Close menu

September 10th, 2021 | 12:11 CEST

Deutsche Telekom, Meta Materials, Apple: 5G - The coming hype

  • Technology
Photo credits:

5G will not only make our mobile internet faster, but it is also indispensable for bringing the Internet of Things, industrial automation and autonomous driving to market maturity. Private users can look forward to virtual realities and augmented realities in the future. Augmented realities can present the user with useful information about objects or even activities via glasses. There are already initial applications in this area, but the technology will develop rapidly in the coming years. The market will grow enormously once the 5G network is installed nationwide. In today's analysis, we show which companies could benefit from tomorrow's hype.

time to read: 4 minutes | Author: Armin Schulz
ISIN: DEUTSCHE TELEKOM ADR 1 | US2515661054 , Meta Materials Inc. | US59134N1046 , APPLE INC. | US0378331005

Table of contents:

    Deutsche Telekom - Expands T-Mobile US shares

    One of the primary beneficiaries will be Deutsche Telekom. As a telecommunications service provider, it offers customers access to the internet and the new 5G technology. The mobile network expansion to 5G has been underway for some time and is already available in large parts of Germany. Only in the east are there still a number of white spots on the expansion map. There must be no more white spots in order to help 5G achieve a breakthrough in autonomous driving. More and more data will be collected in the coming years due to higher speeds and greater networking. It is, therefore, a good thing that a cooperation agreement with Google was announced on August 8. Deutsche Telekom will be responsible for the legally compliant use of cloud services to improve its chances of winning tenders from public institutions.

    Management was also otherwise active. T-Mobile Netherlands was sold for EUR 3.8 billion, roughly 9 times operating income. Parts of these proceeds are to be used to expand the stake in T-Mobile US. SoftBank, a new strategic partner, has joined the Company and holds 4.5% of Telekom shares. In return, Telekom receives 5.3% of T-Mobile US. With 48.4%, the Group is now on the verge of acquiring a majority stake in the US mobile communications provider. If you look at the earnings that Telekom will retain from this stake, you can talk about a very worthwhile investment. Due to all this news in the last few days, several analysts, such as DZ Bank, Berenberg and Barclays, have set their rating to BUY.

    Meta Materials - A material that changes the future

    Nasdaq-listed Meta Materials provides sustainable, highly functional, invisible metamaterials whose properties are highly versatile and customizable. These include absorption, emission, sensing, transmission and conduction of light, sound, energy, heat, friction, strength and electrical energy. The product can be thought of as a transparent film with antennas and reflectors on its surface, which is especially useful in building 5G infrastructure. One can, for example, equip windows of large office buildings with metamaterials to provide better network coverage.

    Other applications include vehicle electrification. Today, solar panels are too heavy to make it profitable to install them on the roof. The lightness of metamaterials could open up new approaches here. This lightness also makes the technology interesting for the medical technology, energy, aerospace and Internet of Things sectors. The Company relies on a platform covering three core areas: holography, lithography and wireless sensor technology. To quickly develop customized solutions for customers, the Company relies on artificial intelligence, which, according to the Company, reduces the development time from months to a few days.

    Meta Materials already has 82 granted patents out of 149 filed and has 8 registered trademarks. Development has been ongoing for more than 10 years, and currently, the Company is expanding its production facility, which is scheduled for completion in the fourth quarter of 2021. The market capitalization of over USD 1 billion reflects the imagination that the Company has. On June 21, the stock was already at USD 21.76 before it almost returned to the starting point of the rally. On August 20, the low was marked at USD 2.86, only to rise from there to USD 6.42 again. Currently, the share can be bought at around USD 5.25.

    Apple - When is the next blockbuster coming?

    Since competitor Google launched its Google Glass as a first version of augmented reality in 2012, the Apple community has also philosophized about a pair of glasses or a headset for augmented reality. Still, no product has been launched as yet. Apple CEO Cook always showed himself open to this technology, but he always considered the technology not yet far enough. With 5G, this could change; high-speed internet anytime and anywhere provides unlimited access to information whenever needed. A product launch is scheduled for September 14, where the new iPhone 13, the Apple Watch 7 and possibly the Airpods 3 will be presented. New blockbuster products have been looked for in vain at Apple for years. Augmented reality (AR) glasses could be one of these surprises, especially since Apple is probably actually working on it.

    For the CEO, such a blockbuster would probably be the crowning achievement of his 10-year term in office. It would also prove his critics wrong, who claim that he is only managing Steve Jobs' legacy. The numbers speak for Cook because, in 10 years, he has managed to increase the profit from USD 0.99 to an expected USD 5.59 a share in 2021. The share price also increased significantly after Jobs' death. Business in software and services is excellent, and even if some developers complain about the Apple Store, business will pretty much continue to be good for the next few years. This is also reflected in the stock, which recently marked a new all-time high. The dividend yield is comparatively low at 0.6%, but the increases in the share price more than make up for that. If a brand-new Apple product comes onto the market, the stock can certainly increase even further, though investors should wait for consolidation at the current level.

    All three companies can profit from 5G technology. Telekom as an Internet provider, which can offer customers fast and nationwide internet. Meta Materials provides an opportunity to eliminate dead spots in 5G technology and transport signals. Moreover, this technology is like something out of a science fiction book come true. Apple has been one of the most successful companies for years. If Apple's AR glasses come onto the market, they will undoubtedly be a big seller.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author

    Related comments:

    Commented by Juliane Zielonka on April 11th, 2024 | 07:45 CEST

    Innovation made in Europe: Singulus Technologies, Siemens Energy, BASF - which share offers the greatest potential?

    • renewableenergies
    • chemicals
    • Technology

    Companies in Europe, like Singulus Technologies, are leaders in the production of surface materials in future-oriented sectors such as photovoltaics, semiconductors, medical technology and cosmetics. This is reason enough to take a closer look at Europe as a location. The European Commission is determined to push ahead with CO₂ reduction with all its might and subsidize future energies. They would prefer to lock out Chinese companies that produce solar and wind turbines more cost-effectively than Siemens Energy. However, China is also an excellent place to do business. Chemical giant BASF strategically adheres to long-term contracts, in line with the Chinese strategist Sun Tzu. Which share offers the greatest potential for investors?


    Commented by André Will-Laudien on April 9th, 2024 | 07:00 CEST

    Big Tech in focus - get in or get out? 100% with Singulus, caution for Nvidia and Super Micro Computer!

    • bigtech
    • Technology
    • AI
    • chips

    The direction for the second quarter is still uncertain in the stock markets. Big Tech stocks have so far more than met investors' expectations, but they have not risen across the board for two weeks. This is also causing the NASDAQ 100 index to enter a consolidation phase, which delivered a significant downward swing just last Thursday. The global markets are still characterized by ample liquidity and the hope that the central banks will cut interest rates by the early summer. However, the upward movement has become very selective. Fueled by a flood of money for the "Magnificent Seven", other major markets, such as the Nikkei 225 and the DAX 40 index, also reached new highs. However, investors should now be on their guard, as a correction could be lurking after the upcoming dividend round in April. We delve a little deeper.


    Commented by Armin Schulz on April 8th, 2024 | 06:30 CEST

    Volkswagen, Altech Advanced Materials, RWE - Use the dip in electrification companies for your portfolio

    • Technology
    • renewableenergies
    • Energy

    The future is electric. With the growing number of electric vehicles, energy storage technologies are also gaining enormous importance. These technologies form the backbone of a reliable, environmentally friendly energy landscape - they store energy from renewable sources and ensure that electricity flows even when the sun and wind are taking a break. Such progress not only promises a smaller ecological footprint but also a new era of energy independence. We have selected three companies that are helping with electrification.