Telecommunications
Commented by Armin Schulz on November 11th, 2025 | 07:10 CET
Steady returns in uncertain times: The yield strategies of Deutsche Telekom, RE Royalties, and Allianz
In uncertain times, investors long for stability. A smart strategy focuses on companies that not only grow but also pay a reliable dividend. This passive income provides valuable support, independent of daily market fluctuations, while also protecting against loss of purchasing power. We take a closer look at three established companies that deliver on this promise: Deutsche Telekom, RE Royalties, and Allianz.
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Commented by Nico Popp on October 24th, 2025 | 07:30 CEST
Small investment, huge profit? When financing truly pays off: Almonty, T-Mobile US, Netflix
Capital is a means of production, as Karl Marx already knew. So when companies secure new financing options, they do so to create additional value. Almonty, a leading Western tungsten producer, recently filed an application for a Preliminary Base Shelf Prospectus. This is a strategic financing instrument that allows companies to remain flexible – depending on market conditions and needs, they can access a range of predefined financing options and implement them quickly. Almonty cites the development of its massive Sangdong mine as a potential reason, but long-term observers of the Company see additional opportunities. We analyze Almonty's latest company announcement and show how T-Mobile US and Netflix have previously used smart financing strategies to lay the foundation for long-term growth.
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Commented by Nico Popp on October 22nd, 2025 | 07:20 CEST
Dividend stocks with that certain something: RE Royalties, freenet, Porsche
Recent media reports of an impending banking crisis in the US have increased market volatility. US President Trump's erratic policies are not exactly helping to calm the markets either. In times like these, some investors are looking for safe havens for their portfolios. For many investors, dividend stocks are the primary choice for this purpose, alongside bonds. We highlight some interesting picks, including RE Royalties, which stands out with a business model that scores points with its unique selling points.
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Commented by Armin Schulz on September 3rd, 2025 | 07:10 CEST
Ukraine: A billion-dollar opportunity. Why Rheinmetall, Argo Graphene Solutions, and Deutsche Telekom should be on every watch list
The reconstruction of Ukraine is becoming the project of the century, offering immense opportunities for strategic investors. The focus is on key sectors such as modern security, innovative building materials, and high-performance digital infrastructures. German technology leaders are ideally positioned to benefit from this unprecedented volume of investment. Three companies stand out in particular: Rheinmetall from the defense industry, Argo Graphene Solutions with revolutionary building materials, and telecommunications provider Deutsche Telekom.
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Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
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Commented by André Will-Laudien on March 28th, 2025 | 07:20 CET
Doubling possible: Using artificial intelligence! Deutsche Telekom, NetraMark Holdings, Kontron, and 1&1
Combining artificial intelligence (AI) and 5G opens up new possibilities in various areas. The strengths of 5G, such as high speed, low latency, and large network capacity, perfectly complement the capabilities of AI. The goal is to recognize complex patterns, automate processes, and make decisions in real time. AI has long since found its place in medicine and pharmaceutical development. High-tech and telecom companies are working on many promising topics here. For some stocks, this is the starting signal for a higher valuation. We highlight some of the opportunities.
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Commented by Juliane Zielonka on March 12th, 2025 | 06:55 CET
Eutelsat, MiMedia, Xiaomi – The infrastructure for the networking markets of the future, worth billions
Millions of people in emerging markets are gaining access to digital markets – a potential of great importance to investors. The French satellite communications company Eutelsat is realizing this with its satellites such as EUTELSAT KONNECT, which bring broadband internet to remote regions of Africa and the Middle East, opening up billion-dollar markets. Eutelsat is particularly active in Europe, Africa, the Middle East, and Asia. The software company MiMedia is profiting from this connectivity by providing its cloud platform on Android smartphones. The software is the small tile for your users' pictures on the smartphone, preinstalled upon activation. MiMedia achieves this implementation through partnerships such as with América Móvil, one of the largest telecommunications providers in LATAM. MiMedia, with roots in New York City, is already expanding in Africa, reaching millions of users. The Chinese tech company Xiaomi complements this with affordable hardware: With 43.1 million smartphones shipped in Q3 2024 and the new Xiaomi 15 series, it is tapping into global markets, seamlessly integrated into cloud and satellite networks. Together, they are creating an infrastructure that generates billions of dollars in revenue in high-growth regions.
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Commented by Armin Schulz on December 3rd, 2024 | 07:20 CET
Deutsche Telekom, Saturn Oil + Gas, and Rheinmetall – Succeeding despite the economic crisis!
While geopolitical tensions, high inflation rates, and economic uncertainties are shaking markets worldwide, some companies are defying the adverse conditions and demonstrating impressive growth. How do these companies manage to hold their ground in a seemingly constant storm and even increase their revenues and profits? Is it smart strategies, bold innovations, or simply adaptability that set them apart from the competition? This article takes a look at the success factors of three companies that are emerging as winners despite the most challenging of conditions.
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Commented by Juliane Zielonka on December 15th, 2023 | 07:10 CET
Telecommunications and Energy with Almonty Industries, Vodafone and RWE - where is it worth starting?
At the Dubai Climate Conference COP28, 22 countries agreed to the expansion of nuclear power. A low-CO2 and highly efficient form of energy generation, albeit with some associated risks. However, the construction of nuclear power plants requires a very special metal: tungsten. This is reason enough for investors to take a closer look at the Almonty Industries share. Almonty Industries is a company that focuses on tungsten extraction and production and operates exclusively in democratically governed countries. Tungsten is used in the telecommunications industry, among others. For Vodafone, a European and African company in this segment, the raw material tungsten is essential for further growth. The Group has been in crisis to date. How far have they progressed in the turnaround? For those who focus more on energy providers than suppliers like Almonty, RWE is a must. RWE generates and trades electricity in the Asia-Pacific region, Europe and the United States. Find out here where new projects and further cash flows are opening up.
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Commented by André Will-Laudien on January 6th, 2021 | 08:33 CET
UPCO International, Netflix, Tencent: Unchecked Mobile & Internet Boom!
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.
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