Sensus Capital Research
Independent research focusing on investing into Tech, UAE and China.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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sensuscapital.substack.comLatest Issues
ACM Research (ACMR): Unique Bet on China's Semiconductor Industry
China's leading wet-clean equipment maker is riding a structural localisation wave.
ACM Research Inc ($ACMR) is a name we have followed for a while now. We got very bullish on the company back in late 2024, when the stock was trading at ar...
e& (EAND): Q2 2026 Earnings Update - Guidance Raised, Thesis Confirmed
e& (EAND) has released the earnings results for Q2 2026 last Friday. Before we dive deeper into the release and update our outlook, we recommend revisiting our initiation of coverage post, as this article is meant to be a quick update and w...
Pre-Earnings Update: DT, KVYO, ZETA and ACMR
Earnings season has started and we are getting ready to hear some updates on the names we have covered in the past.
Before each print, we re-visit the thesis and note what to look for. It makes analysing the release faster and makes it eas...
e& (EAND): Buying the Conflict Discount on a Business That Didn't Break
45% of e&’s operating revenue is coming from its International segment. This is compared to the 47.6% coming from the UAE. And it is not just the top-line, as 31%+ of operating income is also from its International segment.
The markets inc...
Sensus Tech Insights: Snowflake $SNOW — Part 2
Welcome back. This is Part 2 of our Sensus Tech Insights deep dive into Snowflake Inc ($SNOW).
In Part 1, we covered the ground that every investor needs to understand before forming a view on this business.
We walked through the architec...
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Institutional-grade investment research. We identify the signal in the noise with deep-dive Tech analysis, macro strategy, and high-conviction trade ideas.
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