Industrial Internet presentation 24 Feb 2017 – Global Thematic Research
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Industrial Internet presentation
Overview:
The Internet of Things can only take off once all connected devices speak the same language. This has kicked off an intense battle for domination of the communications protocol that will govern the IoT. This communications protocol is likely to have two components -
- a single interconnection standard: must be low cost, low power, reasonable range and wireless
- a common language: must be able to interpret different operating systems on different cloud platforms.
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Top Companies mentioned
Atmel
Cisco
Ericsson
FireEye
GE
IBM
Intel
InvenSense
Microsoft
Nokia
NXP
Major Scope of the Report:
Thematic Research Ecosystem 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 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.
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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Posted by
Vivian Dsena
on Wednesday March 21 2018, 1:45 AM EST.
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