Special Report
Telecoms: 5G - From A Bang To A Whimper
The Telecoms industry is highly concentrated, and carriers compete on price and quality of service in a slow growing market. Demand for capex is relentless. The roll out of 5G has disappointed. Recently, capex outlays have slowed, and operating cash flow has rebounded. Further, Telecoms is a quintessential defensive industry that will outperform during a market pullback.
BCAリサーチ | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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