Added to YB: 2025-06-02
Pitch date: 2025-05-30
0020.HK [bullish]
SenseTime Group Inc.
+58.99%
current return
Author Info
Panda Perspectives helps manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. Sign up for the newsletter.
Company Info
SenseTime Group Inc., an investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.
Market Cap
HKD 46.9B
Pitch Price
HKD 1.39
Price Target
5.00 (+126%)
Dividend
N/A
EV/EBITDA
-10.63
P/E
-9.88
EV/Sales
10.76
Sector
Software
Category
growth
SenseTime: Not Just a Pretty Face (Recognition) Stock
0020.HK: China's GenAI contender pivoting from surveillance to full-stack AI ecosystem w/ '1+X' structure. Generates 64% rev from GenAI (103% growth). Trades at 8x EV/S vs peers 10-15x. PT HK$5 based on FY26 breakeven, ecosystem spinoffs (healthcare, auto, robotics) creating hidden value. US sanctions limit Western markets but strong in Middle East.
Read full article (49 min)