2533.HK Black Sesame International Holding Limited Loading... : Bullish and Bearish Analyst Opinions

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08:00
Sep 10
Noh Geun-chang Center Head, Hyundai Motor Securities Research Center 815 Money Talk (815머니톡)
Chinese autonomous chip pure plays under pressure
Chinese autonomous driving chip developers such as Horizon Robotics and Black Sesame have built a real domestic ecosystem and are used by many OEMs, but their Hong Kong-listed shares fell about 40% because advanced TSMC foundry costs are rising and Chinese automakers are increasingly developing chips in-house, threatening their future share. This makes the listed pure plays unattractive despite the technology progress.
2533.HK
HIGH
00:54
Sep 10
Noh Geun-chang Center Head, Hyundai Motor Securities Research Center 815 Money Talk (815머니톡)
Chinese autonomous chip names face competition
China's autonomous driving chip ecosystem is developing rapidly, but Hong Kong-listed names such as Horizon Robotics and Black Sesame fell about 40% because advanced TSMC foundry costs are rising and Chinese automakers are moving to in-house chips, compressing their share.
MED
09:37
Aug 17
DeItaone Twitter news aggregator (Walter Bloomberg)
Bernstein reports the FCC ban on foreign-made mobile robots marks the start of U.S.-China.
Bernstein reports the FCC ban on foreign-made mobile robots marks the start of U.S.-China robotics decoupling, naming Tesla, Hesai, Schaeffler, Harmonic Drive, Horizon Robotics, and Black Sesame as potential beneficiaries.

About 2533.HK Analyst Coverage

Buzzberg tracks 2533.HK (Black Sesame International Holding Limited) across 2 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Noh Geun-chang, DeItaone.