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Senetas (ASX:SEN), a cybersecurity hardware company, is seen by DMX Asset Management as increasingly attractive on value. In September 2025, DMX said Senetas is becoming increasingly interesting from a value perspective, describing it as a provider of cybersecurity and network encryption solutions, following a restructure of its business. Senetas operates in the Information Technology sector within the Communications Equipment industry, and Thesis Tracker has captured 1 comment from 1 fund manager, DMX Asset Management. Founded in 1982 and headquartered in South Melbourne, Senetas designs, develops and manufactures high-assurance network encryption hardware and virtualised encryption solutions certified for government and defence use, sold globally through a distribution partnership with Thales, and has divested or restructured its Votiro secure file gateway business to refocus on its core encryption products, aiming to return to profitability and cash generation.
Company figures as of 15 Oct 2026. For information only.
Fund managers including DMX Asset Management have invested in Senetas Corp Ltd (ASX:SEN).
DMX highlights Senetas' value after restructuring, with its high-assurance encryption products sold globally to government and defence customers.
The available commentary does not set out specific risks, though Senetas has had losses from its Votiro business and depends on its distribution partnership with Thales.
Senetas Corporation Ltd is a South Melbourne-based provider of cybersecurity and network solutions. Founded in 1982, the company designs, develops, manufactures, and markets IT security products for global government and commercial clients. Senetas operates through two primary segments: the Senetas product division and the Votiro technology solutions division. The firm specializes in delivering secure data protection and network infrastructure, providing scalable information technology security products to address evolving digital threats within the enterprise and public sectors.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.