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Tech Hardware Themes 2017 - Global Thematic Research

Tech Hardware Themes 2017 - Global Thematic Research

Summary

Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%.

In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next two years.

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.


  • Consumer Electronics
    • Table Valuation and Best Ideas
    • Table Consumer Electronics: Who's who?
  • Industrial Automation
    • Table Valuation and Best Ideas
    • Table Industrial Automation: who's who?
  • Servers, storage, networking and telecom equipment
    • Table Valuation
    • Table Servers, Storage, Networking and Telecom Equipment: Who's who?
  • Component makers
    • Table Valuation
    • Table Component makers: Who's who?
  • Semiconductors
    • Table Valuation
    • Table Semiconductors: Who's who?
  • Appendix: Our "Thematic" research methodology
    • Table Five-step approach for generating a sector scorecard

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