SenseTime Group（20）株式概要投資持株会社であるセンスタイムグループは、中国本土、北東アジア、東南アジア、および国際的な人工知能ソフトウェアプラットフォームの研究、開発、販売を行っている。 詳細20 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間82.31%増加すると予測されています 過去5年間の収益は年間31.9%増加しました。 リスク分析リスクチェックの結果、20 、リスクは検出されなかった。すべてのリスクチェックを見る20 Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueHK$Current PriceHK$2.06303.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-17b14b2016201920222025202620282031Revenue CN¥13.8bEarnings CN¥1.7bAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeSenseTime Group Inc. 競合他社Horizon RoboticsSymbol: SEHK:9660Market cap: HK$102.8bManycore TechSymbol: SEHK:68Market cap: HK$42.3bKingdee International Software GroupSymbol: SEHK:268Market cap: HK$33.0bMininglamp TechnologySymbol: SEHK:2718Market cap: HK$33.7b価格と性能株価の高値、安値、推移の概要SenseTime Group過去の株価現在の株価HK$2.0652週高値HK$2.9452週安値HK$1.33ベータ1.651ヶ月の変化3.52%3ヶ月変化-11.97%1年変化38.26%3年間の変化-9.65%5年間の変化n/aIPOからの変化-50.12%最新ニュースReported Earnings • Apr 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listingお知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct ListingBreakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026最新情報をもっと見るRecent updatesReported Earnings • Apr 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listingお知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct ListingBreakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026分析記事 • Jan 16Subdued Growth No Barrier To SenseTime Group Inc. (HKG:20) With Shares Advancing 26%SenseTime Group Inc. ( HKG:20 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...お知らせ • Dec 29SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion. Security Name: B Shares Security Type: Common Stock Securities Offered: 1,750,000,000 Price\Range: HKD 1.8 Transaction Features: Subsequent Direct ListingReported Earnings • Oct 02First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 02SenseTime Group Inc. (HKG:20) Stock Rockets 37% As Investors Are Less Pessimistic Than ExpectedSenseTime Group Inc. ( HKG:20 ) shares have continued their recent momentum with a 37% gain in the last month alone...Reported Earnings • Aug 31First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Aug 12SenseTime Group Inc. to Report First Half, 2025 Results on Aug 28, 2025SenseTime Group Inc. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jul 24SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion. Security Name: B shares Security Type: Common Stock Securities Offered: 1,666,667,000 Price\Range: HKD 1.5 Transaction Features: Subsequent Direct Listingお知らせ • Jun 26SenseTime Group Inc. Announces Board AppointmentsSenseTime Group Inc. at its annual general meeting held on June 26, 2025, approved the appointment of each of Mr. Yang and Mr. Wang as an executive Director has been approved by the Shareholders at the Annual General Meeting.分析記事 • Jun 19SenseTime Group Inc.'s (HKG:20) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights SenseTime Group will host its Annual General Meeting on 26th of June Salary of CN¥2.13m is part of CEO Li...分析記事 • May 22Does SenseTime Group (HKG:20) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.13 loss per share (improved from CN¥0.20 loss in FY 2023). Revenue: CN¥3.77b (up 11% from FY 2023). Net loss: CN¥4.28b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 02Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥5.85b to CN¥4.72b. Forecast losses increased from -CN¥0.071 to -CN¥0.073 per share. Software industry in Hong Kong expected to see average net income growth of 51% next year. Consensus price target down from HK$1.91 to HK$1.82. Share price fell 3.8% to HK$1.53 over the past week.Recent Insider Transactions • Mar 28Co-Founder recently bought HK$7.4m worth of stockOn the 27th of March, Li Xu bought around 5m shares on-market at roughly HK$1.49 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Li's only on-market trade for the last 12 months.Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.13 loss per share (improved from CN¥0.20 loss in FY 2023). Revenue: CN¥3.77b (up 11% from FY 2023). Net loss: CN¥4.28b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.お知らせ • Mar 26SenseTime Group Inc., Annual General Meeting, Jun 26, 2025SenseTime Group Inc., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 15Sensetime Group Inc. Announces Resignation of Li Wei as an Independent Non-Executive Director and Ceased to Be the Chairman of the Remuneration Committee and the Nomination Committee and A Member of the Audit Committee and the Corporate Governance Committee, Effective from March 15, 2025The board of directors of SenseTime Group Inc. announced that Mr. LI Wei has tendered his resignation as an independent non-executive Director with effect from March 15, 2025 due to his other work and business commitments. Following his resignation, Mr. Li also ceased to be the chairman of the remuneration committee and the nomination committee and a member of the audit committee and the corporate governance committee. Mr. Li has confirmed that he has no disagreement with the Board and the Company, and there is no matter relating to the resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited.お知らせ • Mar 11SenseTime Group Inc. to Report Fiscal Year 2024 Results on Mar 26, 2025SenseTime Group Inc. announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 26, 2025Reported Earnings • Sep 28First half 2024 earnings: EPS and revenues miss analyst expectationsFirst half 2024 results: CN¥0.076 loss per share (improved from CN¥0.098 loss in 1H 2023). Revenue: CN¥1.74b (up 21% from 1H 2023). Net loss: CN¥2.46b (loss narrowed 21% from 1H 2023). Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in Hong Kong.Recent Insider Transactions • Sep 20Co-founder recently bought HK$11m worth of stockOn the 17th of September, Bing Xu bought around 10m shares on-market at roughly HK$1.10 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Bing's only on-market trade for the last 12 months.お知らせ • Sep 10SenseTime Group Inc.(SEHK:20) dropped from Hang Seng China Enterprises IndexSenseTime Group Inc. has been dropped from the Hang Seng China Enterprises Index .Reported Earnings • Aug 29First half 2024 earnings released: CN¥0.076 loss per share (vs CN¥0.098 loss in 1H 2023)First half 2024 results: CN¥0.076 loss per share (improved from CN¥0.098 loss in 1H 2023). Revenue: CN¥1.74b (up 21% from 1H 2023). Net loss: CN¥2.46b (loss narrowed 21% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong.お知らせ • Aug 14SenseTime Group Inc. to Report First Half, 2024 Results on Aug 27, 2024SenseTime Group Inc. announced that they will report first half, 2024 results on Aug 27, 2024Recent Insider Transactions • Jul 31Non-Executive Director recently bought HK$354k worth of stockOn the 26th of July, Yuanyuan Fan bought around 300k shares on-market at roughly HK$1.18 per share. This transaction increased Yuanyuan's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$632k more in shares than they have sold in the last 12 months.New Risk • Jun 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥2.4b net loss in 3 years). Shareholders have been diluted in the past year (5.0% increase in shares outstanding).Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.20 loss per share (further deteriorated from CN¥0.19 loss in FY 2022). Revenue: CN¥3.41b (down 11% from FY 2022). Net loss: CN¥6.44b (loss widened 6.5% from FY 2022). Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥2.8b net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Mar 28SenseTime Group Inc., Annual General Meeting, Jun 26, 2024SenseTime Group Inc., Annual General Meeting, Jun 26, 2024.Reported Earnings • Mar 27Full year 2023 earnings: Revenues miss analyst expectationsFull year 2023 results: Revenue: CN¥3.41b (down 11% from FY 2022). Net loss: CN¥6.44b (loss widened 6.5% from FY 2022). Revenue missed analyst estimates by 20%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong.お知らせ • Mar 15SenseTime Group Inc. to Report Fiscal Year 2023 Results on Mar 26, 2024SenseTime Group Inc. announced that they will report fiscal year 2023 results on Mar 26, 2024お知らせ • Dec 18SenseTime Group Inc. Announces Demise of Tang Xiao'ou, the Controlling Shareholder of the Company and an Executive DirectorThe board of directors of SenseTime Group Inc. announced that Prof. Tang Xiao'ou, the controlling shareholder of the Company and an executive director of the Board, has passed away on December 15, 2023 due to health issues. Prof. Tang was knowledgeable, rigorous, pragmatic, pioneering and innovative and full of patriotic and strategic vision. He was devoted to nurturing students, relentlessly pushing the boundaries of innovation and never shied away from taking on great responsibilities. He devoted all his energy to computer science research, actively promoted the development of original technology, and made outstanding contributions to the development of science and technology in the field of artificial intelligence in China. Since the establishment of the Company, Prof. Tang performed his duties diligently.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.25b to CN¥4.73b. Losses expected to increase from CN¥0.11 per share to CN¥0.13. Software industry in Hong Kong expected to see average net income growth of 44% next year. Consensus price target down from HK$3.27 to HK$2.56. Share price rose 3.9% to HK$1.60 over the past week.Reported Earnings • Aug 30First half 2023 earnings released: CN¥0.098 loss per share (vs CN¥0.099 loss in 1H 2022)First half 2023 results: CN¥0.098 loss per share (improved from CN¥0.099 loss in 1H 2022). Revenue: CN¥1.43b (up 1.3% from 1H 2022). Net loss: CN¥3.12b (loss narrowed 1.1% from 1H 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.お知らせ • Aug 18SenseTime Group Inc. to Report First Half, 2023 Results on Aug 28, 2023SenseTime Group Inc. announced that they will report first half, 2023 results on Aug 28, 2023お知らせ • Jun 15Sensetime Unveils Senserobot Go: the Second Ai-Powered Board Game Robot Joins the Senserobot FamilySenseTime unveiled its latest addition to its SenseRobot family - the SenseRobot Go. Specifically designed for young learners of the game Go, this innovative product integrates SenseTime's cutting-edge AI and robotic arm technology, allowing users to practice and play Go on a real board. The SenseRobot Go offers an immersive and engaging gaming experience, featuring a vast library of professional AI Go exercises, human-to-machine and online human-to-human gameplay functions, along with a range of visual, auditory, and tactile interactions. This feature-packed product is an ideal one-on-one intelligent companion for children, empowering them to develop critical thinking skills, and enabling Go AI to reach millions of households. The SenseRobot Go is endorsed by Olympic Gold Medalist Guo Jingjing and has received great acclaim from Mr. Nie Weiping, Vice Chairman of the Chinese Weiqi Association (CWA) and a highly respected Go master, for its exceptional performance and capabilities. An intelligent game companion for children with expertly designed exercises and engaging gameplay In collaboration with renowned Go institutions, SenseTime has designed an innovative AI exercise feature for the SenseRobot Go. The feature comprises over 2,000 specialized exercises across 7 levels, covering all learning stages, from beginner to amateur 5-dan, to continuously develop children's Go skills. With the use of voice and labeling, it also provides interactive and personalized support for children encountering difficulties problem-solving. This feature helps children overcome obstacles, eliminate doubts, and build confidence. Equipped with a powerful AI engine, the SenseRobot Go offers boards of different sizes suitable for a wide range of learners. Beginners can start with the 9x9 and 13x13 boards, while the 19x19 board offers human-machine gameplay across 20 levels, including peak battles that surpass the level of human professional 9-dan players. This enables learners of all levels to find a suitable gameplay level to strengthen their critical thinking and broaden their horizons. Additionally, the dedicated App allows learners to analyze their performance and gain experience by reviewing game records. Another noteworthy feature is its "Star Alliance" function, which has been integrated with popular online Go platforms such as 99weiqi, Xinbo and Yike. This feature enables children to explore the world of Go with SenseRobot and engage with millions of real-life Go players online.Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: CN¥0.19 loss per share (improved from CN¥1.74 loss in FY 2021). Revenue: CN¥3.81b (down 19% from FY 2021). Net loss: CN¥6.04b (loss narrowed 65% from FY 2021). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 49%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.Major Estimate Revision • Mar 29Consensus revenue estimates fall by 26%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.03b to CN¥5.19b. Forecast losses increased from -CN¥0.10 to -CN¥0.12 per share. Software industry in Hong Kong expected to see average net income growth of 89% next year. Consensus price target up from HK$2.66 to HK$3.01. Share price fell 2.2% to HK$2.62 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 03First half 2022 earnings released: CN¥0.099 loss per share (vs CN¥0.39 loss in 1H 2021)First half 2022 results: CN¥0.099 loss per share (improved from CN¥0.39 loss in 1H 2021). Revenue: CN¥1.42b (down 14% from 1H 2021). Net loss: CN¥3.16b (loss narrowed 15% from 1H 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.Major Estimate Revision • Sep 01Consensus revenue estimates fall by 15%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥6.06b to CN¥5.13b. Forecast losses increased from -CN¥0.08 to -CN¥0.13 per share. Software industry in Hong Kong expected to see average net income growth of 43% next year. Consensus price target down from HK$4.75 to HK$3.18. Share price was steady at HK$2.39 over the past week.Reported Earnings • Aug 27First half 2022 earnings released: EPS: CN¥0 (vs CN¥0.39 loss in 1H 2021)First half 2022 results: EPS: CN¥0 (up from CN¥0.39 loss in 1H 2021). Revenue: CN¥1.42b (down 14% from 1H 2021). Net loss: CN¥3.16b (loss narrowed 15% from 1H 2021). Over the next year, revenue is forecast to grow 51%, compared to a 27% growth forecast for the Software industry in Hong Kong.お知らせ • Aug 16SenseTime Group Inc. to Report First Half, 2022 Results on Aug 25, 2022SenseTime Group Inc. announced that they will report first half, 2022 results on Aug 25, 2022お知らせ • Aug 10SenseTime Creates the First AI Chinese Chess Robot for Family Entertainment with Endorsement from Olympic Gold Medalist Guo JingjingSenseTime, has launched its first consumer product "SenseRobot", an AI interactive Xiangqi (Chinese Chess) robot for family entertainment, further expanding its "smart life" product offerings. The product has been certified by the Chinese Xiangqi Association, with Guo Jingjing, the multiple Olympic gold medallist, as chief product experience officer. Through its cutting-edge AI technology and the leading industrial grade robotic arm technology, SenseTime has developed a physical AI Chinese chess robot that can teach and play chess face-to-face with users, furthering the promotion of traditional Chinese chess culture with technology. Smart Life is one of SenseTime's four major businesses, for which SenseTime has been committed to improving end-users' experience and advancing the interconnection of physical and digital worlds. SenseRobot, as its first product facing consumers, lays an important foundation to expand its Smart Life business. SenseRobot has an appealing, simple, high-tech design and an appearance of a small astronaut. It offers players different playing modes including AI Chinese chess learning, endgame challenge, Chinese chess breakthrough and final challenge as well as multiple skill levels to choose from, starting with "basic" to explain Chinese chess to more than 100 endgame settings and 26 levels of matches. SenseRobot is highly praised for its combination of advanced Chinese chess skills, ability to match players at different levels and human-like responses through AI deep learning and self-training. Its advanced AI features not only teach children to play Chinese chess, but also challenge the player's strategic thinking while enjoying the fun of the game. Through SenseTime's leading AI technology and industrial grade robotic arm technology, SenseRobot was created into a physical AI robot that can be placed on the desk without straining eyesight, which is a common side effect of popular online chess games played on screens. What is especially appealing is the robot's ability to strengthen family bonds, providing an opportunity for the whole family to participate and interact together. It enhances emotional communication and engagement between children and other family members. SenseRobot can achieve millimeter level of operation accuracy and ensure a smooth game process. It is certified by the Chinese Xiangqi Association, an organization promoting Chinese chess under the General Administration of Sport of China, and providing professional courses to users. It can also perform assessments for level 16-13 in the official Chinese chess level examination. SenseRobot is officially available for pre-sale from on Tmall. The standard version is priced at RMB 1,999, and the Pro version is priced at RMB 2,499.Major Estimate Revision • Jul 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥0.06 to -CN¥0.08 per share. Revenue forecast unchanged at CN¥6.12b. Software industry in Hong Kong expected to see average net income growth of 34% next year. Consensus price target down from HK$5.78 to HK$5.40. Share price fell 45% to HK$3.13 over the past week.Reported Earnings • May 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CN¥1.74 loss per share (down from CN¥1.33 loss in FY 2020). Revenue: CN¥4.70b (up 36% from FY 2020). Net loss: CN¥17.1b (loss widened 41% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 89%. Over the next year, revenue is forecast to grow 31%, compared to a 30% growth forecast for the industry in Hong Kong.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 28Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: CN¥4.70b (up 36% from FY 2020). Net loss: CN¥17.1b (loss widened 41% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 36%, compared to a 31% growth forecast for the industry in Hong Kong.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 29SenseTime Group Inc. has completed an IPO in the amount of HKD 5.775 billion.SenseTime Group Inc. has completed an IPO in the amount of HKD 5.775 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 150,000,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Security Name: Class B Shares Security Type: Common Stock Securities Offered: 316,670,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,033,330,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Transaction Features: Regulation S; Rule 144A株主還元20HK SoftwareHK 市場7D4.0%4.8%1.1%1Y38.3%-4.1%19.7%株主還元を見る業界別リターン: 20過去 1 年間で-4.1 % の収益を上げたHong Kong Software業界を上回りました。リターン対市場: 20過去 1 年間で19.7 % の収益を上げたHong Kong市場を上回りました。価格変動Is 20's price volatile compared to industry and market?20 volatility20 Average Weekly Movement7.4%Software Industry Average Movement9.0%Market Average Movement7.1%10% most volatile stocks in HK Market15.1%10% least volatile stocks in HK Market3.5%安定した株価: 20 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 20の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20142,472Li Xuwww.sensetime.comセンスタイム・グループは投資持株会社で、中国本土、北東アジア、東南アジア、および国際的に人工知能ソフトウェア・プラットフォームの研究、開発、販売を行っている。同社は、企業顧客のデジタルトランスフォーメーションを促進・加速するSenseFoundry Enterprise Platform、スマートシティ管理のためのSenseFoundry Platform、知覚的インテリジェンスとコンテンツ強化を促進するさまざまなIoTデバイスを可能にするSenseME、メタバースの主要な実現技術プラットフォームとして機能するソフトウェアプラットフォームSenseMARS、診断・治療支援ソリューションSenseCare Smart Health Platform、自動車アプリケーションプラットフォームSenseAuto Platform、AI教育システムを構築するSensetime Education、およびAI-as-a-servicesを提供している。また、人工知能データセンターサービス、ソフトウェア開発サービス、情報輸送、ソフトウェア・情報サービスを提供し、ソフトウェア組み込みハードウェアと関連サービスの販売も行っている。さらに、プライベート・エクイティ投資、コンピュータ・ビジョン技術の開発、AI技術の研究開発にも携わっている。さらに、ソフトウェア製品、AIセンサー技術、システム統合技術の開発・販売、ハードウェア製品の販売も行っている。センスタイム・グループは2014年に設立され、中華人民共和国の上海に本社を置いている。もっと見るSenseTime Group Inc. 基礎のまとめSenseTime Group の収益と売上を時価総額と比較するとどうか。20 基礎統計学時価総額HK$86.97b収益（TTM）-HK$2.03b売上高(TTM)HK$5.77b15.1xP/Sレシオ-42.8xPER（株価収益率20 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計20 損益計算書（TTM）収益CN¥5.01b売上原価CN¥2.96b売上総利益CN¥2.06bその他の費用CN¥3.82b収益-CN¥1.77b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.042グロス・マージン41.01%純利益率-35.22%有利子負債／自己資本比率21.2%20 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 11:11終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SenseTime Group Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Wing Han ChanCCB International Securities LimitedSteven MakCGS InternationalPing Yan LeungChina Galaxy International Securities (Hong Kong)13 その他のアナリストを表示
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Reported Earnings • Apr 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026
Reported Earnings • Apr 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026
分析記事 • Jan 16Subdued Growth No Barrier To SenseTime Group Inc. (HKG:20) With Shares Advancing 26%SenseTime Group Inc. ( HKG:20 ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
お知らせ • Dec 29SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion. Security Name: B Shares Security Type: Common Stock Securities Offered: 1,750,000,000 Price\Range: HKD 1.8 Transaction Features: Subsequent Direct Listing
Reported Earnings • Oct 02First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 02SenseTime Group Inc. (HKG:20) Stock Rockets 37% As Investors Are Less Pessimistic Than ExpectedSenseTime Group Inc. ( HKG:20 ) shares have continued their recent momentum with a 37% gain in the last month alone...
Reported Earnings • Aug 31First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Aug 12SenseTime Group Inc. to Report First Half, 2025 Results on Aug 28, 2025SenseTime Group Inc. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jul 24SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion. Security Name: B shares Security Type: Common Stock Securities Offered: 1,666,667,000 Price\Range: HKD 1.5 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 26SenseTime Group Inc. Announces Board AppointmentsSenseTime Group Inc. at its annual general meeting held on June 26, 2025, approved the appointment of each of Mr. Yang and Mr. Wang as an executive Director has been approved by the Shareholders at the Annual General Meeting.
分析記事 • Jun 19SenseTime Group Inc.'s (HKG:20) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights SenseTime Group will host its Annual General Meeting on 26th of June Salary of CN¥2.13m is part of CEO Li...
分析記事 • May 22Does SenseTime Group (HKG:20) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.13 loss per share (improved from CN¥0.20 loss in FY 2023). Revenue: CN¥3.77b (up 11% from FY 2023). Net loss: CN¥4.28b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 02Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥5.85b to CN¥4.72b. Forecast losses increased from -CN¥0.071 to -CN¥0.073 per share. Software industry in Hong Kong expected to see average net income growth of 51% next year. Consensus price target down from HK$1.91 to HK$1.82. Share price fell 3.8% to HK$1.53 over the past week.
Recent Insider Transactions • Mar 28Co-Founder recently bought HK$7.4m worth of stockOn the 27th of March, Li Xu bought around 5m shares on-market at roughly HK$1.49 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Li's only on-market trade for the last 12 months.
Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.13 loss per share (improved from CN¥0.20 loss in FY 2023). Revenue: CN¥3.77b (up 11% from FY 2023). Net loss: CN¥4.28b (loss narrowed 34% from FY 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.
お知らせ • Mar 26SenseTime Group Inc., Annual General Meeting, Jun 26, 2025SenseTime Group Inc., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 15Sensetime Group Inc. Announces Resignation of Li Wei as an Independent Non-Executive Director and Ceased to Be the Chairman of the Remuneration Committee and the Nomination Committee and A Member of the Audit Committee and the Corporate Governance Committee, Effective from March 15, 2025The board of directors of SenseTime Group Inc. announced that Mr. LI Wei has tendered his resignation as an independent non-executive Director with effect from March 15, 2025 due to his other work and business commitments. Following his resignation, Mr. Li also ceased to be the chairman of the remuneration committee and the nomination committee and a member of the audit committee and the corporate governance committee. Mr. Li has confirmed that he has no disagreement with the Board and the Company, and there is no matter relating to the resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited.
お知らせ • Mar 11SenseTime Group Inc. to Report Fiscal Year 2024 Results on Mar 26, 2025SenseTime Group Inc. announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 26, 2025
Reported Earnings • Sep 28First half 2024 earnings: EPS and revenues miss analyst expectationsFirst half 2024 results: CN¥0.076 loss per share (improved from CN¥0.098 loss in 1H 2023). Revenue: CN¥1.74b (up 21% from 1H 2023). Net loss: CN¥2.46b (loss narrowed 21% from 1H 2023). Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in Hong Kong.
Recent Insider Transactions • Sep 20Co-founder recently bought HK$11m worth of stockOn the 17th of September, Bing Xu bought around 10m shares on-market at roughly HK$1.10 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Bing's only on-market trade for the last 12 months.
お知らせ • Sep 10SenseTime Group Inc.(SEHK:20) dropped from Hang Seng China Enterprises IndexSenseTime Group Inc. has been dropped from the Hang Seng China Enterprises Index .
Reported Earnings • Aug 29First half 2024 earnings released: CN¥0.076 loss per share (vs CN¥0.098 loss in 1H 2023)First half 2024 results: CN¥0.076 loss per share (improved from CN¥0.098 loss in 1H 2023). Revenue: CN¥1.74b (up 21% from 1H 2023). Net loss: CN¥2.46b (loss narrowed 21% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong.
お知らせ • Aug 14SenseTime Group Inc. to Report First Half, 2024 Results on Aug 27, 2024SenseTime Group Inc. announced that they will report first half, 2024 results on Aug 27, 2024
Recent Insider Transactions • Jul 31Non-Executive Director recently bought HK$354k worth of stockOn the 26th of July, Yuanyuan Fan bought around 300k shares on-market at roughly HK$1.18 per share. This transaction increased Yuanyuan's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought HK$632k more in shares than they have sold in the last 12 months.
New Risk • Jun 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥2.4b net loss in 3 years). Shareholders have been diluted in the past year (5.0% increase in shares outstanding).
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.20 loss per share (further deteriorated from CN¥0.19 loss in FY 2022). Revenue: CN¥3.41b (down 11% from FY 2022). Net loss: CN¥6.44b (loss widened 6.5% from FY 2022). Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (CN¥2.8b net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Mar 28SenseTime Group Inc., Annual General Meeting, Jun 26, 2024SenseTime Group Inc., Annual General Meeting, Jun 26, 2024.
Reported Earnings • Mar 27Full year 2023 earnings: Revenues miss analyst expectationsFull year 2023 results: Revenue: CN¥3.41b (down 11% from FY 2022). Net loss: CN¥6.44b (loss widened 6.5% from FY 2022). Revenue missed analyst estimates by 20%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong.
お知らせ • Mar 15SenseTime Group Inc. to Report Fiscal Year 2023 Results on Mar 26, 2024SenseTime Group Inc. announced that they will report fiscal year 2023 results on Mar 26, 2024
お知らせ • Dec 18SenseTime Group Inc. Announces Demise of Tang Xiao'ou, the Controlling Shareholder of the Company and an Executive DirectorThe board of directors of SenseTime Group Inc. announced that Prof. Tang Xiao'ou, the controlling shareholder of the Company and an executive director of the Board, has passed away on December 15, 2023 due to health issues. Prof. Tang was knowledgeable, rigorous, pragmatic, pioneering and innovative and full of patriotic and strategic vision. He was devoted to nurturing students, relentlessly pushing the boundaries of innovation and never shied away from taking on great responsibilities. He devoted all his energy to computer science research, actively promoted the development of original technology, and made outstanding contributions to the development of science and technology in the field of artificial intelligence in China. Since the establishment of the Company, Prof. Tang performed his duties diligently.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥5.25b to CN¥4.73b. Losses expected to increase from CN¥0.11 per share to CN¥0.13. Software industry in Hong Kong expected to see average net income growth of 44% next year. Consensus price target down from HK$3.27 to HK$2.56. Share price rose 3.9% to HK$1.60 over the past week.
Reported Earnings • Aug 30First half 2023 earnings released: CN¥0.098 loss per share (vs CN¥0.099 loss in 1H 2022)First half 2023 results: CN¥0.098 loss per share (improved from CN¥0.099 loss in 1H 2022). Revenue: CN¥1.43b (up 1.3% from 1H 2022). Net loss: CN¥3.12b (loss narrowed 1.1% from 1H 2022). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.
お知らせ • Aug 18SenseTime Group Inc. to Report First Half, 2023 Results on Aug 28, 2023SenseTime Group Inc. announced that they will report first half, 2023 results on Aug 28, 2023
お知らせ • Jun 15Sensetime Unveils Senserobot Go: the Second Ai-Powered Board Game Robot Joins the Senserobot FamilySenseTime unveiled its latest addition to its SenseRobot family - the SenseRobot Go. Specifically designed for young learners of the game Go, this innovative product integrates SenseTime's cutting-edge AI and robotic arm technology, allowing users to practice and play Go on a real board. The SenseRobot Go offers an immersive and engaging gaming experience, featuring a vast library of professional AI Go exercises, human-to-machine and online human-to-human gameplay functions, along with a range of visual, auditory, and tactile interactions. This feature-packed product is an ideal one-on-one intelligent companion for children, empowering them to develop critical thinking skills, and enabling Go AI to reach millions of households. The SenseRobot Go is endorsed by Olympic Gold Medalist Guo Jingjing and has received great acclaim from Mr. Nie Weiping, Vice Chairman of the Chinese Weiqi Association (CWA) and a highly respected Go master, for its exceptional performance and capabilities. An intelligent game companion for children with expertly designed exercises and engaging gameplay In collaboration with renowned Go institutions, SenseTime has designed an innovative AI exercise feature for the SenseRobot Go. The feature comprises over 2,000 specialized exercises across 7 levels, covering all learning stages, from beginner to amateur 5-dan, to continuously develop children's Go skills. With the use of voice and labeling, it also provides interactive and personalized support for children encountering difficulties problem-solving. This feature helps children overcome obstacles, eliminate doubts, and build confidence. Equipped with a powerful AI engine, the SenseRobot Go offers boards of different sizes suitable for a wide range of learners. Beginners can start with the 9x9 and 13x13 boards, while the 19x19 board offers human-machine gameplay across 20 levels, including peak battles that surpass the level of human professional 9-dan players. This enables learners of all levels to find a suitable gameplay level to strengthen their critical thinking and broaden their horizons. Additionally, the dedicated App allows learners to analyze their performance and gain experience by reviewing game records. Another noteworthy feature is its "Star Alliance" function, which has been integrated with popular online Go platforms such as 99weiqi, Xinbo and Yike. This feature enables children to explore the world of Go with SenseRobot and engage with millions of real-life Go players online.
Reported Earnings • Mar 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: CN¥0.19 loss per share (improved from CN¥1.74 loss in FY 2021). Revenue: CN¥3.81b (down 19% from FY 2021). Net loss: CN¥6.04b (loss narrowed 65% from FY 2021). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 49%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.
Major Estimate Revision • Mar 29Consensus revenue estimates fall by 26%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥7.03b to CN¥5.19b. Forecast losses increased from -CN¥0.10 to -CN¥0.12 per share. Software industry in Hong Kong expected to see average net income growth of 89% next year. Consensus price target up from HK$2.66 to HK$3.01. Share price fell 2.2% to HK$2.62 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 03First half 2022 earnings released: CN¥0.099 loss per share (vs CN¥0.39 loss in 1H 2021)First half 2022 results: CN¥0.099 loss per share (improved from CN¥0.39 loss in 1H 2021). Revenue: CN¥1.42b (down 14% from 1H 2021). Net loss: CN¥3.16b (loss narrowed 15% from 1H 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.
Major Estimate Revision • Sep 01Consensus revenue estimates fall by 15%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥6.06b to CN¥5.13b. Forecast losses increased from -CN¥0.08 to -CN¥0.13 per share. Software industry in Hong Kong expected to see average net income growth of 43% next year. Consensus price target down from HK$4.75 to HK$3.18. Share price was steady at HK$2.39 over the past week.
Reported Earnings • Aug 27First half 2022 earnings released: EPS: CN¥0 (vs CN¥0.39 loss in 1H 2021)First half 2022 results: EPS: CN¥0 (up from CN¥0.39 loss in 1H 2021). Revenue: CN¥1.42b (down 14% from 1H 2021). Net loss: CN¥3.16b (loss narrowed 15% from 1H 2021). Over the next year, revenue is forecast to grow 51%, compared to a 27% growth forecast for the Software industry in Hong Kong.
お知らせ • Aug 16SenseTime Group Inc. to Report First Half, 2022 Results on Aug 25, 2022SenseTime Group Inc. announced that they will report first half, 2022 results on Aug 25, 2022
お知らせ • Aug 10SenseTime Creates the First AI Chinese Chess Robot for Family Entertainment with Endorsement from Olympic Gold Medalist Guo JingjingSenseTime, has launched its first consumer product "SenseRobot", an AI interactive Xiangqi (Chinese Chess) robot for family entertainment, further expanding its "smart life" product offerings. The product has been certified by the Chinese Xiangqi Association, with Guo Jingjing, the multiple Olympic gold medallist, as chief product experience officer. Through its cutting-edge AI technology and the leading industrial grade robotic arm technology, SenseTime has developed a physical AI Chinese chess robot that can teach and play chess face-to-face with users, furthering the promotion of traditional Chinese chess culture with technology. Smart Life is one of SenseTime's four major businesses, for which SenseTime has been committed to improving end-users' experience and advancing the interconnection of physical and digital worlds. SenseRobot, as its first product facing consumers, lays an important foundation to expand its Smart Life business. SenseRobot has an appealing, simple, high-tech design and an appearance of a small astronaut. It offers players different playing modes including AI Chinese chess learning, endgame challenge, Chinese chess breakthrough and final challenge as well as multiple skill levels to choose from, starting with "basic" to explain Chinese chess to more than 100 endgame settings and 26 levels of matches. SenseRobot is highly praised for its combination of advanced Chinese chess skills, ability to match players at different levels and human-like responses through AI deep learning and self-training. Its advanced AI features not only teach children to play Chinese chess, but also challenge the player's strategic thinking while enjoying the fun of the game. Through SenseTime's leading AI technology and industrial grade robotic arm technology, SenseRobot was created into a physical AI robot that can be placed on the desk without straining eyesight, which is a common side effect of popular online chess games played on screens. What is especially appealing is the robot's ability to strengthen family bonds, providing an opportunity for the whole family to participate and interact together. It enhances emotional communication and engagement between children and other family members. SenseRobot can achieve millimeter level of operation accuracy and ensure a smooth game process. It is certified by the Chinese Xiangqi Association, an organization promoting Chinese chess under the General Administration of Sport of China, and providing professional courses to users. It can also perform assessments for level 16-13 in the official Chinese chess level examination. SenseRobot is officially available for pre-sale from on Tmall. The standard version is priced at RMB 1,999, and the Pro version is priced at RMB 2,499.
Major Estimate Revision • Jul 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CN¥0.06 to -CN¥0.08 per share. Revenue forecast unchanged at CN¥6.12b. Software industry in Hong Kong expected to see average net income growth of 34% next year. Consensus price target down from HK$5.78 to HK$5.40. Share price fell 45% to HK$3.13 over the past week.
Reported Earnings • May 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CN¥1.74 loss per share (down from CN¥1.33 loss in FY 2020). Revenue: CN¥4.70b (up 36% from FY 2020). Net loss: CN¥17.1b (loss widened 41% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 89%. Over the next year, revenue is forecast to grow 31%, compared to a 30% growth forecast for the industry in Hong Kong.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 28Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: CN¥4.70b (up 36% from FY 2020). Net loss: CN¥17.1b (loss widened 41% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 36%, compared to a 31% growth forecast for the industry in Hong Kong.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Lan Xue was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 29SenseTime Group Inc. has completed an IPO in the amount of HKD 5.775 billion.SenseTime Group Inc. has completed an IPO in the amount of HKD 5.775 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 150,000,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Security Name: Class B Shares Security Type: Common Stock Securities Offered: 316,670,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,033,330,000 Price\Range: HKD 3.85 Discount Per Security: HKD 0.05775 Transaction Features: Regulation S; Rule 144A
