Semiconductors

BLACK SESAME

Black Sesame Intelligent 耗资约 305.54 万港元回购 18.63 万股股份

Huami Intelligent repurchased 1,283,800 shares

Huameiziji Smart Joins Li Auto's Open Source Ecosystem and Announces Strategic Partnership with RQ Mobility

Huazhi Intelligent Announces FAD Tianyan L3 Autonomous Driving Platform

RQ Chuxing and Black Sesame Technology Collaborate to Develop Robotaxi Solutions

Dongfeng Yipai 007 Phantom Edition Launched with Black Sesame Intelligent ADAS Solution

BLACK SESAME released FY2025 9 Months Earnings on March 31, 2026 (BJT), with actual revenue of HKD 585.06M and EPS of HKD -1.4075

BLACK SESAME released FY2025 Q3 earnings on March 31, 2026 (BJT) with actual revenue of HKD 311.25 M and EPS of HKD -0.6035

BLACK SESAME released FY2025 Q4 earnings on March 31 After-Market (BJT), actual revenue HKD 316.62 M, actual EPS HKD -0.6139

BLACK SESAME released FY2025 annual earnings on March 31 After-Market BJT, actual revenue HKD 898.77 M (forecast HKD 880.86 M), actual EPS HKD -2.6231 (forecast HKD -2.404)

HBM Smart International Holdings Announces FY2025 Loss of 1.425 Billion RMB, Turned from Profit to Loss

Black Sesame Tech Net Loss of 1.4 Billion in 2025, Plans A2000 Mass Production for 2026

BLACK SESAME to Release FY2025 Annual Earnings on March 31 After-Market (BJT), Forecast Revenue HKD 886.53 M, EPS HKD -2.4083

Huami Intelligent International Terminates New Share Subscription Firm Placement Agreement but Subscription Agreement Remains Valid

Huami Intelligent Raises $633 Million Through Placing to Fund Management of Wuji Capital

Black Sesame Intelligence Completes Subscription of 28.543 Million Shares

Huami Intelligent Releases 2025 Earnings Forecast: Revenue Exceeds 800 Million RMB, Up Over 68.7%

Huami Intelligent Signs Strategic Cooperation Agreement with Baidu's RoboTaxi

Huami Intelligent Announces the Release of A2000 FAD2.0 Open Platform

Black Sesame Acquires 60% Stake in Zhuhai Yezhi for RMB 800 Million Valuation

CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

512480

02533

512760

588780

588170

CITIC Securities International has given BLACK SESAME a "Buy" rating, believing that its revenue of RMB 8.22 billion last year met expectations, with a year-on-year increase of 73.4%. The company is transforming from a hardware supplier to an AI computing power platform, with its flagship A2000 chip offering high cost performance, and penetration rates are expected to increase. In the next 2 to 3 years, both revenue and gross margin are expected to rise, with a target price of HKD 26.5, maintaining a "Buy" rating

AASTOCKS

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

CITIC Securities International gives BLACK SESAME a "Buy" rating, with performance meeting expectations and high visibility for growth

Black Sesame International Holding (SEHK:2533) reported a full year 2025 net loss of CNY 1,424.7 million, a significant decline from the previous year's net income. The company's share price has decreased, with a 30-day return of 20.71% and a 90-day return of 28.35%. Currently trading at a P/S of 11.8x, well above the industry average of 3.4x, the stock appears overvalued. Investors are concerned about the company's growth potential amid ongoing losses, prompting a reassessment of its market position and future prospects.

Simplywall

Assessing Black Sesame International Holding’s Valuation After Its Swing To A Full Year Net Loss

CSC Financial analyst maintained a Buy rating on Black Sesame International Holding Limited yesterday and set a price target of HK$25.75.End of Quarter Sale - 50% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Black Sesame International Holding Limited is a Strong Buy with an average price target of HK$26.13.

Tip Ranks

CSC Financial Sticks to Its Buy Rating for Black Sesame International Holding Limited (2533)

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In a report released yesterday, from Huatai Securities maintained a Buy rating on Black Sesame International Holding Limited, with a price target of HK$30.30.End of Quarter Sale - 50% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Black Sesame International Holding Limited with a HK$26.13 average price target.

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

Huatai Securities Remains a Buy on Black Sesame International Holding Limited (2533)

In a report released yesterday, from Bank of America Securities maintained a Hold rating on Black Sesame International Holding Limited, with a price target of HK$20.00.End of Quarter Sale - 50% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Black Sesame International Holding Limited is a Moderate Buy with an average price target of HK$28.46.

Bank of America Securities Keeps Their Hold Rating on Black Sesame International Holding Limited (2533)

Bank of America Securities has lowered the target price for BLACK SESAME to 20 yuan and reiterated a "Neutral" rating. The company benefited from strong shipments of ADAS chips last year, with total revenue increasing by 73% year-on-year. Despite an improved revenue outlook, the adjusted net profit forecast has been cut by 46% to 89 million yuan due to rising R&D expenses. The visibility of achieving breakeven in the short term is low

Bank of America Securities lowers the target price for BLACK SESAME to 20 yuan, reiterating a "Neutral" rating

Black Sesame International Accelerates Intelligent Driving Chip Rollout Amid Strong 2025 Revenue Growth

Black Sesame International Accelerates Intelligent Driving Chip Rollout Amid Strong 2025 Revenue Growth

Black Sesame International Holding Limited (HK:2533) has adjusted its share subscription, redirecting approximately HK$632.4 million towards R&D, product commercialization, and market expansion. The company, which specializes in intelligent driving chips and robotics semiconductors, has terminated a placing agreement while maintaining the original subscription. This move highlights its commitment to investing in next-generation technology and international growth. The latest analyst rating for the stock is a Hold with a price target of HK$21.00.

Black Sesame International Adjusts Share Subscription, Redirects HK$632 Million to R&D and Expansion

BLACK SESAME(02533.HK)

CITIC Securities International gives BLACK SESAME a "Buy" rating, with performance meeting expectations and high visibility for growth

Assessing Black Sesame International Holding’s Valuation After Its Swing To A Full Year Net Loss

CSC Financial Sticks to Its Buy Rating for Black Sesame International Holding Limited (2533)

Huatai Securities Remains a Buy on Black Sesame International Holding Limited (2533)

Bank of America Securities Keeps Their Hold Rating on Black Sesame International Holding Limited (2533)

Bank of America Securities lowers the target price for BLACK SESAME to 20 yuan, reiterating a "Neutral" rating

Black Sesame International Accelerates Intelligent Driving Chip Rollout Amid Strong 2025 Revenue Growth

Black Sesame International Adjusts Share Subscription, Redirects HK$632 Million to R&D and Expansion