Hikvision Stock Surges - Doubling In Past Year

Author: John Honovich, Published on Jun 29, 2017

Hikvision's stock, on the China Shenzhen stock exchange, has more than doubled in the past year, vaulting the company's worth to an astounding (for the video surveillance industry) $44 billion USD (~300 billion RMB).

Inside this note, we examine the rise, the factors driving it and comparing to the rest of the video surveillance industry.

*********'* *****, ** *** ***** ******** ***** ********, *** **** than ******* ** *** **** ****, ******** *** *******'* ***** to ** ********** (*** *** ***** ************ ********) $** ******* USD (~*** ******* ***).

****** **** ****, ** ******* *** ****, *** ******* ******* it *** ********* ** *** **** ** *** ***** ************ industry.

[***************]

Rise ** ***** *****

***** **** ****, *********'* ***** ***** *** **** **** *******, from **** **** **** * ***** ********* ** ~*** ******* RMB (~$** ******* ***), *** ***********~*** ******* *** ($** ******* USD).

Charts *** ********

***** ****** ************ *** ******* ***** ** *********'* ***** ** a ****** ***** ***** ** ***** *********** ** * ****** day ***** **** ******* *********** *** *** ******* ****** ** shares, *.*.:

Revenue *******

** ******** ** *********'* ***%+ ***** ***** ******, **** ******* was ** **% ** ~$*.* *******, ** **** ****'* ~$*.* billion, ******* ** *********'* **** ********* ******* (******* *******).

** **** ******* *** ** **% ** $* ******* ***. Note, ******* ** ******* *** **** ******* ** **, ** is ********* *** ****** ******* ******* ** *** ****.

Profit *******

********* ******** **** *** ******* ** ~$* ******* ***, **.*% of *******.

Domestic / ************* *****

** ****, ***** ******** ***** *** **.**% ** *******, ~$*.* billion ***, **** ******** ***** ******* ** **.**%, ~$*** ******* higher **** ****.

** ********, ********* ***-***** ***** (********* *** *** *******, ***** are *** *****) *** **.**% (~$*.* ******* ***), ******* ** 40.62% **** ****.

Dahua ********* ** **%

*********'* ******** ***** *****'* ***** ***** *** **** ** ************* in *** **** ****, ** * ****** **%, *** *********** a $** ******* *********:

Other ******* ************ ***** *****

********* *** ***** *** *** ***** **** ***** *****.******* (******** ****)*** **** ******** ******** ***%+ ********** ******** **** ***. *** *******, * ***** ************ ********* provider,***** ***** *** **** **** ************ ***** ******** **** ***.

$44 ******* ***** ***** ** ***********

*********'* $** ******* *********, *** *** ***** ************ ********, ** enormous.**** *** ******** ** **** *** **** $* ******* ***, ** **** ********** *****, ** **** * ***** ** perspective.

***** ********* ******** *** ~**% ** ****** ***** ************ (********* their ******** ******** ****** ** *****), ********* ****** ******** *** 60%+ ** *** ****** ********* ** *** ****** ******** (**** - **** ** ** ******** ***** **** ** ******** ******* of $** ** $** ******* *** * **** ************ ***** to ******* ***** ** ~*).

Chinese ***** ****** *******

*** ******* ***** ****** *** **** ***** ***** **** *** investors ** ***** ********* **** **** ******* ** ****** **** richer ********** ******** ** ******** *** *******.

*** **** ****** ******* ** *** ****** **** ** *** Hikvision *** ********** ******* ********* ** *** **** *****, ***** ***** **** *** **** ***** ** ******* ****** and ******** ***** ******.

Artificial ************ *********

********* *** **** ********* *** ******** **** **** ********* *** shift ** ***** ************ ** ** / **** ******** (*******:***** *** *** *********** *****,********* ****** ************** ***********).******'* **** / ****** *** ***** **** *** *********.

** ***** ** ******* ******** *** ****** ******, ** *** video ************ ** ********** *****. *******, ** **** *** ***** out **, ********* **** * $*+ ******* **** ***** ****** may ** ** **** *** ****** ** ******* *** ******** using ** ** *** ******* '******' ********* ************ ******* **** Hikvision ** ** ****** ******** **.

Government ********* ********* **** ****** *********

********* ******* ********** ******** ******** ******. **** ** ****** ***** ***** ***** ***** enterprises, *.*., *** **** ** *****, ***** ******* *****, ********** are ***** ***** ***** ***** ****** ********* ****, *****, **** Hikvision *** ***** ****** ** *** **** ***** (*** **** ** ** ***** ***** ********* ***** ****** *****).

Outlook / ******

** *** **** ****, **** **** ********** ******* ********* ** make **** ************ *******, ** ****** ****** ********* **** ********** stock ****** *** *********** ** **** ****** ***** ***** *** expansion.

** *** ******** ****, **** **** ********** (***, *.*., ********* trades ** * ****** */* ** **+), *** **** ***** downturns, ***** *** ************* ********* ********** ** *** ******* ** the ***** ********* **** **** ****. *** ******* ******* **** face *********** ********** **** **** ********** ***********, ** **********, ***** ******* **** **********.

*** ******* **, *** ***, *** ***** ** ********* (*** to * ****** *** ********* ****** *****) ***** ***** ** a ****** ***** *** *** ********* ** *** ***** *************.

Comments (9)

Undisclosed Distributor #1

06/29/17 12:31pm

* ***** ********* ** "****" **** *** ******** ***** ****** may ** **** ** ********* ** *** ******** ****** ** unicorn *****, *** *********** ** ******'* **** ** *** **** times ********** *** ** **** *** ***** ** *****, **'* all ******* **** ** **** ** *******.

John Honovich

IPVM | In reply to Undisclosed Distributor #1 | 06/29/17 04:53pm

"****" **** *** ******** ***** ****** *** ** **** ** reporting ** *** ******** ****** ** ******* *****

*** ******:

*** ***** ***** ** '*******'. *********'* ****** ********* ** ****** $44 ******* ***. ** ********* ***** ** ****, ** ***** be ******** ******** ** '************" (********* *** *** ***** ****), it ***** ******* **** *** ***** **********'* ********* / ******* of *** ******** ****** *** ****'* *** '****' ****** ** the *********.

*** ********** ********** ***** ** ********, *.*., **** ************* ***** ***** ********** ******** ********* *********** * ******* ****** *** ******** "****** ***** ** *****’* ******** ****** *********: **** **** **** That" *** **** "** ****** *** * ******* ******* **** ***** **** ***** sets ** *****".

*** ******* ** *** **** ********* ******** ** ******** *** financials, * **** ** ******** ** ******* ** ** ** I ** *** ***** ** ******* ** ** *** '*****'.

Undisclosed Integrator #2

In reply to John Honovich | 06/30/17 05:23pm

-*** ******* ** *** **** ********* ******** ** ******** *** financials, * **** ** ******** ** ******* ** ** ** I ** *** ***** ** ******* ** ** *** '*****'.

*** *** ****** **** ********** ******? ******** *********** **** ** actual ******* *** *** ****** **** "**** ***** *********" *** garner * *************** ********* ******** *** *** ****.

John Honovich

IPVM | In reply to Undisclosed Integrator #2 | 06/30/17 10:39pm

******** *********** **** ** ****** ******* *** *** ******

** ***, **'* **** **** *** *** ****** **** *********! :)

*** *********, **** **, *** ********* ** **** *******. ******** we ****** ** *** * ****** ** *******.

**** *** **** ********:

**** ** *** *** ********* ** *****, ** ************ ********* and **** ******* / ********. *** *** ******* **** ** said ********* ******** ***** ********* ** **** *******? :)

John Honovich

IPVM | 07/25/17 12:15pm

******:********* **** * *** ******* **** ***** *********** *** ** * ******** *** ******* *** ***** *****:

** *** ***** ****** ***** ***** ******* * ******* **** between **** **** *** ********, *** *** ********* ** ******** investors **** ************ ********* ******* ********** **.,**** ******** ********** ***.******** ***** **. **** ** *** ***** *** ***** **** **** ** percent **** ****, ** *** ******** ********* ***** ********* * percent...

**** **** *** ******, ******** *** ******* ***** ********* ********** on *** *****.

Undisclosed Integrator #2

07/25/17 09:24pm

**** ** * **** ** *** **** ** * **** have **** ***. *** *** ****** ******* **** **** **** written ***** *** ********* ***** ** ********* *** *** **** year *** *** **** ***** **** *** ****** ******* ** the "****** ****" *** **-***** *** *** *** ******** **** are ******** ****** **** ***** **** ********** *** **** ********? Left-Right-Up -****, ***** *** ** **?

** * *** * '********** ** *****' ** *** ******** for **** ** ***** *** ******* ******** **** **** ********** in *****, ******* *** ******, *** *** ***?

John Honovich

IPVM | In reply to Undisclosed Integrator #2 | 07/25/17 10:00pm

**********

****'* ********.

** * *** * '********** ** *****'

**. *** *******,*****'* ** **** ********** **** ********, ********* **% ******* ****** *** **% ********* ****** ******, much ****** **** **** ******* *********.

** ****** ** *** ******** **** **** ***** ** ***** much **** ****** **** ********* ** ** *** **** ********** assume **** ********* ** ***** ****** ***** **** ***** *********** results.

John Honovich

IPVM | 01/10/18 12:47pm

********* ******* ****** ***** ******'* ************ *** ******* / **** ******** ******* *********:

* ******* ***% ***** ** ****** *** ****** ******** ********* Digital **********, *** *****'* *** ***** ** ************ *******, ** 40th *****. *** ******* *** **** *** ***** **** ** the ******* ********** ** ******** *** ******** ****** ***** ************ on ****** ****** ** ********* ********** ******** ******* *********.

John Honovich

IPVM | 02/26/18 12:34pm

********* ** *** #* ******* ***** ******, ** ***% ***** Supreme ****** ** **** ** ***** ** ****, ****** *** ********* ***** *****:

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

ASIS Offering Custom Research For Manufacturers on Nov 15, 2018
Manufacturers often want to know what industry people think about trends and, in particular, the segments and product they offer.  ASIS and its...
Directory of Video Intercoms on Nov 13, 2018
Video Intercoms, also known as Video Door-Phones or Video Entry Systems, have been growing in the past decade as more and more IP camera...
Chinese Government Increases Hikvision Ownership on Nov 12, 2018
The Chinese government - Hikvision's controlling shareholder - is increasing its ownership of the video surveillance giant amid sharp stock price...
Ubiquiti Protect Video Surveillance Profile on Nov 07, 2018
Ubiquiti has now been in the video surveillance market for 7 years (see our first coverage back in 2011). In that time, the company's revenue has...
Directory Of Video Doorbells on Nov 06, 2018
Video doorbells are one of the fastest growing categories in video surveillance, especially among residences. The optimal placement of these...
Network Cable Shootout - Belden, Hikvision, Honeywell, NavePoint CCA, Windy City Wire on Nov 05, 2018
Every IP camera install needs UTP cabling. But how much of a difference is there between dirt cheap generic cables found online and the bigger,...
Unisight Company Profile on Nov 01, 2018
Hikvision's largest US OEM, LTS has started to carry Unisight, whose products (shown below) look a lot like Hikvision's rival Dahua: Who is...
Hikvision President Addresses AI and USA Challenges on Oct 31, 2018
In frank recent China interviews, Hikvision's President Hu Yangzhong has addressed challenges impacting the video surveillance industry and...
Resideo IPOs, Then Plunges on Oct 31, 2018
ADI and Honeywell Homes management have been touting their spinout and IPO for months, including appearing on Wall Street as they widely shared on...
Wyze Explosive Growth Disrupting Consumer IP Camera Market on Oct 30, 2018
Wyze, a company founded only in 2017, is poised to disrupt the consumer IP camera market by combining American marketing and Chinese manufacturing...

Most Recent Industry Reports

'Sticker' Surveillance Camera Developed (CSEM Witness) on Nov 16, 2018
The Swiss Center for Electronics and Microtechnology (CSEM) has announced what it calls the: world’s first fully autonomous camera that can be...
ISC East 2018 Mini-Show Final Report on Nov 16, 2018
This is our second (updated) and final show report from ISC East. ISC East, by its own admission, is not a national or international show, billed...
Facial Detection Tested on Nov 16, 2018
Facial detection and recognition are increasingly offered by video surveillance manufacturers. Facial detection detects faces in an image/video...
Throughtek P2P/Cloud Solution Profile on Nov 15, 2018
Many IoT manufacturers either do not have the capabilities or the interest to develop their own cloud management software for their devices....
ASIS Offering Custom Research For Manufacturers on Nov 15, 2018
Manufacturers often want to know what industry people think about trends and, in particular, the segments and product they offer.  ASIS and its...
Hikvision Silent on "Bad Architectural Practices" Cybersecurity Report on Nov 14, 2018
A 'significant vulnerability was found in Hikvision cameras' by VDOO, a startup cybersecurity specialist. Hikvision has fixed the specific...
French Government Threatens School with $1.7M Fine For “Excessive Video Surveillance” on Nov 14, 2018
The French government has notified a high-profile Paris coding academy that it risks a fine of up to 1.5 million euros (about $1.7m) if it...
Integrator Credit Card Alternative Divvy on Nov 13, 2018
Most security integrators are small businesses but large enough that they have various employees that need to be able to expense various charges as...
Directory of Video Intercoms on Nov 13, 2018
Video Intercoms, also known as Video Door-Phones or Video Entry Systems, have been growing in the past decade as more and more IP camera...
Beware Amazon Go Store Hype (Tested) on Nov 13, 2018
IPVM's trip to and testing of Amazon Go's San Francisco store shows a number of significant operational and economic issues that undermine the...

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