Drones Manufacturing

Drones Manufacturing
  • Pininvest Analysis

Drones are for everyone

Secret extensions of military surveillance and aggression, marketing ploys for retail giants, indispensable tools for land, road and building positioning measurement, fresh and diverse applications in public security, for inspection of power utilities, in the film industry or in precision farming, and the latest addition to consumer electronics, from hobbyist to the most advanced

Drone production is not for everyone ….

While many US defense conglomerates are involved, it is difficult to identify specialized civilian manufacturers, besides the Shenzhen based DJI Innovations (private), dominating the market of consumer drones with a focus on aerial photography and an unmatched commitment to R&D

Research firm Gartner expects “personal” drone unit sales — mostly for photography, where DJI dominates in price ranges from 1 000 to 4 000$ — to grow roughly 40 % in 2017 to 2.8 million and “commercial” drone sales — with uses ranging from positioning to delivery, with prices reaching 100 000 $, where Aeryon Labs of Canada and Insitu, a subsidiary of Boeing, are competing— to grow about 60 percent to 174,000 units in 2017

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Drones Manufacturing • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
AeroVironment Inc AVAV NASDAQ - - USD 62.55 1.5 B 5.4% 47%   10% -48%
Ambarella AMBA NASDAQ - - USD 41.38 1.4 B -5.2% 44%   11% -27%
Ball Corp. BLL NYSE - - USD 65.41 22 B 79.7% 21%   9% -16%
Elbit Systems Ltd. ESLT NASDAQ - - USD 154.56 6.6 B 28.6% 24%   6% -19%
FLIR Systems FLIR NASDAQ - - USD 51.12 6.9 B -5.6% 29%   6% -35%
GoPro GPRO NASDAQ - - USD 5.77 887 M -7.4% 56%   11% -45%
Intel Corporation INTC NASDAQ - - USD 46.19 207 B -14.0% 32%   7% -26%
NVIDIA NVDA NASDAQ - - USD 144.64 88 B -45.2% 52%   8% -56%
Parrot PAOTF OTC - - USD 3.76 - -44.9% 104%   5% -73%
Qualcomm QCOM NASDAQ - - USD 68.72 84 B 18.9% 38%   10% -34%
TDK Corporation TTDKY OTC - - USD 70.41 - -32.2% 39%   6% -43%
TransDigm Group TDG NYSE - - USD 472.86 25 B 39.1% 27%   11% -17%