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COMMUNICATIONS: SES Curve Widens On Reports Of Italian Gov’t Talks With SpaceX

COMMUNICATIONS

SESGFP            Baa3/NR/BBB

More Starlink-related headline risk for SES though this time from the government sector (~25% of FY23 revenue) as opposed to the mobility sector (~14%) as per the airline connectivity headline-related widening we saw in 2024.

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SESGFP            Baa3/NR/BBB

More Starlink-related headline risk for SES though this time from the government sector (~25% of FY23 revenue) as opposed to the mobility sector (~14%) as per the airline connectivity headline-related widening we saw in 2024.

Keep reading...Show less