TMT Predictions 2016 Part 2 – Global Thematic Research
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.
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
ABS CBN broadcasting
Advanced Info Service
Alliance Data Systems
Beijing Gehua Catv Network
Bezeq Israeli Telecom
Cadence Design Sys
Check Point Software
CJ O Shopping
Daily Mail & General Trust
Emirates Integrated Telecom
Emirates Telecom Corp
Far Eastone Telecom
Global Telecom Holding
Hutchison Telecom Australia
Hutchison Telecom Hk
Info Edge India
Kulicke & Soffa
Liberty Media Capital
Lions Gate Entertainment
Modern Times Group
Monolithic Power Systems
New York Times
O2 Czech Republic
Oracle Fin. Services
Palo Alto Networks
Scripps Networks Interactive
Singapore Press Holdings
Sirius XM Radio
Spark New Zealand
Sun TV Network
Tata Consultancy Services
Telefonica Del Peru
Time Warner Cable
Total Access Com
Turkcell Iletisim Hizmet
TV Francaise (T.F.1)
Zain Saudi Arabia
Table of Contents
VIRTUAL REALITY AND AUGMENTED REALITY
SOFTWARE DEFINED NETWORKS
Frequently asked questions
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