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5G as an investment theme - Coggle Diagram
5G as an investment theme
Utilization rate across Industries
Industry
Growth and trends
Consolidation of market
Top 5 companies
Power Grid
Vodafone Idea
What is going on in Vodafone idea
Reliance
B2B
B2C
Which stage the country is?
Enabler
Provider
Companies with significant growth
Moschip Technologies
SPEL Semi conductors
Centum Electronics
Current penetration
Existing players
Adoption need
Key Questions?
What is going to change?
What will remain relevant?
What will become less relevant?
Authentication
SD WAN
Telcoms investments
Subscriber base
New services
Subscription charges
ARPU
Income/ Cash flow
ORAN
Moschip
Edge data management
Gartner, Everest Groups
Rating Companies
Used cases of 5G
India
Developed Countries
Emerging Economies
Growth Drivers
Unmet need
What problems this 5G is solving?
Infrastructure
Conviction Criteria
Identification Criteria
What we should track?
Geopolitical
Financials
Revenue Growth
Cash flow
Demand
Dependency
Storyline
Supply
Company offerings
CEOs of the Companies
Research
Volume
Delivery rate of stocks
Concepts that we need to understand
Towers
Semi conductors
Bandwidth
When to enter?
News
Market Volume
Data points
Government schemes
Websites
https://trendlyne.com/features/