Visual China Group Investors Dump Stock

Posted on 12/14/2016 by Jim Pickerell | Printable Version | Comments (4)

Visual China Group the company that acquired Corbis in January 2016 has seen a more than 50% decline in value as an investment since the purchase and a 20% decline in the last month. VCG is a publicly traded company on the Shenzhen Stock Exchange.

While the managing and licensing of visual content is a major part or VCG’s business, the parent company is also involved in a number of related business including radio and television transmission technology, Internet transmission, Internet games and entertainment, mobile communications network, gaming and entertainment technology, and computer software development. Thus, the activity of the company stock is not solely reflective of what is happening in the Chinese stock photo market.

According to sources in China, part of the reason for the recent decline is an overall decline in the Shenzhen stock market. However, VCG's decline is twice as large as the Chinese stock market in general.



Even at its current stock price of 19.13 CNY the outstanding shares of VCG are worth $2 billion USD but the company has less than $100 million in revenue. Sources indicate that another 50% drop is certainly possible.

VCG has been buying low PE assets to grow its revenue and lower its PE. But lack of growth in its core photo licensing business and the fact that it is unable to grow revenue in all its other expanded businesses is making it a much less attractive investment.



VCG’s net profit as a Getty Images agent is 36.5%.


Copyright © 2016 Jim Pickerell. The above article may not be copied, reproduced, excerpted or distributed in any manner without written permission from the author. All requests should be submitted to Selling Stock at 10319 Westlake Drive, Suite 162, Bethesda, MD 20817, phone 301-461-7627, e-mail: wvz@fpcubgbf.pbz

Jim Pickerell is founder of www.selling-stock.com, an online newsletter that publishes daily. He is also available for personal telephone consultations on pricing and other matters related to stock photography. He occasionally acts as an expert witness on matters related to stock photography. For his current curriculum vitae go to: http://www.jimpickerell.com/Curriculum-Vitae.aspx.  

Comments

  • David Madison Posted Dec 14, 2016
    Jim,
    Can you amplify what you mean by the last line:
    VCG’s net profit as a Getty Images agent is 36.5%.

  • Jim Pickerell Posted Dec 16, 2016
    David,
    As I understand it, when VCG makes a sale of an images from the Getty collection they keep 36.5% of the gross fee paid and remit the rest to Getty. Getty then sends a royalty share to the image creator based on what Getty received.


  • Jim Pickerell Posted Dec 16, 2016
    Correction Number 2

    My Chinese source says the 36.5% is the Net Profit is what VCG reports in its public statement. It is not gross margin, but net profit after all expenses are deducted. It is curious how a photo agency has high of a net profit margin.

  • Ian Shive Posted Dec 17, 2016
    VCG is invested in many other "stock" companies - what does this mean for them, especially those which are more in a start-up phase?

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