Week Ahead: As Equities Tank, Corporate Events May Offer Critical Healthcare & Communications Updates

A long list of U.S. companies will be flocking to several industry conferences in the week ahead, amid a maelstrom of disruptions, including widespread global illnesses and advancing new technologies.

The heavy slate of events is set to include updates, discussions, and outlooks on the communications, industrials, healthcare, and consumer sectors, as fears about the novel coronavirus infect supply chains, and the increasing use of social commerce takes another swipe at traditional retailers.

The week gets underway Monday with Deutsche Bank’s three-day Media, Internet, and Telecom Conference – to be held in Palm Beach, Florida.

March 9–11

  • Deutsche Bank’s Media, Internet, and Telecom Conference (Palm Beach – The Breakers)

Eagerly awaited, nationwide rollouts of 5G connectivity have been widely expected to open-up a vast array of new services, including for broadband, mobile and the Internet of Things (IoT), as well as the necessary bandwidth and low latency for 3D and virtual reality (VR) applications.

communications stock down

Industry experts have long-anticipated that the advanced technology would help usher-in the arrival of commercial applications for autonomous and connected vehicles, for instance, as well as smart cities, and innovations in media.

However, the geopolitical fight to achieve dominance in these arenas has generally stunted momentum towards mass scale executions, while supply chain disruptions – primarily stemming from the COVID-19 contagion in South Korea, as well as U.S.-voiced security concerns in the Asia-Pacific region (notably about Chinese telecom equipment-maker Huawei) have thrown more fuel onto the fire.

Indeed, the semiconductor space, which is integral to the development of these emerging new technologies, appears to have suffered significant financial fallout from the past volatility.

global semiconductor market down

The World Semiconductor Trade Statistics (WSTS) organization, for example, said it expects sales in the global semiconductor market to have plunged nearly 13% to US$409bn in 2019, before recovering less than half that loss, or close to 6%, in the year ahead.

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The author does not hold any positions in the financial instruments referenced in the materials provided.

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