Facebook, Amazon, Apple, Netflix, Google and Microsoft (“FAANGM”)
Apple, Microsoft and Google: These are the safest companies to hold in this group today because they are not particularly overvalued considering their technology leadership in the most important next generation tech cycles, as shown by our thematic screen on page 8.
Facebook and Amazon: These look a little expensive according to our valuation screen on page 9 and therefore may be more volatile over the coming days if investors get nervous over the tech sector. Yet both are likely to continue benefiting from their exposure to a multitude of next generation tech cycles.
Netflix: This is the most exposed within the group because it is a one-trick pony – it is the market leader in a single theme (internet TV). It is less able to benefit from the next generation of tech cycles (such as voice, internet of things, AI, augmented reality, blockchain, mobile payments, ecommerce, big data, robotics, cybersecurity, cloud, etc.) to which all the other FAANG companies are exposed. It will also see an escalation in competition from Amazon and other tech titans in the coming months, though its first mover advantage remains strong enough for us to believe that it is too early to sell a stake in this company.
Baidu, Alibaba and Tencent (“BAT”)
Baidu: Baidu’s sagging share price reflects a string of setbacks – from malfunctioning advertising algorithms to the loss of its AI head, Andy Ng. However, our research indicates thematic strength ahead.
Alibaba: Thematically, Alibaba is extremely strong. But our avoid rating reflects the investor risks.
Tencent: The strongest tech platform in China, in our view.
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Top Companies mentioned
Major Scope of the Report:
Thematic Research Ecosystem has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
To do this, tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen.
Thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
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