Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Google plans to sell its entire shareholding in Lenovo to raise US$220m. This follows the selldown by IBM in Mar-16, which we covered here <a href="https://www.smartkarma.com/insights/lenovo-ibm-s-clean-up-placement-presents-short-term-opportunities" target="_blank" data-smartkarma-citation="insights:2898">Lenovo: IBM’s Clean-Up Placement Presents Short Term Opportunities</a>. Both the tech titans apparently didn't want to hang on to their stake.The deal scores a mixed score on our framework with the stock's cheap valuations helping to salvage some points post the brutal earnings downgrades. The company's recent quarterly results haven't been encouraging either.…

Google plans to sell its entire shareholding in Lenovo to raise US$220m. This follows the selldown by IBM in Mar-16, which we covered here Lenovo: IBM’s Clean-Up Placement Presents Short Term Opportunities. Both the tech titans apparently didn't want to hang on to their stake.The deal scores a mixed score on our framework with the stock's cheap valuations helping to salvage some points post the brutal earnings downgrades. The company's recent quarterly results haven't been encouraging either.…

Lenovo Group: They Came, They Saw, They Exited

Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787">Alibaba Group Holding Ltd</a> is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to invest. It has been partnering with some of the key players in Korea in areas such as cloud services, online travel, online shopping, and entertainment. In this report, we explain how the company is trying to establish a major foothold in Korea in some of these key sectors in Korea. <h2>Cloud Services</h2>In April 2016, <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787">Alibaba Group Holding Ltd</a> started its…

Alibaba Group Holding Ltd is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to invest. It has been partnering with some of the key players in Korea in areas such as cloud services, online travel, online shopping, and entertainment. In this report, we explain how the company is trying to establish a major foothold in Korea in some of these key sectors in Korea. Cloud ServicesIn April 2016, Alibaba Group Holding Ltd started its…

Alibaba - Jack Ma's Grand Ambition to Divide and Conquer Korea Market?

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<ul><li>TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.</li><li>But Internet TV will move faster and be more disruptive than analysts predict.</li><li>The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.</li><li>Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.</li><li>TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.</li></ul>

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.But Internet TV will move faster and be more disruptive than analysts predict.The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail?

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail? 

Technology -Transforming Asset Allocation Decision Making

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

International Business Machines (IBM US)

Lenovo Group: They Came, They Saw, They Exited

Google plans to sell its entire shareholding in Lenovo to raise US$220m. This follows the selldown by IBM in Mar-16, which we covered here Lenovo:...

Sumeet Singh

Internet of Things in Agriculture

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...

Ishita Jain

Alibaba - Jack Ma's Grand Ambition to Divide and Conquer Korea Market?

Alibaba Group Holding Ltd is taking the initial steps to divide and conquer Korea market with much ambition, firm strategy, and loads of cash to...

Douglas Kim

Internet TV as an Investment Theme

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...

CM Research

Technology -Transforming Asset Allocation Decision Making

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...

ClearMacro

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)