Blockchain - Thematic Research

  • ID: 4544574
  • Report
  • 43 pages
  • GlobalData
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FEATURED COMPANIES

  • Accenture
  • CGI
  • DXC Tech
  • HP Enterprise
  • Luxoft
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Blockchain - Thematic Research

Summary

2018 will be a torrid year for blockchain technology. As the cost and complexity of implementing blockchain solutions becomes apparent, many of the early blockchain projects will either be quietly shelved in favour of more traditional approaches or they will evolve in a way which reduces their dependence on blockchain technology. While blockchain technology will have lost its gloss by 2025, it will have found its way in to the heart of many key business processes; especially those involving multiple, disparate, participants.

This report focuses on blockchain technology.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our 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. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our 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
  • Our thematic investment research product, supported by our 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.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
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FEATURED COMPANIES

  • Accenture
  • CGI
  • DXC Tech
  • HP Enterprise
  • Luxoft
  • Sopra Steria
  • MORE
1 PLAYERS

2 TRENDS
  • Technology themes
  • Macroeconomic themes
  • Regulatory themes
  • Blockchain use cases
3 INDUSTRY ANALYSIS
  • Permissioned DLT networks insert a degree of trust into the equation
  • Commercial blockchains are at least five years away
  • DLT faces several fundamental technical challenges
  • What are the primary use cases for blockchain technology?
  • Market size and growth forecasts
  • Competitive analysis
  • Mergers and acquisitions
  • The ICO as a way to print free money
  • Notable ICO scams of 2017
  • Successful ICOs
  • Timeline
4 VALUE CHAIN
  • Asset registries
  • Financial services platforms
  • Industrial platforms
5 COMPANIES SECTION
  • Public Companies
  • Private companies
  • SECTOR SCORECARDS
  • IT services sector Scorecard
  • Who’s who in the IT services sector
  • Thematic screen
  • Valuation screen
  • Risk screen
  • Application software sector scorecard
  • Who’s who in the application software sector
  • Thematic screen
  • Valuation screen
  • Risk screen
6 TECHNOLOGY BRIEFING
  • Introducing blockchain and distributed ledger technology
  • Using cryptographic hashes to make ledgers tamper-proof
  • Distributing the ledger so that everyone can access it easily
  • Using blocks as a mechanism for co-ordinating transactions without requiring a single central point of control
  • How has blockchain technology developed over the last decade?
7 GLOSSARY

8 APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY
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  • Accenture
  • ADP
  • Atos
  • Capgemini
  • CGI
  • Cognizant
  • Computacenter
  • Convergys
  • DXC Tech
  • EPAM Systems
  • Genpact
  • HCL Technologies
  • HP Enterprise
  • IBM
  • Indra
  • Infosys
  • Luxoft
  • Mphasis
  • Neusoft
  • NTT Data
  • Sopra Steria
  • Tata Consultancy Services
  • Tech Mahindra
  • Teradata
  • Tieto
  • Wipro
  • Xerox
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