Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.

5 Ways The Internet Of Things Will Influence Commerce

Information Technology Consultant

Ishita Jain

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

AI & Machine Learning Disrupting The Healthcare Industry

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net income up 285%, compared with negative 0.2%, positive 3.5% and 80% rises in the first half respectively. No management guidance was provided for fiscal 2016 and we broadly maintain our existing forecasts with our fair value estimate growing to JPY 7,500 per share from JPY 6,800 per share due mainly to our increased fair value of <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding</a>…

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net income up 285%, compared with negative 0.2%, positive 3.5% and 80% rises in the first half respectively. No management guidance was provided for fiscal 2016 and we broadly maintain our existing forecasts with our fair value estimate growing to JPY 7,500 per share from JPY 6,800 per share due mainly to our increased fair value of Alibaba Group Holding…

Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'. Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it. This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'.   Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it.   This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

Artificial Intelligence & Internet of Things: Making Sense of It All

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can "structurally" generate a certain amount of profits on a consistent basis. This is exactly what has worried me and still worrying me. Samsung is still having a high degree of uncertainty even in its currently largest profit-contributing area (semiconductor). Then, what should Samsung do with its memory chip business? Similarly to Intel's strategy, Samsung should also develop a next gen memory chip technology that can effectively address the current limitations of DRAM and NAND technologies. But more importantly, Samsung should also build a strong business presence in the opposite area (processor market segment) in an effort to build a "structurally" robust business presence by bundling memory and processor products (this form of product is called "SoC (System on Chip)".

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can "structurally" generate a certain amount of profits on a consistent basis. This is exactly what has worried me and still worrying me. Samsung is still having a high degree of uncertainty even in its currently largest profit-contributing area (semiconductor). Then, what should Samsung do with its memory chip business? Similarly to Intel's strategy, Samsung should also develop a next gen memory chip technology that can effectively address the current limitations of DRAM and NAND technologies. But more importantly, Samsung should also build a strong business presence in the opposite area (processor market segment) in an effort to build a "structurally" robust business presence by bundling memory and processor products (this form of product is called "SoC (System on Chip)".

Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC

United Kingdom

IQE plc develops, manufactures, and sells advanced semiconductor materials worldwide. The company operates through Wireless, Photonics, Infrared, and CMOS++ segments. It manufactures compound semiconductor wafers or epiwafers using epitaxy process; and offers various products, including HBTs, pHEMTs, BiFETs/BiHEMTs, HFETs, LMHEMTs, LNHEMTs, and MESFETs for use in wireless devices, such as mobile phones, smartphones, mobile networks, Wi-Fi, smart metering, satellite navigation, and a plethora of connected devices. The company also provides a range of wafers comprising optical fiber communications optical storage solutions consisting of CDs and DVDs; optical networking solutions, including storage area networks; computing solutions, such as optical mouse devices and CD/DVD ROMs; office/professional solutions comprising laser printing/copying; and energy solutions consisting of solar cells for emitters and detectors, infrared, solar, optical interconnects, laser projection, gesture recognition, solid state lighting applications. In addition, it offers IR sensor, thermal imaging, night vision, and thermal photovoltaic products for infrared applications; and concentrated photovoltaic solar cells for utility scale electricity generation, satellite/space power generation, power generation, and power applications. Further, the company produces compound semiconductor on silicon wafers, as well as a range of engineered substrates, including germanium-on-insulator, germanium-on-silicon, and silicon-on-sapphire for next-generation microprocessors, and ultra high speed/density flash memory and MEMs devices. Additionally, it provides gallium nitride, a compound semiconductor, which includes a range of RF, photonic, and electronic properties. The company was founded in 1988 and is headquartered in Cardiff, the United Kingdom.

Kromek Group plc designs, develops, and manufactures x-ray and gamma ray detection and imaging, and radiation detection products for security screening, civil nuclear, and medical imaging markets in the United Kingdom, North America, South America, the Middle East, Asia, Europe, and Australasia. Its nuclear detection products include CPG, a CZT-based room temperature and high-resolution radiation detector; Kromek GR1, a gamma ray spectrometer; GR1-A, a USB-powered gamma spectrometer; SIGMA, a technology platform for scintillator products; TN15, a sensitivity thermal neutron scintillation detector; RENA-Mini, a platform for the development of pixelated detectors; Q4-GR1, a solution for mobile laboratory; RayMon10, a handheld radiation monitor; RadAngel for Schools, a portable gamma-ray spectrometer; QuantAir, a solution for in-field air monitoring; Quant for RayMon10, a quantitative activity analysis tool; and D3S for gamma and neutron detection. The company?s nuclear detection products also comprise MultiSpect Analysis Software; DMatrix, a gamma spectroscopy detector/imager and software; eV3500, a 2D imaging equipment; Sample Inspector, a monitor for detecting the presence of radioactive contaminants; RENA III and DANA II for x-ray and gamma ray spectroscopy; K102 Analyser, a USB-based multichannel analyser for use in nuclear spectroscopy applications; IMELDA for 2D array digital and multispectral imaging; and MARY and XENA for linear array multispectral detection and imaging. In addition, it offers security screening products, such as XRA, a 3D imaging equipment; Identifier to classify the presence of hazardous liquids, aerosols, and gels in containers; and liquid explosive algorithm delivering enhanced recognition. Further, the company provides medical imaging products comprising X-ray bone densitometers and CZT-based reusable medical probes, as well as ASICs. Kromek Group plc was incorporated in 2003 and is headquartered in Sedgefield, the United Kingdom.

Auto Trader Group PLC operates as a digital automotive marketplace. The Company's platform allows its users to buy and sell a range of vehicles, such as cars, trucks and vans.

Halma PLC is a health and safety sensor technology group which manufactures products that detect hazards and also protect assets and people at work in public and commercial buildings. Halma develops technologies and products that are used for analysis in safety, environmental and leisure related markets, including water, to improve personal and public health.

The Sage Group plc is a software publishing company. The Group develops, publishes and distributes accounting and payroll software for personal computer systems. Via its subsidiaries, Sage also maintains a registered user database which provides a market for their related products and services, including computer forms, software support contracts, program upgrades and training.

Computacenter plc provides distributed information technology and related services to corporate and public sector organizations.  The Group's services are divided into three sectors: logistical operations, consolidation and integration, and operational management.  Computacenter has operations in the UK, France, Luxembourg and Belgium.

Renishaw plc designs, develops, manufactures and sells high technology precision measuring and calibration equipment.  The Company's products include advanced metrology and inspection equipment, spectroscopy systems, and computer aided design and manufacturing systems.  Renishaw sells probes and other instruments to a wide range of sectors, internationally.

Softcat PLC provides information technology services. The Company offers commodity sourcing, software licensing, e-procurement, unified communications, and managed services. Softcat serves customers in the United Kingdom.

Spectris plc manufactures, designs and markets products for the electronic control and process instrumentation sectors.  The Company's products include digital indication and control products, industrial computer circuit boards, semiconductor related devices, infrared equipment for temperature measurement, flying controls, gas analysis products, and analytical x-ray systems.

Moneysupermarket.com Group Plc operates finance and travel price comparison websites.

Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components.  The Company products are sold in US, Taiwan, and others as well as in Japan.

Applied Materials, Inc. develops, manufactures, markets, and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry.  The Company's customers include semiconductor wafer and integrated circuit manufacturers, flat panel liquid crystal displays, solar photovoltaic cells and modules and other electronic devices manufacturers.

ASE Technology Holding Co., Ltd. offers assembly and testing services. The Company provides outsourced assembly, semiconductor testing, semiconductor packaging, and other related services. ASE Technology Holding operates in Taiwan.

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

QUALCOMM, Inc . manufactures digital wireless communications equipment.  The Company licenses its code division multiple access (CDMA) and orthogonal frequency division multiplexing access intellectual property to other companies, and produces CDMA-based integrated circuits; and produces equipment and software used to track workers and assets; and software for wireless content enablement.

KLA-Tencor Corporation manufactures yield management and process monitoring systems for the semiconductor industry.  The Company's systems are used to analyze product and process quality at critical steps in the manufacture of circuits and provide feedback so that fabrication problems can be identified. KLA-Tencor operates sales, service, and application centers worldwide.

Lam Research Corporation manufactures, markets, and services semiconductor processing equipment used in the making of integrated circuits.  The Company's products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design.  Lam sells its products around the world.

Monolithic Power Systems Inc specializes in high-performance, integrated power solutions. The Company provides small, highly energy efficient, easy-to-use power solutions for systems found in industrial applications, telecom infrastructures, cloud computing, automotive, and consumer applications.

ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The Company's products include integrated circuits, and analog ICs. ON also offers discrete semiconductors in a variety of surface mount and standard packages.

Lasertec Corporation develops, designs, manufactures and markets photomask inspection systems to make semiconductor devices, confocal scanning laser microscopes and liquid crystal display (LCD) inspection systems.

Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.

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ARM Holdings (ARM US)

5 Ways The Internet Of Things Will Influence Commerce

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...

Euromonitor International Ltd.

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

Softbank Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value

Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net...

Morningstar, Inc.

Artificial Intelligence & Internet of Things: Making Sense of It All

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...

Ishita Jain

Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC

I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...

Sanghyun Park

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