$SENSETIME-W(00020)$https://pd

2022-07-04

$SENSETIME-W(00020)$https://pdf.dfcfw.com/pdf/H3_AP202203021550126947_1.pdf

Marley Ngan and Bowen Li are you analysts from Merchant Bank who asked people to buy at HKD6.73 because their TP is HKD8.08 or a 20% upside. They published this in Feb this year despite a softening market and tech getting slaughtered.

At HKD8.08, it is valued at 34x EV/sales. This is not extremely euphoric and optimistic. Right now at about HKD2.6, the EV/sales is just 11x which is far more reasonable.

These two analysts need to review their models. Maybe the models are stored in a program called FOMO. Those who bought that up at that price are quite bruised.

My Investment Experience

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Comments

PandoraHaggai
2022-07-06
PandoraHaggai
This post gave me a reference, thanks for sharing.
- badumdum:
  hello, Tiger engagement team, don't just copy and paste generic post text.
Yee97
2022-07-13
Yee97
For short, the price is volatile. For long, should be good
CIK
2022-11-15
CIK
very useful information
MortimerDodd
2022-07-05
MortimerDodd
Great post, looking forward to your next post.
investboy
2022-07-04
investboy
up
tigerclub
2022-07-04
tigerclub
[Like]

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