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Investment themes from Barcelona World Mobile Congress - Global Thematic Research

Investment themes from Barcelona World Mobile Congress - Global Thematic Research

Summary

We see some of the technology investment themes that came up at the Mobile World Congress (MWC) in Barcelona:
Software defined networks: AT&T announced it will become the first major telecom operator to adopt Software Defined Networks.
Big Data: IBM CEO Virginia Rometty delivered a key note address on Big Data.
Cyber security: Boeing announced a new self-destruct smartphone.
Social media: Mark Zuckerberg, Facebook CEO, told us that social media is now centred around messaging, right after he paid $19bn for WhatsApp.
Net neutrality: Netflix announced it is paying Comcast for preferential access to its pipes, enhancing quality of service for Netflix customers.
Asian messaging apps: On the back of the WhatsApp acquisition, Sina announced it may spin off its Weibo messaging platform for $7bn and Tencent soared as investors saw more value in WeChat.
US/China audit dispute: Staying on the China theme, the US and China are locked in a war of words over who’s in charge of regulating US listed Chinese internet companies.
Robot wars: Google and IBM appear to be at war over who will create the best robots.
Telco strategies: Jan Koum, founder of WhatsApp, announced that WhatsApp would soon introduce voice calls. With 450m users, that has serious implications for telecom operators, who already lose $32.5bn a year from lost texting revenues.

Inside this report we look at the technology investment themes that came up at the Mobile World Congress (MWC) in Barcelona.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
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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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