Shared mobility - Thematic Research

This report takes a look at the sharing economy through the lens of car sharing and ride hailing – two shared mobility services that have emerged recently as part of the wider sharing economy.

 

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

Car2go

 

DriveNow

 

SoCar

 

Zipcar

 

Yandex.Drive

 

EVCARD

 

Delimobil

 

Belka Car

 

Flinkster

 

Maven

 

Turo

 

UhaulCarShare

 

Mobility Carsharing

 

Cambio CarSharing

 

Communauto

 

Stadtmobil

 

ShareNow

 

Uber

 

Lyft

 

MyTaxi

 

Didi ...