Hesai Group (HSAI) Aandelenoverzicht
De Hesai Group houdt zich, via haar dochterondernemingen, bezig met de ontwikkeling, productie en verkoop van oplossingen voor driedimensionale lichtdetectie en afstandsmeting (LiDAR) op het Chinese vasteland, in Europa, Noord-Amerika en wereldwijd. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
HSAI Community Fair Values
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Analyst Price Targets
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Hesai Group
39.0% ondergewaardeerd intrinsieke korting
The First Real Lidar Winner
View narrativeYI
Published 30 Mar
Hesai Group Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$16.52 |
| 52 Week Hoogtepunt | US$30.85 |
| 52 Week Laag | US$14.29 |
| Bèta | 1.37 |
| 1 maand verandering | -11.28% |
| 3 maanden verandering | -2.19% |
| 1 Jaar Verandering | -43.13% |
| 3 jaar verandering | 59.61% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -21.52% |
Recent nieuws en updates
Narratiefupdate • Sep 04
HSAI: Future Profitability Will Rely On Executing Physical AI Adoption Shift
The analyst price target for Hesai Group has been revised lower by $3.62 to $21.60 as analysts incorporate updated views on discount rates, growth, margins, and sector pricing pressures, which are reflected in recent cuts to Street targets in the $26.50 to $35 range. Analyst Commentary on Hesai Group Recent Street research on Hesai Group points to a more cautious tone on valuation, even as longer term adoption themes remain part of the conversation.
Narratiefupdate • Aug 21
HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing
Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.Seeking Alpha • Aug 19
Hesai Group: A Better Business At A Difficult Price
Summary Hesai Group manufactures advanced laser-based 3D sensors for automotive and robotics applications, targeting mass-market adoption. I previously rated HSAI stock a Hold, citing strong technology and market position but overextended valuation relative to fundamentals. Over the past year, HSAI underperformed sector ETFs, validating a cautious stance despite shipment acceleration and a robust roadmap. The current assessment maintains focus on valuation discipline amid ongoing sector growth and HSAI's evolving competitive positioning. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Sep 04
HSAI: Future Profitability Will Rely On Executing Physical AI Adoption Shift
The analyst price target for Hesai Group has been revised lower by $3.62 to $21.60 as analysts incorporate updated views on discount rates, growth, margins, and sector pricing pressures, which are reflected in recent cuts to Street targets in the $26.50 to $35 range. Analyst Commentary on Hesai Group Recent Street research on Hesai Group points to a more cautious tone on valuation, even as longer term adoption themes remain part of the conversation.Narratiefupdate • Aug 21
HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing
Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.Seeking Alpha • Aug 19
Hesai Group: A Better Business At A Difficult Price
Summary Hesai Group manufactures advanced laser-based 3D sensors for automotive and robotics applications, targeting mass-market adoption. I previously rated HSAI stock a Hold, citing strong technology and market position but overextended valuation relative to fundamentals. Over the past year, HSAI underperformed sector ETFs, validating a cautious stance despite shipment acceleration and a robust roadmap. The current assessment maintains focus on valuation discipline amid ongoing sector growth and HSAI's evolving competitive positioning. Read the full article on Seeking Alpha
Narratiefupdate • Jul 01
HSAI: Lidar Partnerships And Order Backlog Will Support Future Returns
Analysts have trimmed their price target on Hesai Group to $28.60 from $33, citing more conservative revenue and profit forecasts and a lower valuation multiple in light of weaker than expected Q2 EV shipment trends. What’s in the News for Hesai Group Hesai Group detailed how its lidar solutions support autonomous mobile robots moving from controlled factories into outdoor environments, and highlighted that it has secured business from 40 automakers across more than 160 models worldwide, according to recent coverage.Narratiefupdate • Jun 17
HSAI: New European Lidar Wins Will Drive Future Stock Repricing
Hesai Group's updated analyst price target reflects a modest adjustment, as analysts incorporate slightly more conservative revenue and profit forecasts, along with lower valuation multiples in light of softer expected EV sector shipments. Analyst Commentary Recent Street research on Hesai Group highlights a mix of optimism about the company’s long term positioning and caution around near term execution and valuation, particularly in light of softer expected EV shipment trends.Narratiefupdate • Jun 02
HSAI: New Autonomy Partnerships And Design Wins Will Drive Future Repricing
Narrative Update Overview Hesai Group's updated analyst price target has edged lower to $28.60 from $33.00, as analysts factor in more conservative revenue and net profit forecasts and a reduced valuation multiple linked to expectations for softer Q2 EV shipment trends. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism about the company’s long term growth potential and caution around near term execution risks, particularly tied to electric vehicle shipment trends and profitability.Narratiefupdate • May 01
HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift
Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.Narratiefupdate • Apr 17
HSAI: New Supply Agreements And Partnerships Will Support Future Repricing
Analysts have trimmed their price target on Hesai Group to $30.36. This represents a small change that reflects slightly more conservative assumptions on growth and margins, partly balanced by fresh bullish initiations from several firms.Narratiefupdate • Apr 02
HSAI: Execution On New Supply Agreements Will Support Future Repricing
Narrative Update on Hesai Group Analysts have trimmed their fair value estimate for Hesai Group to about $30 from roughly $32, reflecting slightly lower revenue growth and margin assumptions. However, recent bullish initiations and an upwardly revised future P/E expectation keep the long term story in focus.
Nieuw narratief • Mar 30
The First Real Lidar Winner
Something quietly shifted in the lidar space and most investors haven’t fully processed it yet. For years, lidar companies were grouped into the same bucket, high promise, heavy losses, uncertain adoption.Narratiefupdate • Mar 19
HSAI: Lidar Capacity Expansion And Key Partnerships Will Support Future Execution
Analysts have adjusted their price target on Hesai Group to $40.43 from $40.30, citing updated assumptions that combine higher projected revenue growth with slightly lower profit margin expectations and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a constructive tone around Hesai Group, with bullish analysts highlighting what they view as an attractive balance between growth potential, execution, and current valuation assumptions.Narratiefupdate • Mar 04
HSAI: Bullish Product Roadmap Execution Will Support Future Repricing
Analysts have modestly lifted their price target on Hesai Group, reflecting a slightly higher fair value estimate, a tweaked discount rate and updated assumptions around revenue growth, profit margin and future P/E multiples following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to a constructive view on Hesai Group's longer term revenue opportunity, which they see as supportive of a higher fair value range when paired with updated growth assumptions.Narratiefupdate • Feb 18
HSAI: Recent Bullish Coverage Will Support Confidence In Upcoming Execution Milestones
Analysts have revised their fair value estimate for Hesai Group to about $40.30 from roughly $35.88, reflecting updated assumptions on growth, margins and future P/E multiples following recent bullish initiations and Outperform ratings from the Street. Analyst Commentary Recent research coverage has leaned clearly positive, with bullish analysts pointing to a mix of growth potential, margin improvement and valuation support as key reasons for their constructive stance on Hesai Group.Narratiefupdate • Feb 04
HSAI: Outperform Initiation And Lidar Capacity Expansion Will Support Future Repricing
Analysts lifted their fair value estimate for Hesai Group from US$30.91 to US$31.81 per share, citing recently initiated positive coverage along with supporting assumptions for revenue growth, profit margins, and future P/E as key drivers behind the updated price target. Analyst Commentary Bullish Takeaways Bullish analysts view the recently initiated positive coverage and updated fair value estimate as support for Hesai Group's execution assumptions on revenue growth and profit margins, even though specific financial outcomes are not disclosed.Analyse-artikel • Jan 23
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher
Hesai Group ( NASDAQ:HSAI ) shareholders have had their patience rewarded with a 28% share price jump in the last...Narratiefupdate • Jan 21
HSAI: Outperform Initiation Will Support Balanced View On Lidar Demand Potential
Analysts have slightly raised their fair value estimate for Hesai Group by about US$0.85 per share, linking this adjustment to updated assumptions around discount rate, revenue growth, profit margin, and future P/E, as well as fresh Street research that includes a new Outperform initiation and a US$23.50 price target from the sell side. Analyst Commentary Bullish analysts point to the recent Outperform initiation and the US$23.50 price target as support for a more constructive view on Hesai Group's valuation, especially after the modest lift in fair value assumptions.Narratiefupdate • Jan 07
HSAI: Outperform Initiation Signals Confidence In Future Lidar Demand Trajectory
Analysts have lifted their price target on Hesai Group by about $0.23, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research, including a new Outperform initiation with a $23.50 target. Analyst Commentary Analysts highlighting the new Outperform initiation and US$23.50 target are framing their views around how current assumptions on fair value, discount rate, revenue growth, profit margin and future P/E stack up against execution risks.Narratiefupdate • Dec 18
HSAI: Accelerating Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts have modestly raised their price target on Hesai Group to approximately $30 per share from about $29.80, citing expectations for accelerating LiDAR adoption in China in the near term and globally by 2026 to 2027 as key drivers of long term volume and earnings growth. Analyst Commentary Street research has highlighted both significant upside potential and emerging execution risks for Hesai Group as LiDAR adoption accelerates in China and, over time, across global markets.Narratiefupdate • Dec 04
HSAI: Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts slightly raised their price target on Hesai Group to $36.00 from $26.30, reflecting growing confidence in accelerating LiDAR adoption and in the company's expanding overseas volume potential. Analyst Commentary Recent Street research highlights growing institutional interest in Hesai Group as a leveraged play on global LiDAR penetration, particularly in advanced driver assistance systems and autonomous driving applications.Analyse-artikel • Nov 20
What You Can Learn From Hesai Group's (NASDAQ:HSAI) P/S After Its 29% Share Price Crash
Hesai Group ( NASDAQ:HSAI ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Narratiefupdate • Nov 17
HSAI: Global Supply Chain Integration Will Drive Market Share Expansion
The analyst consensus price target for Hesai Group has been revised down from $30.43 to $29.90, as analysts balanced slightly lower revenue growth outlooks with continued optimism for expanding market adoption and profit margins. Analyst Commentary Bullish analysts maintain a positive outlook on Hesai Group's prospects, highlighting strong growth drivers and potential market gains that could support higher valuations.Analyse-artikel • Nov 14
Earnings Beat: Hesai Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
There's been a notable change in appetite for Hesai Group ( NASDAQ:HSAI ) shares in the week since its quarterly...Narratiefupdate • Nov 02
HSAI: Global Demand For ADAS Technology Will Drive Long-Term Upside
Hesai Group’s analyst price target has been raised modestly, reflecting a slight uptick from $30.36 to $30.43 as analysts cite strengthening LiDAR adoption trends and increased confidence in future growth prospects. Analyst Commentary Recent research from major financial institutions highlights both optimism and caution regarding Hesai Group’s future performance, with particular focus on LiDAR adoption, global market expansion, and forward-looking earnings projections.Narratiefupdate • Oct 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Analysts have raised their price target for Hesai Group from $29.62 to $30.36 per share, citing expectations for accelerating LiDAR adoption and improving profitability. Analyst Commentary Recent analyst activity around Hesai Group highlights a generally optimistic outlook, with several firms raising their price targets and rating the stock a Buy.Narratiefupdate • Oct 04
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s analyst price target has increased from $29.09 to $29.62. Analysts cite robust earnings forecasts and leadership in LiDAR adoption as key drivers for the revision.Narratiefupdate • Sep 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s consensus price target was modestly raised to $29.09 as analysts highlight robust order wins—including a key deal with Mercedes-Benz—increased ADAS LiDAR adoption, and new market opportunities, all underpinning stronger earnings outlooks. Analyst Commentary Bullish analysts cite strong order wins from both domestic and international OEMs, including a notable breakthrough with Mercedes-Benz, as key catalysts for future growth.Analyse-artikel • Aug 29
Hesai Group (NASDAQ:HSAI) Stocks Shoot Up 31% But Its P/S Still Looks Reasonable
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 31% in the last...Narratiefupdate • Aug 19
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s analyst price target was raised to $27.45, reflecting increased confidence driven by stronger earnings forecasts, accelerating LiDAR adoption, and anticipated margin improvements from overseas expansion and new revenue streams. Analyst Commentary Raised 2025 earnings forecast by 10% and 2026-27 earnings by 2% following strong Q2 results Growing LiDAR adoption in China resulting in ongoing market share gains Anticipation of margin enhancement from increasing overseas projects Expected revenue growth from robotaxi and smart home appliance segments beginning in 2026 Bullish analysts cite positive post-earnings momentum and expanded addressable market as justification for higher price targets What's in the News Hesai will unveil ETX, a new automotive-grade ultra-long-range lidar for L3 autonomous driving, at IAA Mobility 2025, featuring proprietary photon vector technology and compact behind-the-windshield integration.Analyse-artikel • Jun 27
Are Investors Undervaluing Hesai Group (NASDAQ:HSAI) By 38%?
Key Insights Hesai Group's estimated fair value is US$37.44 based on 2 Stage Free Cash Flow to Equity Hesai Group's...Analyse-artikel • May 27
Hesai Group (NASDAQ:HSAI) Looks Just Right With A 40% Price Jump
Hesai Group ( NASDAQ:HSAI ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...
Nieuw narratief • Apr 24
LiDAR And ADAS Expansion Will Broaden Global Reach
Expanding global presence and design wins, including with a top European OEM, could significantly diversify and boost revenue streams.Analyse-artikel • Apr 11
Hesai Group (NASDAQ:HSAI) Stocks Pounded By 48% But Not Lagging Industry On Growth Or Pricing
Hesai Group ( NASDAQ:HSAI ) shares have had a horrible month, losing 48% after a relatively good period beforehand. The...Analyse-artikel • Mar 30
Is Now The Time To Look At Buying Hesai Group (NASDAQ:HSAI)?
Hesai Group ( NASDAQ:HSAI ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Mar 17
Hesai's Prominence Has Reached Full Value
Summary Hesai's technological advancements and low pricing have positioned it as a dominant player in the LiDAR market, particularly in the ADAS sector. Despite legal and geopolitical concerns, Hesai's recent global deal with Mercedes and projected profitability for 2025 highlight its growth potential. I rate Hesai as a hold at $19.80, noting potential buying opportunities if the stock declines further and considering the ADR investment structure. Ouster remains undervalued compared to Hesai, with a target price of $23, suggesting significant upside potential if revenue growth and profitability are achieved. Read the full article on Seeking AlphaAnalyse-artikel • Feb 22
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 32% Higher
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 32% in the last...Analyse-artikel • Jan 07
Subdued Growth No Barrier To Hesai Group (NASDAQ:HSAI) With Shares Advancing 42%
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 42% in the last...Analyse-artikel • Dec 23
Hesai Group (NASDAQ:HSAI) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Hesai Group is US$16.22 based on 2 Stage Free Cash Flow to Equity Current...Analyse-artikel • Nov 28
Hesai Group (NASDAQ:HSAI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Shareholders will be ecstatic, with their stake up 63% over the past week following Hesai Group 's ( NASDAQ:HSAI...Seeking Alpha • Oct 07
Hesai's Market Share: A Golden Investment Opportunity
Summary Hesai, the market leader in LiDAR, dominates with a 37% market share and exclusive contracts with 19 OEMs, including top Chinese EV makers. The LiDAR market is expected to grow at a 39% CAGR, reaching $21 billion by 2029. Hesai's competitive advantages include scale, cost efficiency, and advanced technology, give a potential 400% upside to share value. Despite competition from camera and radar systems, Hesai's low-cost, high-performance LiDAR is likely to remain essential for level 3 autonomous systems. Read the full article on Seeking AlphaRendement voor aandeelhouders
| HSAI | US Auto Components | US Markt | |
|---|---|---|---|
| 7D | -4.6% | -5.0% | -0.2% |
| 1Y | -43.1% | -24.8% | 11.9% |
Rendement versus industrie: HSAI presteerde slechter dan de US Auto Components -sector, die het afgelopen jaar een rendement van -24.8 % opleverde.
Rendement versus markt: HSAI presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 11.9 % opleverde.
Prijsvolatiliteit
| HSAI volatility | |
|---|---|
| HSAI Average Weekly Movement | 9.5% |
| Auto Components Industry Average Movement | 6.8% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: HSAI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van HSAI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2014 | 1,249 | David Li | www.hesaitech.com |
De Hesai Group houdt zich, via haar dochterondernemingen, bezig met de ontwikkeling, productie en verkoop van oplossingen voor driedimensionale lichtdetectie en -afstandsmeting (LiDAR) op het Chinese vasteland, in Europa, Noord-Amerika en wereldwijd. Het bedrijf levert gassensorproducten, validatiediensten, oplossingsgerichte diensten en andere diensten, en ontwerpt en ontwikkelt bovendien technische producten. De LiDAR-producten worden gebruikt in personen- en bedrijfsvoertuigen met geavanceerde rijhulpsystemen; in vloten van autonome voertuigen die passagiers- en vrachtvervoersdiensten leveren; en in andere toepassingen, zoals bezorgrobots voor de ‘last mile’, straatveegrobots en logistieke robots in gebieden met toegangsbeperkingen.
Hesai Group Samenvatting
| HSAI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.58b |
| Inkomsten(TTM) | US$74.35m |
| Inkomsten(TTM) | US$498.03m |
34.8x
Koers/Winstverhouding5.2x
P/S-verhoudingIs HSAI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| HSAI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | CN¥3.34b |
| Kosten van inkomsten | CN¥1.98b |
| Brutowinst | CN¥1.36b |
| Overige uitgaven | CN¥858.44m |
| Inkomsten | CN¥498.21m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 3.18 |
| Brutomarge | 40.65% |
| Nettowinstmarge | 14.93% |
| Schuld/Eigen Vermogen Verhouding | 7.1% |
Hoe presteerde HSAI op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/19 05:12 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Hesai Group wordt gevolgd door 35 analisten. 24 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Dien Wang | Bernstein |
| Yawen Tan | BNP Paribas |
| Yu Jie Lo | BofA Global Research |