Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

26. November 2020 | 08:42 CET

Deutsche Telekom, Tencent, Upco International – it used to roar!

  • Telecommunications
Photo credits:

We are currently in the early stages of 5G rollout, with a focus on developing new features and increasing network performance. It's easy to get caught up in the 5G hype, and rightly so: the benefits that 5G can offer to several technology sectors are enormous. The industry speaks in this context of the age 4.0 or IOT, meaning "internet of things" - i.e. the total networking of production with all its suppliers and customers in real-time categories. Everything is traceable, controlled and validated online - accounting is entirely automatic. However, there are still unanswered questions about the health effects of high-performance networks on people, which nobody really knows how to answer. Until we have reached a nationwide expansion stage in Germany, LTE users will continue to make up the vast majority of the operators' subscriber base and continue to generate substantial revenues. The last mile of digitization is still to come, a clear sign of a misguided industry policy.

time to read: 3 minutes by André Will-Laudien
ISIN: CA9152971052 , DE0005557508 , KYG875721634



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Upco International - Next expansion step

Upco International Inc. is a Vancouver and New York City based Company for comprehensive digital services on the Web and Mobile Net. It offers competitive, high-quality, data-protected telecommunications and a globally functioning social payment platform, especially in niche markets. The Company's primary product is services within the international Voice over IP wholesale market.

On November 18, the Company announced a new development step. It signed the acquisition of the Equinox Group, a telecommunications Company from the Dominican Republic with wholesale operations in the US and peripheral Caribbean markets. The new partner operates offices in Miami, Florida and the Dominican Republic. The agreement strengthens UPCO's presence in Spanish and French-speaking countries in the Southern Hemisphere and opens the door to new markets. The transaction also reflects UPCO's healthy development in the local telecom business.

UPCO's new carving-out solution enables operators and digital players worldwide to better manage the complexity of the international voice telephony business. It does this by offering competitive pricing to their customers and reducing internal routing costs, which will significantly increase profitability and quality within the Group while ensuring faster time to market for new international services. The speculative value has a capitalization of only CAD 5.9 million at a price of CAD 0.06 per share, with each step of expansion the Group is growing into a higher dimension.

Deutsche Telekom - Sprint to the top of 5G

For years, T-Mobile's US division suffered from low coverage in the land of opportunity. Now, in the 5G world, it is screaming from the rooftops about its good coverage. At recent investor events, Chief Technology Officer Neville Ray took the opportunity to criticize competitors, particularly Verizon, for their 5G coverage, and praise T-Mobile's superiority in this area. After years of levelling the competitive playing field in LTE coverage, T-Mobile, together with Sprint, is now in a position to be one step ahead of both AT&T and Verizon in 5G coverage. Telekom in the USA "Made in Germany" - this can only be a massive thorn in the current president's side.

Warren Buffett's Berkshire Hathaway (BRKB), on the other hand, has reportedly bought T-Mobile shares, which is like nobility in the investor community. T-Mobile US now wants to offer its subscribers discounts for lower network usage. In early November, T-Mobile launched new streaming video services under the TVision brand. A new monthly price level of USD 10 focuses on comedy, lifestyle and drama programs. With the acquisition of Sprint, the new T-Mobile has even more mid-band radio frequencies than AT&T or Verizon, and this could be an essential advantage in the introduction of 5G mobile services.

T-Mobile US has now bought its former competitor, Sprint, for USD 26 billion and Deutsche Telekom would like to have a more substantial presence again with its US subsidiary. It still owns over 100 million options from Softbank that runs until 2024. Deutsche Telekom is a standard stock with a market capitalization beyond EUR 70 billion, a high payout and a price like a rock in the surf.

Tencent - a market leader in China with WeChat

The Chinese Internet company Tencent Holdings Ltd. operates one of the largest and most frequented service portals in the People's Republic. The Company offers a wide range of Internet and mobile communication solutions, including the instant messaging service QQ, the online portal, a gaming platform, a multimedia social network service and the Chinese online community, WeChat.

The adverse effects of the coronavirus pandemic are ebbing noticeably in China, and the Internet group Tencent is now benefiting from this. The Company increased its sales significantly in the past quarter, and Tencent achieved the same in its earnings. The net result increased by a noticeable 89% and reached the record value of 38.5 billion Yuan, which is equivalent to around EUR 4.9 billion. Analysts' expectations of 30.8 billion Yuan were thus clearly exceeded. Revenues soared 29 percent to 125.4 billion Yuan, a new dimension for the technology Company.

As anchor investor, the Dutch holding Company Prosus NV owns 31% of the shares in Tencent. Prosus is one of the largest global investors in technology and Internet applications. With a market capitalization of EUR 590 billion, Tencent is one of the largest Chinese companies listed in the USA. The P/E ratio of 37 for 2020 is well within the range of the Nasdaq companies. From this point of view, Tencent remains one of the most reliable profit suppliers from China and is also suitable for Western asset managers as an admixture.


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

06. January 2021 | 08:33 CET | by André Will-Laudien

UPCO International, Netflix, Tencent: Unchecked Mobile & Internet Boom!

  • Telecommunications

The lockdown is extended once again in Europe. One does not want to give the virus a chance to change hosts. As a result, the inner cities' streets are emptying again, and the front seats on the home streaming device and life in the online world are more in demand than ever. Good for the companies that have already fully digitized their business model a few years ago and can maintain a large presence on the Internet. Here, revenues are rising by themselves; the scaling so often mentioned in management letters is now taking place. Communication service providers, payment providers, and mobile platforms have been in the ascendancy for months now. We take a closer look at a few industry players.


07. December 2020 | 09:27 CET | by Nico Popp

Telekom Austria, Upco International, PayPal: Pioneering spirit pays off in the long term

  • Telecommunications

Industries are changing, and this change can be extremely lucrative for investors. Just think of the boring automotive sector and the success of Tesla and Co. Digital payment service providers, such as PayPal, are also much better off today than traditional banks. One industry that could benefit from a similar transformation by new players is telecommunications. Many small service providers or telephone companies have a scale problem despite ever-increasing networking—the reason: the classic business with telephony or SMS is eroding and shifting to the network. However, to be a full-fledged provider, telephone companies must continue to offer traditional solutions. That creates problems - even for the big players in the industry.


09. November 2020 | 11:08 CET | by André Will-Laudien

Vodafone, UPCO International, Apple: Phone, Pay, Chat!

  • Telecommunications

Telecommunication today is an inexpensive service that we take for granted. In the past, however, international calling was an exciting affair. I can still remember the time before the mobile telephone. It was 1990, in Death Valley, United States with a temperature of almost 50 degrees, there was a Pacific Bell coin-operated telephone which only accepted quarters (US 25 cent coins). When dialling a German number, the operator said: "Please insert USD 4.75 to proceed with this call." Prepared for this, with 19 quarters, one would insert the coins and wait under the plexiglass hood for the connection. One congratulated a family member on their birthday or exchanged a brief update on a vacation and then after 1 minute 30 seconds the call would end. At the very least, the relatives 9,100 km away had received a sign of life. All is well!