September 22, 2013
Morningstar shows the performance of the US stock indexes by sector, for the last 5 years. For Infocom Intelligence, three major sectors are more undervalued: technology, basic materials and energy (sectors in green). Since we are in the middle of the growth stage of the US economy, the technology sector will first benefits from expansion, followed by later stages’ growth, which are more cyclical (commodities, such as basic materials and energy). At the end of economic growth cycle, shorter supplies are pushing the price of commodities, and it boosts the profits of producers.
Editor, Infocom Analysis
July 25, 2013
A new report by Booz & Co provides a ranking of the top ICT 50 global firms and the digitization ecosystems. It appears that IBM is at the top, followed by Oracle and Microsoft.
“Businesses around the world are looking to gain an edge in the race to digitize—to seamlessly incorporate new computing, communications, and collaboration technologies; to streamline their operations; and to connect more closely with customers, suppliers, and partners. To do so, they must look to the continually evolving ecosystem of hardware, software, IT services, and telecom companies. These sectors provide the products and services that make digitization possible.
Booz & Co looked at them across four critical criteria: financial performance, portfolio strength, go-to-market footprint, and innovation and branding.
“Every company in every industry has its own market value proposition: a way to play that represents the way it chooses to create value in the market, ideally matched with its strongest capabilities. Companies’ ways to play can be grouped according to the basic foundational approach they take. By classifying each of the ICT 50 as one or more of these “puretones,” we were able to determine which value propositions seem most advantaged in the market—for now.
To see the report go to their web site.
Editor, Infocom Analysis
December 27, 2012
Here are the top 10 most popular posts of the blog Infocom Analysis for 2012:
Happy New Year!
September 8, 2012
3-Amazon (Internet & catalog retail)
4-Red Hat (Computer services)
5- Baidu (Computer services)
6-Intuitive Surgical (Health care technology)
7-Rakuten (Internet & catalog retail)
8–Edwards Lifesciences (Medical equipment and supplies)
9-Larsen & Toubro (Construction services)
10-ARM Holdings (Semiconductors)
March 27, 2012
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