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.

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