SES : Winners and losers in space revolution 2025-30
We believe that by 2030 LEO constellations, of which Starlink is the undisputed leader with 250 resellers, should take 80-100% of the aviation market (dominated by Viasat, Intelsat/SES), 50-80% of commercial maritime (Intelsat, Viasat) and cruise (SES), 30-40% of government services (Viasat, SES/Intelsat, Eutelsat). Only a saturation of LEO capacity could halt this trend, but Kuiper, Starship/Starlink v3 and China will revolutionise capacity and performance in 2025-26. Conversely, the revival of mobile satellite services is unlikely to have an impact on the telecoms sector.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.
SES is engaged as a provider of satellite-delivered services. As a strategic management company, Co. operates through a unique network of leading satellite operators around the world. This network comprises the fully-owned SES ASTRA in Europe and SES AMERICOM in the U.S., as well as participations in regional satellite operators. SES ASTRA is European direct-to-home satellite operator. SES AMERICOM operates a fleet of 17 satellites serving the Americas, Europe and the Asia-Pacific region. AsiaSat provides transponder capacity for broadcast, broadband and telecommunications services in the Asia-Pacific region.
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.
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