雷达之下:投资者垂涎无线频谱,助推卫讯公司股价飙升

投资观察
Jul 07

卫星运营商卫讯公司的股价再度直线攀升,延续了由该公司频谱资产组合所驱动的强劲势头。频谱对于卫星公司的轨道舰队至关重要,它们是连接地面客户的生命线。然而,获取这些无线频谱资源绝非易事,过程充满挑战,且受到复杂监管程序的严格制约。

投资者的热情约在一周前被点燃,当时火箭实验室披露将以80亿美元的交易收购铱星通讯公司,从而获得后者的频谱资源。这一事件促使投资者纷纷涌入卫讯公司的股票。

雷蒙德·詹姆斯公司的分析师近期估算,卫讯公司的无线频谱资源价值约150亿美元,这一数字甚至超过了该公司当前约120亿美元的市场估值。自6月26日以来,卫讯公司的股价已累计上涨约40%。

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