Apple Watch - Global Thematic Research
Apple Watch - Global Thematic Research
Summary
Apple launched the Apple Watch. It will be released on 24th April 2015 in nine countries including the USA, UK, China, Japan, Canada, France, Germany, Hong Kong and Australia. Many people view the Apple Watch as Apple’s foray into the wearable technology market, or even the luxury goods market.
Apple’s future control panel for the Internet of Things – the remote control for your connected TV, your smart home heating system, your connected car, your personal health and even parts of the industrial internet.
Apple’s great advantage is that, because it is vertically integrated – right from designing the S1 chip which powers the watch to controlling the remaining hardware, software and content that runs on it
Inside this report we look at the pros and cons of Apple Watch for Apple investors.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engineâ€.
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.
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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.
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