Chinese Tech - Global Thematic Research

  • ID: 4473045
  • Report
  • Region: Global, China
  • 38 pages
  • GlobalData
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FEATURED COMPANIES

  • 21 Vianet
  • Byd
  • GoerTek
  • Kingsoft
  • PCCW
  • Sunny Optical
  • MORE
Chinese Tech - Global Thematic Research

Summary

China’s government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its “Made in China 2025” 10-year plan is the notion that China will displace the US as the world’s dominant technological power.

The US is likely to remain a leader in all major advanced technologies over the next decade, with Baidu the only Chinese player equipped to challenge the US’s lead in next generation technologies such as AI. There are signs though, that China is closing the overall gap faster than we expected.

This report researches the state and thrust of Chinese technology over the next two to five years and what it implies for global technology investors.

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

  • 21 Vianet
  • Byd
  • GoerTek
  • Kingsoft
  • PCCW
  • Sunny Optical
  • MORE
PLAYERS

TRENDS

CHINA AND THE INDUSTRIES OF THE FUTURE
Shared transportation
Electric vehicles
Robotics
Consumer electronics
Semiconductors
High performance computing
Artificial intelligence
Internet platforms
Cloud infrastructure
Genomics

THE CHINA SYNDROME
Why tech investors cannot ignore China
The Millennial effect
The Trump effect
China by the numbers
M&A activity

PUBLIC COMPANIES

PRIVATE COMPANIES

CHINA TECH SCORECARD
Who’s who
Thematic screen
Valuation screen
Risk Screen

APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
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  • 21 Vianet
  • 51job
  • 58.com
  • AAC Technologies
  • Alibaba
  • Autohome
  • Baidu
  • Beijing Gehua Catv Network
  • Bitauto
  • Byd
  • Changyou.Com
  • China Mobile
  • China Telecom
  • China Unicom
  • Ctrip
  • Dawning
  • Estun Automation
  • GoerTek
  • Hikvision
  • HollySys Automation
  • iFlytek
  • Inspur Electronic
  • JD.com
  • Joyson
  • Jumei
  • Kingsoft
  • LeEco
  • Leju
  • Lenovo
  • NetEase
  • Neusoft
  • Ningbo Bird
  • Ourpalm
  • PCCW
  • Qunar
  • Renren
  • Siasun Robot
  • Sina
  • SMIC
  • Sohu
  • Soufun.Com
  • Sunny Optical
  • Suzhou Anjie
  • Television Broadcasts
  • Tencent
  • Vipshop
  • Weibo
  • Yirendai
  • YY
  • ZTE
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