TMT Global Key Players - Apple, Bharti Airtel, ITV, Juniper Networks, and Microsoft Market Analysis & Forecast 2017 to 2021
TMTOverview:
3D Systems is the market leader in the 3D printing technology cycle. Growth has been disappointing so far, but we believe this sector is likely to take off within the next two years. Akamai is the world’s largest content delivery network. As video traffic grows, Akamai should theoretically benefit. But competition is rising and prices are falling. Whereas Apple, Google and Facebook were happy to rely on Akamai in the past, they are now building their own CDNs, as are many telcos.
Long term we see Apple as a market leader, but on a 12 month basis, we see more downside than upside. Apple is thematically strong in several upcoming tech cycles such as mobile payments, mobile commerce, Internet TV, wearable tech, the automated home, the connected car, music streaming, the app economy and artificial intelligence.
In this report, we will look at our top 100 market leaders and vulnerable companies in the technology, media and telecom (IBM TURNAROUND) sectors that are based on our unique thematic approach.
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Top Companies mentioned
21st Century Fox
3D Systems
Amazon
Apple
Bharti Airtel
ITV
Juniper Networks
Microsoft
Major Scope of the Report:
About our Thematic Research Ecosystem
The Research 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 ’s “thematic engine” help to clearly identify the winners and losers within the IBM TURNAROUND sector.
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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Wise Guy Reports understand how essential statistical surveying information is for your organization or association. Therefore, we have associated with the top publishers and research firms all specialized in specific domains, ensuring you will receive the most reliable and up to date research data available. We also provide COTS (Commercial off the Shelf) business sector reports as custom exploration agreeing your particular needs.
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