2022-02-23 002415Hikvision's performance forecast is slightly higher than expected. How to wait for the annual report to see the specific composition. Today, I will use this performance forecast to sort out the valuation.
Let's talk about the logic of our model first. Usually our manufacturing companies do not easily do ten years in the cash flow discount model, but we think that Hikvision is a company of the bell maker level. In the history of Hikvision, it has been as good as a day for decades, and it is currently the visual AI entrance. , digitalization and other softening areas have a large space, so we believe that Hikvision's model will be fine for ten years.
Technically, there is currently a bullish Gat force. Let's keep going long.
