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1、ThematicInvestingThematicInvestingEquity
2、Global
3、ThematicInvesting12February2014SaferWorldprimerpicks–globalsafety&securitySarbjitNahal>>+442079968031EquityStrategistMLI(UK)PrimerPicksonglobalsafety&securitysarbjit.nahal@baml.comWehavepublishedathematic
4、megatrendPrimer–SaferWorld–areviewofglobalValeryLucas-Leclin>>+442079968058safety&securitychallengesandopportunitiesacrossautos,commercial&EquityStrategistMerrillLynch(France)residential,cybersecurity,homeland,lifesciences,O&G,TIC,andworkplace.Byvalery.
5、lucas-leclin@baml.com2020E,webelievetheseentrypointswillrepresentaUS$1.5tn+market.Inthisreport,wehighlightourSaferWorldPrimerPicksacrossthesethemes(BUY-ratednameswithmaterialsafety&securitysolutionexposure),alongwiththeBofAMLTable1:OverviewofPrimerPicks
6、byregionSaferWorldstocklist,atotalof80+coveredstockswithexposuretothetheme.(BUY-ratedwithmaterialexposure)AutoAMRSEMEAAPACFleetMatics(FLTXUS):SaaSfleetmanagementsolutionsforSMEs;TRW3MAssaAbloyEzionAutomotive(TRWUS):chassis,passiveandactivesafety;Sensata
7、Tech.(STAgilentDelphiHyundaiMobisUS):#1sensorsandcontrols,DelphiAuto.(DLPHUS):electronics,activesafety,BrukerCorp.LancashireHldgKeppelCorpCheckPointSeadrillQihooinfotainment;HyundaiMobis(012330KS):activesafety,telematics,tires.CiscoSystemsSapuraKencanaC
8、ommercial&ResidentialEcolabIncSecomSecom(9736JP/SOMLYUS):#1Japaneseautomatedsafety;UnitedFireEyeSMMTechnologies(UTXUS):fire,intrusion,accesscontrol,elevators,engines;FleetMaticsHoneywellHoneywell(HONUS):buildings,industry,workplace,emergencymanagement,I
9、tronaerospace;AssaAbloy(ASSABSS):#1lockingsolutions,electromechanical.JuniperNetworksCybersecurityMettler-ToledoTIBCOSoftware(TIBXUS):“2secondadvantage”;VMWare(VMWUS):virtualNationalOilwellNXPdatacentreandcloud;Itron(ITRIUS):criticalinfrastructure,smart
10、grid;NXPSemi.PallCorp(NXPIUS):IDchips,auto,EMVcardupgrades;CheckPoint(CHKPUS):securityPerkinElmergateways&management,endpointsecurity;Splunk(SPLKUS):analysingbigSensatadata;CiscoSystems(CSCOUS):routing,security,Sourcefireacquisit
