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Technology briefing

APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY

Machine learning is an artificial intelligence (AI) technology which allows machines to learn by using algorithms to interpret data from connected ‘things’ to predict outcomes and learn from successes and failures.

 

There are many other AI technologies – from image recognition to natural language processing, gesture control, context awareness and predictive application programming interfaces (APIs) – but machine learning is where most of the investment community’s funding has flowed in recent years. It is also the technology most likely to allow machines to ultimately surpass the intelligence levels of humans.

 

Many companies, like Alphabet, have already become ‘AI-first’ companies, with machine learning at their core. At the same time, many ML techniques are getting commoditized by being open sourced and pre-packaged into developer toolkits that anyone can use.

 

 

This report focuses on Artificial Intelligence in FMCG and Retail.

 

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

 

About our Thematic Research Ecosystem

 

GlobalData 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, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData’s “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. Our 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.

 

Reasons to buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

 

Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

 

Companies mentioned

Alibaba

 

Alphabet

 

Amazon

 

Ambatana

 

Apple

 

Ayasdi

 

Baidu

 

Best Buy

 

Blue Yonder

 

Brandalley

 

Cognex

 

Colgate-Palmolive

 

Darktrace

 

DataFox

 

Descartes Labs

 

Facebook

 

IBM

 

iFlytek

 

Intel

 

Ipsoft

 

Lowe’s

 

L’Oréal

 

Macy’s

 

MetaMind

 

Mobvoi

 

Nordstrom

 

Nuro

 

Nvidia

 

Ocado

 

Palantir

 

Preferred Networks

 

Quid

 

Robomart

 

Salesforce

 

SAP

 

Sentient Technologies

 

Splunk

 

Staples

 

Starbucks

 

Tesco

 

The Coca Cola Company

 

The North Face

 

Unilever

 

Vicarious

 

Viv Labs