Tech Hardware Themes 2017 - Global Thematic Research

  • ID: 4473041
  • Report
  • Region: Global
  • 25 pages
  • GlobalData
1 of 4

FEATURED COMPANIES

  • 3D Systems
  • CalAmp
  • GoerTek
  • LG Electronics
  • Pegatron
  • Spirent
  • MORE
Tech Hardware Themes 2017 - Global Thematic Research

Summary

Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%.

In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next two years.

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 Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
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

  • 3D Systems
  • CalAmp
  • GoerTek
  • LG Electronics
  • Pegatron
  • Spirent
  • MORE
CONSUMER ELECTRONICS
INDUSTRIAL AUTOMATION
SERVERS, STORAGE, NETWORKING AND TELECOM EQUIPMENT
COMPONENT MAKERS
SEMICONDUCTORS
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
Note: Product cover images may vary from those shown
3 of 4

Loading
LOADING...

4 of 4
  • 3D Systems
  • AAC Technologies
  • Acer
  • Adlink
  • Adtran
  • Adva Optical Networking
  • Agilent Tech
  • Alarm.com
  • Alcatel Lucent
  • Altek
  • AMD
  • Amphenol
  • AMS
  • Analog Devices
  • Anritsu
  • Apple
  • Arista Networks
  • ARM
  • Arris
  • Asia Optical
  • Asus
  • Atmel
  • AU Optronics
  • AVX
  • Bizlink
  • Blackberry
  • Broadcom
  • Brocade Comms
  • CalAmp
  • Calix
  • Canon
  • Catcher Technology
  • Ciena
  • Cirrus Logic
  • Cisco
  • Commscope
  • Compal
  • Control4
  • Cree
  • Cypress
  • Delta Electronics
  • Dialog
  • Diodes
  • D-Link
  • EMC
  • Ericsson
  • Extreme Networks
  • F5 Networks
  • Fairchild
  • FIH Mobile
  • Finisar
  • Fitbit
  • Flextronics Intl
  • Foxconn Tech
  • Fujitsu
  • Garmin
  • GoerTek
  • GoPro
  • Himax
  • Hitachi
  • HP Enterprise
  • HP Inc
  • HTC
  • IBM
  • Imagination Tech
  • Infineon
  • Ingenico
  • Innolux
  • Intel
  • InterDigital
  • Intersil
  • InvenSense
  • Inventec
  • iRobot
  • Ixia
  • Jabil Circuit
  • Japan Display
  • Juniper Networks
  • Kudelski
  • Kyocera
  • Largan
  • Lenovo
  • Lexmark
  • LG Display
  • LG Electronics
  • Linear Technology
  • Logitech
  • Lumentum
  • Marvell
  • Maxim
  • MediaTek
  • Melexis
  • Microchip
  • Micron
  • Monolithic Power Systems
  • Motorola Solutions
  • Murata
  • Nanya Tech
  • NEC
  • NetApp
  • Netgear
  • Nikon
  • Nimble Storage
  • Ningbo Bird
  • Nintendo
  • Nokia
  • Nvidia
  • NXP
  • Olympus
  • OmniVision
  • On Semiconductor
  • Panasonic
  • Pegatron
  • Pioneer
  • Pure Storage
  • Qisda
  • QLogic
  • Qorvo
  • Qualcomm
  • Quanta Computer
  • Realtek Semiconductor
  • Renesas
  • Richtek
  • Ricoh
  • Ruckus Wireless
  • Samsung Electronics
  • SanDisk
  • Seagate
  • Seiko Epson
  • Sensata
  • Sercomm
  • SGI
  • Sharp
  • Silicon Labs
  • Silicon Motion
  • SK Hynix
  • Skyworks
  • SMIC
  • Sonus Networks
  • Sony
  • Spirent
  • Sterlite
  • STMicroelectronics
  • Stratasys
  • Sunny Optical
  • Suzhou Anjie
  • Synaptics
  • TE Connectivity
  • Technicolor
  • Telit
  • Texas Instruments
  • TomTom
  • Toshiba
  • TPK
  • TSMC
  • UMC
  • Universal Display
  • Vanguard
  • Venture Corp
  • Verifone
  • Viavi
  • Western Digital
  • Wistron
  • Wistron NeWeb
  • Xilinx
  • Yageo
  • Zayo
  • ZTE
Note: Product cover images may vary from those shown
5 of 4
Note: Product cover images may vary from those shown
Adroll
adroll