS HLDGS BHD
DBB DUOPHARMA BIOTECH BHD
SCC-R SIAM CEMENT (NVDR)
2747 ESTUN AUTOMATION
TAPG TRIPUTRA AGRO PERSADA PT
1475539D HK SENSETIME GROUP
- Sumeet Singh
Sensetime lock-up
SenseTime Group (STG) raised US$741m in its Hong Kong IPO in Dec 21. The IPO barely made it through and was priced at the bottom of its IPO price range. STG is a leading AI software company. Its software is used by customers from a wide range of industries. STG was the largest AI software company in Asia in terms of 2020 revenue, as per Frost & Sullivan (F&S). In this note, we will talk about the lock-up dynamics and updates since our last note. Our previous notes on the IPO: SenseTime Group...
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