GlobalData has recently launched a unique thematic research product designed to pick winners and losers in the global technology, media and telecom sectors, based on detailed research which feeds into a thematic model which we call our “thematic engine”. Our unique thematic methodology for valuing technology, media and telecom companies is based on their relative strength in the big investment themes that are impacting their industry. Whilst most industry or 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’s Thematic Research team 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 global TMT sector.
We produce three tiers of thematic reports to help our clients understand the winners and losers in a world of conflicting tech themes:
Subscribers to this Thematic Product will also have access to our portal which contains the last five years of research, and our live scorecards for the 600 stocks we cover.