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Thematic Analysis
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
Tech M_A Targets – Global Thematic Research
In 2016, a number of M&A transactions in the technology and media sectors occurred including the takeovers of NetSuite, Marketo, Arcam and DreamWorks as well as several others. Over the coming two to three years, M&A activity in the technology and media sectors is expected to move into overdrive. Disruptive technology of some sort is likely to be the primary driver behind many of these future M&A transactions. In this report, technology companies expected to be targeted over the next...
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Thematic Analysis
2016 Outlook for the big players in global TMT – Global Thematic Research
3D Systems is the market leader in the 3D printing technology cycle. Growth has been disappointing so far, but we believe this sector is likely to take off within the next two years. Akamai is the world’s largest content delivery network. As video traffic grows, Akamai should theoretically benefit. But competition is rising and prices are falling. Whereas Apple, Google and Facebook were happy to rely on Akamai in the past, they are now building their own CDNs, as are...
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Sector Analysis
Japan Car Rental: Market Update
This report is the result of Canadean’s extensive market research covering the car rental market in Japan. It contains detailed data on market dynamics along with latest industry happenings and industry players in Japan. "Japan Car Rental: Market Update" provides a top-level overview and detailed insight into the operating environment of the car rental market in Japan. It is an essential tool for companies active across Japan travel and tourism value chain and for new players considering to enter the...
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Thematic Analysis
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.