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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)

The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at a time of worldwide memory shortage.And that is unlikely to change.We believe this global memory chip shortage is set to continue until the end of 2018, at the least. Buy <a href="https://www.smartkarma.com/entities/16955" target="_blank" data-smartkarma-citation="entities:16955:1">SK Hynix Inc (000660 KS)</a>, <a href="https://www.smartkarma.com/entities/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron Technology Inc (MU US)</a>, <a href="https://www.smartkarma.com/entities/1094" target="_blank" data-smartkarma-citation="entities:1094:1">Western Digital Corp (WDC US)</a> and <a href="https://www.smartkarma.com/entities/3269" target="_blank" data-smartkarma-citation="entities:3269:1">Nanya Technology Corp (2408 TT)</a>.Hold <a href="https://www.smartkarma.com/entities/191" target="_blank" data-smartkarma-citation="entities:191:1">Samsung Electronics Co Ltd (005930 KS)</a>

The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at a time of worldwide memory shortage.And that is unlikely to change.We believe this global memory chip shortage is set to continue until the end of 2018, at the least. Buy SK Hynix Inc (000660 KS), Micron Technology Inc (MU US), Western Digital Corp (WDC US) and Nanya Technology Corp (2408 TT).Hold Samsung Electronics Co Ltd (005930 KS)

Memory Chips