Social Media Sector Scorecard - Global Thematic Research

  • ID: 4473014
  • Report
  • Region: Global
  • 17 pages
  • GlobalData
1 of 4

FEATURED COMPANIES

  • Alibaba
  • Facebook
  • Mail.Ru
  • Momo
  • Snap
  • Twitter
  • MORE
Social Media Sector Scorecard - Global Thematic Research

Summary

Technology themes: artificial intelligence, voice, monetisation models, virtual & augmented reality, money transfer services, crowdfunding, news curation, workplace social networks, gaming, internet TV and cybersecurity.
  • Macro-economic themes: the “splinternet”, the sharing economy, the gig economy, Generation Hashtag, fake news, online dating, the Trump factor, M&A and investor sentiment in the sector.
  • Regulatory themes: net neutrality, data privacy, Brexit, tax avoidance and various regulatory edicts across the world.
In this report, we look at the key investment themes that will impact the social media sector worldwide, identifying winners and losers.

Scope
  • This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
  • About the Thematic Research Ecosystem
  • The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Sector Scorecard, which aims to identify overall winners and losers in a sector based on all themes impacting that specific sector.
Reasons to buy
  • The thematic investment research product, supported by the thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
READ MORE
Note: Product cover images may vary from those shown
2 of 4

FEATURED COMPANIES

  • Alibaba
  • Facebook
  • Mail.Ru
  • Momo
  • Snap
  • Twitter
  • MORE
THEMES
Technology themes
Macro-economic themes
Regulatory themes

SECTOR SCORECARD
Who’s who
Thematic screen
Valuation screen
Risk screen

PRICE MOMENTUM
How has the social media sector performed against the broader TMT space?
How have individual social media companies performed?

APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
Note: Product cover images may vary from those shown
3 of 4

Loading
LOADING...

4 of 4
  • Alibaba
  • Alphabet
  • Amazon
  • DeNa
  • Facebook
  • Gree
  • Kakao
  • Line
  • Mail.Ru
  • Match
  • Microsoft
  • Mixi
  • Momo
  • Naver
  • Renren
  • Sina
  • Snap
  • Sohu
  • Tencent
  • TripAdvisor
  • Twitter
  • Weibo
  • Xing
  • Yahoo!
  • Yahoo! Japan
  • Yelp
  • Youku Tudou
  • YY
Note: Product cover images may vary from those shown
5 of 4
Note: Product cover images may vary from those shown
Adroll
adroll