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<Research>HTSC Adds SENSETIME-W (00020.HK) TP to $2.44, Optimistic About Gen AI Biz Prospects
Recommend 70 Positive 94 Negative 29 |
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HTSC's research report wrote that SENSETIME-W (00020.HK) logged revenue of RMB2.358 billion in 1H25, up 35.48% YoY; and the adjusted net loss of RMB1.162 billion, hugely narrowing by 50% YoY. The broker was optimistic about the company's "computing power (large devices)-large model-application" trinity strategy, with generative AI maintaining a rapid growth trend in the future. The Buy rating was kept. Considering that SENSETIME-W maintained a high intensity of R&D, the broker lowered its net profit forecasts for 2025-27 to losses of RMB2.697 billion, RMB126 million, and a profit of RMB190 million (previously expected losses were RMB2.603 billion, RMB115 million, and a profit of RMB200 million). The target price was added from HKD1.73 to HKD2.44, in light of the increase in the average valuation of comparable companies and bullish prospects for SENSETIME-W's generative AI business development. AASTOCKS Financial News Website: www.aastocks.com |
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