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%.

Equity Bottom-Up

Samsung shares are up 50% over the last year.Investors should take profits now.There is trouble ahead - Samsung is not ready for the next generation of technology cycles, all of which require a strong software ecosystem for long term success.

Samsung shares are up 50% over the last year.Investors should take profits now.There is trouble ahead - Samsung is not ready for the next generation of technology cycles, all of which require a strong software ecosystem for long term success.

Samsung Electronics Pref Shares (005935 KS)

Samsung Electronics

Samsung - Take Profits Now