AlphaValue has conducted this study to highlight the main challenges and opportunities faced by the 5G initiators, ahead of a global adoption cycle.
-5G will bring about a real disruption in the economy as a whole (in the long run) and most of the added value will be captured by service providers, facilitated by this particular technology
-It is still too early in the cycle to judge network vendors, but they will obviously benefit from equipment needs
-Satellites operators will also have a role to play, but the problems inherent to space actors may prevail.
Network Vendors: Nokia and Ericsson
Satellite Operators: Inmarsat, Eutelsat and SES
AlphaValue’s leading equity analyst, Hugo Paternoter, just released its last report on the sector.
Request the report : click here
Founded in 2007, AlphaValue is the world’s leading provider of Independent European Equity and Credit Research. We provide comprehensive, unconflicted research-only (no execution, no corporate finance) coverage of c. 480 European mid and large cap stocks. We have an average of 46% of negative recommendations at any one time. Learn more at www.alphavalue.com