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Internet Sector Scorecard - Global Thematic Research

Internet Sector Scorecard - Global Thematic Research

Summary

The investment themes that will have the biggest impact on earnings for the internet sector over the next 12 months are: ecommerce, mobile, online gaming, social media, big data, mobile payments, internet TV, cloud, internet of things and software defined networks.

The main investment risks for the internet sector are dual class share structures, accounting irregularities, net neutrality, data protection rules, tax avoidance, protectionist policies and risks specific to US-listed Chinese internet companies such as VIE risk, regulatory arbitrage risk and related party risk. The riskiest players in the internet sector are the US-listed Chinese internet companies, such as Alibaba. In addition, Google faces significant regulatory risk from the EU authorities on several fronts including search neutrality, data privacy, copyright breach and tax avoidance.

Inside this report, we look at the key players in three screens: thematic screen, a risk screen and a valuation screen and identifying 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 Sector Scorecard, which aims to identify overall winners and losers in a sector based on all themes impacting that specific sector. Live scorecards for each of our 18 sectors are available on our client portal


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.