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Research >
The Internet of Things

  • 07 Sep 2018

The Internet of Things


7Digital Group, 1.0 | Crimson Tide, 2.7 | Trakm8, 28.5 | Frontier Smart Technologies Group, 32.5 | Vianet Group, 122

  • Arden Partners
    • Kartik Swaminathan

    • 36 pages

Stock Image


 
Stock Image


We believe a confluence of factors (including connectivity (NB-IoT and 5G), power storage (supercapacitors) and investment) is due to accelerate the adoption of The Internet of Things (“IoT”) at a global level. In this note we highlight a rich landscape of opportunity on AIM, initiating coverage on two companies which, in our view, offer investors compelling exposure to the IoT space:


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