Leaders and Laggards in Global TMT - Global Thematic Research

  • ID: 4473057
  • Report
  • Region: Global
  • 9 pages
  • GlobalData
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FEATURED COMPANIES

  • 21 Vianet
  • Changyou.Com
  • Groupon
  • Mediaset
  • Qorvo
  • Tableau
  • MORE
Leaders and laggards in Global TMT - Global Thematic Research

Summary

After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity. Under Shinzo Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture.

Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these sectors have a strong presence in overseas markets: Toyota, Fanuc, Keyence, Panasonic, Sony and Softbank typically sit on top of these markets.

This report researches the state and thrust of Japan’s leading technology companies over the next five years and what it implies for global technology investors against the backdrop of Japan’s still risk averse, thrifty, rigidly conservative culture.

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
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FEATURED COMPANIES

  • 21 Vianet
  • Changyou.Com
  • Groupon
  • Mediaset
  • Qorvo
  • Tableau
  • MORE
LEADERS AND LAGGARDS IN GLOBAL TECHNOLOGY, MEDIA AND TELECOMS

APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
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  • 21 Vianet
  • 21st Century Fox
  • 3D Systems
  • 51job
  • 58.com
  • AAC Technologies
  • ABB
  • Accenture
  • Acer
  • Activision Blizzard
  • Acxiom
  • Adlink
  • Adobe
  • ADP
  • Adtran
  • Adva Optical Networking
  • Advanced Info Service
  • Ahnlab
  • Airmedia
  • Aixtron
  • Akamai
  • Alarm.com
  • Alibaba
  • Alliance Data Systems
  • Alphabet
  • Altice
  • Amazon
  • AMC Networks
  • AMD
  • AMDOCS
  • America Movil
  • Amphenol
  • AMS
  • Analog Devices
  • Anritsu
  • Ansys
  • AO.com
  • APN News & Media
  • Apple
  • Arista Networks
  • Arris
  • Asahi Glass
  • Asia Optical
  • ASML Holding
  • ASOS
  • Asus
  • AT&T
  • AthenaHealth
  • Atos
  • Atresmedia
  • AU Optronics
  • Autodesk
  • Autohome
  • Autoliv
  • AVX
  • Axel Springer
  • Axiata
  • B2W Cia Digital
  • BAE Systems
  • Baidu
  • Barracuda Networks
  • Bazaarvoice
  • BCE
  • Beijing Gehua Catv Network
  • Belgacom
  • BenefitFocus
  • Bharti Airtel
  • Bitauto
  • Bizlink
  • Blackbaud
  • Blackberry
  • Boohoo.com
  • Box
  • Boyaa
  • Brightcove
  • Broadcom
  • Brocade Comms
  • BT
  • Byd
  • CA Technologies
  • Cadence Design Sys
  • CalAmp
  • Callidus
  • Canon
  • Capcom
  • Capgemini
  • Carsales.com
  • Catcher Technology
  • CBS
  • CenturyLink
  • Cerner
  • CGI
  • Changyou.Com
  • ChannelAdvisor
  • Charter Communication
  • Check Point Software
  • Cheil
  • China Mobile
  • China Telecom
  • China Unicom
  • ChinaCache
  • Chunghwa Telecom
  • Ciena
  • Cirrus Logic
  • Cisco
  • Citrix Systems
  • Clear Channel
  • Clear Media
  • Cognex
  • Cognizant
  • Colopl
  • Comcast
  • Commscope
  • CommVault
  • Compal
  • Computacenter
  • comScore
  • Constellation Software
  • Continental
  • Control4
  • Convergys
  • Cornerstone OnDemand
  • Corning
  • Cray
  • Criteo
  • Ctrip
  • Cyberark Software
  • Cyberdyne
  • Cypress
  • Daily Mail & General Trust
  • Dassault Systemes
  • Dawning
  • Delphi
  • Demand Media
  • DeNa
  • Denso
  • Dentsu
  • Deutsche Telekom
  • Dialog
  • Digi
  • Diodes
  • Discovery Communications
  • Dish Network
  • eBay
  • Ebix
  • Electronic Arts
  • Ellie Mae
  • EnerSys
  • Entertainment One
  • Equinix
  • Ericsson
  • Eros
  • Eutelsat
  • EW Scripps
  • Expedia
  • Extreme Networks
  • F5 Networks
  • Facebook
  • Fair Isaac
  • Fairfax Media
  • Fanuc
  • FIH Mobile
  • Finisar
  • FireEye
  • Fitbit
  • Fortinet
  • Foxconn Tech
  • F-Secure
  • Fuji Media
  • Fujitsu
  • Gamevil
  • Gannett
  • Gannett
  • Garmin
  • GE
  • Gemalto
  • Genpact
  • Gigamon
  • Glu Mobile
  • GMO Internet
  • GoDaddy
  • GoerTek
  • GoPro
  • Gree
  • Groupon
  • GrubHub
  • Grupo Televisa
  • GS Yuasa
  • GungHo Online
  • Harmonic Drive
  • Hathway Cable
  • Havas
  • HCL Technologies
  • Himax
  • Hitachi
  • HollySys Automation
  • Hortonworks
  • HP Enterprise
  • HP Inc
  • HTC
  • HubSpot
  • IAC Interactive
  • IBM
  • I-Cable Communication
  • iFlytek
  • IGG
  • Iliad
  • Imagination Tech
  • Imperva
  • Indra
  • Infineon
  • Info Edge India
  • Infosys
  • Ingenico
  • Inmarsat
  • Innolux
  • Inspur Electronic
  • Instructure
  • Intel
  • Intelsat
  • InterDigital
  • Interpublic
  • Interxion
  • Intuit
  • Intuitive Surgical
  • Inventec
  • iRobot
  • ITV
  • J2 Global
  • Jabil Circuit
  • Japan Display
  • JC Decaux
  • JD.com
  • Jive Software
  • Juniper Networks
  • Just Dial
  • Just Eat
  • Kakaku
  • Kakao
  • Kawasaki Heavy
  • KDDI
  • Keyence
  • Keysight Tech
  • Keyw
  • Kingsoft
  • Kla-Tencor
  • Konami
  • KPN
  • KUKA
  • Kyocera
  • Lagardere
  • Lamar Advertising
  • Largan
  • Lenovo
  • Level 3
  • LG Chem
  • LG Display
  • LG Electronics
  • Liberty Global
  • Line
  • Lions Gate Entertainment
  • Live Nation
  • LivePerson
  • Logitech
  • LogMeIn
  • Lumentum
  • M&C Saatchi
  • M6-Metropole TV
  • Mail.Ru
  • MakeMyTrip
  • Marchex
  • Marvell
  • Match
  • Maxim
  • Maxis
  • Mediaset
  • MediaTek
  • Medidata
  • Melexis
  • Mercadolibre
  • Meredith
  • Micro Focus
  • Microchip
  • Micron
  • Microsemi
  • Microsoft
  • Microstrategy
  • Mimecast
  • Mitel Networks
  • Mixi
  • Mobile Iron
  • Mobileye
  • Modern Times Group
  • Momo
  • Monolithic Power Systems
  • Motorola Solutions
  • Mphasis
  • MTN Group
  • Murata
  • Nabtesco
  • Nachi Fujikoshi
  • Nanya Tech
  • Naspers
  • Naver
  • NavInfo
  • NCC
  • NCSoft
  • NEC
  • Neowiz Games
  • NetApp
  • NetEase
  • Netflix
  • Netgear
  • NetScout
  • Network 18 Media
  • NeuLion
  • Neusoft
  • New Relic
  • New York Times
  • News Corp
  • Nexon
  • Nielsen
  • Nikon
  • Ningbo Bird
  • Nintendo
  • Nippon Ceramic
  • Nippon TV
  • Nokia
  • NTT
  • NTT Data
  • NTT DoCoMo
  • Nuance Communications
  • Nutanix
  • Nvidia
  • NXP
  • Ocado
  • Olympus
  • Omnicom
  • Omron
  • On Semiconductor
  • Open Text
  • Opera Software
  • Oracle
  • Oracle Fin. Services
  • Orange
  • Outfront Media
  • Palo Alto Networks
  • Panasonic
  • Pandora
  • Parrot
  • Paycom
  • Paylocity
  • PayPal
  • Pearson
  • Pegatron
  • Pioneer
  • Playtech
  • PLDT
  • Priceline
  • Progress Software
  • ProofPoint
  • ProSiebenSat.1
  • PTC
  • Publicis
  • Pure Storage
  • Qisda
  • Qorvo
  • Qualcomm
  • Qualys
  • Quanta Computer
  • Quebecor
  • Quotient Technology
  • QVC Group
  • Rakuten
  • Rapid7
  • Raytheon
  • Rea Group
  • RealPage
  • Realtek Semiconductor
  • Red Hat
  • Relx
  • Renesas
  • Renren
  • RetailMeNot
  • Ricoh
  • Rightmove
  • RingCentral
  • Rocket Fuel
  • Rocket Internet
  • Rockwell Automation
  • Rogers Comms
  • Roper Technologies
  • Royal Philips
  • RTL
  • Rubicon Project
  • Sage
  • SAIC
  • Salesforce.Com
  • Samsung Electronics
  • Samsung SDI
  • Sanoma
  • SAP
  • Saudi Telecom
  • Schibsted
  • Schneider
  • Scholastic
  • Scripps Networks Interactive
  • Seagate
  • SecureWorks
  • Seek
  • Seiko Epson
  • Sensata
  • Sercomm
  • ServiceNow
  • SES
  • Sharp
  • Shaw Communications
  • Shopify
  • Shutterfly
  • Siasun Robot
  • Siemens
  • Silicon Labs
  • Silicon Motion
  • Silver Spring
  • Sina
  • Sing Tao News Corp
  • Singapore Press Holdings
  • SingTel
  • Sirius XM Radio
  • SK Hynix
  • SK Telecom
  • Sky
  • Skyworks
  • SMIC
  • Snap
  • Softbank
  • Software AG
  • Sohu
  • Sonus Networks
  • Sony
  • Sophos
  • Sopra Steria
  • Soufun.Com
  • Spirent
  • Splunk
  • Square Enix
  • Star Publications
  • Start Today
  • Sterlite
  • STMicroelectronics
  • Stratasys
  • Stryker
  • Sun TV Network
  • Sunny Optical
  • Swisscom
  • Symantec
  • Synaptics
  • Synopsys
  • Tableau
  • Takeaway.com
  • Take-Two Interactive
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Telecom Italia
  • Telefonica
  • Telefonica Brasil
  • Telekomunikasi Indonesia
  • Telenor
  • Television Broadcasts
  • Telit
  • Telstra
  • Telus
  • Temenos
  • Tencent
  • Teradata
  • Teradyne
  • Tesla Motors
  • Texas Instruments
  • Thomson Reuters
  • Tieto
  • Time
  • Time Warner
  • Tokyo Electron
  • TomTom
  • Toshiba
  • TPK
  • Tremor Video
  • Trend Micro
  • Trinity Mirror
  • TripAdvisor
  • TSMC
  • TV Francaise (T.F.1)
  • Twilio
  • Twitter
  • Ubiquiti Networks
  • Ubisoft
  • Ultimate Software
  • UMC
  • Umicore
  • United Internet
  • Universal Display
  • Valeo
  • Vanguard
  • Varonis
  • Veeva Systems
  • Venture Corp
  • Verifone
  • Verint Systems
  • Verizon
  • Viacom
  • Viavi
  • Vipshop
  • Vivendi
  • VMware
  • Vodacom
  • Vodafone
  • Vonage
  • Walt Disney
  • Web.com
  • Webzen
  • Weibo
  • Western Digital
  • Wipro
  • Wistron
  • Wolters Kluwer
  • Workday
  • WPP
  • Xero
  • Xerox
  • Xilinx
  • Xing
  • Yageo
  • Yahoo!
  • Yahoo! Japan
  • Yandex
  • Yelp
  • Yoox Net-A-Porter
  • YuMe
  • YY
  • Zalando
  • Zayo
  • Zee Entertainment
  • Zendesk
  • Zhaopin
  • Zillow
  • Zoopla
  • ZTE
  • Zynga
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