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53 stocks that will win from the AI revolution

Amazon, Asos, Westpac, Burberry and BHP are among some companies that have been earmarked by UBS as positively positioned in a future with artificial intelligence. <em>Photos: Getty</em>
Amazon, Asos, Westpac, Burberry and BHP are among some companies that have been earmarked by UBS as positively positioned in a future with artificial intelligence. Photos: Getty

Artificial intelligence, robots and automation won’t be making everyone’s jobs redundant, but it’s been changing the rules of the game for several industries.

According to a new report by UBS, the sectors that will be most impacted by AI-based innovation will be aerospace and defence, automotive, banks, luxury/retail, media, support services, technology, telecoms and transport.

To get to the nitty-gritty of it, here are the 53 stocks that UBS analysts expect will emerge as winners from the AI revolution.

Luxury

LMVH (Louis Vuitton Moet Hennessy), Kering and Burberry are trialling new technology and can leverage expertise on artificial intelligence across their respective conglomerates.

Consumer services

ACCOR, Yum China, Compass Group are already using advanced algorithsms or invested heavily in related areas such as big data.

General retail

Artificial intelligence can stand to help ASOS drive demand through personalisation and H&M by improving inventory planning and online development.

Auto and components

<em>Photo: Getty</em>
Photo: Getty

General Motors, Daimler and Aptiv are leaders in autonomous vehicles or mobility services.

Food, Beverage and tobacco

Anheuser-Busch InBev has been developing its capabilities internally as well as in mergers and acquisitions.

Household and personal products

L’Oreal has been an early adopter of artificial intelligence and is at the forefront of AI and augmented reality integration.

Food staples and retailing

Carrefour and TESCO store data in such a way that enables machine learning, while Ocado has been a market leader in developing robotic and virtual agents with AI technology.

Oil & Gas

Aker BP, Subsea 7 and Royal Dutch Shell have been making the most of AI and/or big data. Meanwhile, TechnipFMC has been building remote robotic controls that operates 3 kilometres underwater.

Banks

<em>Photo: Getty</em>
Photo: Getty

Westpac, JP Morgan Chase, and ICBC are among a list of banks that have been investing in various aspects of technology such as AI, robotics, cybersecurity, cloud operations, virtual customer service and online asset finance.

Insurance

ALLIANZ, Ping An Insurance, Discovery and Beazley are among global leaders in market-disrupting use of technology.

Pharmaceuticals

AI has been helping Roche NVES, Otsuka HD and Vifor Pharma with driving real-world evidence in oncology and drug treatment, among other things.

Aerospace and defence

Airbus, Thales and BAE SYSTEMS are leaders in autonomous and artificial intelligence technologies as well as big data and data analytics.

Transportation

<em>Photo: Getty</em>
Photo: Getty

Deutsche Post-DHL is an innovator in the transportation sector, while Kuehne + Nagel is using predictive analytics to forecast global trade volumes. SF Holding is running four AI-related initiatives such as pilotless aircraft delivery, automated sorting, AI-based parcel tracking and route planning.

Tech hardware & equipment

AI will be at the centre of IBM’s future, while Hikvision is developing AI-related surveillance systems.

Software & services

Microsoft is making use of its massive data resources, while Salesforce.com is a leader in engagement and analytics and SAP has strong analytics capabilities.

Internet

<em>Photo: Jeenah Moon/Bloomberg via Getty</em>
Photo: Jeenah Moon/Bloomberg via Getty

Alphabet, Amazon, Alibaba, Tencent and Baidu are using AI technology in various ways, such as in AI assistants, logistics improvement and consumer products.

Mining

BHP and Rio Tinto are leaders in using artificial intelligence and automation in relation to iron ore while Anglo American is investing in technology.

Industrial metals

Severstal, OSCO and Novolipetsk have are using artificial intelligence in several projects and production processes

Utilities

Enel, Iberdrola and Orsted could use AI to become more competitive regarding supply businesses and renewable assets.

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