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)

<ul><li>In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.</li><li>The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.</li><li>Most blockchain projects are still in development mode.</li><li>But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.</li><li>In this report, we look at the likely movers and shakers.</li></ul>

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.Most blockchain projects are still in development mode.But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.In this report, we look at the likely movers and shakers.

France

Worldline SA creates and operates digital transaction processing platforms. The Company offers merchant services and terminals, mobility and transactional services, financial processing and software licensing. Worldline services business around the world.

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Worldline SA (WLN FP)

Blockchain as an Investment Theme

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...

CM Research

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