High-speed internet for high-speed trains!Starlink will provide reliable connectivity for passengers to stream, game, and more as they travel up to 300 km/h 🛰️🚄Italo Treno (@ItaloTreno):La connettività a bordo raggiunge l'Alta Velocità 🚄 Italo firma un accordo con @Starlink 🛰️ portando sui treni una tecnologia innovativa che permette ai passeggeri di lavorare e navigare senza interruzioni, e senza costi aggiuntivi. Per un viaggio ancora più confortevole. https://t.co/BDneE92Niv ...

Core Viewpoint - The article emphasizes the importance of value investing and highlights SK Telecom Co. (SKM) as a strong value stock based on its favorable valuation metrics and earnings outlook [2][4][7] Valuation Metrics - SK Telecom Co. has a P/E ratio of 11.1, which is lower than the industry average P/E of 12.16, indicating potential undervaluation [4] - The company's P/B ratio stands at 1.03, compared to the industry average P/B of 1.29, suggesting an attractive valuation [5] - SKM's P/S ratio is 0.94, significantly lower than the industry's average P/S of 1.57, reinforcing the notion of undervaluation [6] Earnings Outlook - The strong earnings outlook for SK Telecom Co. contributes to its classification as an impressive value stock, supported by its high Zacks Rank and Value grade [3][7]

Group 1 - The article emphasizes the importance of using authoritative and professional analyst reports for stock trading, highlighting their role in identifying potential investment opportunities [1][2] - It mentions the timely and comprehensive nature of the reports provided by the analysts, which can assist investors in making informed decisions [1][2] Group 2 - The source of the information is identified as "海哥香港规划," indicating a collaboration with Sina, but it clarifies that the content is for informational purposes only and does not constitute investment advice [1][2] - The article includes a disclaimer stating that the views expressed do not necessarily reflect those of Sina, reinforcing the need for independent verification of the information [1][2]

Core Insights - The telecommunications sector is increasingly integrating artificial intelligence (AI) into its infrastructure and services, with notable companies like Nokia and IQSTEL leading the conversation in recent news and social media [1][2]. Group 1: Nokia's AI Initiatives - Nokia is highlighted as a prominent player in AI telecom stocks, particularly due to its partnership with Nvidia to develop AI-powered radio access network (AI-RAN) technologies, which positions it for growth as AI adoption accelerates [1]. - The collaboration with Nvidia has garnered renewed interest from Wall Street, with analysts suggesting Nokia could be a "long-term winner" in the telecom infrastructure space amid rising AI demand [1]. Group 2: IQSTEL's AI Roadmap - IQSTEL Inc. is gaining traction in social media and niche investor outlets, particularly for its 2026 Artificial Intelligence Roadmap, which includes the launch of AI services like AIRWEB and IQ2Call [2][3]. - The company emphasizes transparency and long-term value creation through its AI initiatives, which are integrated with its telecom infrastructure and cybersecurity capabilities [3]. Group 3: AI Product Development - IQSTEL's AI journey began in 2023, focusing on developing practical, revenue-generating AI products that operate across web and voice channels, responding to market feedback and enterprise demand [4][5]. - The company has built a proprietary AI platform that supports all current and future AI products, ensuring that advancements benefit every solution simultaneously [6][7]. Group 4: AI Products Overview - IQSTEL's AIRWEB is a 24/7 AI assistant designed for customer engagement across web and phone, offering multilingual support and scalable subscription plans [8]. - IQ2Call is an AI-first call center solution aimed at eliminating wait times through auto-scaling AI agents, with seamless escalation to human operators when necessary [9]. Group 5: Amdocs' AI Solutions - Amdocs has introduced aOS, an agentic operating system designed to help communication service providers (CSPs) accelerate their generative AI strategies, embedding intelligence into telecom operations [10][11]. - The aOS architecture enables CSPs to execute complex workflows across any BSS and OSS environment, enhancing operational efficiency and customer experiences [11][12]. Group 6: SoftBank's Performance - SoftBank Corp. reported an 8% year-on-year revenue growth to 5.2 trillion yen for the first nine months of fiscal 2025, prompting the company to raise its full-year revenue forecast from 6.7 trillion yen to 6.95 trillion yen [15][16]. - The optimism surrounding SoftBank's telecom unit and its AI business strategy has positively impacted investor confidence, reflected in a 10% surge in its shares [15].

Telus, one of Canada’s largest telecommunications companies, has appointed board member and former bank chief Victor Dodig to replace longtime CEO Darren Entwistle https://t.co/TSfR6Ne0kz ...

Core Insights - Darren Entwistle will retire as President and CEO of TELUS Corporation on June 30, 2026, after 26 years of leadership, during which he transformed TELUS from a regional telecom provider to a global technology leader generating over $20 billion in annual revenue [1][2] - Victor Dodig has been appointed as the new President and CEO, effective July 1, 2026, following a comprehensive succession planning process [1][2] Group 1: Leadership Transition - The TELUS Board of Directors has recognized Darren Entwistle for his transformational leadership and contributions to the company and the Canadian telecom industry [1] - Victor Dodig, who has been an Independent Director on the TELUS Board since May 2022, will join the leadership team full-time on May 1, 2026, to ensure a smooth transition [1][2] - Entwistle will step down from the TELUS board on June 30, 2026, and will be honored with the title of CEO Emeritus [1] Group 2: Achievements and Legacy - Under Entwistle's leadership, TELUS has expanded its operations to over 45 countries and has consistently delivered industry-leading shareholder value and operational excellence [1][2] - TELUS has been recognized for its commitment to social capitalism, integrating commercial success with social impact [1] - The company has invested significantly in community initiatives, contributing $1.85 billion since 2000, and has launched programs like the TELUS Student Bursary, distributing over $6 million to students [2] Group 3: Victor Dodig's Background - Victor Dodig previously served as President and CEO of Canadian Imperial Bank of Commerce (CIBC) from 2014 to 2025, where he led a comprehensive transformation focused on customer service and technology [1][2] - Dodig's experience includes leadership roles that emphasize customer-oriented business strategies and sustainable growth, positioning him well to build on Entwistle's legacy [1][2] - He is recognized for fostering inclusive workplace environments and has served as Board Chair of the Business Council of Canada [2]

Core Insights - TELUS Corporation reported strong customer growth in Q4 2025, adding 377,000 net customers, including 50,000 mobile phone and 35,000 internet customers, driven by demand for premium bundled services [1][3][7] - The company achieved a full-year basic Earnings Per Share (EPS) growth of 9% and a net income increase of 12%, with cash from operations stable at $4.9 billion [1][4] - TELUS Health experienced significant growth, with revenue and Adjusted EBITDA increasing by 13% and 10% respectively, supported by strategic investments and acquisitions [3][9] Financial Performance - Consolidated operating revenues for Q4 2025 were $5.3 billion, a slight decrease from $5.4 billion in the previous year, primarily due to lower mobile equipment revenue [2][4] - Consolidated Free Cash Flow reached a record $2.2 billion, up 11% from the prior year, exceeding annual guidance [1][4] - The company’s Adjusted EBITDA for TTech increased by 3.1% in 2025, reflecting disciplined execution and cost management [4][6] Customer Metrics - TELUS achieved a total subscriber base of 21.2 million connections, with a 5% increase year-over-year, including a 19% rise in connected devices [8][14] - The mobile phone churn rate was 0.97% for the full year, marking the twelfth consecutive year below 1% [3][23] - Healthcare lives covered by TELUS Health reached 161.2 million, an increase of 85 million over the past year, driven by acquisitions and growth in employee assistance programs [9][21] Capital Expenditures and Debt Management - Consolidated capital expenditures for Q4 2025 were $649 million, an 18% increase from the previous year, with a focus on subscriber growth and customer experience [11][14] - The company concluded 2025 with a Net Debt to Adjusted EBITDA ratio of 3.4 times, targeting 3.3 times or lower by year-end 2026 [1][4] 2026 Financial Targets - TELUS set 2026 financial targets, aiming for 2-4% growth in Consolidated Service Revenues and Adjusted EBITDA, with a projected Free Cash Flow of approximately $2.45 billion [2][25] - Consolidated Capital Expenditures are expected to decrease by 10% to approximately $2.3 billion in 2026 [2][25] Leadership Transition - Darren Entwistle, the President and CEO, will retire on June 30, 2026, with Victor Dodig appointed as his successor effective July 1, 2026 [27]

Core Viewpoint - T-Mobile USA, Inc. plans to offer euro-denominated senior notes in a registered public offering, with proceeds intended for general corporate purposes, including share repurchases and dividends [1]. Group 1 - T-Mobile USA is a wholly-owned subsidiary of T-Mobile US, Inc. [1] - The offering is subject to market and other conditions [1]. - The net proceeds from the offering will be used for general corporate purposes [1].

Core Viewpoint - The collaboration between China Mobile Guangdong, Deep Intelligence, and Titanium Robot aims to accelerate the application of embodied intelligence technology across various sectors, establishing a benchmark for new productivity in the industry [1][3]. Group 1: Partnership and Objectives - The signing ceremony for the comprehensive cooperation agreement took place at Beijing Zhongguancun College, attended by key representatives from all three companies [1]. - This partnership is a significant manifestation of China Mobile's "industry-investment synergy" strategy, focusing on integrating robotic capabilities with communication infrastructure [1][3]. - The three parties will jointly establish an Embodied Intelligence Empowerment Center to create a collaborative system that integrates robotic bodies, intelligence models, 5G networks, and industry applications [3][5]. Group 2: Technical Collaboration - The collaboration will focus on joint research and development in key areas such as embodied intelligent robot platforms, high-dynamic physical interaction, multi-modal perception decision-making, and remote collaborative control [5]. - The integration of 5G low-latency communication, network slicing, and edge computing will be explored to develop solutions for typical scenarios in research, industrial manufacturing, and energy park operations [5]. - The partnership aims to foster an open and collaborative industrial innovation ecosystem, injecting new momentum into the integration of artificial intelligence and the real economy [5].

Core Viewpoint - Each technological revolution initially enhances production efficiency, subsequently leading to changes in economic structure, industry patterns, and asset allocation models. The driving force behind technology's evolution from inception to widespread adoption is not merely a breakthrough in a single technology, but rather the penetration, diffusion, and deep integration of new technologies within the economic system [1][13]. Group 1: Technological Revolution Phases - Since the Industrial Revolution, global economies experience a "great wave" driven by significant technological clusters approximately every 50-60 years, establishing a new "technology-economy paradigm" that optimizes production, organization, and management models [2][17]. - Each technological revolution can be divided into two main phases: the Installation Period and the Deployment Period. The Installation Period is characterized by infrastructure reconstruction, trial-and-error business models, and financial capital accumulation, further divided into the outbreak and frenzy stages. The Deployment Period features comprehensive technology dissemination and the establishment of economic paradigms, further divided into the synergy and maturity stages [2][17]. Group 2: Capital Forms and Their Roles - The "great wave" theory distinguishes between two forms of capital: financial capital and production capital. Financial capital is adept at trend identification, flexibility, speculation, and short-term profit orientation, while production capital focuses on industry realization, stability, path dependence, and long-term investment orientation. During the Installation Period of technological revolutions, financial capital typically takes the lead, while production capital assumes a dominant role during the Deployment Period [3][20]. Group 3: Economic Impacts of Technological Revolutions - In the Installation Period of a technological revolution, the overall economy may face pressure, and the differentiation between new and old industries may widen. New technologies are still in the nurturing phase and may not broadly stimulate related industries, employment, or productivity [5][29]. - During the Deployment Period, overall economic pressure is expected to ease, and the differentiation between new and old industries may narrow. New technologies become widely applied, leading to new products, business forms, and industries, which can create new employment forms [5][30]. Group 4: Global Dynamics and Catch-Up Opportunities - The "great wave" theory indicates that the Installation Period of each technological revolution provides critical catch-up windows for latecomer countries. Historical examples include Germany and the U.S. surpassing the U.K. before World War II, and the post-war rise of Japan and other economies [7][40]. - Latecomer countries can leverage their "latecomer advantage" by utilizing labor cost and technology transfer advantages to achieve leapfrog development, mastering key core technologies that drive the development of leading industries [7][40]. Group 5: Future Implications and Trends - The emergence of AI as the core technology of the sixth technological revolution is expected to enhance productivity across all sectors, breaking traditional growth bottlenecks. The scenario of AI's application is anticipated to evolve significantly, particularly in countries with favorable conditions for technology integration [10][12]. - The theory also suggests that macroeconomic policies should promote overall rebalancing, including actively expanding total demand and ensuring employment stability during the technological revolution's Installation Period [12][13].