Satcom Investors Looking for Hopeful Signs, NSR Says
Investors' satellite communications bearishness in recent months, with operators' stocks down, points to shareholders looking for "unique" business cases with little product differentiation and high commoditization, Northern Sky Research analyst Gagan Agrawal blogged Tuesday. He said price wars are most…
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likely, but operators need to focus more on new products and on mergers and acquisitions, or scaling fleet sizes.