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Case Studies
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Success Case Study: Pringles Tortilla Chips; Leveraging a strong brand with cross-category innovation
The tortilla chips segment in the UK is relatively small because consumers perceive them to be bland and dull due to a lack of manufacturer innovation and experimentation. British consumers are increasingly seeking out more novel and interesting snacks as a means to treat themselves with uncompromised moments of indulgence. As such, product hybridizations and cross-category innovation are appealing to these consumers.
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Thematic Analysis
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Tech and Media Trends 2018 – Global Thematic Research
The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation. This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years. Inside this report, we look at the key trends that will impact the technology and...
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Thematic Analysis
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Leaders and laggards in Global TMT – Global Thematic Research
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 Shinzō 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...
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Thematic Analysis
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TMT Predictions 2017 – Global Thematic Research
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.
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Thematic Analysis
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Trump and Tech – Global Thematic Research
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies: Taxation: Most US tech companies will benefit from lower tax rates, but some – like Amazon – may be aggressively pursued for tax avoidance. Trade tariffs: Import tariffs on Chinese goods will hit technology companies – like Apple, Cisco and HP – who design in the US but manufacture in China. US-based manufacturers like Intel will benefit....
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Thematic Analysis
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TMT Predictions 2016 Part 2 – Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.
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Thematic Analysis
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Tech, Media, & Telecom Trends 2020 – Updated for the impact of COVID-19 – Thematic Research
COVID-19 is by far the most significant theme to affect the technology industry in 2020. It will put incredible strain on the world economy, which will be effectively halted for 3 months or more. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer significant drop in revenues. As the world enters lockdown, offices are...
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Company Insights
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Competitor Profile: Cleo
Cleo is a conversational virtual assistant that allows customers to easily manage their finances. Developed in 2016 as a personal money management tool, Cleo now has 2.9 million users and has made over 850 million transactions. Cleo is aimed at tech-savvy 20-30-year-olds and has been designed to feel like talking to a friend on social media. While Cleo is also an account aggregator like Yolt, it is primarily designed to make personal financial management more interesting and engaging, as well...
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