Leaders and laggards in Global TMT – Global Thematic Research
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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 sectors have a strong presence in overseas markets: Toyota, Fanuc, Keyence, Panasonic, Sony and Softbank typically sit on top of these markets.
This report researches the state and thrust of Japan’s leading technology companies over the next five years and what it implies for global technology investors against the backdrop of Japan’s still risk averse, thrifty, rigidly conservative culture.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
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.
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.
21st Century Fox
3D Systems
51job
58.com
AAC Technologies
ABB
Accenture
Acer
Activision Blizzard
Acxiom
Adlink
Adobe
ADP
Adtran
Adva Optical Networking
Advanced Info Service
Ahnlab
Airmedia
Aixtron
Akamai
Alarm.com
Alibaba
Alliance Data Systems
Alphabet
Altice
Amazon
AMC Networks
AMD
AMDOCS
America Movil
Amphenol
AMS
Analog Devices
Anritsu
Ansys
AO.com
APN News & Media
Apple
Arista Networks
Arris
Asahi Glass
Asia Optical
ASML Holding
ASOS
Asus
AT&T
AthenaHealth
Atos
Atresmedia
AU Optronics
Autodesk
Autohome
Autoliv
AVX
Axel Springer
Axiata
B2W Cia Digital
BAE Systems
Baidu
Barracuda Networks
Bazaarvoice
BCE
Beijing Gehua Catv Network
Belgacom
BenefitFocus
Bharti Airtel
Bitauto
Bizlink
Blackbaud
Blackberry
Boohoo.com
Box
Boyaa
Brightcove
Broadcom
Brocade Comms
BT
Byd
CA Technologies
Cadence Design Sys
CalAmp
Callidus
Canon
Capcom
Capgemini
Carsales.com
Catcher Technology
CBS
CenturyLink
Cerner
CGI
Changyou.Com
ChannelAdvisor
Charter Communication
Check Point Software
Cheil
China Mobile
China Telecom
China Unicom
ChinaCache
Chunghwa Telecom
Ciena
Cirrus Logic
Cisco
Citrix Systems
Clear Channel
Clear Media
Cognex
Cognizant
Colopl
Comcast
Commscope
CommVault
Compal
Computacenter
comScore
Constellation Software
Continental
Control4
Convergys
Cornerstone OnDemand
Corning
Cray
Criteo
Ctrip
Cyberark Software
Cyberdyne
Cypress
Daily Mail & General Trust
Dassault Systemes
Dawning
Delphi
Demand Media
DeNa
Denso
Dentsu
Deutsche Telekom
Dialog
Digi
Diodes
Discovery Communications
Dish Network
eBay
Ebix
Electronic Arts
Ellie Mae
EnerSys
Entertainment One
Equinix
Ericsson
Eros
Eutelsat
EW Scripps
Expedia
Extreme Networks
F5 Networks
Fair Isaac
Fairfax Media
Fanuc
FIH Mobile
Finisar
FireEye
Fitbit
Fortinet
Foxconn Tech
F-Secure
Fuji Media
Fujitsu
Gamevil
Gannett
Gannett
Garmin
GE
Gemalto
Genpact
Gigamon
Glu Mobile
GMO Internet
GoDaddy
GoerTek
GoPro
Gree
Groupon
GrubHub
Grupo Televisa
GS Yuasa
GungHo Online
Harmonic Drive
Hathway Cable
Havas
HCL Technologies
Himax
Hitachi
HollySys Automation
Hortonworks
HP Enterprise
HP Inc
HTC
HubSpot
IAC Interactive
IBM
I-Cable Communication
iFlytek
IGG
Iliad
Imagination Tech
Imperva
Indra
Infineon
Info Edge India
Infosys
Ingenico
Inmarsat
Innolux
Inspur Electronic
Instructure
Intel
Intelsat
InterDigital
Interpublic
Interxion
Intuit
Intuitive Surgical
Inventec
iRobot
ITV
J2 Global
Jabil Circuit
Japan Display
JC Decaux
JD.com
Jive Software
Juniper Networks
Just Dial
Just Eat
Kakaku
Kakao
Kawasaki Heavy
KDDI
Keyence
Keysight Tech
Keyw
Kingsoft
Kla-Tencor
Konami
KPN
KUKA
Kyocera
Lagardere
Lamar Advertising
Largan
Lenovo
Level 3
LG Chem
LG Display
LG Electronics
Liberty Global
Line
Lions Gate Entertainment
Live Nation
LivePerson
Logitech
LogMeIn
Lumentum
M&C Saatchi
M6-Metropole TV
Mail.Ru
MakeMyTrip
Marchex
Marvell
Match
Maxim
Maxis
Mediaset
MediaTek
Medidata
Melexis
Mercadolibre
Meredith
Micro Focus
Microchip
Micron
Microsemi
Microsoft
Microstrategy
Mimecast
Mitel Networks
Mixi
Mobile Iron
Mobileye
Modern Times Group
Momo
Monolithic Power Systems
Motorola Solutions
Mphasis
MTN Group
Murata
Nabtesco
Nachi Fujikoshi
Nanya Tech
Naspers
Naver
NavInfo
NCC
NCSoft
NEC
Neowiz Games
NetApp
NetEase
Netflix
Netgear
NetScout
Network 18 Media
NeuLion
Neusoft
New Relic
New York Times
News Corp
Nexon
Nielsen
Nikon
Ningbo Bird
Nintendo
Nippon Ceramic
Nippon TV
Nokia
NTT
NTT Data
NTT DoCoMo
Nuance Communications
Nutanix
Nvidia
NXP
Ocado
Olympus
Omnicom
Omron
On Semiconductor
Open Text
Opera Software
Oracle
Oracle Fin. Services
Orange
Outfront Media
Palo Alto Networks
Panasonic
Pandora
Parrot
Paycom
Paylocity
PayPal
Pearson
Pegatron
Pioneer
Playtech
PLDT
Priceline
Progress Software
ProofPoint
ProSiebenSat.1
PTC
Publicis
Pure Storage
Qisda
Qorvo
Qualcomm
Qualys
Quanta Computer
Quebecor
Quotient Technology
QVC Group
Rakuten
Rapid7
Raytheon
Rea Group
RealPage
Realtek Semiconductor
Red Hat
Relx
Renesas
Renren
RetailMeNot
Ricoh
Rightmove
RingCentral
Rocket Fuel
Rocket Internet
Rockwell Automation
Rogers Comms
Roper Technologies
Royal Philips
RTL
Rubicon Project
Sage
SAIC
Salesforce.Com
Samsung Electronics
Samsung SDI
Sanoma
SAP
Saudi Telecom
Schibsted
Schneider
Scholastic
Scripps Networks Interactive
Seagate
SecureWorks
Seek
Seiko Epson
Sensata
Sercomm
ServiceNow
SES
Sharp
Shaw Communications
Shopify
Shutterfly
Siasun Robot
Siemens
Silicon Labs
Silicon Motion
Silver Spring
Sina
Sing Tao News Corp
Singapore Press Holdings
SingTel
Sirius XM Radio
SK Hynix
SK Telecom
Sky
Skyworks
SMIC
Snap
Softbank
Software AG
Sohu
Sonus Networks
Sony
Sophos
Sopra Steria
Soufun.Com
Spirent
Splunk
Square Enix
Star Publications
Start Today
Sterlite
STMicroelectronics
Stratasys
Stryker
Sun TV Network
Sunny Optical
Swisscom
Symantec
Synaptics
Synopsys
Tableau
Takeaway.com
Take-Two Interactive
Tata Consultancy Services
TE Connectivity
Tech Mahindra
Technicolor
Telecom Italia
Telefonica
Telefonica Brasil
Telekomunikasi Indonesia
Telenor
Television Broadcasts
Telit
Telstra
Telus
Temenos
Tencent
Teradata
Teradyne
Tesla Motors
Texas Instruments
Thomson Reuters
Tieto
Time
Time Warner
Tokyo Electron
TomTom
Toshiba
TPK
Tremor Video
Trend Micro
Trinity Mirror
TripAdvisor
TSMC
TV Francaise (T.F.1)
Twilio
Ubiquiti Networks
Ubisoft
Ultimate Software
UMC
Umicore
United Internet
Universal Display
Valeo
Vanguard
Varonis
Veeva Systems
Venture Corp
Verifone
Verint Systems
Verizon
Viacom
Viavi
Vipshop
Vivendi
VMware
Vodacom
Vodafone
Vonage
Walt Disney
Web.com
Webzen
Western Digital
Wipro
Wistron
Wolters Kluwer
Workday
WPP
Xero
Xerox
Xilinx
Yageo
Yahoo!
Yahoo! Japan
Yandex
Yelp
Yoox Net-A-Porter
YuMe
YY
Zalando
Zayo
Zee Entertainment
Zendesk
Zhaopin
Zillow
Zoopla
ZTE
Zynga
Table of Contents
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