22-05-2019, 19:39
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#1
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TBB Family
Registriert seit: Mar 2004
Beiträge: 10.373
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5G - welche Aktien profitieren?
5G Stocks To Invest In
REINHARDT KRAUSE, 5/15/2019, https://www.investors.com/news/techn...reless-stocks/
Die Charts unten generell in $, Ausnahmen in € sind gekennzeichnet:
- Qualcomm will supply 5G chips for Apple iPhones as soon as 2020.
- Corning (GLW)
- Verizon Communications (VZ)
- AT&T (T)
- Xilinx (XLNX), makes programmable chips built into prototype network gear. While Xilinx's 5G-related communications unit revenue has boomed, its data center business slowed in the March quarter. Xilinx stock fell on disappointing June quarter guidance and it was removed from the IBD Leaderboard.
- Analog Devices (ADI),
- Marvell Technology Group (MRVL),
- Infineon (in €)
- Broadcom (AVGO)
- Intel (INTC) announced plans to exit the 5G modem market in the wake of Apple's deal with Qualcomm, though, is expected to make other 5G chips.
- Skyworks Solutions (SWKS),
- Qorvo (QRVO)
- Keysight Technologies (KEYS) makes 5G network test gear. Keysight is ranked No. 24 in the IBD 50 roster of fast-growing companies
- Ericsson (ERIC, in USD): 5G also is a long-run opportunity for this network gear maker
- Nokia (NOK): Nokia, on its Jan. 30 earnings call, downplayed expectations for 2019; in €:
- Ciena (CIEN),
- Acacia Communications (ACIA)
- Cisco Systems (CSCO),
- Samsung , in €:
Crown Castle (CCI) makes "small-cell" radio antennas for 5G services in urban areas. The small-cell antennas — hung on utility poles or building rooftops — will require fiber-optic connections to local hubs. Crown Castle has invested in cell-tower fiber network hookups.
Zitat:
However, Morgan Stanley says 5G deployment worldwide is going a bit slower than expected.
"With 5G network buildouts still in early days, we continue to be conservative with equipment expectations," said the Morgan Stanley report. "Spend has been slower to move from network core to edge, with fiber, optical growth still larger than radio/antenna. A transition (should) take place late this year." Morgan Stanley favors Corning as a 5G stock.
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Geändert von Benjamin (22-05-2019 um 20:58 Uhr)
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