November 26th, 2020 | 08:42 CET
Deutsche Telekom, Tencent, Upco International – it used to roar!
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
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Author:
André Will-Laudien
ISIN:
CA9152971052 , DE0005557508 , KYG875721634
Table of contents:
Author
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.
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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 QQ.com, 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.
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