Equity Analyst, LightStream Research

Farha Sabri

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

Colombia Telecom services / Thematic (Sector/Industry)

<ul class=""><li>5G is emerging as the way forward to cater to the increase in mobile video streaming and the number of connected devices per person.</li><li>The 5G standardisation process is planned to be rolled out in 2020. In order to meet this deadline, the standards bodies, mobile carriers, chip makers and 5G vendors are contributing and working towards the development and success of the 5G network system.</li><li>The spectrum developers, and their role in making 5G a success, are ensuring timely availability of the spectrum under appropriate conditions.</li><li>Apple and Samsung are working on 5G compatible smartphones to be launched by 2020. Sprint, T-Mobile and other companies are working on new inventions and technologies that could enhance ultrafast 5G networks. Qualcomm, Intel and Huawei have come up with 5G modems creating a base for a 5G network system.</li><li>The 5G infrastructure market is estimated to grow at a CAGR of 50.9% between 2020 and 2026. The need for several types of communication software, small cell technological requirements to access the 5G network and spectrum developments in order to increase the bandwidth are the major factors which drive the growth of the 5G infrastructure market.</li></ul>

5G is emerging as the way forward to cater to the increase in mobile video streaming and the number of connected devices per person.The 5G standardisation process is planned to be rolled out in 2020. In order to meet this deadline, the standards bodies, mobile carriers, chip makers and 5G vendors are contributing and working towards the development and success of the 5G network system.The spectrum developers, and their role in making 5G a success, are ensuring timely availability of the spectrum under appropriate conditions.Apple and Samsung are working on 5G compatible smartphones to be launched by 2020. Sprint, T-Mobile and other companies are working on new inventions and technologies that could enhance ultrafast 5G networks. Qualcomm, Intel and Huawei have come up with 5G modems creating a base for a 5G network system.The 5G infrastructure market is estimated to grow at a CAGR of 50.9% between 2020 and 2026. The need for several types of communication software, small cell technological requirements to access the 5G network and spectrum developments in order to increase the bandwidth are the major factors which drive the growth of the 5G infrastructure market.

5G for the Next Big Turn of a New Decade