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Ecommerce Themes 2017 - Global Thematic Research

Ecommerce Themes 2017 - Global Thematic Research

Summary

Before we look at the big themes, let us first put things into perspective by glancing at the share price performance of Ecommerce companies relative to other Internet & media sectors and relative to the S&P 500 index. Over the last two and half years, the S&P 500 index has increased by 16%. During that period, our equal-weighted index of the leading Ecommerce stocks has risen by 18%. Meanwhile, social media stocks have risen by 4%; digital marketing stocks have fallen by 23%; traditional advertisers have risen by 10%, music, film and TV companies have fallen by 7%; and publishers have risen by 7%.

In this report, we look at the key investment themes that will impact the Ecommerce sector worldwide, identifying thematic 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.


THEMES
WHO’S WHO AND BEST IDEAS
THEMATIC SCREEN
VALUATION SCREEN
RISK SCREEN
PRICE MOMENTUM
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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