Report
Stephane Beyazian

Eutelsat Group : Les implications d’un scénario de fusion SES-Intelsat

>Dans la course à la taille, SES-Intelsat reprendrait la première place mondiale - Selon Bloomberg, SES aurait repris ses discussions de fusion avec Intelsat qui avaient échoué en 2023. L’arrivée de Starlink avec sa constellation de basse orbite LEO à ~10 Md$ et les autres projets à venir (Kuiper par Amazon, Telesat) forcent une consolidation des acteurs traditionnels. SES est passé de premier à troisième plus gros vendeur mondial de capacité satellitaire dans le mond...
Underlying
Eutelsat Communications SA

Eutelsat Communications is a private telecommunications satellite operator involved in the design, establishment, operation and maintenance of satellite telecommunications systems covering a large geographical area (extended Europe (including North Africa and the Middle East), sub-Saharan Africa, parts of America and Asia). Co. provides its customers broadcasting capacity and associated services to transmit TV programmes via satellite, cable or Internet Protocol (IP) networks. As of June 30, 2013, Co. owned and operated 31 satellites in geostationary orbit and 4 satellites in inclined orbit.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Beyazian

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