China
Technovator Smart Buildings Business and 2022 Financials Examined
August 30th, 2023Hikvision Video Surveillance Business & 2022 Financials Examined
June 26th, 2023
Belimo Building Controls Business & Growth Strategy 2022 Examined
In this Research Note, we examine the Belimo Group, based on their 2022 annual report, investor presentations, financial results announced on 6th March 2023 and their long-term growth strategy in the building automation field devices sector. Belimo Group, a listed company on the Swiss Stock Exchange, is headquartered in Hinwil, Switzerland with over 2,000 employees. […]
SmartSpace Software 2022 Business Examined
In this Research Note, we examine the SmartSpace Software group, based on their trading update providing unaudited results for financial year ending 31 January 2023 and their investor conference of 9th February 2023. SmartSpace Software Plc is a UK-based provider of workplace management software for smart buildings and commercial spaces, with revenues under $10 million. The […]
Building Resilience in the Physical Security Supply Chain
The escalation of coronavirus cases in China has reminded technology markets around the world that the supply chain challenges of recent years may last longer than expected. The pandemic is not the only disruption and many in the smart buildings and physical security industries are being forced to reconsider their approach to supply chain resilience […]
Midea Commercial Building Technologies Business Examined
In this research note, we examine the Chinese global company Midea Group Co Ltd, established as an electric fan manufacturer in 1968, the firm rose to prominence as an air conditioning producer in the 1980s. While it is still best known for its HVAC equipment business, Midea has become a diverse and recognised player across […]
US-China Trade War Continues To Polarize the Physical Security Market
The Physical Security industry has found itself on the frontline of the US-China trade ‘war’ and its involvement could have significant implications for its future and the future of the wider smart buildings and cities technology markets. “In recent years US-China geopolitical tensions within the physical security industry have escalated,” reports our latest security research. […]
Global Physical Security Market Resilient in the Face of Challenging Trade Conditions
Our new research report shows that the global market for physical security products (Access Control, Video Surveillance, Intruder Alarm & Perimeter Protection) has demonstrated both resilience and adaptability in the face of growing geopolitical tensions and looming economic recession. Trade tensions between China and the US have seen a series of legislative moves that have […]
Johnson Controls Business and 2022 Financials Examined
In this Research Note, we examine the Johnson Controls business, based on their Q4 earnings release, conference call, investor presentation and 10K, reporting financials year ending 30th September 2022. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, is a pure-play smart buildings player, serving a wide range of customers in more than 150 countries. They […]
SenseTime’s Artificial Intelligence Business Examined
In this research note we examine the ups and downs of Chinese artificial intelligence (AI) giant, SenseTime, during their turbulent first year as a publicly traded company. Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes images, including faces, and competes directly with Megvii Technology, backed by the Alibaba Group, which […]
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