Quarterly Technology review from Zeus Capital: January 2022

Zeus Capital provides its Technology Quarterly Review for Q1 2022. All subsectors de-rated in the quarter, largely driven by companies specific issues. Top share price performance was led by rebounds in oversold and undervalued companies, potentially indicating market rotation towards value stocks. Marketplaces and UK Software & Services are the most highly valued subsectors whilst Managed Services remains the lowest multiple subsector.

Our quarterly deep dive highlights the rapid progress of AI and Data Analytics technologies. The capabilities of AI has accelerated and is now advancing faster than even Moore’s Law, driven by exponential data proliferation and algorithmic and hardware innovations. Deep learning technologies are now surpassing human accuracy in computer vision, voice recognition, and speech synthesis and driving major advances in machine translation, game playing, drug discovery, credit assessment and robotics. The AI software market is valued at $35m in 2021E and forecast to grow 38% CAGR 2021-25. Investment in AI software is being enabled by the broad adoption of cloud data technology, which provides the foundation for higher levels of data processing and analysis. Financial services and intelligence agencies are leading adopters of AI and Data Analytica software, driven by high data intensity. We map key AI and Data Infrastructure subsectors in our report. UK AI and Data Analytics companies include Insig AI (INSG), Chorus Intelligence (private), D4t4 (D4T4), FD Technologies (FDP) and Darktrace (DARK).

To read the full review, click here

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