Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<h2>What's new?</h2><p>Smartkarma Insight provider <a href="https://www.smartkarma.com/profiles/354" target="_blank" data-smartkarma-citation="accounts:354">Sanghyun Park</a> has published a quick note "<a href="https://www.smartkarma.com/insights/samsung-galaxy-note-7-battery-explosion-case" target="_blank" data-smartkarma-citation="insights:5617">Samsung Galaxy Note 7 Battery Explosion Case"   </a>to highlight Samsung SDI's smartphone battery used in Galaxy Note 7 causing more than 6 battery explosion cases and Samsung thus announced suspension domestic shipment of Note 7.</p><h2>Shipment impacts and teardow?</h2><p>As this is happening in Korea only, we believe still too early to call how will this incident to affect shipment of Note 7 in 2H16 vs. some analysts' estimate of…</p>

What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case"   to highlight Samsung SDI's smartphone battery used in Galaxy Note 7 causing more than 6 battery explosion cases and Samsung thus announced suspension domestic shipment of Note 7.Shipment impacts and teardow?As this is happening in Korea only, we believe still too early to call how will this incident to affect shipment of Note 7 in 2H16 vs. some analysts' estimate of…

Supply Chain Impacts Due to Note 7 Battery Explosion Case

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%.

Thematic (Sector/Industry)

<p>During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).</p><p>Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.</p><p>But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.</p><p>In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;</p>

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

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Nxp Semiconductors Nv (NXPI US)

Supply Chain Impacts Due to Note 7 Battery Explosion Case

What's new?Smartkarma Insight provider Sanghyun Park has published a quick note "Samsung Galaxy Note 7 Battery Explosion Case" to highlight...

Andrew Lu

Big Data as an Investment Theme

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...

CM Research

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