Im Mai setzte sich die Erholungsbewegung bei Technologie-, Medien- und Telekommunikationsaktien fort. In der Folge verzeichnete der DNB Technology Fund (WKN A0MWAN, ISIN LU0302296495) eine positive Rendite von +2,08 Prozent auf Eurobasis. DNB-FondsManager Anders Tandberg-Johansen betrachtet in seinem Monatsbericht für Mai die Marktentwicklungen im Detail und analysiert, zu welchen Einzeltiteln es die größten Neuigkeiten gab. Der norwegische Technologieexperte fasst die wichtigsten Tendenzen aus dem globalen Technologiesektor zusammen und gibt FondsInvestoren der SJB Strategie Surplus einen aktuellen Marktausblick.
The General Court of the European Union ruled against the European Commission on its 2016 decision to block the merger of O2–Three in the UK. The Commission’s decision was based on a commitment to upholding four-player mobile markets in larger countries. The court decision can potentially have significant repercussions in European communications markets where operators have been keen on consolidation. The decision will probably be appealed and go to the European Court of Justice, but the General Court decision is significant. Telecom operator consolidation is important in Europe to enable a competitive 5G market. Europe faces the risk of being left behind Asia and North America in 5G deployments. While more than 200.000 5G base stations have been already rolled out in China, the same figure in Europe is not more than a couple of thousands.
Tesla, which we don´t own, has now become the world’s most valuable automaker surpassing industry giants such as Toyota and Volkswagen. Despite robust growth and record levels of electric vehicle sales in many of the largest automobile markets, combustion engines still dominate passenger car sales around the world. Electric vehicles accounted for just 2.6 % of total passenger car and light vehicle sales last year, with just eight countries reporting a share of 5 % or higher. Norway was the most notable exception at 56 %, with Iceland, Sweden and Finland also featuring in the top 5 countries – a testament to the quick adoption of electric cars in Nordic countries. China, which is by far the largest market for electric cars in terms of unit sales, ranked seventh behind Portugal with a share of 5.6 %.
After testing a beta version in India, WhatsApp has launched in-app payments in Brazil. The payments are enabled through Facebook Pay, which parent company Facebook said last year it would be rolling out to Instagram, Messenger, Facebook, and eventually WhatsApp. “Payments on WhatsApp are beginning to roll out to people across Brazil and we look forward to bringing it to everyone as we go forward,” the company said in the post. WhatsApp says its digital payments are an open model that will allow it to add more partners in the future. There will be no fees for consumers to use the payments service, but merchants will pay a processing fee to receive payments. Users need to link a credit or debit card to their WhatsApp account, and transactions are secured with either fingerprint or a six-digit PIN.
