#satellite communications

3개의 글

August 6, 2026

Intellian Technologies (189300) Stock Outlook 2026: Maritime VSAT Leader Riding the LEO Ground-Segment Wave

Intellian Technologies (189300) 2026 stock analysis: the world's leading maritime VSAT antenna maker, its position supplying ground gateways and user terminals to Starlink-era LEO operators like OneWeb and Amazon Kuiper, recurring replacement demand, plus risks from customer concentration, lumpy orders, competition, and FX for foreign investors in this Korea-listed satcom pure-play.

Intellian Technologies 189300 satellite communications

June 23, 2026

Hanwha Systems (272210) Stock Outlook 2026: Defense Electronics, ICT, and the Space-and-UAM Option

Hanwha Systems (272210) 2026 stock analysis: the defense-electronics core (radars, electro-optics, naval combat systems, C4I), ICT systems integration, and growth bets in LEO satellite communications (OneWeb) and UAM (Overair) — plus risks, valuation, and peer comparison versus Hanwha Aerospace.

272210 Hanwha Systems Korea Stocks

May 28, 2026

IRDM Iridium Communications Stock Outlook 2026: L-Band Moat and the Stardust Bet

Iridium (IRDM) at $51 with a $5.4B market cap. The real thesis isn't the 66 satellites — it's the L-band spectrum license that no competitor can replicate. Project Stardust changes the addressable market.

IRDM Iridium Communications satellite communications