Displaying items by tag: 5g

Monday, 23 December 2019 09:38

Two Blockbuster Stocks for 2020

(New York)

Standard Life analyst Andrew Milligan made two great calls this time last year. He picked Microsoft and Equinix as two breakthrough stocks for 2019. They rose 55% and 64% respectively so far this year. Now he has his 2020 picks ready. Milligan says to take a look at Visa, Mastercard, and 5G companies like Marvell technology. He also still likes Microsoft, for what that is worth.


FINSUM: We like the call on 5G. The new tech has sort of been in the background of mainstream investing consciousness, but next year could be when it explodes to the forefront.

Published in Eq: Growth
Wednesday, 18 December 2019 09:34

The Stocks That Will Dominate the 2020s

(New York)

Which stocks dominated the 2010s? It is an easy question, not a trick—tech stocks. The FAANGs absolutely ruled in the past decade, but such patterns rarely continue and the best stocks in the next 10 years might be very different. Instead, UBS recommends stocks that focus on sustainable investing, genetic therapies, digital transformation, and alleviating water scarcity. The world and its governments and investors are likely to move towards sustainable tech in the next decade, which should support this nascent space, says UBS. Meanwhile technologies like 5G and gene-based therapeutics will revolutionize the technology and healthcare sectors. The world also has a significant supply and demand issue in water (mismatches between where water is and where it is needed), which will create significant revenue opportunities.


FINSUM: This is quite a progressive view, especially in respect to the water and sustainability forecasts. That said, it does seem like a good thesis.

Published in Eq: Biotech
Tuesday, 01 May 2018 02:18

T Mobile to Buy Sprint

(New York)

Talk about a mega merger. In a deal with huge regulatory implications, T-Mobile announced an acquisition of Sprint for $26.5 bn. The deal would be all stock, and is a bet that the 3rd and 4th largest mobile providers in the US can team up to create a rival to the leading players, AT&T and Verizon. The two companies, which are owned by Deutsche Telekom and SoftGroup, respectively, tried to merge 5 months ago, but the deal collapsed.


FINSUM: This is a big play to capture the next generation of data, or 5G, which is being heralded as a sort of holy grail for mobile providers.

Published in Eq: Large Cap
Monday, 29 January 2018 10:02

How Trump is Countering China at Home

(Washington)

While all the focus is on a possible trade war between NAFTA countries, and possibly, with China, there is another area where President Trump is trying to counter the rising power of Beijing. That area is in technological development. New reports out of the White House indicate that the president and his team consider the development of a 5G mobile data network of critical importance to combating China’s investments in the same area. The White House considers its development so crucial that it likened the need to the US’ effort to build the interstate highway system in the mid-20th century.


FINSUM: The scope of why the administration feels this way is not immediately clear, but what is clear is that America’s telecom industry is poorly suited to developing 5G because of its oligopolistic structure and lack of domestic manufacturers.

Published in Politics
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