TMT Predictions 2017 - Global Thematic Research - Product Image

TMT Predictions 2017 - Global Thematic Research

  • ID: 4473048
  • Report
  • Region: Global
  • 22 pages
  • GlobalData
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FEATURED COMPANIES

  • 21 Vianet
  • Citrix Systems
  • HP Inc
  • Mitsubishi Electric
  • QVC Group
  • Telecom Argentina
  • MORE
TMT Predictions 2017 - Global Thematic Research

Summary

The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain, MedTech, robotics, Internet TV, the Splinternet, Generation #Hashtag, regulation, 3D printing, quantum computing and M&A.

This report pulls together the most important tech investment themes for 2017 and identifies “winners” and “losers” within 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.
READ MORE
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FEATURED COMPANIES

  • 21 Vianet
  • Citrix Systems
  • HP Inc
  • Mitsubishi Electric
  • QVC Group
  • Telecom Argentina
  • MORE
ARTIFICIAL INTELLIGENCE
CYBERSECURITY
VOICE
VIRTUAL AND AUGMENTED REALITY
CLOUD COMPUTING
INTERNET OF THINGS (IOT)
AUTONOMOUS VEHICLES (SUBSET OF IOT)
INDUSTRIAL INTERNET (SUBSET OF IOT)
BLOCKCHAIN
MEDTECH
ROBOTICS
INTERNET TV
SPLINTERNET
GENERATION #HASHTAG
REGULATION
D PRINTING
QUANTUM COMPUTING
M&A
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
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  • 21 Vianet
  • 21st Century Fox
  • 3D Systems
  • 51job
  • 58.com
  • AAC Technologies
  • ABS CBN broadcasting
  • Accenture
  • Acer
  • Activision Blizzard
  • Acxiom
  • Adobe
  • ADP
  • Adtran
  • Advanced Info Service
  • Advanced Semiconductor
  • Advantest
  • Agilent Tech
  • Akamai
  • Alcatel Lucent
  • Alibaba
  • Alliance Data Systems
  • Alphabet
  • Amazon
  • AMC Networks
  • AMD
  • AMDOCS
  • America Movil
  • Amkor
  • Amphenol
  • Analog Devices
  • Anritsu
  • Ansys
  • AO.com
  • Apple
  • Applied Materials
  • ARM
  • Arris
  • ASML Holding
  • ASOS
  • Asus
  • AT&T
  • Atlassian
  • Atmel
  • Atos
  • Atresmedia
  • AU Optronics
  • Autodesk
  • Autohome
  • AVX
  • Axel Springer
  • Axiata
  • Baidu
  • BCE
  • Beijing Gehua Catv Network
  • Belgacom
  • Betfair
  • Bezeq Israeli Telecom
  • Bharti Airtel
  • Bitauto
  • Blackbaud
  • Blackberry
  • Box
  • Broadcom
  • Brocade Comms
  • BT
  • C&W Communications
  • CA Technologies
  • Cablevision
  • Cabot Microelectronics
  • Cadence Design Sys
  • Canon
  • Capcom
  • Capgemini
  • Carsales.com
  • Catcher Technology
  • CBS
  • CenturyLink
  • CGI
  • Charter Communication
  • Check Point Software
  • Cheetah Mobile
  • Cheil
  • China Mobile
  • China Telecom
  • China Unicom
  • Chunghwa Telecom
  • Ciena
  • Cirrus Logic
  • Cisco
  • Citrix Systems
  • CJ E&M
  • CJ O Shopping
  • Cognizant
  • Comcast
  • Commscope
  • CommVault
  • Compal
  • Computacenter
  • comScore
  • Consolidated Comms
  • Constant Contact
  • Constellation Software
  • Convergys
  • Cornerstone OnDemand
  • Corning
  • Cree
  • Criteo
  • Ctrip
  • Cyberark Software
  • Cypress
  • Daily Mail & General Trust
  • Dassault Systemes
  • Delta Electronics
  • DemandWare
  • DeNa
  • Dentsu
  • Deutsche Telekom
  • Dialog
  • Digi
  • Diodes
  • Discovery Communications
  • Dish Network
  • Dolby Labs
  • Dreamworks
  • eBay
  • E-House China
  • Electronic Arts
  • Elisa
  • EMC
  • Emirates Integrated Telecom
  • Emirates Telecom Corp
  • Entertainment One
  • Epistar
  • Equifax
  • Equinix
  • Ericsson
  • Etihad Etisalat
  • Eutelsat
  • EW Scripps
  • Expedia
  • Experian
  • F5 Networks
  • Facebook
  • Fair Isaac
  • Fairchild
  • Fairfax Media
  • Far Eastone Telecom
  • FIH Mobile
  • Finisar
  • FireEye
  • Flextronics Intl
  • Fortinet
  • Foxconn
  • Foxconn Tech
  • Frontier Comms
  • Fuji Media
  • Fujitsu
  • Gannett
  • Garmin
  • Gemalto
  • Genpact
  • Gigamon
  • Global Telecom Holding
  • Globe Telecom
  • GMO Internet
  • GoDaddy
  • GoerTek
  • GoPro
  • Gree
  • Groupon
  • GrubHub
  • Grupo Televisa
  • Gurunavi
  • Havas
  • HCL Technologies
  • Hellenic Telecom
  • Hexaware Technologies
  • Himax
  • Hitachi
  • HP Enterprise
  • HP Inc
  • HTC
  • Hutchison Telecom Australia
  • Hutchison Telecom Hk
  • IAC Interactive
  • IBM
  • Idea Cellular
  • Iliad
  • Imperva
  • Indosat
  • Indra
  • Infineon
  • Info Edge India
  • Infoblox
  • Infosys
  • Ingenico
  • Inmarsat
  • Innolux
  • Intel
  • InterDigital
  • Interpublic
  • Intersil
  • Interxion
  • InTouch Holdings
  • Intuit
  • Inventec
  • ITV
  • Ixia
  • J2 Global
  • Jabil Circuit
  • Japan Display
  • JC Decaux
  • JD.com
  • Juniper Networks
  • Just Eat
  • Kakaku
  • Kakao
  • KDDI
  • King
  • Kingsoft
  • Kla-Tencor
  • Konami
  • Korea Telecom
  • KPN
  • Kulicke & Soffa
  • Kyocera
  • Lagardere
  • LAM Research
  • Lamar Advertising
  • Largan
  • LendingClub
  • LendingTree
  • Lenovo
  • Level 3
  • Lexmark
  • LG Display
  • LG Electronics
  • LG Uplus
  • Liberty Global
  • Liberty Media Capital
  • LifeLock
  • Linear Technology
  • Linkedin
  • Lions Gate Entertainment
  • Loen Entertainment
  • Logitech
  • LogMeIn
  • Lumentum
  • M1
  • M6-Metropole TV
  • Magyar Telekom
  • Mail.Ru
  • Markit
  • Marvell
  • Match
  • Maxim
  • Maxis
  • Mcgraw-Hill
  • Media General
  • Mediaset
  • MediaTek
  • Megafon
  • Mercadolibre
  • Meredith
  • Microchip
  • Micron
  • Microsoft
  • Microstrategy
  • Millicom Cellular
  • Mitel Networks
  • Mitsubishi Electric
  • Mixi
  • Mobile Telesystems
  • Mobileye
  • Mobinil
  • Mobistar
  • Modern Times Group
  • Momo
  • Moneysupermarket
  • Monolithic Power Systems
  • Motorola Solutions
  • Mphasis
  • MTN Group
  • Murata
  • Nanya Tech
  • Naspers
  • Naver
  • NCSoft
  • NEC
  • Net Dragon
  • NetApp
  • NetEase
  • Netflix
  • Netgear
  • NetSuite
  • Neusoft
  • Neustar
  • New Relic
  • New York Times
  • News Corp
  • Nexon
  • Nexstar
  • Nice Systems
  • Nielsen
  • Nikon
  • Ningbo Bird
  • Nintendo
  • Nippon TV
  • Nitto Denko
  • Nokia
  • NTT
  • NTT DoCoMo
  • Nuance Communications
  • Numericable
  • Nvidia
  • NXP
  • O2 Czech Republic
  • Ocado
  • Olympus
  • Omnicom
  • OmniVision
  • On Semiconductor
  • Ooredoo
  • Open Text
  • Opera Software
  • Oracle
  • Oracle Fin. Services
  • Orange
  • Orange Polska
  • Ourpalm
  • Outfront Media
  • Palo Alto Networks
  • Panasonic
  • Pandora
  • Paylocity
  • PayPal
  • PCCW
  • Pearson
  • Pegatron
  • Pioneer
  • Playtech
  • PLDT
  • Priceline
  • Progress Software
  • ProofPoint
  • ProSiebenSat.1
  • Proto Labs
  • PTC
  • Publicis
  • Qihoo 360
  • Qlik Tech
  • QLogic
  • Qorvo
  • Qualcomm
  • Qualys
  • Quanta Computer
  • Quebecor
  • Qunar
  • Quotient Technology
  • QVC Group
  • Rackspace Hosting
  • Rakuten
  • Rea Group
  • RealPage
  • Realtek Semiconductor
  • Red Hat
  • Reliance Comm
  • Relx
  • Renesas
  • Renishaw
  • Renren
  • Richtek
  • Ricoh
  • Rightmove
  • Rocket Internet
  • Rogers Comms
  • Rostel
  • Rovi
  • RTL
  • Ruckus Wireless
  • Safaricom
  • Sage
  • Salesforce.Com
  • Samsung Electronics
  • SanDisk
  • Sanoma
  • SAP
  • Saudi Telecom
  • Scholastic
  • Scripps Networks Interactive
  • Seagate
  • Seek
  • Seiko Epson
  • ServiceNow
  • SES
  • Seven Group
  • Sharp
  • Shaw Communications
  • Shutterfly
  • Silicon Labs
  • Silicon Motion
  • Siliconware Precision
  • Silverlake Axis
  • Sina
  • Singapore Press Holdings
  • SingTel
  • Sirius XM Radio
  • SK Hynix
  • SK Telecom
  • Sky
  • Skyworks
  • Smartone Telecom
  • SMIC
  • Softbank
  • Software AG
  • Sohu
  • Solera
  • Sony
  • Sophos
  • Sopra Steria
  • Soufun.Com
  • Spark New Zealand
  • Splunk
  • Sprint Nextel
  • Square
  • Square Enix
  • SS&C
  • Starhub
  • Start Today
  • Starz
  • STMicroelectronics
  • Stratasys
  • Sun TV Network
  • Sunny Optical
  • Suzhou Anjie
  • Swisscom
  • Symantec
  • Synaptics
  • Synopsys
  • Tableau
  • Taiwan Mobile
  • Take-Two Interactive
  • Talktalk Telecom
  • Tata Communications
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Tele2
  • Telecom Argentina
  • Telecom Egypt
  • Telecom Italia
  • Telefonica
  • Telefonica Brasil
  • Telefonica Del Peru
  • Telekom Austria
  • Telekom Malaysia
  • Telekomunikasi Indonesia
  • Telenet
  • Telenor
  • Television Broadcasts
  • Teliasonera
  • Telkom SA
  • Telstra
  • Telus
  • Temenos
  • Tencent
  • Teradata
  • Teradyne
  • Texas Instruments
  • Thomson Reuters
  • Tieto
  • Tim Participacoes
  • Time
  • Time Warner
  • Time Warner Cable
  • T-Mobile USA
  • Tokyo Electron
  • Tom Group
  • TomTom
  • Toshiba
  • Total Access Com
  • Trend Micro
  • TripAdvisor
  • True Corp
  • TSMC
  • Turk Telekom
  • Turkcell Iletisim Hizmet
  • TV Francaise (T.F.1)
  • Twitter
  • Ubisoft
  • Ultimate Software
  • UMC
  • Under Armour
  • United Internet
  • Universal Display
  • US Cellular
  • Vanguard
  • Veeva Systems
  • Venture Corp
  • Verifone
  • Verint Systems
  • Verisign
  • Verizon
  • Viacom
  • Viavi
  • Vimpelcom
  • Vipshop
  • Vivendi
  • VMware
  • Vodacom
  • Vodafone
  • Walt Disney
  • Web.com
  • Weibo
  • Western Digital
  • Wipro
  • Wistron
  • Wistron NeWeb
  • Wolters Kluwer
  • Workday
  • WPP
  • Xero
  • Xerox
  • Xilinx
  • Yageo
  • Yahoo!
  • Yahoo! Japan
  • Yandex
  • Yelp
  • Yoox Net-A-Porter
  • Youku Tudou
  • YY
  • Zain Saudi Arabia
  • Zalando
  • Zayo
  • Zee Entertainment
  • Zendesk
  • Zhaopin
  • Zillow
  • Zoopla
  • ZTE
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