$AST SpaceMobile(ASTS.US) | UBS 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲, cuts PT to $𝟰𝟯 from $𝟳𝟴
Analyst sees ASTS as a long-term player but flags slower constellation scaling, spending uncertainty, and higher rocket-related risk.What's on your mind?
- H
⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Rakuten and $AST SpaceMobile(ASTS.US) AST SpaceMobile Form Joint Venture, Securing Up to ¥148 Billion for Satellite Communications in Japan
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗮𝗸𝘂𝘁𝗲𝗻 and 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 establish joint venture 𝗥𝗮𝗸𝘂𝘁𝗲𝗻 𝗔𝗦𝗧.➤ Project targets up to ¥𝟭𝟰𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Japanese government grants.➤ Funding will be distributed over approximately 𝘁𝗵𝗿𝗲𝗲 𝘆𝗲𝗮𝗿𝘀 through CIAJ.➤ Joint venture aims to launch domestic satellite operations by 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟵.➤ Network enables 𝗱𝗶𝗿𝗲𝗰𝘁 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲-𝘁𝗼-𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 connectivity without specialized equipment.➤ AST's large satellite antennas support 𝗵𝗶𝗴𝗵-𝘀𝗽𝗲𝗲𝗱 𝗺𝗼𝗯𝗶𝗹𝗲 𝗯𝗿𝗼𝗮𝗱𝗯𝗮𝗻𝗱 services.➤ Network targets 𝗿𝗲𝗺𝗼𝘁𝗲 𝗮𝗿𝗲𝗮𝘀, disaster resilience, and national security.➤ Rakuten Mobile plans 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝘁𝗲𝘀𝘁𝗶𝗻𝗴 during 𝟮𝟬𝟮𝟲.➤ Companies are developing 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 and AI-based frequency management.➤ Future opportunities include 𝗜𝗼𝗧, logistics, construction, agriculture, and overseas telecom markets.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Potential ¥𝟭𝟰𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 funding could accelerate AST's satellite infrastructure deployment.➤ Strengthens 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲'𝘀 position in Japan's satellite broadband market.➤ Creates potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunities through satellite connectivity and telecom partnerships.➤ Supports nationwide connectivity while reducing dependence on 𝘁𝗲𝗿𝗿𝗲𝘀𝘁𝗿𝗶𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝘀 during disasters.➤ Expands AST's 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗳𝗼𝗼𝘁𝗽𝗿𝗶𝗻𝘁 and potential international network utilization.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗛𝗶𝗿𝗼𝘀𝗵𝗶 𝗠𝗶𝗸𝗶𝘁𝗮𝗻𝗶, Chairman and President of Rakuten Group Inc. and Chairman of Rakuten Mobile:"This project is a key pillar of Rakuten Mobile's network strategy. By building an integrated system from satellite procurement to operation and accelerating technological innovation, we will contribute to building disaster-resilient communication infrastructure and improving Japan's communication environment. We will also maximize capital efficiency and expand business opportunities into the satellite communications sector.𝗔𝗯𝗲𝗹 𝗔𝘃𝗲𝗹𝗮𝗻, Founder, Chairman, and CEO of AST SpaceMobile:"This project marks a significant milestone and a major turning point for AST SpaceMobile. As the importance of mobile broadband from space is being redefined worldwide, this technology is increasingly recognized as an essential tool for enabling broadband connectivity anywhere and complementing existing terrestrial infrastructure. Through our technology, we will enhance the resilience of Japan's telecommunications infrastructure and strengthen our global network by utilizing capacity available outside Japan. - V
📌🇸🇬 So I am right bouncing 🏀 right back b4 the next factsheet
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- NNewUser_ThinkSwim
Go Beyond!Generally investors would be worried about the high debt or usage of debt to make the growth of companies which is one of the topics in the news recently. As earnings are upcoming, the weeks ahead will be volatile for all companies. The companies with high free cash flow and low operating costs will be favoured and those with negative cashflow may correct downwards even more than those consistent steady companies.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- LLazyCat
NVIDIA Return Rate
Go Beyond!The disruption to Telco by SpaceX is not a don't deal and the market is already selling down the Telcos. If the likelihood of spaceX succeeding is high or certain, this price movement is the clearest indication of how market expectations. If not, it's just a matter of selling on rumour to wash out the unsteady hands.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- V
📌🇺🇸 Few stocks worth watching later !
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- FFattycat
Total Assets
Community StarThe Singapore government appears keen to support mid and small-cap stocks.
Over recent years I have noticed that MAS and MOF have rolled out several targeted measures. Their aim was to address the structural valuation discounts and poor liquidity on our local exchange. And they focus falls heavily on mid and small-cap counters. 🤔
Measures include capital injections under the Equity Market Development Programme or EQDP, plus grants for liquidity and research coverage.
Could now be the time to consider small to mid -cap stocks?
Screen shot from CNA finance news.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- Rrelf
Zeta Global Return RateInteresting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks TelcosSpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
- C

Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
SpaceX Builds Its Own Campus. Debt Off-Book? - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: FCC Unlocks Over 1,000 MHz of Spectrum for Satellite Broadband and Next-Generation Connectivity - $SpaceX(SPCX.US) $Rocket Lab(RKLB.US) $AST SpaceMobile(ASTS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗙𝗖𝗖 adopts rules unlocking over 𝟭,𝟬𝟬𝟬 𝗠𝗛𝘇 of additional spectrum.➤ New spectrum access covers the 𝟭𝟮.𝟳 𝗚𝗛𝘇 and 𝟰𝟮 𝗚𝗛𝘇 bands.➤ Rules expand capacity for 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗯𝗿𝗼𝗮𝗱𝗯𝗮𝗻𝗱 and ground networks.➤ Additional spectrum supports connectivity aboard 𝗮𝗶𝗿𝗰𝗿𝗮𝗳𝘁, ships, and vehicles.➤ Expanded inter-satellite links could strengthen 𝗼𝗿𝗯𝗶𝘁𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 resilience.➤ FCC proposes another 𝟭,𝟰𝟱𝟬 𝗠𝗛𝘇 across Ku- and Ka-bands.➤ Commission also explores 𝟭𝟯𝟴.𝟮𝟱 𝗚𝗛𝘇 in D-band for satellite communications.➤ Additional bands are being considered for emerging 𝗻𝗲𝘅𝘁-𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝘀𝗽𝗮𝗰𝗲 missions.➤ Potential applications include in-orbit 𝘀𝗲𝗿𝘃𝗶𝗰𝗶𝗻𝗴, refueling, manufacturing, and lunar operations.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ More spectrum can increase 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 capacity and broadband performance.➤ Expanded access could improve connectivity in 𝘂𝗻𝗱𝗲𝗿𝘀𝗲𝗿𝘃𝗲𝗱 areas.➤ New bands could support growing 𝘀𝗽𝗮𝗰𝗲-𝗯𝗮𝘀𝗲𝗱 commercial infrastructure.➤ Rules create additional capacity for emerging satellite and 𝗺𝗼𝗯𝗶𝗹𝗲 connectivity services.
