How does 5G accelerate Digital Transformation
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Date
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SATURDAY, 15 MAY 2021
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| Title | How does 5G accelerate Digital Transformation |
| Webinar Details | 5G remains an elusive idea in communities worldwide.
While we expect it to be an enabler for industries’ digital transformation, the question now lies with how are businesses transforming with the use of 5G connectivity? Join us in our interactive live session with YT Boon, Portfolio Manager & Director Do register early as seats are getting booked speedily. |
| Host | Ng Shin Seong
Head, Investment Advisor |
| Speaker(s) | Yan Taw (YT) Boon
Managing Director |
| Registration Link | https://primetime.bluejeans.com/a2m/register/yavqcabq |
| Post event Key Takeaways |
While early investors in the fund are concerned about rotation to value and the recent volatility in technology sector, the structural growth in digital transformation and rapid 5G roll out will persist. The eventual interest rate hike will not change the trajectory of 5G roll out thus recent sell-off in 5G related stocks is providing investors an opportunity to invest at cheaper valuation.
Countries like United States, Japan & China are picking up pace in rolling out 5G connectivity across the country. While some consumers have already begun enjoying the speed & benefits through live-streaming apps & same day delivery, businesses are also adopting private 5G network in smart factories, real time monitoring in transportation and logistics. It is estimated that by 2030, there will 4.6bn wireless devices in smart factories alone.
The rapid adoption of technology have caused a shortage of semiconductors as these chips are essential in almost any devices, from air conditioners to automobiles, mobile phones to smart watches. This is part of structural growth trends that will benefit the portfolio companies of the fund that are involved in semiconductors equipment and chip manufacturing.
The famed value investor, Warren Buffett revealed that he just added positions in Verizon and T-Mobile which are involved in the 5G roll out in United States. Don’t miss the opportunity to invest into 5G connectivity while Mr Market is potentially offering a discount. |