Technology Sector 02 (Jun 16 - Dec 24)

[winston]

5 Tech Stocks in Trouble After Trump

These tech stocks are feeling the pressure even more

By Anthony Mirhaydari

Source: Investor Place

http://investorplace.com/2016/11/trump- ... CqQsvl96M8

[winston]

The 7 Best Tech Stocks in the World

The U.S. is brimming with excellent tech investments, but ignoring the rest of the world is a good way to short-change yourself

By Tom Taulli

Source: Investor Place

http://investorplace.com/2016/11/7-best ... C09k_l96M8

[winston]

vested

Baidu, Alibaba and Tencent to expand their revenue from paid digital content and targeted ad campaigns

‘Traffic engagement paves the way for long-term growth opportunities in performance-based advertising,’ analyst says

Chinese internet titans Baidu, Alibaba Group and Tencent Holdings are expected to see paid digital content and targeted advertising become their next big growth engines over the next few years, according to industry analysts.

Those include paid subscription to digital entertainment like online video and music, as well as so-called performance-based advertising campaigns which are personalised and targeted at consumers.

Both Tencent and Nasdaq-listed Baidu, for example, each have more than 20 million paid subscribers on their video-streaming and other digital entertainment content services, Tsang said.

Alex Yao, head of JP Morgan’s internet and new media research, said performance-based advertising -- in which companies pay for audience results, such as cost per click -- will expand on the mainland.

Yao said that Tencent’s advertising model for WeChat Moments, a social newsfeed akin to Facebook’s Timeline, is currently “undermonetised”.

Very few advertisements are currently being pushed to consumers, as Tencent works to improve on its technology and distribution of advertisements, he said.

HSBC’s Tsang echoed Yao’s sentiments, noting that Tencent was “not yet getting more aggressive on ad loads because they’re still working on targeting, to understand their users better and increase the likelihood of people clicking their ads”.

Source: SCMP

http://www.scmp.com/business/article/20 ... ontent-and

[winston]

The 3 Best Mega-Cap Tech Stocks to Buy on a Dip

AAPL, FB and MSFT stock are the best tech stocks to buy on this dip

By Matt McCall

Source: FUTR Stocks

http://investorplace.com/2016/11/3-mega ... DAxRPl96M8

[winston]

Readout of President-Elect Donald J. Trump’s Meeting with Tech Leaders

During the Tech Summit, the following topics were discussed:

1. Creating more jobs for American workers
2. Climinating barriers preventing American companies from doing business in other countries
3. America’s competitive trade dynamic and market access with China
4. Cutting taxes
5. Repatriation of American profits kept overseas by prohibitive tax rates
6. Improving our physical and digital infrastructures
7. Protecting our intellectual property rights
8. Improving America’s cybersecurity
9. Updating our government software systems
10. Technology in schools
11. The need for greater vocational education opportunities
12. Reducing bureaucracy
13. Introducing greater accountability in the government procurement process

Source: Great Again

https://greatagain.gov/readout-of-presi ... .uvhdpwse8

[winston]

JP Morgan’s 5 Internet Themes And Best Ideas For 2017

By Shuli Ren

We should expect the following 5 key global themes in 2017, according to J.P. Morgan:

1. Mobile majority with more monetization. Mobile is the dominant global platform at ~59% of total Internet time spent, but monetization lags with mobile advertising ~45% of total global Internet ad spend and mCommerce ~36% of global online retail transactions.

2. Focus shifting from users to engagement. As global smartphone growth slows (~10% in 2017), we expect the focus of scaled platforms to shift more toward engagement and user intensity.

3. Video streaming goes global. Netflix and Amazon (AMZN) have launched globally, and China is becoming more competitive across BAT.

4. Heightened investment spending across opex and capex. Multiple growth investments are appropriate long-term (cloud, video streaming, hardware, emerging markets, etc.) but could dampen near-term mega-cap margin trajectory.

5. Tech & Trump. Reflation-driven sector rotation will likely continue into 2017, and though we don’t see big changes to Internet fundamentals, uncertainty could linger given Trump, Brexit, and a tighter regulatory environment in China, Russia, Europe, etc.

And the bank’s top Internet names are:

US: Large-Cap: Facebook (FB), Netflix (NFLX), Alphabet (GOOGL); Smid-Cap: Yelp (YELP), Match Group (MTCH)
China: Alibaba (BABA), Tencent (700.Hong Kong), Weibo (WB)

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... -for-2017/

[winston]

These Tech Plays Are “Ready for Prime Time” in 2017

BY MICHAEL A. ROBINSON

Source: Strategic Tech Investor

http://strategictechinvestor.com/2017/0 ... kers=29287

[winston]

How to Position in 2017′s Biggest Tech Trends

By David Goodboy

Source; Street Authority

http://dailytradealert.com/2017/01/14/h ... ch-trends/

[winston]

How to Position in 2017′s Biggest Tech Trends

By David Goodboy

Source; Street Authority

http://dailytradealert.com/2017/01/14/h ... ch-trends/

[winston]

Trump’s Chinese Policy Can’t Touch This 40%-per-Year Sector

BY MICHAEL A. ROBINSON

China’s e-commerce sector surpassed our own back in 2013 to become the world’s largest.

It now accounts for around $750 billion in yearly sales, according to McKinsey & Co. That’s nearly twice as large as the U.S. e-commerce market.

Fully one-seventh of all Chinese retail sales now takes place online – and that figure is set to move far higher.

E-commerce growth pivots off of China’s fast-growing middle class, which now accounts for 19% of the population, according to Goldman Sachs.

The rapid growth in smartphone use is another key factor. There are now nearly 400 million of these e-commerce-enabling devices in China, a figure that’s rising at a double-digit pace.

And mobile-based spending – that is, purchases made via a smartphone or tablet instead of a PC or laptop – now accounts for 50% of all Chinese e-commerce, says eMarketer. That compares to just 22% here in the United States.

Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ)

http://strategictechinvestor.com/2017/0 ... kers=31617