The industry of tomorrow is being reshaped by the convergence of Information Technology (IT) and Operational Technology (OT), driving industry automation as part of the shift towards hyperconnected, flexible industrial processes.
In this thematic report, our analysts identify four long-term megatrends that are driving the unprecedented adoption of automation technologies across industry. These include ageing demographics with increasing labor costs, mass customization, disruption of supply chains and pressure for more sustainable industrial processes.
Our analysts highlight players that are set to benefit from these megatrends thanks to their differentiated and best-in class solution. This report covers the following hardware and software stocks, including six newly initiated stocks: HMS, Basler, TKH Group, Schneider Group, Lectra, Aveva, Dassault Systems, ESI, Materialise.
For more information and to benefit from our differentiated insights and find out more about the opportunities driving the industry of tomorrow, please contact:
Thibault Morel
Equity Research I Software and IT
Gregory Ramirez
Equity Research I Software and IT
Paul Charpentier
BG IRIS
About Bryan, Garnier & Co
Bryan, Garnier & Co is a European growth investment bank that helps healthcare and technology companies become global champions. By combining extensive sector expertise with an entrepreneurial mindset, Bryan Garnier provides companies and their investors with independent growth strategic advice, and privileged access to buyers and capital in Europe, the US and Asia.
As a full-service investment bank, the firm offering includes private and public growth financing solutions, mergers and acquisitions (M&A) advisory, research insights, and institutional sales & execution. Founded in 1996, Bryan Garnier & Co is an independent partnership with around 200 employees located in major financial centres in Europe and the US.