Internet of Military Things - Thematic Research

GlobalData 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, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData’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.

Scope

- This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

- The Internet of Things (IoT) in the defense industry, also known as the Internet of Military Things (IoMT) or Internet of Battlefield Things (IoBT), is the effort to develop interconnected entities that will be able to carry out multiple military and security tasks or missions.

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 Aerospace & Defense.

- 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.

Companies mentioned

Northrop Grumman

Boeing

Lockheed Martin

Thales

BAE Systems

L3 Harris

Leonardo

Airbus

Northrop Grumman

Boeing

Lockheed Martin

Thales

BAE Systems

L3 Harris

Leonardo

Airbus

Table of Contents

Table of Contents

TRENDS

Technology trends

Macroeconomic trends

INDUSTRY ANALYSIS

Market size and growth forecasts

Current and future IoMT key use case

Mergers and acquisitions ...

Table of Contents

TRENDS

Technology trends

Macroeconomic trends

INDUSTRY ANALYSIS

Market size and growth forecasts

Current and future IoMT key use case

Mergers and acquisitions

COMPANIES SECTION

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY

List of Tables

List of Figures

    Pricing

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