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Scout Security Limited - Initiation Report

8 Videos - Dec 2017


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Summary - Initiation Report

Scout Security (SCT.ASX), is an ASX listed company at the forefront of the DIY home security sector.  We initiate coverage of Scout with a valuation of $0.94 / share.  This report includes:

  • A detailed valuation analysis;
  • A review of the company’s strategy and technology;
  • A review of the the security industry in the USA
  • A review of the IOT market.

TSI Analysis - Valuation Analysis

  • We currently value Scout at $0.94 / share.
  • This video reviews the key assumptions, including our sale, revenue costing as well as discount rates.

TSI Analysis - Risk – Competition & co-operation in the smart home sector

  • The smart home industry is growing rapidly with with all major technology company’s offering a range suite of smart home devices, including security.
  • This video reviews how Scout plans to overcome this competition.

TSI Analysis - M&A activity – IOT & security sectors

  • There has been an increase in M&A activity in both the IOT and security industries in recent years.
  • This video reviews recent transactions, identity’s current trends and discusses

Operations - Software and service platform – Police Dispatch

  • Scouts has two software and service platform options, either the Always on or always on plus plans.
  • The always on plus option has the additional major benefit of notifying the local police department.  We discuss how the police are notified as well as the associated cost for Scout in further detail

Operations - Distribution agreements – Insurance

  • Scout has entered into a number of distribution agreements, across a range of industries, including Hanover in the insurance sector.
  • This video reviews the relationship and highlights how these types of relationships are beneficial for all parties involved.

Technology, Product & Market - Security market overview – USA

Review of the current USA security market.  Details current size, trends and the revolution of DIY products.

Technology, Product & Market - What is the Internet of Things?

Review of the Internet of Things (IOT) and how it is changing the home security industry.

All Videos for Scout Security Limited - Initiation Report

Summary

Initiation Report

Scout Security (SCT.ASX), is an ASX listed company at the forefront of the DIY home security sector.  We initiate coverage of Scout with a valuation of $0.94 / share.  This report includes:

  • A detailed valuation analysis;
  • A review of the company’s strategy and technology;
  • A review of the the security industry in the USA
  • A review of the IOT market.

TSI Analysis

Valuation Analysis

  • We currently value Scout at $0.94 / share.
  • This video reviews the key assumptions, including our sale, revenue costing as well as discount rates.

Risk – Competition & co-operation in the smart home sector

  • The smart home industry is growing rapidly with with all major technology company’s offering a range suite of smart home devices, including security.
  • This video reviews how Scout plans to overcome this competition.

M&A activity – IOT & security sectors

  • There has been an increase in M&A activity in both the IOT and security industries in recent years.
  • This video reviews recent transactions, identity’s current trends and discusses

Operations

Software and service platform – Police Dispatch

  • Scouts has two software and service platform options, either the Always on or always on plus plans.
  • The always on plus option has the additional major benefit of notifying the local police department.  We discuss how the police are notified as well as the associated cost for Scout in further detail

Distribution agreements – Insurance

  • Scout has entered into a number of distribution agreements, across a range of industries, including Hanover in the insurance sector.
  • This video reviews the relationship and highlights how these types of relationships are beneficial for all parties involved.

Technology, Product & Market

Security market overview – USA

Review of the current USA security market.  Details current size, trends and the revolution of DIY products.

What is the Internet of Things?

Review of the Internet of Things (IOT) and how it is changing the home security industry.

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