5G mobile revolution

5G mobile revolution
  • Pininvest Analysis

There is broad agreement about the transformative nature of enhanced 5G mobile broadband services, driven by

  • universal smartphone usage and growth of video (including live streaming) forecasted to account for more than 50% of mobile traffic by 2022
  • automation, Internet of Things and big data, accelerating the transformation of whole industries with new growth opportunities and cost efficiencies

Though projections are always clouded in uncertainty, significantly faster mobile broadband speeds and increasingly extensive mobile data of 5G will probably allow a breakthrough

  • in industrial automation and robotics
  • in big data and artificial intelligence
  • in driverless cars
  • in live streaming on smart phones

In an attempt to define the value chain from infrastructure contractors to wireless service providers, our theme includes cell tower REITs and contractors, telecom equipment providers and wireless services

5G mobile revolution • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
American Tower Corp. AMT NYSE Real Estate REITs Other Specialized Trusts USD 193.23 85 B 44.8% 17%   4% -8%
Amphenol Corp. APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 102.52 31 B 24.8% 21%   7% -23%
AT&T Inc. T NYSE Utilities Integrated Telecommunication Carriers USD 30.79 224 B -6.8% 24%   4% -22%
Belden Inc. BDC NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 58.63 2.3 B -12.5% 39%   8% -47%
CommScope Holding COMM NASDAQ Technology Datacom, Telcom & Network Equipt USD 26.37 5.1 B -35.1% 48%   5% -63%
Corning Inc. GLW NYSE Technology Datacom, Telcom & Network Equipt USD 34.45 27 B 30.0% 29%   10% -23%
Crown Castle International Corp. CCI NYSE Real Estate REITs Other Specialized Trusts USD 123.12 51 B 21.2% 17%   4% -12%
Emerson Electric Company EMR NYSE Industrial Goods Electrical Power Systems & Automation USD 72.53 45 B 8.4% 22%   7% -29%
LM Ericsson Telephone Company ERIC NASDAQ Technology Computer Network Equipt & Service USD 10.14 31 B 33.3% 29%   9% -13%
MasTec MTZ NYSE Industrial Goods Infrastructure Contractors USD 52.61 4.0 B 15.5% 37%   10% -31%
Nexans NXPRF OTC Industrial Goods Cables, Connectors & Cabling Networks USD 32.34 - -40.3% 45%   1% -52%
Nokia Corp. NOK NYSE Technology Computer Network Equipt & Service USD 5.79 34 B 1.8% 29%   6% -20%
Qualcomm QCOM NASDAQ Technology Semiconductors - Specialized USD 86.83 105 B 79.5% 35%   14% -34%
SBA Communications Corporation SBAC NASDAQ Real Estate REITs Other Specialized Trusts USD 200.84 23 B 22.1% 18%   4% -12%
Sprint S NYSE Utilities Integrated Telecommunication Carriers USD 5.62 23 B -6.6% 35%   6% -22%
Verizon Communications Inc. VZ NYSE Utilities Integrated Telecommunication Carriers USD 57.08 236 B 18.7% 19%   2% -13%