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)

Taiwan Industrials / Thematic (Sector/Industry)

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better” rather than “more” security.Most cybersecurity companies sell an imperfect product. The common joke in the industry is that no cybersecurity company can really protect you against the latest threats out there. In a sense, they all overpromise and underdeliver.If this is true, should investors steer clear of the sector altogether?To help investors answer that question we look at three areas:- industry growth drivers- corporate governance trends- wider cybersecurity industry trends

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better” rather than “more” security.Most cybersecurity companies sell an imperfect product. The common joke in the industry is that no cybersecurity company can really protect you against the latest threats out there. In a sense, they all overpromise and underdeliver.If this is true, should investors steer clear of the sector altogether?To help investors answer that question we look at three areas:- industry growth drivers- corporate governance trends- wider cybersecurity industry trends

Shanghai Electric Group Company (601727 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Taiwan Semiconductor (TSMC) - ADR (TSM US)

Shanghai Electric Group Company (2727 HK)

Shanghai International Port Group (600018 CH)

Telefonaktiebolaget Lm Ericsso (ERICB SS)

Samsung Electronics Pref Shares (005935 KS)

Cybersecurity as an Investment Theme (Part 2)