2011 Surveillance Stock Analysis: China Plunge

Author: John Honovich, Published on May 26, 2011

In this note, we examine shifts in surveillance manufacturer stock prices for the first half of 2011. The most interesting theme is the plunging prices of many Chinese technology stock prices. Here we focus in on 4 companies: 2 from the Chinese stock market (Hikvision and Infinova) and 2 from the European markets (Axis and Mobotix).

2010 was a landmark year for Chinese surveillance stocks with two monster IPOs. First in May 2010, Hikvision IPOed and then at the end of 2010, Infinova followed. Both IPOs resulted in Billion dollar valuations.

*** ***** ** **** ** ***** *********. *** ******* ***** for *** ******* ********** ****** ** **** ** ************ ******** and *******. ** *** ****, *********** **** ** ** ******* major ***** ** * ******* ******** ******* (*** *** ******* article: "*** ******** ** ******* ******" *** **********). ********* **** ** * *** ****** **** a******* **** ************ ** ********* ** *****.

** **** ** ******** **** *** ************ ************ ** ******** in *****. *********, ******, ** ** *********** ** ********, *** risk ** ****** *********. **** ***********, ** ** ****** ****** our ******* ******** ** **** ***, *** *********** ********** ** not **** *****.

*** ***** ***** ******** * ******** ** **** *******'* ***********:

****************2010 *******Price ** ***** *****2011 ***** *****
********$*** * ***$** * *****:*-**%
*********$**** * ***$*** * ****:*-**%
*******$*** * ***$** * ****:**%
****$**** * ***$*** * ****.*:*+**%

**** ***** *** ***** **** **** ******* ****** *********, ***** relative ********** ******** ** ***** *** **** **** ***% ******* than *** ******** *********.

*** ***** ***** *******************'* ***** ****:

**** ***********'* ****, ***** *** ********** **** **** ********'*:

***'* ******* **** ** *** ********* ******** ************ *********. ************'* ***** ******** ******* ****** **** *** ***** **** ** *** ****, overall **'* ******* ****:

*******,****'* ***** ******* ** *******, ******* ~**% ** ***** **** *** ***** half ** ****:

What's ****?

** *** ************, ** ******* *** ******* ****** ********* **** significantly **** ******** **** **** *** *********. *** ******* ****** is **** *** ********** ********** ******** ** ***** *** ****** are ***** *** ****. ***********, *** ******** ********* *** ****** positioned ** *** ****** ****** ******* ** ** *******. ** the ********, *********'* ********** **** ******** ** * ******* ********* for *** ************ **** ****** ******* ******.

**** ***** ** *** ******* ********** ****** ****** ** *** we ** *** ***** **** ** * ******** ******? *** next * ****** **** ** *********.

Login to read this IPVM report.
Why do I need to log in?
IPVM conducts unique testing and research funded by member's payments enabling us to offer the most independent, accurate and in-depth information.

Related Reports

Chinese Government Hikvision Surveillance System On US Government Network on Jan 18, 2018
Hikvision, the Chinese government-owned manufacturer, has publicly claimed that their products are running on a US government network. Moreover,...
Vivint Streety Video Strengthens Door Knocking on Jan 17, 2018
Vivint is famous (or infamous depending on your perspective) for mastering large scale door to door selling. The company has skyrocketed from a...
Axis: "It’s A Question Of Trust And Who You Want To Be Associated With" on Jan 17, 2018
Who do you trust? Who do you want to be associated with? Axis is raising hard questions to start 2018. In this note, we examine these questions,...
'Defiant' Hikvision 'Strikes Back' At WSJ And US on Jan 16, 2018
The fight is on. Hikvision and their owner, the Chinese government, 'strikes back' against the Wall Street Journal and US politicians raising...
The 2018 Surveillance Industry Guide on Jan 16, 2018
The 300 page, 2018 Video Surveillance Industry Guide, covering the key events and the future of the video surveillance market, is now available,...
Hikvision Removed From US Army Base, Congressional Hearing Called on Jan 12, 2018
Hikvision has been removed from a US Army Base and a US congressional committee is planning a hearing on cybersecurity risks and specifically,...
CES 2018 Show Final Report on Jan 12, 2018
This is IPVM's final edition of our 2018 CES show report. Below are already numerous images and commentary, with more coming tomorrow.   CES is...
Directory Of 92 Video Analytics Suppliers on Jan 04, 2018
This directory provides a list of video analytics providers to help you see and research what options are available. Video...
Chinese Government Attacks Western Reports on Jan 03, 2018
The Chinese government is angry at the BBC and WSJ's reporting on Chinese video surveillance (see BBC Features Dahua and WSJ Investigates China's...
Hikvision NA Biggest Sale of 2017 (Twice) on Dec 28, 2017
Hikvision North America has been relatively disciplined the past 5 months, reducing the number of sales and the breadth of what is on sale. No...

Most Recent Industry Reports

Chinese Government Hikvision Surveillance System On US Government Network on Jan 18, 2018
Hikvision, the Chinese government-owned manufacturer, has publicly claimed that their products are running on a US government network. Moreover,...
Camera Course - Last Day - Save $50 on Jan 18, 2018
Today is the last day to save $50 - register now. Learn video surveillance and get certified. Save $50 on the course, ending this Thursday the...
VSaaS Usage Statistics 2018 on Jan 18, 2018
VSaaS has been a 'next big thing' for more than a decade. The prospect of managing, storing and streaming video from the cloud rather than...
Vivint Streety Video Strengthens Door Knocking on Jan 17, 2018
Vivint is famous (or infamous depending on your perspective) for mastering large scale door to door selling. The company has skyrocketed from a...
Axis: "It’s A Question Of Trust And Who You Want To Be Associated With" on Jan 17, 2018
Who do you trust? Who do you want to be associated with? Axis is raising hard questions to start 2018. In this note, we examine these questions,...
Software House Vulnerability Allows Inside Attacker To Open Doors on Jan 17, 2018
A vulnerability in Software House IP-ACM modules allows an attacker to potentially unlock doors, or perform other actions, on affected systems....
'Defiant' Hikvision 'Strikes Back' At WSJ And US on Jan 16, 2018
The fight is on. Hikvision and their owner, the Chinese government, 'strikes back' against the Wall Street Journal and US politicians raising...
The 2018 Surveillance Industry Guide on Jan 16, 2018
The 300 page, 2018 Video Surveillance Industry Guide, covering the key events and the future of the video surveillance market, is now available,...
Edward Snowden Haven App Tested on Jan 16, 2018
Global coverage followed the December 2017 announcement that Edward Snowden was leading a team developing Haven, an app "that leverages on-device...
This High Schooler Is Excited About His Future Security Career on Jan 15, 2018
A common lament is that smart, young people have little interest in surveillance systems. In fact, discussions like Should Talented Young People...

The world's leading video surveillance information source, IPVM provides the best reporting, testing and training for 10,000+ members globally. Dedicated to independent and objective information, we uniquely refuse any and all advertisements, sponsorship and consulting from manufacturers.

About | FAQ | Contact