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December 13, 2021updated 23 Dec 2021 7:44am

Revealed: emerging ship industry investment themes to watch in 2022

We have analysed the emerging investment trends using data from GlobalData.

By Emil Filipov

Virtual and augmented reality, future of work and energy storage were the fastest emerging investment themes in the ship industry this year according to an analysis of trends across three pillars of key investment activity.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

We picked out the top 30 driving forces in recruitment, deal making and innovation (through patent filings) across 23 industries in 2021 and measured how far up or down the rankings each had travelled compared with the previous year. The results uncover which forces have the most momentum going into 2022 and could therefore establish themselves as critically important influencers.

Virtual and augmented reality had the strongest momentum when it came to ship industry hiring patterns, climbing 29 places to rank 13th this year. This meant that there were 116 virtual and augmented reality roles sought per every 10,000 job postings in the sector in 2021, a significant increase.

Virtual reality was the second fastest emerging hiring theme (up 29 ranking spots), while health and safety came in third (up by 19 ranking spots).

Themes, as referenced throughout this article, are defined by GlobalData, from whom our data is taken, as any issue that keeps a CEO awake at night. Companies that fail to spot the important themes within their industry risk being unprepared for their future and, ultimately, failure. GlobalData tags millions of datapoints with these themes across its proprietary databases on a daily basis, making it possible to track their momentum over time.

Our analysis found that the fastest rising themes tended to differ depending on the investment metric being analysed. ESG-related themes, such as ethics and governance featured heavily across the board as emerging forces in recruitment, while themes related to disruptive technologies tended to be the biggest risers across mergers, acquisitions and other deal-based investments.

For example, machine learning was a top five emerging theme for deal investment in seven out of the 23 industries we analysed, with big data, autonomous vehicles and the internet of things each appearing in five.

Deals where future of work played a part enjoyed the biggest increase in ranking among the ship equipment supply, product and services companies included in the analysis, rising 30 places higher this year compared to last. Online food delivery was the second fastest emerging dealmaking theme (up 30 ranking spots), while autonomous vehicles came in third (up by 26 ranking spots).

The final investment pillar analysed was patent filings, with the themes emerging here unsurprisingly tending to be at the cutting edge of each industry. This resulted in less overlap between industries but it was notable that renewable energy research was present for six of the 23.

Energy storage-related patent filings had the most momentum in the ship industry, ranking 28th in 2021. This was an increase of 32 ranking places this year compared to last. Drones was the second fastest emerging innovation theme (up 12 ranking spots), while e-commerce came in third (up by eight ranking spots).

It is important to note that all the themes within this article are emerging themes which are worth watching in the future. They won't all necessarily rise to the tops of the thematic rankings (some will almost certainly fizzle out next year) but they have the potential to do so in the coming years.

Last week, GlobalData's Thematic Team produced their annual report predicting the biggest themes for 2022 in the tech, media and telecom industries, with their top picks including artificial intelligence, cybersecurity, metaverse and augmented reality.

For more on this report, including which companies are predicted to be winners and losers, visit GlobalData's report store.

By Patrick Scott.

Related Companies

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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