Leaders and Laggards in Global TMT – Global Thematic Research
Overview:
After 20 years of torpor, key parts of
Key industries of the future for
This report researches the state and thrust of
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Top Companies mentioned
3D Systems
51job
Accenture
Kakaku
Major Scope of the Report:
About our Thematic Research Ecosystem
- The 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, thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
To do this, 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 "thematic engine" help to clearly identify the winners and losers within the LEADERS AND LAGGARDS sector. Our 600 LEADERS AND LAGGARDS 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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Japan Tech – Global Thematic Research
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