TMT Predictions 2018 – Global Thematic Research
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We see seven broad investment theme categories in 2018:
Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing
Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce
FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding
Digital media: internet tv, ecommerce, social media
Advanced manufacturing: robotics, 3D printing, genomics, quantum computing
Sustainability: electric vehicles, batteries, sharing economy
Macro and regulation: M&A, net neutrality, data privacy, geopolitics, tax avoidance, fake news, anti-trust.
Inside this report, we look at the top themes, its predictions and identify 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
A10 Networks
AAC Technologies
ABS CBN broadcasting
Accenture
Acer
Activision Blizzard
Adlink
Adobe
ADP
Adtran
Adva Optical Networking
Agilent Tech
Ahnlab
Akamai
Alarm.com
Alcatel Lucent
Alibaba
Allot
Alphabet
Altek
Amazon
AMC Networks
AMD
AMDOCS
Amphenol
AMS
Analog Devices
Anritsu
Ansys
AO.com
Apple
Arista Networks
ARM
Arris
Asia Optical
ASOS
Asus
Atmel
Atos
Atresmedia
AU Optronics
Autodesk
Autohome
AVX
B2W Cia Digital
Baidu
Barracuda Networks
Bazaarvoice
Bitauto
Bizlink
Blackbaud
Blackberry
Boohoo.com
Box
Boyaa
Brightcove
Broadcom
Brocade Comms
CA Technologies
Cadence Design Sys
CalAmp
Calix
Canon
Capcom
Capgemini
Carsales.com
Catcher Technology
CBS
Cerner
CGI
Changyou.Com
Check Point Software
Cheetah Mobile
ChinaCache
Ciena
Cirrus Logic
Cisco
Citrix Systems
CJ O Shopping
Cognizant
Commscope
CommVault
Compal
Computacenter
Constellation Software
Control4
Convergys
Cornerstone OnDemand
Cree
Ctrip
Cumulus Media
Cyberark Software
Cypress
Dassault Systemes
Delta Electronics
DemandWare
DeNa
Dialog
Diodes
Discovery Communications
D-Link
Dreamworks
eBay
Electronic Arts
Entertainment One
Equinix
Ericsson
Eros
Expedia
Extreme Networks
F5 Networks
Fair Isaac
Fairchild
FIH Mobile
Finisar
FireEye
Fitbit
Flextronics Intl
Forgame
Fortinet
Foxconn Tech
F-Secure
Fuji Media
Fujitsu
Gameloft
Gamevil
Garmin
Gemalto
Genpact
Gigamon
Glu Mobile
GMO Internet
GoDaddy
GoerTek
GoPro
Groupon
GrubHub
Grupo Televisa
HCL Technologies
Hexaware Technologies
Himax
Hitachi
Hortonworks
HP Enterprise
HP Inc
HTC
IAC Interactive
IBM
IGG
Imagination Tech
Imperva
Indra
Infineon
Info Edge India
Infoblox
Infosys
Ingenico
Innolux
Intel
InterDigital
Intersil
Interxion
Intuit
InvenSense
Inventec
iRobot
ITV
Ixia
J2 Global
Jabil Circuit
Japan Display
JD.com
Jive Software
Juniper Networks
Just Dial
Just Eat
Kakaku
Kakao
Keyw
Kingsoft
Konami
Kongzhong
Kudelski
Kyocera
Largan
LeEco
Lenovo
Lexmark
LG Display
LG Electronics
LifeLock
Linear Technology
Lions Gate Entertainment
LivePerson
Logitech
LogMeIn
Lumentum
M6-Metropole TV
MakeMyTrip
Marvell
Maxim
Mediaset
MediaTek
Melexis
Mercadolibre
Microchip
Micron
Microsoft
Microstrategy
Mitel Networks
Mobile Iron
Mobileye
Modern Times Group
Monolithic Power Systems
Motorola Solutions
Mphasis
Murata
Nanya Tech
Naspers
Naver
NCSoft
NEC
Neowiz Games
Net Dragon
NetApp
NetApp
NetEase
Netflix
Netgear
Network 18 Media
Neusoft
Neustar
New Relic
Nexon
Nice Systems
Nikon
Nimble Storage
Ningbo Bird
Nintendo
Nippon TV
Nokia
NTT Data
Nuance Communications
Nvidia
NXP
Ocado
Olympus
OmniVision
On Semiconductor
Open Text
Opera Software
Oracle
Oracle Fin. Services
Ourpalm
Palo Alto Networks
Panasonic
Pandora
Paylocity
PayPal
Pegatron
Pioneer
Playtech
Priceline
Progress Software
ProofPoint
ProSiebenSat.1
PTC
Qisda
Qlik Tech
QLogic
Qorvo
Qualcomm
Qualys
Quanta Computer
Qunar
QVC Group
Rackspace Hosting
Rakuten
Rapid7
Rea Group
RealPage
Realtek Semiconductor
Red Hat
Renesas
Richtek
Ricoh
Rightmove
Rocket Internet
Rovi
RTL
Ruckus Wireless
Sage
Salesforce.Com
Samsung Electronics
SanDisk
SAP
Scripps Networks Interactive
Seachange
Seagate
SecureWorks
Seek
Seiko Epson
Sensata
Sercomm
ServiceNow
SGI
Sharp
Shutterfly
Silicon Labs
Silicon Motion
Sina
Sirius XM Radio
SK Hynix
Skyworks
SMIC
Software AG
Sohu
Solera
Sonus Networks
Sony
Sophos
Sopra Steria
Soufun.Com
Spirent
Splunk
Square Enix
SS&C
Start Today
Starz
Sterlite
STMicroelectronics
Stratasys
Sun TV Network
Sunny Optical
Suzhou Anjie
Symantec
Synaptics
Synopsys
Systena
Tableau
Take-Two Interactive
Tata Consultancy Services
TE Connectivity
Tech Mahindra
Technicolor
Television Broadcasts
Telit
Temenos
Tencent
Teradata
Texas Instruments
Tieto
Time Warner
TomTom
Toshiba
TPK
Trend Micro
TripAdvisor
TSMC
TV Francaise (T.F.1)
Ubisoft
Ultimate Software
UMC
United Internet
Universal Display
Vanguard
Veeva Systems
Venture Corp
Verifone
Verint Systems
Verisign
Viacom
Viavi
Vipshop
Vivendi
VMware
Walt Disney
Web.com
Webzen
Western Digital
Wipro
Wistron
Wistron NeWeb
Workday
Xero
Xerox
Xilinx
Xunlei
Yageo
Yahoo!
Yahoo! Japan
Yandex
Yoox Net-A-Porter
Youku Tudou
Zalando
Zayo
Zee Entertainment
Zendesk
Zhaopin
Zillow
Zoopla
ZTE
Zynga
Table of Contents
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