Sensetime 0020

[winston]

not vested

SenseTime Path to profitability via GenAI growth

As one of the top three large language model (LLM) application players in China, SenseTime is well positioned to ride the industry’s growth.

We believe SenseTime can significantly monetise its cloud/AI model and AI applications given its multimodal leadership.

Coupled with the potential spin-off of costly businesses and cost savings, we expect a 30% FY24-27F revenue CAGR, with profitability in FY27F.

Initiate coverage with an Add rating and HK$3.18 TP (16x FY26F EV/sales).

Source: CGS

https://rfs.cgsi.com/api/download?file= ... B50E42C5AC

[winston]

not vested

<Research>CLSA Raises SENSETIME-W's TP to HKD3; Rating Kept Outperform

2025/10/27

CLSA has released a report predicting SENSETIME-W (00020.HK) to trim its adjusted net loss by 53% YoY to RMB2.5 billion in FY25 with growth in generative AI revenue and a decline in operating expenses driven by business restructuring.

The report also highlighted SENSETIME-W's strategic partnership with CAMBRICON (688256.SH), which is expected to help expand its AI computing capabilities through Chinese-made chips.

SENSETIME-W's target price was raised from HKD1.85 to HKD3, with an Outperform rating remaining in place.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/analy ... stock-news