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2015 Outlook for the big players in global TMT - Global Thematic Research

2015 Outlook for the big players in global TMT - Global Thematic Research

Summary

We see the trend forecast for global TMT:
Mobile: Larger mobile ecosystems will expand at the expense of smaller players operating in niche sectors, especially in online retail and in video streaming.
Cloud: Cloud infrastructure players and data centres will be locked in a price war for much of 2015.
Cyber-security: A host of new technologies will increase cyber-risk.
Internet TV: The world’s first “pure” internet TV will be launched in 2015. Programmatic ad technology will invade the TV market.
Internet of Things: In phase 1 of the IoT cycle, embedded chip makers and sensor manufacturers will be the biggest beneficiaries. In phase 2, developers of the back-end software-as-a-service platforms that run the apps for connected devices will benefit.
Social: Social media companies will move into the TV advertising market.
Advanced manufacturing: The market for 3D printers will turn out to be smaller than previously thought.
Regulation: Effective tax rates for internet companies will rise.

Inside this report we look at the investments themes and identify the big players in global TMT.

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.