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 DATE
16 JANUARY 2021
Title Is 5G the Next Big Thing for Investors?
Moderator Ng Shin Seong
Head, Investment Strategy and Advisory
Standard Chartered Bank Malaysia
Speakers Boon Yan Taw
Managing Director, Director of Research (Asia) and Co-Portfolio Manager
Neuberger Berman    

Special Guest:
Lai Pei Si
Head, Consumer, Private & Business Banking
Standard Chartered Bank Malaysia

Key Takeaways 1.  Higher Speed, Higher Connectivity – Higher Productivity

· Current 4G technology facilitated connectivity between human to machine enabling e-commerce and high-speed content delivery online. 5G enables machine to machine connectivity, producing potential winners in industries that are the fastest to adapt.

· 5G could connect up to 100x more devices at speed of up to 100x faster than 4G, enabling Internet-of-Everything – connected autonomous vehicles, remote surgery, connected robots & smart factories, the potential use cases are endless.

 

2. Asia is leading the adoption of 5G

· In China, live streaming e-commerce is becoming a key sales channel with ~USD 170b revenue; where small business owners to celebrity opinion leaders broadcast live to millions of potential buyers enabled by high speed connectivity.

· In Taiwan, the world’s first smart factory is being built based on 5G milimeter mave (mmWave) technology which allows for the true benefits of 5G to be experienced. These rapid adoption of ultra-high-speed connectivity for commercial uses highlights the investment opportunities in companies behind 5G technology.

 

3. COVID-19 accelerated 5G adoption

· 5G-powered robotic arm contributes to epidemic control in China via COVID-19 test. Click here to watch the video.

 

4. The beginning of a multi-year investment opportunities

· The rollout of 5G in the coming years will further expand, transforming how we live and how businesses are run. Factories can enable connected automated robots to reduce labour cost and downtime while healthcare sector usage will even expand to remote surgery and patient monitoring.

· The investment opportunities for 5G technology is not limited to smartphones, Telcos and base stations; the investment manager focuses on identifying winners within network infrastructure, IoT devices and applications & services.

 

5. What 5G means for our health

· Extensive research has shown that 5G does not pose health risk and thus will not hinder the rollout of 5G.

· 5G’s wavelength generates low radiation, unlike ultraviolet radiation from the sun, making prolonged sunlight a higher risk to our health than 5G.

 

6. The Principal Next-G Connectivity Fund focuses on companies with majority of earnings growth driven by 5G enablement or adoption.

Click here to find out more about the fund

5G The next big thing

.

  

DATE
27 JANUARY 2021
标题 5G 是投资者的下一件大事吗?
主持人 Ng Shin Seong
Head, Investment Strategy and Advisory
Standard Chartered Bank Malaysia
讲者 Boon Yan Taw
Managing Director, Director of Research (Asia) and Co-Portfolio Manager
Neuberger Berman     别嘉宾:
Lai Pei Si
Head, Consumer, Private & Business Banking
Standard Chartered Bank Malaysia
主要重点: 1. 更高的速度、更高的连接性 — 更高的生产率

· 当前的4G技术促成了人机之间的连接,从而开启了电子商务和线上高速内容传递。5G可实现机器对机器的连接,而适应最快的行业将成为赢家。

· 5G可以连接多达100倍的设备,而速度要比4G快100倍。这将促成“万物互联网”。 从连接的自动驾驶汽车、远程手术、连接的机器人、到智能工厂,那潜力和可能性是无限的。

  

2. 亚洲正引领5G的采用

· 在中国,直播购物正火速成为一个重要的销售渠道,收入约为1700亿美元。从小商家到网红都在直播平台向百万民众推销货品,这都是高速连接带来的可能性。

· 在台湾,全球首家基于5G毫米波技术(mmWave)的智能工厂正在建设中,该技术可让您体验5G的真正优势。超高速连接正快速被运用在商业用途,这更突显了5G技术有关公司的投资机会。

  

3. 新冠肺炎加速了5G的采用

· 以5G 驱动的机械臂做新冠病毒检测,为中国的疫情防控方面做出了贡献。请点击 此处观 看视频。

  

4. 多年投资机会的开始

· 在未来数年,5G的推出将进一步扩大,从而改变我们的生活方式和业务运营方式。制造业可以利用连接的自动化机器人以减少人工成本和停机时间。而在医疗保健领域,5G的使用甚至可以扩展到远程手术和病人监护。

· 5G技术的投资机会不仅限于智能手机,电信公司和基站。投资经理将专注于从网络基础设施、物联网设备、以及应用与服务中发掘赢家。

  

5. 5G对我们的健康有什么影响

· 广泛的研究显示5G不会对健康构成威胁,因此这不会阻碍5G的推出。

· 相较于太阳发出的紫外线,5G的波长所产生的辐射相对的低。因此长时间晒太阳对我们的健康构成比5G更高的风险。

  

6. Principal Next-G Connectivity基金将聚焦以采用或推动5G 技术为大部分收入增长的公司企业。

透过由渣打银行独家提供的 Principal Next-G Connectivity Fund, 投资于5G的未来。

5G The next big thing

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