• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Feature Article

Telecom: The Coming 5G Surprise is Worth Waiting For

By Roger S. Conrad on Jun. 10, 2022

Huawei Technologies’ 5G-enabled “smart ports” promise to debottleneck China’s famously clogged global shipping. And linking digital innovations, artificial intelligence, big data, Internet of Things and automation solutions offers both a potential 50 percent increase in efficiency and 50 percent cut in operating costs as well.

Once dominant in global 5G network deployment, Huawei has been caught in the crosshairs of American and Chinese Cold Warriors the past few years. Otherwise, we might have seen similar advances here already. But China’s new smart ports do demonstrate the productivity revolution 5G offers, thanks to geometric advances in bandwidth, capacity, latency reduction, reliability and support for private network solutions.

Because Huawei was forced to focus on its home Chinese market, China’s Big 3 are the first communications companies to benefit from 5G. China Mobile (Hong Kong: 941, banned in US), for example, has already amassed nearly half a billion users.

Now that’s translating into revenue growth. The Big 3 reported 35 percent higher Internet service sales in the first four months of 2022, and now expect 10 percent overall revenue growth. But the best is yet to come: The Chinese government has set a target of 10 percent for its digital economy share of GDP, up from 7.8 percent in 2020. That means massive growth for telecoms, particularly in industrial applications like smart manufacturing.

Conrad's Utility Investor

Invest Smarter! Join Conrad’s Utility Investor!

What sets renowned income-investing expert Roger Conrad apart from the pretenders? His more than two decades of covering utility stocks and essential services—a wealth of knowledge and experience that you can’t find anywhere else.   

Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.

Subscribe today for instant access to a treasure trove of investment insight and knowledge, as well as Roger’s exclusive model Portfolios and ratings of more than 200 essential services.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b