Satellites and Space Communication

Satellites and Space Communication
Components Performance/Risk
Period Return
55.7%
Return Rank
Strong
Risk Exposure
High Risk

Satellite communications are being upended by Low-Earth-Orbit (LEO) networks, at altitudes from  1,000 kms  to  2,000 kms (600 to 1,200 miles), a path-breaking alternative to the familiar geostationary satellites

Far in space, at 22,236 miles (35,786 kms) above Earth's equator, geostationary satellites cover the same region continuously by aligning with the Earth's rotation - the satellites are said to be 'geosynchronous'

According to Satellite Signals, there are 534 satellites in geosynchronous orbit as of Jan. 2021 (up from 448 in Dec. 2018), operated for military purposes (surveillance) and civilian communications (telephone, Internet and television)

Cost and latency (shortening signal delay) requirements of a host of new - often still virtual - services have brought LEO networks to the fore

Sensing vast opportunities, deep-pocketed private businesses are committed to these novel networks - carving out a (mostly) civilian space in what used to be exclusive government-controlled domain

In competition with privately financed enterprise (Space X, Blue Origin, Virgin Orbit, TeleSat Canada, OneWeb), publicly listed companies are in the process of adjusting to new realiites - and to high expectations 

Firms with business plans integrating communication services appear to have the upperhand

An encouragement for all the companies in the business of building and launching satellites to follow suit ?

Insights and Research

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Iridium Communications IRDM TechnologyCommunications & Networking46.974.9 B97.2% Neutral Above Average
EchoStar SATS TechnologyCommunications & Networking124.6436 B95.0% Weak Down Above Average
ViaSat VSAT TechnologyCommunications & Networking69.929.5 B137.0% Weak Down High Risk
Telenor ASA (ADR) TELNY TechnologyCommunications & Networking14.53--12.2% Neutral Low Risk
Eutelsat Communications (ADR) ETCMY TechnologyDatacom, Telcom & Network Equipt0.48--43.1% Weak Down High Risk
SES SGBAF TechnologyDatacom, Telcom & Network Equipt5.47--16.5% Sharp Down Above Average
Planet Labs PL Industrial GoodsAerospace/Defense - Engineered Systems19.996.3 B210.4% Weak Down High Risk
Virgin Galactic Holdings SPCE Industrial GoodsAerospace/Defense - Engineered Systems2.95240 M-4.2% Neutral High Risk
AST SpaceMobile ASTS UtilitiesWireless Communication Services62.4024 B38.0% Weak Down High Risk
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