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Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>Space segment revenue is growing despite Covid-19 headwinds for in-flight Wi-Fi and should continue into the next few years as new capacity is unlocked</li>
<li>Investment in the media segment is likely to step up in Q4 on prootional spending for new Japan professional baseball and the Spoox streaming service</li>
<li>The outlook is improving heading into 2022 as the company will lap accounting changes that made headline revenue look weaker. We've updated our forecasts and remain at Buy</li>
</ul>


Space segment revenue is growing despite Covid-19 headwinds for in-flight Wi-Fi and should continue into the next few years as new capacity is unlocked
Investment in the media segment is likely to step up in Q4 on prootional spending for new Japan professional baseball and the Spoox streaming service
The outlook is improving heading into 2022 as the company will lap accounting changes that made headline revenue look weaker. We've updated our forecasts and remain at Buy


Sky Perfect JSAT (Buy) - Follow up After Q3 21 Results

Sky Perfect Jsat

Sky Perfect JSAT (Buy) - Follow up After Q3 21 Results