BPSENTM@EC2609A

SUPERLAND GROUP

OCT (ASIA)

GREAT WORLD

JIAODA WITHUB

CREATIVE CHINA

SMART CITY DEV

DAISHOMICROLINE

RIMBACO

SHENYANG PUBLIC

XUNCE

00020

Guotai Haitong analyst has maintained a Buy rating on SenseTime Group, Inc. Class B (0020) with a price target of HK$2.72, while the shares closed at HK$1.86. Additionally, DBS’s Edmond Fok also rated it a Buy on March 25, but TipRanks upgraded it to a Hold on March 26.

- Guotai Haitong analyst maintained a Buy rating on SenseTime Group, Inc. Class B with a price target of HK$2.72, while shares closed at HK$1.86.  
- Additionally, DBS’s Edmond Fok issued a Buy rating on the same stock on March 25.  
- Conversely, on March 26, TipRanks – PerPlexity upgraded SenseTime Group, Inc. Class B to a Hold rating.

Tip Ranks

SENSETIME-W

New Buy Rating for SenseTime Group, Inc. Class B (0020), the Technology Giant

Huatai Securities has reaffirmed its Buy rating for SenseTime Group, Inc. Class B (0020), setting a price target of HK$2.26, while the shares closed at HK$1.86. Additionally, DBS’s Edmond Fok also issued a Buy rating on March 25. However, TipRanks reiterated a Hold rating on March 26.

- Huatai Securities has maintained a Buy rating on SenseTime Group, Inc. Class B, setting a price target of HK$2.26, while the shares closed at HK$1.86.  
- Additionally, Edmond Fok from DBS also assigned a Buy rating on March 25.  
- However, TipRanks reiterated a Hold rating for SenseTime Group, Inc. Class B on March 26.

Huatai Securities Sticks to Its Buy Rating for SenseTime Group, Inc. Class B (0020)

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As of noon, the three major indices of the Hong Kong stock market rose collectively, with the Hang Seng Index approaching the 24,993-point mark and the Hang Seng Tech Index returning above 4,811 points. Market sentiment is relatively stable, with heavyweight and tech stocks resonating upward. In terms of sectors, the restaurant and retail industries performed strongly, with Haidilao leading the midday gains at 6.47%, and core assets such as Meituan and BYD leading in trading volume. Investors are closely monitoring macroeconomic data and performance guidance from core sectors, with overall market trading remaining active

- As of March 27, 2026, Hong Kong’s stock market indices showed positive movement, with the Hang Seng Index at 24,993.64, up 0.55%.  
- Notable performances included Haidilao, which rose 6.47%, reflecting recovering demand in the restaurant sector, while macroeconomic indicators are drawing investor focus.  
- The trading volume highlighted major players, including Meituan and Tencent, with respective figures of 62.41 billion HKD and 59.09 billion HKD amid mixed sector performance.

Market Heartbeat

KUAISHOU-W

TENCENT

HAIDILAO

MEITUAN

JD-SW

BEONE MEDICINES

BIDU-SW

TIANQI LITHIUM

LI AUTO-W

Hong Kong Stock Midday Review | Hang Seng Index Approaches 25,000 Points, Strong Performance in Dining Retail with Haidilao Up 6.47%

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00HSI

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Hong Kong stocks were under pressure during intraday trading on March 26, with the three major indices collectively retreating, led by the Hang Seng TECH Index. The jewelry retail, catering, and internet content sectors saw the largest declines, while POP MART and Kuaishou were actively traded but experienced sharp price drops. Overall market sentiment remains cautious as investors closely monitor Federal Reserve policy directions and economic trends in mainland China

- As of March 26, Hong Kong stocks are experiencing pressure, with major indices retreating after yesterday's highs, reflecting cautious sentiment.  
- The Hang Seng Index reported a drop of 1.86%, while the Hang Seng Technology Index fell by 3.06%, indicating widespread declines in retail and internet sectors due to weakened consumer confidence.  
- Investors are closely monitoring U.S. Federal Reserve policies and domestic economic growth, influencing market dynamics and liquidity concerns moving forward.

POP MART

Hang Seng Index

LEAPMOTOR

PHANCY

BRIGHT SMART

MENGNIU DAIRY

BABA-W

XIAOMI-W

YOFC

CNOOC

CHINA LIFE

SMIC

Hang Seng TECH Index

Hong Kong Stocks Intraday | Hang Seng Index Down 1.86%, POP MART Drops Over 11%

SenseTime Group (SEHK:20) reported a revenue of C¥2.7b and a basic EPS loss of C¥0.01 for 2H FY 2025, narrowing losses from C¥0.05 in 2H 2024. Despite a trailing 12-month revenue of C¥5.0b, the company still faces significant losses, with a net income loss of C¥1,765.93m. Analysts forecast a 20.2% annual revenue growth, but the company remains loss-making, raising concerns about profitability. The current share price of C¥1.88 suggests a 13.3x P/S ratio, higher than the industry average, with a target price of C¥2.81 indicating potential upside.

- SenseTime Group reported FY 2025 second half revenue of C¥2.7 billion, with a basic EPS loss of C¥0.01.  
- The company has experienced improving revenue trends but is still loss-making, with a trailing 12-month loss of C¥1.77 billion amid expectations of 20.2% annual revenue growth.  
- Analysts indicate a 49.5% upside potential based on target prices, despite the valuation showing SenseTime trading at a premium price-to-sales ratio compared to industry averages.

Simplywall

SenseTime Group (SEHK:20) Loss Narrowing In 2H FY 2025 Tests Growth Heavy Bull Case

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Dow futures rose nearly 400 points, Hong Kong stocks continued to rise over 300 points in the early session, SenseTime's performance increased by 4.7%, and XUNCE surged by 13%. The market anticipates a de-escalation in the situation in Iran, with Trump proposing a one-month ceasefire. U.S. stock futures rebounded, and the Hang Seng Index opened 216 points higher this morning, currently reported at 25,387 points, up 323 points. SenseTime announced a revenue of 5.015 billion yuan last year, with losses narrowing to 1.766 billion yuan. XUNCE will announce its performance this Friday

AASTOCKS

Dow Jones Industrial Average

Dow Jones futures rose nearly 400 points, Hong Kong stocks continued to rise over 300 points in the early session, AI stocks were favored with SenseTime rising 4.7% after earnings, XUNCE surged 13%

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SenseTime Group FY revenue RMB 5,014.6 million

marketscreener

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

SenseTime Group FY revenue RMB 5,014.6 million

SenseTime Group Inc. Reports Earnings Results for the Full Year Ended December 31, 2025

SenseTime Group Inc. Reports Earnings Results for the Full Year Ended December 31, 2025

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Hang Seng TECH ETF I

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Shunkong Development

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

SenseTime Narrows Loss in 2025

SenseTime Technology released its performance forecast for 2025, expecting total revenue to exceed 5 billion yuan, a growth of 33%, setting a new historical high. Net losses narrowed significantly by 58.6%, and EBITDA turned positive for the first time in the second half of the year, reaching 380 million yuan. The company will launch new models based on the second-generation NEO architecture in 2026 to promote intelligent AI applications. Chairman Xu Li stated that the dual growth in technological innovation, revenue, and EBITDA demonstrates the company's growth resilience and operational efficiency, steadily moving towards high-quality development

- SenseTime (0020.HK) reported a record revenue of over 5 billion yuan for 2025, marking a 33% increase and significantly reducing its net loss by 58.6%.  
- The company expects continued growth, with a new model based on the second-generation NEO architecture set to launch in Q2 2026, enhancing AI application capabilities.  
- SenseTime's strong performance and technology advancements position it well for sustainable growth in the global AI market, leveraging multi-modal capabilities across various sectors.

雷帝触网

SenseTime Technology's revenue will exceed 5 billion yuan in 2025, with EBITDA turning positive in six months

SenseTime Narrows Losses as It Doubles Down on Native Multimodal AI

SenseTime Narrows Losses as It Doubles Down on Native Multimodal AI

SenseTime announced its full-year results for the year ending December last year, with a revenue of RMB 5.015 billion, an increase of 32.9% year-on-year. The loss narrowed to RMB 1.766 billion, with a loss per share of RMB 0.05. Under non-International Financial Reporting Standards, the adjusted net loss was RMB 1.956 billion, a decrease of 54.3% year-on-year. In the second half of the year, EBITDA turned positive for the first time, reaching RMB 376 million. SenseTime plans to launch new models in the second quarter of this year, expecting to make significant progress in areas such as multimodal reasoning, and will continue to drive business scale expansion

SenseTime's annual loss narrowed to 1.766 billion yuan, with EBITDA turning positive for the first time in the second half of the year

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Chinese AI stocks surged following Nvidia CEO Jensen Huang's positive remarks about OpenClaw, which he described as the 'next ChatGPT.' Companies like MiniMax and Zhipu saw significant stock increases of 22% and 14%, respectively. OpenClaw, an open-sourced AI agent family, is gaining traction in China, with local tech firms integrating it into their products. SenseTime and UCloud Technology also reported stock gains. Moody's noted China's rapid AI adoption, although it varies across sectors, with large tech firms leading the way.

- NVIDIA CEO Jensen Huang's remarks at the GTC conference led to a surge in Chinese AI stocks, as he praised OpenClaw's potential as a transformative AI tool.  
- Companies like MiniMax and Zhipu reported share increases of 22% and 14%, respectively, as they integrate OpenClaw into their offerings and compete with global AI leaders.  
- Moody's noted that China's rapid AI adoption positions it as a leading market, although sectoral adoption varies, with larger firms driving significant advancements in AI integration.

CNBC

KNOWLEDGE ATLAS

MINIMAX-W

Tencent Holdings Limited

Tencent

Spdr Select Tech

Proshares Big Data Refiners ETF

China’s ‘AI tigers’ see shares surge after Nvidia CEO touts OpenClaw as ‘next ChatGPT’

A17U. hopefully wont put a dent to its share price even after money raised. positive news overall i guess.

For SingTel, I will add when there is more pullback.

Dacai

Although Singtel's stock plunged 5.4% due to a network outage, its performance has always been strong and it's still a quality stock. Buy!

Apple

Tiffany lover

OCBC Bank

Total asset size ranks among the top 2% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Alibaba chip strategically important for China AI, but not a near term threat to NVIDIASK Hynix HBM push confirms strong AI demand bullish for Micron Technology, but Hynix stays aheadSingtel drop short term risk remains better to wait, but attractive on deeper dips for yield investors

Victor y

Total asset size ranks among the top 50% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Commemorative

Hi guys ☕️ Big news: Alibaba dropping a new chip? SK Hynix goes all in on HBM. Apple teases a big one at WWDC. Singtel tanks 5.4%. CapLand Ascendas REIT goes big. Plus 6 earnings. What's catching your eye? 👇

XL2CSOPHYNIX

SingTel

Alps Active REIT ETF

Apple Group

Invesco QQQ Trust

Proshares UltraPro QQQ

SPDR S&P 500

CapLand Ascendas REIT

Sarine Tech

Alibaba

WUXI BIO

MIXUE GROUP

HESAI-W

GameStop

SingTel 10

Singtel

BABA-WR

Alibaba HK SDR 5to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

WuXi Biologics

SENSETIME-WR

Hesai

Crossamerica Partners LP

☕️ Daily Market Talk | March 24, 2026

Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!

I believe Alibaba is going to surprise the market with a major new chip product. 💪🏽It is also surprising that no one is talking about yesterday’s gold movement. Gold has never, in history, dropped 10% and then rebounded 10% in a day. The decline itself was the first of its kind in 40 years.

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

$XTALPI(02228.HK) We must wait for the President to inject confidence into the market! It feels like there's no trading opportunity for the time being. The crazy ones, like minimax, have already gone to the moon, but I know it's definitely the second SenseTime. The difficult ones are struggling at the bottom. For example, bte/eth, waiting for the President and the Fed to figure it out. What's needed for the midterm elections.

Baytex Energy

XTALPI

🚀 Who do you think is foreign capital’s top choice for investing in China‘s AI?With the Chinese AI sector heating up, all eyes are on where foreign capital is flowing. Is the smart money on computing infrastructure, full-stack technology, or hardware independence?Alibaba $Alibaba(BABA.US)has drawn renewed interest from Cathie Wood’s Ark Invest, betting on its massive AI infrastructure plan (exceeding 380 billion yuan) and its new collaboration with NVIDIA $NVIDIA(NVDA.US)on “Physical AI.” Baidu $Baidu(BIDU.US)is favored for its integrated capabilities from chips to models. Meanwhile, Tencent’s industrial AI, SMIC’s role in chip sovereignty, and SenseTime’s vision expertise present compelling alternative bets.$SMIC(00981.HK)$TENCENT(00700.HK)$Tencent(TCEHY.US)$SENSETIME-W(00020.HK)

BPSENTM@EC2609A(26612.HK)

BPSENTM@EC2609A Stock Performance Chart

New Buy Rating for SenseTime Group, Inc. Class B (0020), the Technology Giant

Huatai Securities Sticks to Its Buy Rating for SenseTime Group, Inc. Class B (0020)

Hong Kong Stock Midday Review | Hang Seng Index Approaches 25,000 Points, Strong Performance in Dining Retail with Haidilao Up 6.47%

Hong Kong Stocks Intraday | Hang Seng Index Down 1.86%, POP MART Drops Over 11%

SenseTime Group (SEHK:20) Loss Narrowing In 2H FY 2025 Tests Growth Heavy Bull Case