How is stock market trading going in the late summer? Trends.be weekly asks stock market observers about their preferred securities.
This week it is the turn of the British Tony Roberts, portfolio manager of the Metaverse fund at Inveco.
1/ Shin-etsu Chemical
A fully immersive metaverse experience requires an enormous amount of computing power, making computing an important part of the value chain. Shin-etsu Chemical is the world’s number one in ultra-pure silicon wafers on which semiconductor circuits are etched. They are particularly strong in high-end epitaxial wafers that are valued by leading semiconductor manufacturers.
2/ Tencent
Tencent is the largest technology company in China with significant market share in social networking, mobile and PC gaming, payments, cloud and business services. The company also has stakes in many overseas game studios, including a 40 percent stake in Epic Games, the owner of Fortnite, and leading graphics program Unreal Engine. Combining its expertise in building immersive digital worlds for games, its social networking platforms with more than 1 billion users, and its position in Epic Games, Tencent is a core part of China’s efforts to expand the metaverse.
Meta has made a major strategic shift and invested in a wide range of metaverse applications. It even named its company Meta to emphasize their new direction. Online social spaces are becoming increasingly immersive and gamified. Roblox is much more than just a game, it can be considered a social network for tens of millions of users. Meta can use the artificial intelligence it has developed for advertising purposes to make those new social spaces more meaningful. It also owns Oculus, the number one in VR headsets.
4/ Reply
Companies that want to have a presence in the metaverse need advice, and that’s where Reply comes in. Reply is an Italian consultant with expertise in a wide range of IT domains, including advising companies on their metaverse strategy. Being on the right metaverse platform for your services or products and knowing how to build your metaverse experience are important parts of the onboarding process.
5/ UMG
UMG is the leading global music label. It could potentially take advantage of the metaverse. There have already been concerts in Fortnite and Roblox, attracting millions of users and selling millions of dollars worth of merchandise. Roblox has stated that it would like to get to the stage where an artist can host an immersive virtual concert and the experience is high enough that they can charge for tickets. Merchandise and royalties from music played in metaverse experiences are other potential sources of revenue.
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2023-09-10 05:50:43
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