Summary
We see seven broad investment theme categories in 2018 -
Inside this report, we look at the top themes, its predictions and identify winners and losers.
Scope
Reasons to Buy
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
- The publisher 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 publisher's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
- To do this, the publisher 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 publisher'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 score
- 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.
Table of Contents
- Cloud Value Chain
- Consumer Challenges
- The Impact of Cloud on Consumer Goods
- Case Studies
- Market Size and Growth Forecasts
- Cloud Timeline
- Players
- Glossary
- Appendix
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- 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
- 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
- Delta Electronics
- DemandWare
- DeNa
- Dialog
- Diodes
- Discovery Communications
- D-Link
- Dreamworks
- eBay
- Electronic Arts
- Entertainment One
- Equinix
- Ericsson
- Eros
- Expedia
- Extreme Networks
- F5 Networks
- 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
