China Anxiao's global security operation leader has taken shape, the acquisition of Australia has opened up European and American markets, and global mergers and acquisitions have continued to accelerate the improvement of the territory of the horse racing enclosure, which is expected to reach a profit scale of about 3 billion in about three years. Two major directions of large-scale investment in security operation: big data and security robot, security service is facing the best quality customers, big data and cloud service further enhance customer value-added service space, security machine direction, the company has been cultivated in vitro for five to six years, listed company platform has been invested continuously, and Huawei, large-scale exhibition and other fields have been widely used at present. Since listing, the company has completed eight mergers and acquisitions in the past year, continued to increase the process of global mergers and acquisitions, sustained high growth in profits, and the participation of major shareholders has increased by 41%, locked for three years, demonstrating the company's confidence!
The core business model of global security leader growth is to accelerate mergers and acquisitions, China Security Consumer overseas mergers and acquisitions accelerate, the global leader takes shape! Global security leader growth road lies in comprehensive mergers and acquisitions, such as ADT, G4S, etc., Zhonganxiao global leading road set sail! Security operation regionalization attribute is particularly strong, customer stickiness is particularly high, so by accelerating mergers and acquisitions, can accelerate large-scale advantages, more important is to be able to horse enclosure, occupy a large number of customers, continue to enhance business through value-added services, full card! CSST has completed more than 60 mergers and acquisitions in the New York Stock Exchange, with forward-looking layout of security operations. Since its listing, CNPC has completed eight mergers and acquisitions and become a national security integration business. it is the company's continuing strategy to build a comprehensive security operation platform around the three major security, global asset integration, and will further strengthen global asset integration and become a global leader in the future.
Acquire Australian security company, enter the security market of developed countries, and lay the foundation for the company's global asset integration business to develop European and American markets! The acquisition of Thailand Wei'an, further strengthening the Southeast Asian market, has formed a comprehensive strategic layout of "China + Southeast Asia + Australia (Euro-American system)", and will continue to land along the developed countries in the future!
Security operation service upgrading industry inflection point is coming, the company accelerates the global layout, the development of domestic emerging markets, "Belt and Road Initiative" landing the most beneficial company! The domestic security operation market has gradually opened, and China's security operation service market has started in the blue sea, from 0 to 1, and the scale is expected to rise from 40 billion to 200 billion yuan.
National layout enterprises will have the core advantages, gradually cut into the enterprise market, consumer market! "Belt and Road Initiative" has landed one after another, the company's global layout has landed, and will cooperate with "Belt and Road Initiative" to provide a comprehensive security solution!
The company's smart city business orders are rapid, with a national integrated layout, with three major security and comprehensive solutions, the company is currently on hand orders of more than 8 billion, to ensure the rapid growth of domestic profits!
The company focuses on investing in robots and big data platforms, which is expected to form a global security management platform in the future, expand overseas security business, and use the "security +" business model to increase the user stickiness of security solutions. The security of Zhonganxiao is not only industrial safety monitoring in a narrow sense, but also a great security that covers industrial security, information security and life safety. the number of security users is increasing in the context of globalization. can provide reliable samples for data analysis. The company's Internal Robot Group cooperates with two academicians, and the security robot solution has been widely used in Huawei, convention and exhibition, etc., with the basis of industrialization. This investment will speed up the promotion of the robot and invest more actively around the robot!
Investment suggestion: the company is expected to continue to expand the global security market through mergers and acquisitions in the future, and will occupy the overseas security market as an auxiliary security company of the national "Belt and Road Initiative". At the same time, the company takes big data and the emerging technology of robot as the development core, which can effectively serve the development of security industry, less labor cost, accurate analysis and so on. With the accelerated delivery of the company's own orders and the continued promotion of the global M & A strategy, it is expected that the profit scale of 2016 Universe 17 will be 1.029 billion and 1.837 billion. As the global security operation leader, A-share is the only pure operating target with a target price of 45 yuan in June. Buy-A rating, medium-and long-term market capitalization of more than 100 billion, continue to maintain recommendations!
Risk hint: mergers and acquisitions fall short of expectations
