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)

Genomics as an investment theme<ul><li>Costs of sequencing a human genome have fallen to less than $1,000</li><li>China leads the world in gene sequencing</li><li>The private sector is where the most interesting MedTech companies can be found</li></ul>

Genomics as an investment themeCosts of sequencing a human genome have fallen to less than $1,000China leads the world in gene sequencingThe private sector is where the most interesting MedTech companies can be found

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights published on Smartkarma.</li>
<li>In this cut, we examine the global naval reinvestment cycle, survey stocks benefitting from nuclear power's comeback, and review the case for a couple of confirmed corporate spin-offs.</li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights published on Smartkarma.
In this cut, we examine the global naval reinvestment cycle, survey stocks benefitting from nuclear power's comeback, and review the case for a couple of confirmed corporate spin-offs.
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.


Curator's Cut: Naval Navigations, Nuclear Renaissance & Spin-Off Situations

Information Technology Consultant

Ishita Jain

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

AI & Machine Learning Disrupting The Healthcare Industry

Asia Healthcare Analyst, Pathology Associates Limited

Dion Stéfan Büchner M.D., FCAP

Asia Healthcare Analyst

Pathology Associates Limited

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT) devices, which brings into question the defences and mitigation strategies which have become outdated overnight.

Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT) devices, which brings into question the defences and mitigation strategies which have become outdated overnight.

Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?

United Kingdom

GSK is a British multinational biopharmaceutical company focused on the research, development, and delivery of innovative vaccines and specialty medicines. It addresses major disease areas including HIV, respiratory, oncology, and infectious diseases. The company was established in 2000 through the merger of Glaxo Wellcome and SmithKline Beecham, and is headquartered in London, England.

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GSK (GSK LN)

Genomics as an Investment Theme

Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...

CM Research

Curator's Cut: Naval Navigations, Nuclear Renaissance & Spin-Off Situations

This Curator's Cut issue highlights global naval reinvestment, nuclear power stocks, and corporate spin-offs from Smartkarma's insights. Comment...

Pranav Rao

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...

Dion Stéfan Büchner M.D., FCAP

Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?

Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...

Control Risks

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Genomics as an Investment Theme

Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...

CM Research

Curator's Cut: Naval Navigations, Nuclear Renaissance & Spin-Off Situations

​This Curator's Cut issue highlights global naval reinvestment, nuclear power stocks, and corporate spin-offs from Smartkarma's insights. Comment...

Pranav Rao

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...

Dion Stéfan Büchner M.D., FCAP

Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?

Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...

Control Risks

This Curator's Cut issue highlights global naval reinvestment, nuclear power stocks, and corporate spin-offs from Smartkarma's insights. Comment...