Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

<ul>
<li>In modern warfare, UAVs have unbeatable advantages: zero casualties, low overall cost, strong maneuverability, strong adaptability to the environment, with a higher proportion of payload,  and will be widely used.  </li>
<li>Military UAV growth mainly depends on the defense spending. Israel, the United States, and China dominate the military UAV trade market.</li>
<li>Top listed Chinese producers ranked by UAV revenue (in RMB) in 2021: <a href="https://www.smartkarma.com/entities/avic-chengdu-uas-co-ltd" target="_blank" data-smartkarma-citation="entities:36280:1" rel="noopener">China AVIC (688297 CH)</a> (2.48bn); <a href="https://www.smartkarma.com/entities/zhejiang-nanyang-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:16813:1" rel="noopener">Zhejiang Nanyang Technology Co,Ltd. (002389 CH)</a> (1.12bn); <a href="https://www.smartkarma.com/entities/china-aerospace-times-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:3330:1" rel="noopener">China Aerospace Times Electronics (600879 CH)</a> (780mn).</li>
</ul>


In modern warfare, UAVs have unbeatable advantages: zero casualties, low overall cost, strong maneuverability, strong adaptability to the environment, with a higher proportion of payload,  and will be widely used.  
Military UAV growth mainly depends on the defense spending. Israel, the United States, and China dominate the military UAV trade market.
Top listed Chinese producers ranked by UAV revenue (in RMB) in 2021: China AVIC (688297 CH) (2.48bn); Zhejiang Nanyang Technology Co,Ltd. (002389 CH) (1.12bn); China Aerospace Times Electronics (600879 CH) (780mn).


No Man's Sky: China Military UAV Market Overview

Emerging markets PM, economist, CFA charterholder

Mark A. DeWeaver, PhD, CFA

Equity Bottom-Up

AviChina Industry & Technology H / Equity Bottom-Up

<p>On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster, NJ golf club to threaten the worker’s paradise with “fire and fury.” (See <a href="https://www.smartkarma.com/insights/trump-s-thundering-tweets-take-korea-to-the-brink-of-war" target="_blank" data-smartkarma-citation="insights:11910">Trump’s Thundering Tweets Take Korea to the Brink of War</a> for an excellent analysis of this development.) It seems the North’s propaganda machine, which has been fantasizing for years about drowning Seoul in a “sea of fire,” has met its match at last. But does this actually…</p>

On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster, NJ golf club to threaten the worker’s paradise with “fire and fury.” (See Trump’s Thundering Tweets Take Korea to the Brink of War for an excellent analysis of this development.) It seems the North’s propaganda machine, which has been fantasizing for years about drowning Seoul in a “sea of fire,” has met its match at last. But does this actually…

Chinese Defense Stocks Point to Tempest in Teapot, Not "Fire and Fury"

China

China Aerospace Times Electronics Technology Co Ltd designs, manufactures, and markets avariety of commercial air planes and space-related products, as well as providesrelated services.  The Company's products include launch vehicles, satellite reception equipment, measurement devices, and automation control systems.

China Aerospace Times Electronics (600879 CH)

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China Aerospace Times Electronics (600879 CH)

No Man's Sky: China Military UAV Market Overview

With tension ratcheting up across the Taiwan strait, and an ongoing war in Ukraine, the role of UAVs in modern warfare is being accelerated. Will...

Evelyn Zhang

Chinese Defense Stocks Point to Tempest in Teapot, Not "Fire and Fury"

On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster,...

Mark A. DeWeaver, PhD, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)