Sky Perfect JSAT (Buy) - Q3 22 Results Reaction: Satellite Growth Offsets Media Weakness

Sky Perfect JSAT (Buy) - Q4 21 Results Reaction: A Huge Declaration of Confidence

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

Sky Perfect JSAT (Buy) - Q3 21 Results Reaction: Ahead of Forecasts as Satellite Revenue Rebounds

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>We are publishing updated forecasts and commentary for Sky Perfect after meeting the company post-results </li>
<li>Media results were predictably weak but the company hopes to make up ground in H2 as it ramps up marketing spend to support sport packages that launch in Spring</li>
<li>Amazon's reveal that it has tested LEO-based satellite software highlights cloud platform interest in space ICT infrastructure like that being pursued by Sky Perfect JSAT and NTT</li>
</ul>


We are publishing updated forecasts and commentary for Sky Perfect after meeting the company post-results 
Media results were predictably weak but the company hopes to make up ground in H2 as it ramps up marketing spend to support sport packages that launch in Spring
Amazon's reveal that it has tested LEO-based satellite software highlights cloud platform interest in space ICT infrastructure like that being pursued by Sky Perfect JSAT and NTT


NTT (Nippon Telegraph & Telephone) (9432 JP)

Sky Perfect JSAT (Buy) - Q2 Follow up Plus Amazon Proof of Concept for Space Compass

Sky Perfect Jsat

Sky Perfect JSAT (Buy) - Q2 Follow up Plus Amazon Proof of Concept for Space Compass