TMT Predictions 2018 Part I - Global Thematic Research

  • ID: 4473058
  • Report
  • Region: Global
  • 14 pages
  • GlobalData
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FEATURED COMPANIES

  • 21 Vianet
  • Capcom
  • Gigamon
  • M6-Metropole TV
  • ProSiebenSat.1
  • Suzhou Anjie
  • MORE
TMT Predictions 2018 Part I - Global Thematic Research

Summary

We see seven broad investment theme categories in 2018.
  • Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing
  • Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce
  • FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding
  • Digital media: internet tv, ecommerce, social media
  • Advanced manufacturing: robotics, 3D printing, genomics, quantum computing
  • Sustainability: electric vehicles, batteries, sharing economy
  • Macro and regulation: M&A, net neutrality, data privacy, geopolitics, tax avoidance, fake news, anti-trust.
Inside this report, we look at the top themes, its predictions and identify winners and losers.

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
  • Capcom
  • Gigamon
  • M6-Metropole TV
  • ProSiebenSat.1
  • Suzhou Anjie
  • MORE
1. MACHINE LEARNING
2. VOICE
3. DATA CENTRES
4. CYBERSECURITY
5. VIRTUAL & AUGMENTED REALITY
6. BLOCKCHAIN
7. CRYPTOCURRENCIES
8. INTERNET TV
9. CLOUD COMPUTING
10. SPLINTERNET

APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
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  • 21 Vianet
  • 21st Century Fox
  • 3D Systems
  • 51job
  • 58.com
  • A10 Networks
  • AAC Technologies
  • ABS CBN broadcasting
  • Accenture
  • Acer
  • Activision Blizzard
  • Adlink
  • Adobe
  • ADP
  • Adtran
  • Adva Optical Networking
  • Agilent Tech
  • Ahnlab
  • Akamai
  • Alarm.com
  • Alcatel Lucent
  • Alibaba
  • Allot
  • Alphabet
  • Altek
  • Amazon
  • AMC Networks
  • AMD
  • AMDOCS
  • Amphenol
  • AMS
  • Analog Devices
  • Anritsu
  • Ansys
  • AO.com
  • Apple
  • Arista Networks
  • ARM
  • Arris
  • Asia Optical
  • ASOS
  • Asus
  • Atmel
  • Atos
  • Atresmedia
  • AU Optronics
  • Autodesk
  • Autohome
  • AVX
  • B2W Cia Digital
  • Baidu
  • Barracuda Networks
  • Bazaarvoice
  • Bitauto
  • Bizlink
  • Blackbaud
  • Blackberry
  • Boohoo.com
  • Box
  • Boyaa
  • Brightcove
  • Broadcom
  • Brocade Comms
  • CA Technologies
  • Cadence Design Sys
  • CalAmp
  • Calix
  • Canon
  • Capcom
  • Capgemini
  • Carsales.com
  • Catcher Technology
  • CBS
  • Cerner
  • CGI
  • Changyou.Com
  • Check Point Software
  • Cheetah Mobile
  • ChinaCache
  • Ciena
  • Cirrus Logic
  • Cisco
  • Citrix Systems
  • CJ O Shopping
  • Cognizant
  • Commscope
  • CommVault
  • Compal
  • Computacenter
  • Constellation Software
  • Control4
  • Convergys
  • Cornerstone OnDemand
  • Cree
  • Ctrip
  • Cumulus Media
  • Cyberark Software
  • Cypress
  • Dassault Systemes
  • Delta Electronics
  • DemandWare
  • DeNa
  • Dialog
  • Diodes
  • Discovery Communications
  • D-Link
  • Dreamworks
  • eBay
  • Electronic Arts
  • Entertainment One
  • Equinix
  • Ericsson
  • Eros
  • Expedia
  • Extreme Networks
  • F5 Networks
  • Facebook
  • Facebook
  • Fair Isaac
  • Fairchild
  • FIH Mobile
  • Finisar
  • FireEye
  • Fitbit
  • Flextronics Intl
  • Forgame
  • Fortinet
  • Foxconn Tech
  • F-Secure
  • Fuji Media
  • Fujitsu
  • Gameloft
  • Gamevil
  • Garmin
  • Gemalto
  • Genpact
  • Gigamon
  • Glu Mobile
  • GMO Internet
  • GoDaddy
  • GoerTek
  • GoPro
  • Groupon
  • GrubHub
  • Grupo Televisa
  • HCL Technologies
  • Hexaware Technologies
  • Himax
  • Hitachi
  • Hortonworks
  • HP Enterprise
  • HP Inc
  • HTC
  • IAC Interactive
  • IBM
  • IGG
  • Imagination Tech
  • Imperva
  • Indra
  • Infineon
  • Info Edge India
  • Infoblox
  • Infosys
  • Ingenico
  • Innolux
  • Intel
  • InterDigital
  • Intersil
  • Interxion
  • Intuit
  • InvenSense
  • Inventec
  • iRobot
  • ITV
  • Ixia
  • J2 Global
  • Jabil Circuit
  • Japan Display
  • JD.com
  • Jive Software
  • Juniper Networks
  • Just Dial
  • Just Eat
  • Kakaku
  • Kakao
  • Keyw
  • Kingsoft
  • Konami
  • Kongzhong
  • Kudelski
  • Kyocera
  • Largan
  • LeEco
  • Lenovo
  • Lexmark
  • LG Display
  • LG Electronics
  • LifeLock
  • Linear Technology
  • Lions Gate Entertainment
  • LivePerson
  • Logitech
  • LogMeIn
  • Lumentum
  • M6-Metropole TV
  • MakeMyTrip
  • Marvell
  • Maxim
  • Mediaset
  • MediaTek
  • Melexis
  • Mercadolibre
  • Microchip
  • Micron
  • Microsoft
  • Microstrategy
  • Mitel Networks
  • Mobile Iron
  • Mobileye
  • Modern Times Group
  • Monolithic Power Systems
  • Motorola Solutions
  • Mphasis
  • Murata
  • Nanya Tech
  • Naspers
  • Naver
  • NCSoft
  • NEC
  • Neowiz Games
  • Net Dragon
  • NetApp
  • NetApp
  • NetEase
  • Netflix
  • Netgear
  • Network 18 Media
  • Neusoft
  • Neustar
  • New Relic
  • Nexon
  • Nice Systems
  • Nikon
  • Nimble Storage
  • Ningbo Bird
  • Nintendo
  • Nippon TV
  • Nokia
  • NTT Data
  • Nuance Communications
  • Nvidia
  • NXP
  • Ocado
  • Olympus
  • OmniVision
  • On Semiconductor
  • Open Text
  • Opera Software
  • Oracle
  • Oracle Fin. Services
  • Ourpalm
  • Palo Alto Networks
  • Panasonic
  • Pandora
  • Paylocity
  • PayPal
  • Pegatron
  • Pioneer
  • Playtech
  • Priceline
  • Progress Software
  • ProofPoint
  • ProSiebenSat.1
  • PTC
  • Qisda
  • Qlik Tech
  • QLogic
  • Qorvo
  • Qualcomm
  • Qualys
  • Quanta Computer
  • Qunar
  • QVC Group
  • Rackspace Hosting
  • Rakuten
  • Rapid7
  • Rea Group
  • RealPage
  • Realtek Semiconductor
  • Red Hat
  • Renesas
  • Richtek
  • Ricoh
  • Rightmove
  • Rocket Internet
  • Rovi
  • RTL
  • Ruckus Wireless
  • Sage
  • Salesforce.Com
  • Samsung Electronics
  • SanDisk
  • SAP
  • Scripps Networks Interactive
  • Seachange
  • Seagate
  • SecureWorks
  • Seek
  • Seiko Epson
  • Sensata
  • Sercomm
  • ServiceNow
  • SGI
  • Sharp
  • Shutterfly
  • Silicon Labs
  • Silicon Motion
  • Sina
  • Sirius XM Radio
  • SK Hynix
  • Skyworks
  • SMIC
  • Software AG
  • Sohu
  • Solera
  • Sonus Networks
  • Sony
  • Sophos
  • Sopra Steria
  • Soufun.Com
  • Spirent
  • Splunk
  • Square Enix
  • SS&C
  • Start Today
  • Starz
  • Sterlite
  • STMicroelectronics
  • Stratasys
  • Sun TV Network
  • Sunny Optical
  • Suzhou Anjie
  • Symantec
  • Synaptics
  • Synopsys
  • Systena
  • Tableau
  • Take-Two Interactive
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Television Broadcasts
  • Telit
  • Temenos
  • Tencent
  • Teradata
  • Texas Instruments
  • Tieto
  • Time Warner
  • TomTom
  • Toshiba
  • TPK
  • Trend Micro
  • TripAdvisor
  • TSMC
  • TV Francaise (T.F.1)
  • Ubisoft
  • Ultimate Software
  • UMC
  • United Internet
  • Universal Display
  • Vanguard
  • Veeva Systems
  • Venture Corp
  • Verifone
  • Verint Systems
  • Verisign
  • Viacom
  • Viavi
  • Vipshop
  • Vivendi
  • VMware
  • Walt Disney
  • Web.com
  • Webzen
  • Western Digital
  • Wipro
  • Wistron
  • Wistron NeWeb
  • Workday
  • Xero
  • Xerox
  • Xilinx
  • Xunlei
  • Yageo
  • Yahoo!
  • Yahoo! Japan
  • Yandex
  • Yoox Net-A-Porter
  • Youku Tudou
  • Zalando
  • Zayo
  • Zee Entertainment
  • Zendesk
  • Zhaopin
  • Zillow
  • Zoopla
  • ZTE
  • Zynga
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