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

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5G mobile revolution • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
American Tower AMT NYSE Real Estate REITs Other Specialized Trusts USD 213.53 95 B 29.5% 19%   1% -15%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 102.98 31 B 23.8% 23%   5% -20%
AT&T T NYSE Utilities Integrated Telecommunication Carriers USD 38.19 279 B 31.8% 20%   3% -10%
Belden BDC NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 53.01 2.4 B 8.7% 44%   9% -34%
CommScope Holding COMM NASDAQ Technology Datacom, Telcom & Network Equipt USD 13.01 2.5 B -25.7% 53%   5% -64%
Corning Inc. GLW NYSE Technology Datacom, Telcom & Network Equipt USD 27.69 21 B -11.7% 28%   4% -23%
Crown Castle International CCI NYSE Real Estate REITs Other Specialized Trusts USD 135.00 56 B 18.8% 19%   1% -12%
EchoStar SATS NASDAQ Technology Communications & Networking USD 39.39 3.8 B 19.2% 32%   4% -24%
Emerson Electric Company EMR NYSE Industrial Goods Electrical Power Systems & Automation USD 73.98 45 B 19.1% 23%   5% -23%
Ericsson ERIC NASDAQ Technology Computer Network Equipt & Service USD 9.26 28 B 6.5% 30%   4% -26%
Eutelsat Communications ETCMY OTC Technology Datacom, Telcom & Network Equipt USD 3.91 - -13.0% 41%   2% -22%
Inmarsat IMASY OTC Technology Datacom, Telcom & Network Equipt USD 7.00 - 31.3% 38%   3% -17%
Intelsat I NYSE Technology Datacom, Telcom & Network Equipt USD 6.05 835 M -74.0% 91%   2% -78%
Iridium Communications IRDM NASDAQ Technology Communications & Networking USD 23.88 3.1 B 9.2% 45%   8% -27%
Loral Space & Communications LORL NASDAQ Technology Information Systems & Network Software USD 32.28 692 M -19.2% 24%   3% -24%
MasTec MTZ NYSE Industrial Goods Infrastructure Contractors USD 62.88 4.8 B 47.5% 35%   8% -14%
Nexans NXPRF OTC Industrial Goods Cables, Connectors & Cabling Networks USD 41.45 - 43.8% 30%   1% -16%
Nokia NOK NYSE Technology Datacom, Telcom & Network Equipt USD 3.48 20 B -36.1% 40%   3% -49%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 82.59 94 B 50.0% 39%   7% -27%
SBA Communications Corporation SBAC NASDAQ Real Estate REITs Other Specialized Trusts USD 235.36 27 B 37.7% 21%   2% -16%
SES SGBAF OTC Technology Datacom, Telcom & Network Equipt USD 13.06 - -36.2% 45%   2% -39%
Sprint S NYSE Utilities Integrated Telecommunication Carriers USD 5.41 22 B -11.7% 40%   3% -32%
Verizon Communications VZ NYSE Utilities Integrated Telecommunication Carriers USD 60.82 252 B 8.9% 17%   1% -11%
ViaSat, Inc. VSAT NASDAQ Technology Communications & Networking USD 72.32 4.4 B 6.7% 27%   4% -30%
Xilinx XLNX NASDAQ Technology Semiconductors - IC Design (fabless) USD 90.17 23 B 3.0% 42%   7% -37%