TMT Predictions 2016 Part 2 – Global Thematic Research
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All the vital news, analysis, and commentary curated by our industry experts.
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.
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
ABS CBN broadcasting
Accenture
Acer
Activision Blizzard
Acxiom
Adobe
ADP
Adtran
Advanced Info Service
Advanced Semiconductor
Advantest
Agilent Tech
Akamai
Alcatel Lucent
Alibaba
Alliance Data Systems
Alphabet
Amazon
AMC Networks
AMD
AMDOCS
America Movil
Amkor
Amphenol
Analog Devices
Anritsu
Ansys
AO.com
Apple
Applied Materials
ARM
Arris
ASML Holding
ASOS
Asus
AT&T
Atlassian
Atmel
Atos
Atresmedia
AU Optronics
Autodesk
Autohome
AVX
Axel Springer
Axiata
Baidu
BCE
Beijing Gehua Catv Network
Belgacom
Betfair
Bezeq Israeli Telecom
Bharti Airtel
Bitauto
Blackbaud
Blackberry
Box
Broadcom
Brocade Comms
BT
C&W Communications
CA Technologies
Cablevision
Cabot Microelectronics
Cadence Design Sys
Canon
Capcom
Capgemini
Carsales.com
Catcher Technology
CBS
CenturyLink
CGI
Charter Communication
Check Point Software
Cheetah Mobile
Cheil
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Ciena
Cirrus Logic
Cisco
Citrix Systems
CJ E&M
CJ O Shopping
Cognizant
Comcast
Commscope
CommVault
Compal
Computacenter
comScore
Consolidated Comms
Constant Contact
Constellation Software
Convergys
Cornerstone OnDemand
Corning
Cree
Criteo
Ctrip
Cyberark Software
Cypress
Daily Mail & General Trust
Dassault Systemes
Delta Electronics
DemandWare
DeNa
Dentsu
Deutsche Telekom
Dialog
Digi
Diodes
Discovery Communications
Dish Network
Dolby Labs
Dreamworks
eBay
E-House China
Electronic Arts
Elisa
EMC
Emirates Integrated Telecom
Emirates Telecom Corp
Entertainment One
Epistar
Equifax
Equinix
Ericsson
Etihad Etisalat
Eutelsat
EW Scripps
Expedia
Experian
F5 Networks
Fair Isaac
Fairchild
Fairfax Media
Far Eastone Telecom
FIH Mobile
Finisar
FireEye
Flextronics Intl
Fortinet
Foxconn
Foxconn Tech
Frontier Comms
Fuji Media
Fujitsu
Gannett
Garmin
Gemalto
Genpact
Gigamon
Global Telecom Holding
Globe Telecom
GMO Internet
GoDaddy
GoerTek
GoPro
Gree
Groupon
GrubHub
Grupo Televisa
Gurunavi
Havas
HCL Technologies
Hellenic Telecom
Hexaware Technologies
Himax
Hitachi
HP Enterprise
HP Inc
HTC
Hutchison Telecom Australia
Hutchison Telecom Hk
IAC Interactive
IBM
Idea Cellular
Iliad
Imperva
Indosat
Indra
Infineon
Info Edge India
Infoblox
Infosys
Ingenico
Inmarsat
Innolux
Intel
InterDigital
Interpublic
Intersil
Interxion
InTouch Holdings
Intuit
Inventec
ITV
Ixia
J2 Global
Jabil Circuit
Japan Display
JC Decaux
JD.com
Juniper Networks
Just Eat
Kakaku
Kakao
KDDI
King
Kingsoft
Kla-Tencor
Konami
Korea Telecom
KPN
Kulicke & Soffa
Kyocera
Lagardere
LAM Research
Lamar Advertising
Largan
LendingClub
LendingTree
Lenovo
Level 3
Lexmark
LG Display
LG Electronics
LG Uplus
Liberty Global
Liberty Media Capital
LifeLock
Linear Technology
Lions Gate Entertainment
Loen Entertainment
Logitech
LogMeIn
Lumentum
M1
M6-Metropole TV
Magyar Telekom
Mail.Ru
Markit
Marvell
Match
Maxim
Maxis
Mcgraw-Hill
Media General
Mediaset
MediaTek
Megafon
Mercadolibre
Meredith
Microchip
Micron
Microsoft
Microstrategy
Millicom Cellular
Mitel Networks
Mitsubishi Electric
Mixi
Mobile Telesystems
Mobileye
Mobinil
Mobistar
Modern Times Group
Momo
Moneysupermarket
Monolithic Power Systems
Motorola Solutions
Mphasis
MTN Group
Murata
Nanya Tech
Naspers
Naver
NCSoft
NEC
Net Dragon
NetApp
NetEase
Netflix
Netgear
NetSuite
Neusoft
Neustar
New Relic
New York Times
News Corp
Nexon
Nexstar
Nice Systems
Nielsen
Nikon
Ningbo Bird
Nintendo
Nippon TV
Nitto Denko
Nokia
NTT
NTT DoCoMo
Nuance Communications
Numericable
Nvidia
NXP
O2 Czech Republic
Ocado
Olympus
Omnicom
OmniVision
On Semiconductor
Ooredoo
Open Text
Opera Software
Oracle
Oracle Fin. Services
Orange
Orange Polska
Ourpalm
Outfront Media
Palo Alto Networks
Panasonic
Pandora
Paylocity
PayPal
PCCW
Pearson
Pegatron
Pioneer
Playtech
PLDT
Priceline
Progress Software
ProofPoint
ProSiebenSat.1
Proto Labs
PTC
Publicis
Qihoo 360
Qlik Tech
QLogic
Qorvo
Qualcomm
Qualys
Quanta Computer
Quebecor
Qunar
Quotient Technology
QVC Group
Rackspace Hosting
Rakuten
Rea Group
RealPage
Realtek Semiconductor
Red Hat
Reliance Comm
Relx
Renesas
Renishaw
Renren
Richtek
Ricoh
Rightmove
Rocket Internet
Rogers Comms
Rostel
Rovi
RTL
Ruckus Wireless
Safaricom
Sage
Salesforce.Com
Samsung Electronics
SanDisk
Sanoma
SAP
Saudi Telecom
Scholastic
Scripps Networks Interactive
Seagate
Seek
Seiko Epson
ServiceNow
SES
Seven Group
Sharp
Shaw Communications
Shutterfly
Silicon Labs
Silicon Motion
Siliconware Precision
Silverlake Axis
Sina
Singapore Press Holdings
SingTel
Sirius XM Radio
SK Hynix
SK Telecom
Sky
Skyworks
Smartone Telecom
SMIC
Softbank
Software AG
Sohu
Solera
Sony
Sophos
Sopra Steria
Soufun.Com
Spark New Zealand
Splunk
Sprint Nextel
Square
Square Enix
SS&C
Starhub
Start Today
Starz
STMicroelectronics
Stratasys
Sun TV Network
Sunny Optical
Suzhou Anjie
Swisscom
Symantec
Synaptics
Synopsys
Tableau
Taiwan Mobile
Take-Two Interactive
Talktalk Telecom
Tata Communications
Tata Consultancy Services
TE Connectivity
Tech Mahindra
Technicolor
Tele2
Telecom Argentina
Telecom Egypt
Telecom Italia
Telefonica
Telefonica Brasil
Telefonica Del Peru
Telekom Austria
Telekom Malaysia
Telekomunikasi Indonesia
Telenet
Telenor
Television Broadcasts
Teliasonera
Telkom SA
Telstra
Telus
Temenos
Tencent
Teradata
Teradyne
Texas Instruments
Thomson Reuters
Tieto
Tim Participacoes
Time
Time Warner
Time Warner Cable
T-Mobile USA
Tokyo Electron
Tom Group
TomTom
Toshiba
Total Access Com
Trend Micro
TripAdvisor
True Corp
TSMC
Turk Telekom
Turkcell Iletisim Hizmet
TV Francaise (T.F.1)
Ubisoft
Ultimate Software
UMC
Under Armour
United Internet
Universal Display
US Cellular
Vanguard
Veeva Systems
Venture Corp
Verifone
Verint Systems
Verisign
Verizon
Viacom
Viavi
Vimpelcom
Vipshop
Vivendi
VMware
Vodacom
Vodafone
Walt Disney
Web.com
Western Digital
Wipro
Wistron
Wistron NeWeb
Wolters Kluwer
Workday
WPP
Xero
Xerox
Xilinx
Yageo
Yahoo!
Yahoo! Japan
Yandex
Yelp
Yoox Net-A-Porter
Youku Tudou
YY
Zain Saudi Arabia
Zalando
Zayo
Zee Entertainment
Zendesk
Zhaopin
Zillow
Zoopla
ZTE
Table of Contents
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