5 G. Stocks

[Yoda]

Is there a thread regarding 5 G stocks , or does anyone know of a list of companies that Are on the ASX that are involved in it, or might grow with it ?

[stoploss]

Is there a thread regarding 5 G stocks , or does anyone know of a list of companies that Are on the ASX that are involved in it, or might grow with it ?
One for research 5GN.ax

[Yoda]

Thanks .will have a look

[Yoda]

Looks like i should of asked last week....or last month . 5GN up 20% today . Thanks for the tip Stoploss,

[Joshuatree]

Motley Fool have come out with a new subscription all about 5G stocks. This is a reason 5G stocks are jumping atm..

[peat]

FWIW CMC do a 5G share basket and while I cant provide you with the stocks included as its not provided I can show you the chart
It starts from early 2019 to present.
11815


my view based on the chart would be that you are arriving very late to the party but hey who knows....

[Yoda]

Thanks all.

[Joshuatree]

5G is just getting started













"People equate the G's — 2G, 3G, 4G and now 5G — with smartphones, because that’s always been the place where we've been able to see an indicator of what kind of connectivity we're getting. But that's only part of what 5G is — the faster speeds will mean so much more than just higher-quality streaming and lightning quick downloads."

"5G will be the post-smartphone era," Robert J. Topol, Intel's general manager for 5G business and technology, said during an interview at last year’s Mobile World Congress. "Phones are the first place to launch because [they're] such an anchor in our lives from a connectivity standpoint."

That’s about to change.

Lower latency will make augmented reality and virtual reality more useful — and eliminate nausea — because there won't be any lag. AR glasses (https://www.tomsguide.com/reference/ar-glasses) and VR headsets (https://www.tomsguide.com/us/best-vr-headsets,review-3550.html)haven't yet cracked the mainstream (https://www.tomsguide.com/us/state-of-virtual-reality,review-4735.html), but tech companies are betting that these devices will eventually replace our smartphones. With 5G, that could actually happen.

"Connected PCs, connected IoT products, connected AR/VR, connected gaming consoles, things like that — we see all of those on the horizon," said Ryan Sullivan, Sprint's vice president of product engineering when we spoke to him last December and now a vice president of devices and technology at the new T-Mobile. "They may not all be a 2020 thing, but you start to see some of those new use cases and new product categories emerge."
To that end, Qualcomm released its XR2 mixed reality processor (https://www.tomsguide.com/news/snapdragon-xr2-mixed-reality-platform) with 5G connectivity, and at the end of February, unveiled a reference design built around the chip that it says will accelerate development of new mixed reality experiences.


People equate the G's — 2G, 3G, 4G and now 5G — with smartphones, because that’s always been the place where we've been able to see an indicator of what kind of connectivity we're getting. But that's only part of what 5G is — the faster speeds will mean so much more than just higher-quality streaming and lightning quick downloads.
"5G will be the post-smartphone era," Robert J. Topol, Intel's general manager for 5G business and technology, said during an interview at last year’s Mobile World Congress. "Phones are the first place to launch because [they're] such an anchor in our lives from a connectivity standpoint."
That’s about to change.
Lower latency will make augmented reality and virtual reality more useful — and eliminate nausea — because there won't be any lag. AR glasses (https://www.tomsguide.com/reference/ar-glasses) and VR headsets (https://www.tomsguide.com/us/best-vr-headsets,review-3550.html)haven't yet cracked the mainstream (https://www.tomsguide.com/us/state-of-virtual-reality,review-4735.html), but tech companies are betting that these devices will eventually replace our smartphones. With 5G, that could actually happen.
"Connected PCs, connected IoT products, connected AR/VR, connected gaming consoles, things like that — we see all of those on the horizon," said Ryan Sullivan, Sprint's vice president of product engineering when we spoke to him last December and now a vice president of devices and technology at the new T-Mobile. "They may not all be a 2020 thing, but you start to see some of those new use cases and new product categories emerge."
To that end, Qualcomm released its XR2 mixed reality processor (https://www.tomsguide.com/news/snapdragon-xr2-mixed-reality-platform) with 5G connectivity, and at the end of February, unveiled a reference design built around the chip that it says will accelerate development of new

What Is 5G? The Definitive Guide to the 5G Network Rollout ... (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjg2bWUoO3qAhXhxTgGHT7jCb0QFjAKegQIBBAB&url=https%3A%2F%2Fwww.tomsguide.com%2Fus%2F5g-release-date%2Creview-5063.html&usg=AOvVaw0pIbMJ8fiO2VfaIacKupvM)www.tomsguide.com (http://www.tomsguide.com)

› 5g-release-date,review-5063 reality experiencesPeople equate the G's — 2G, 3G, 4G and now 5G — with smartphones, because that’s always been the place where we've been able to see an indicator of what kind of connectivity we're getting. But that's only part of what 5G is — the faster speeds will mean so much more than just higher-quality streaming and lightning quick downloads.
"5G will be the post-smartphone era," Robert J. Topol, Intel's general manager for 5G business and technology, said during an interview at last year’s Mobile World Congress. "Phones are the first place to launch because [they're] such an anchor in our lives from a connectivity standpoint."
That’s about to change.
Lower latency will make augmented reality and virtual reality more useful — and eliminate nausea — because there won't be any lag. AR glasses (https://www.tomsguide.com/reference/ar-glasses) and VR headsets (https://www.tomsguide.com/us/best-vr-headsets,review-3550.html)haven't yet cracked the mainstream (https://www.tomsguide.com/us/state-of-virtual-reality,review-4735.html), but tech companies are betting that these devices will eventually replace our smartphones. With 5G, that could actually happen.
"Connected PCs, connected IoT products, connected AR/VR, connected gaming consoles, things like that — we see all of those on the horizon," said Ryan Sullivan, Sprint's vice president of product engineering when we spoke to him last December and now a vice president of devices and technology at the new T-Mobile. "They may not all be a 2020 thing, but you start to see some of those new use cases and new product categories emerge."
To that end, Qualcomm released its XR2 mixed reality processor (https://www.tomsguide.com/news/snapdragon-xr2-mixed-reality-platform) with 5G connectivity, and at the end of February, unveiled a reference design built around the chip that it says will accelerate development of new mixed reality experiences.

[peat]

5G is just getting started







well not really...
I mean its number 5 . :p

[Joshuatree]

What are you on;). 5G iPhone arrival will help momentum.Huge changes coming.

[peat]

I will admit that in being sceptical of technology benefits in the past I have mostly been wrong although I still think the govt shouldnt have rolled out fibre (but thats more of a who pays issue)
I would need to see more practical commercially viable uses of 5G before I'd invest in it directly.
And we need to identify the companies too. For instance are we talking about Telstra. Coz we probably should be and they're a dog. Perhaps the dog will have its day soon. My understanding is that cost of rolling out the technology makes it very hard to be profitable especially when every telco wants to ride your back but thankfully they werent allowed to.

[Joshuatree]

Motley fool have identified Aus and uSA stocks to research. Most have jumped in response. ive been watching 5GN for a while and will wait until the traders have taken profits.

[kiora]

Anyone buying Ericsson & Apple?
Ericsson already bumped,but analysts very bullish
https://www.marketscreener.com/ERICSSON-AB-6494918/financials/
https://www.marketscreener.com/APPLE-INC-4849/financials/

[moimoi]

Is there a thread regarding 5 G stocks , or does anyone know of a list of companies that Are on the ASX that are involved in it, or might grow with it ?

RAK:NZX is exposed to the 5g rollout...

[stoploss]

RAK:NZX is exposed to the 5g rollout...
They were exposed to the smartphone roll out as well . ........unless their equipment is actually used in the rollout of 5G and you see announcements of sales be wary.

[Joshuatree]

FWIW CMC do a 5G share basket and while I cant provide you with the stocks included as its not provided I can show you the chart
It starts from early 2019 to present.
11815


my view based on the chart would be that you are arriving very late to the party but hey who knows....

They are there Peat Dont think any of M/F picks are there fwiw.



Amazon.com (https://www.cmcmarkets.com/en-nz/instruments/amazon-com)
810
11.36%


Apple (https://www.cmcmarkets.com/en-nz/instruments/apple)
6,117
10.65%


Cisco Systems (https://www.cmcmarkets.com/en-nz/instruments/cisco-systems)
46,926
10.17%


Verizon Communications Inc (US) (https://www.cmcmarkets.com/en-nz/instruments/verizon-communications-inc-us)
37,818
9.87Broadcom Ltd (https://www.cmcmarkets.com/en-nz/instruments/broadcom-ltd)6,7459.69%AT&T (https://www.cmcmarkets.com/en-nz/instruments/at-t)70,8999.53%Intel (https://www.cmcmarkets.com/en-nz/instruments/intel), T-Mobile USA Inc (https://www.cmcmarkets.com/en-nz/instruments/t-mobile-usa-inc)8,0813.92%Xilinx (https://www.cmcmarkets.com/en-nz/instruments/xilinx)4,6012.26%Corning Inc (https://www.cmcmarkets.com/en-nz/instruments/corning-inc)15,7302.21%Equinix Inc (https://www.cmcmarkets.com/en-nz/instruments/equinix-inc)6172.14%Skyworks Solutions Inc (https://www.cmcmarkets.com/en-nz/instruments/skyworks-solutions-inc)3,3332.09%Digital Realty Trust Inc (https://www.cmcmarkets.com/en-nz/instruments/digital-realty-trust-inc)3,0032.08%SBA Communications Corp (https://www.cmcmarkets.com/en-nz/instruments/sba-communications-corp)1,4872.08%Charter Communications Inc (https://www.cmcmarkets.com/en-nz/instruments/charter-communications-inc)8042.07%Qualcomm (https://www.cmcmarkets.com/en-nz/instruments/qualcomm)4,7832.04%Crown Castle International Cor (https://www.cmcmarkets.com/en-nz/instruments/crown-castle-international-cor)2,6032.01%American Tower (https://www.cmcmarkets.com/en-nz/instruments/american-tower)1,6702%VMware Inc (https://www.cmcmarkets.com/en-nz/instruments/vmware-inc)2,9991.94%Hewlett-Packard Enterprise (https://www.cmcmarkets.com/en-nz/instruments/hewlett-packard-enterprise)42,3861.9%Analog Devices (https://www.cmcmarkets.com/en-nz/instruments/analog-devices)3,5031.86%

[peat]

They are there Peat Dont think any of M/F picks are there fwiw.

Thanks, yes I see it now on their website. Looks like the top 10 stocks would be in a lot of tech portfolios

[nileshnz]

5GN.ASX has been recommended by a few research houses since MAY 2020 (that I am aware of). 5GC recently placed shares at $1.23 (institutional) and rights share plan to existing holders at $1.14 (which were listed today). It touched $2.07 and went down all the way to $1.70 but still higher than the recent $1.14 price, just a few days back. The equity is very small, only 90m shares.
5G technology is just getting started and driverless cars etc cannot work without 5G and many other tech benefits. Apple is heavily investing in this too. I agree, 5G is only getting started now. I continue to hold 5GN. Let's see where it goes in the next few weeks/months.

[percy]

"Relating to the announcement, IKE CEO Glenn Milnes, commented.
+ We are pleased to be working with this tier-1 infrastructure group. Our objective is to get them
to market faster, be it fiber or 5G construction. For this particular customer, the IKE platform
has proven to more than double their pre-construction speeds for network deployments. "
So IKE may be in the right place at the right time.