Profile
Industry: Auto parts
Sector: Consumer discretionary
Theme: Autonomous driving
2 1/4-Year shareholder growth: +30.4%
Estimated fair value: $23
Valuation assumption: 25 x annual R&D
Investors: Xiaomi (1810.HK)
Transaction log
Jan 2, 2026 - Bought 75 @ 23.77 (0.68% wtg, coffee can innovators)
Hesai Group
Location: Shanghai, China
Estimated fair value history
Sep-25 - $27 (25 x annual R&D)
Dec-25 - $23