TMT Predictions 2018 (Part II of III) - Global Thematic Research

  • ID: 4473043
  • Report
  • Region: Global
  • 14 pages
  • GlobalData
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FEATURED COMPANIES

  • 23andMe
  • Broadcom
  • GE
  • Kohl’s
  • NXP
  • Sonos
  • MORE
TMT Predictions 2018 (Part II of III) - Global Thematic Research

Summary

In Part I of “TMT Predictions 2018" report, we looked at the following themes: machine learning, voice, data centers, cybersecurity, virtual & augmented reality, blockchain, cryptocurrencies, internet TV, cloud computing and the Splinternet.

In Part II of this report, we look at the Internet of Things (including the automated home, autonomous vehicles, the industrial internet, ambient commerce and the medical internet of things), genomics, silicon photonics, 5G and regulation. We will also look at the big tech themes for 2018, identifying winners and losers for each theme.

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.
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FEATURED COMPANIES

  • 23andMe
  • Broadcom
  • GE
  • Kohl’s
  • NXP
  • Sonos
  • MORE
1. INTERNET OF THINGS
2. THE AUTOMATED HOME (IOT)
3. AUTONOMOUS VEHICLES (IOT)
4. INDUSTRIAL INTERNET (IOT)
5. AMBIENT COMMERCE (IOT)
6. MEDICAL INTERNET OF THINGS (IOT)
7. GENOMICS
8. SILICON PHOTONICS
9. 5G
10. REGULATION

APPENDIX 1: “THEMATIC” RESEARCH METHODOLOGY
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  • Alibaba
  • AliGeni
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  • Alphabet
  • Amazon
  • Ambarella
  • Amgen
  • AMS
  • Apple
  • Applied Optoelectronics
  • ARM (Softbank)
  • AstraZeneca
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  • Broadcom
  • Carrefour
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  • Cerner
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  • Target
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  • Twitter
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  • Verizon
  • Volvo (Geely)
  • Wall-Mart JC Penney
  • WM Morrison
  • Xiaomi
  • Xilinx
  • Yamaha
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