My impulse buy $SESG (+1.59%) from a couple of weeks ago has today spit out dividends and thrown a few coins at my head. I'm quite happy so far 😉

(Illustration generated with Lovart.ai, modified in Photoshop)

Hello my dears,

to my company presentation of $SESG (+1.59%) SES there was a good addition in the comments from @Raketentoni . Which has its own screening system, so thank you my dear for keeping an eye on it again. And for telling us the dangers by name.

To make my work a little easier, I always use the TraderFox Scoring Systems.

I've already done a series on this called 🔴🟠🟡🟢🔵🟣Points Kings.

Here, however, I have only selected the green values, i.e. with a high number of points.

And in my company presentations, I only include the green scores.

So you can assume that if no scoring is inserted, it is a value in the yellow or red range.

So my question to the community is, would you also like me to add yellow and red ratings in future?

For classification, there are:

• Quality check
• Growth check
• Dividend check
• Robustness check

Many of you will have used the TraderFox Scoring and already use it yourselves.

Here you refer to the history.

This means

(related to the quality check)

• 🔴Red or 🟡yellow values do not necessarily have to be bad and may also offer greater opportunities. But they may not yet have a long history. Or perhaps they have only just become profitable.

However, you should assume that such stocks are less conservative and also carry a certain risk risk.

• 🟢 Stocks often have a longer history. And the companies have proven stability. In other words, they have shown that they can cope even in stormy times. They are often long-term runners and compounders.

And mostly companies with a moat.

We're talking about the greens here.

• My dears, the fact that the quality check is not a 100% guarantee is shown quite well by the example of $EXLS (+0.83%) Exl Service. The share gets top marks because it has delivered in the past. But it has now been hugely penalized by the figment of AI's imagination.

PS. All my company ideas are of course not stock recommendations. Everyone is responsible for themselves and must make their own decisions.

Quality check for shares (here again the exact explanation of the quality check)

×

The TraderFox quality check assigns up to 15 points to each share. We use key figures that have become established in finance to distinguish quality from junk. The special thing about our quality check is that the 15 criteria are always considered in the context of the rest of the shares on the market. According to the principle: a key figure is considered to be fulfilled if the company performs better than, for example, 65% of all other companies in the respective reference market. The quality check is intended firstly to help investors reduce the risk of investments and secondly to draw attention to outstanding investment opportunities.

The following are the key figures and threshold values used

Growth and stability:

- Sales growth 5 years; 50%

- Stability Sales growth 5 years; 65%

- EPS growth 5 years; 50%

- Stability EPS growth 5 years; 65%

Profitability and profitability

- Return on equity; 50%

- Return on capital employed; 50%

- Net profit margin; 50%

Share price performance and volatility

- Volatility; 50% (ranking reversed)

- Performance per year; 50%

- Price stability; 50%

Security and balance sheet

- Financial debt; 50% (ranking reversed)

- EBIT / debt; 25%

- EBIT / interest payment; 25%

Red flags

- P/E ratio too high?; 10% (ranking reversed)

- P/E ratio too high?; 10% (ranking reversed)

(No advertising for Traderfox)

You shouldn't really make spontaneous purchases, but I just couldn't resist@Tenbagger2024 I simply couldn't resist this one. Thanks for the introduction. I'll probably buy more of these when I have more money again. 😏

Hello my dears,

our good @Dividendenopi (Gartenopi), mentioned in a comment yesterday that he was still looking for an exciting stock with a good dividend yield in the industrial sector.

When I then mentioned a space stock, he must have @Klein-Anleger had to smile a little. And he commented:

"There's no such thing as a space company paying dividends".

I'm really looking forward to the comments that I've managed to find a company.

I really like this one:

• In 2027, the net result will grow by +203 %

• Free cash flow remains constant (nevertheless, one should keep an eye on the debt)

• EBIT margin and ROE increase well (but are not overwhelming, but good compared to other satellite operators. These often do not have a positive EBIT margin and are not profitable).

• Dividend yield increases to an excellent 9 %

• 82 % annual performance, despite high dividend yield (Growth and dividend)

• P/E ratio falls and the PEG is then a good 1.2x

My dears, what do you like and what don't you like?

You should all be aware of the potential in the sector by now.

$SESG (+1.59%)

SES S.A. specializes in satellite communication and media transmission solutions. With a fleet of around 120 satellites in two different orbits, geostationary orbit (GEO) and medium earth orbit (MEO), SES is positioning itself as a global player offering connectivity and video transmission on land, at sea and in the air. The expansion was accelerated by, among other things, the completed acquisition of Intelsat in July, making SES a global powerhouse in multi-orbit connectivity.

The company aims to increase profitability through targeted investments in new technologies and the modernization of its satellite fleet. Particular attention is being paid to the O3b mPOWER system, a satellite constellation in the MEO that provides high-performance connectivity for governments, mobile network operators and companies. Last year, the Group announced the placement of a dual-tranche bond with a volume of EUR 1.0 billion in June. This provides the Group with the necessary liquidity for future investments and expansion.

On September 25, European shares from the "space technologies" trend saw positive price reactions. The trigger was the announcement by German Defense Minister Pistorius that a total of EUR 35 billion would be made available for space projects and a security architecture in space by 2030. The initial reaction of SES S.A. was positive. The share stabilized at the GD 20 and thus laid the foundation for the next upward wave. In this scenario, the share could prepare to break out of the consolidation that has been ongoing since June and reach a 52-week high.

SES S.A. has a bold vision to deliver captivating experiences by distributing the highest quality video content and providing seamless connectivity around the world, anywhere in the world. As a leading provider of global content connectivity solutions, SES S.A. operates the world's only multi-orbit satellite constellation with a unique combination of global coverage and high performance, including the commercially proven low-latency O3b system in medium Earth orbit. By leveraging an extensive and intelligent cloud-enabled network, SES S.A. is able to deliver high-quality connectivity solutions anywhere on land, at sea or in the air. SES S.A. is a trusted partner for the world's leading telecommunications companies, mobile network operators, governments, connectivity and cloud service providers, broadcasters, video platform operators and content owners.

SES S.A.'s video network broadcasts more than 6,300 channels and has an unrivaled reach of around 362 million homes. The company provides managed media services for linear and non-linear content.

Number of employees: 2,118

• Luftfahrt
• Cloud
• Kreuzfahrt
• Energie
• Regierung
• Maritim
• Telekommunikations- und MNO-Unternehmen
• Medien & Rundfunkanstalten
• Sportorganisationen

ACQUISITION OF INTELSAT: A WINNING COMBINATION

Geographical distribution of revenues: SES S.A.

Year 2024

U.S.A. 713 million

Others 406 million

Germany 321 million

Others Europe 205 million

United Kingdom 203 million

Luxembourg 79 million

France 74 million

EUR in millions

Estimates

Year Turnover Change

2024 2.001 -1,43 %

2025 2.631 31,46 %

2026 3.490 32,68 %

2027 3.514 0,69 %

2028 3.566

Year EBIT Change

2023 -686 -590 %

2024 64 109,33 %

2025 85,33 33,33 %

2026 198,7 132,81 %

2027 287,3 44,63 %

2028 391,33

Year Net result Change

2023 -905

2024 15 101,66 %

2025 30,48 103,21 %

2026 35,96 17,97 %

2027 108,9 202,98 %

Year Net debt CAPEX

2023 1.252 405

2024 999 303

2025 5.391 675,8

2026 5.140 608,3

2027 5.005 730,7

Year Free cash flow Change

2023 3.074 2419,67 %

2024 703 -77,13 %

2025 599,7 -14,7 %

2026 521,5 -13,04 %

2027 566,2 8,57 %

Year EBIT margin ROE

2023 -33,79 % 4,63 %

2024 3,2 % 3,54 %

2025 3,24 % 9,34 %

2026 5,69 % 10,72 %

2027 8,18 % 12,43 %

Year Earnings per share Change

2026 -0,08

2027 0,08 +241,83 %

2028 0,23 +229,11 %

Year Dividend Yield

2023 0,5 8,39 %

2024 0,5 16,3 %

2025 0,5 7,69 %

2026 0,55 8,46 %

2027 0,59 9,08 %

Year P/E ratio PEG

2025 -38,2x

2026 163x -1x

2027 92.9x 1.2x

Market value 2,716

Number of shares (in thousands) 417,898

Date of publication 26.02.2025

Performance

1 week -1.44 %

1 month -3.63 %

6 months +10.45 %

1 year +82.38 %

@Multibagger
@SAUgut777

$SESG (+1.59%)

Greetings :)

I'm almost too interested in the whole stock market topic. Over the last few weeks, I've been completely fixated on shares and finance.

Every day I've been following the posts on the platform, looking through all the portfolios and thinking about what to do next.

Sometimes I ignored the saying "time in the market beats timing the market" and unconsciously started gambling.

I thought about investment strategies every day. Sometimes I simply implemented crazy ideas, which I thought were stupid the next day.

My starting position was 4 ETFs. An All World, a Europe, an Asia and the Gerd Kommer ETF as mentioned in the previous post.

In the end, I decided on the $VWRL (+0.34%) . I sold each ETF to create 2 new positions with the total amount. $SESG (+1.59%) & $VNA (-0.75%) to open. The rest of the total amount was placed entirely in the ETF. I had been watching both individual stocks for a while now and had read up on them. I am convinced of both companies so far. Both make up 6% of the portfolio and will be added to later when the time is right.

In addition, I add $SIE (+0.38%) back into my portfolio via a savings plan. I save this position until it has reached a weighting of 10% in the portfolio.

Once this has been reached, I would like to take the same step with an insurer. However, I have not yet decided whether this will also be a German share like $ALV (-0.13%) or whether I will opt for a Swiss share like $SREN (+0.46%) will be chosen.

Besides, I still have stocks on the screen like $NVDA (-0.04%) | $AMD (+7.8%) | $GOOGL (+0.21%) | $BATS (-0.69%) | $KO (-0.11%) which I am actually convinced of, but am only observing for the time being.

Stocks like $KTN (+1.85%) | $RTLL (+1.58%) | $8001 (+1.65%) | $SOFI (+0.62%) | $6861 (+0.76%) are and will remain quite interesting, but I still have some uncertainties.

$BTC (-0.39%) will find its way into my portfolio sooner or later. Unfortunately, I don't have the money to open another position. So I'll wait and see

Brief battle plan:

• asset accumulation
• Higher savings plan + focus on one ETF
• Add or expand positions through dividends.
• Enforce 10% share limit
• Keep calm and don't become stingy again

Should work.

PS: the vacation pay thing was completely nonsensical.

Let's forget that, please :).

$SESG (+1.59%) 10.48% dividend yield

$ERJ (-2.76%)

McLean, Va. - Intelsat, operator of the world's largest integrated satellite and terrestrial networks and a leading provider of in-flight connectivity (IFC), will soon launch a fast, reliable multi-orbit connectivity service for Embraer E2 aircraft, beginning the day the aircraft is delivered. This is possible thanks to a new line-fit agreement with Embraer (NYSE: ERJ / B3: EMBR3), which allows the aircraft manufacturer to install the equipment during factory production.

"Intelsat is the first multi-orbit satellite on-board connectivity system with an electronically steered antenna (ESA) array to be installed at the Embraer factory. It provides passengers with reliable streaming connectivity from the moment the aircraft enters service," said Rob Baird, Director of OEM Programs at Intelsat. "Passengers on board Embraer E2 aircraft will soon benefit from multi-orbit connectivity that offers the same fast and reliable Internet access as at home thanks to wide coverage and low latency."

Under the buyer-provided equipment agreement to offer Intelsat's multi-orbit system as an installation option for Embraer's E2 aircraft, airline customers can order aircraft with the Intelsat ESA system installed and operational upon delivery.

"At Embraer, we pride ourselves on building the most efficient, reliable and comfortable narrow-body aircraft in the world and continuously developing technologies that improve aircraft performance and the passenger experience," said Martyn Holmes, CCO of Embraer Commercial Aviation. "With Intelsat's IFC system now available as standard, we are providing our airline customers with a highly optimized in-flight Wi-Fi experience that ensures their competitiveness and delights their passengers."

About Intelsat

Intelsat's global team of experts is focused on delivering seamless and secure satellite-based communications to government, NGO and commercial customers through the company's next-generation global network and managed services. Intelsat bridges the digital divide by operating one of the world's largest and most advanced satellite fleets and connectivity infrastructures, enabling people and their devices to talk across oceans, see across continents and hear through the sky to communicate, collaborate and live together. Since its founding sixty years ago, the company has been pioneering breakthroughs in the satellite industry to serve its customers and the planet. Building on its legacy of innovation and with a focus on tackling a new generation of challenges, Intelsat team members now set their sights on the next innovations in space to shake up the field and lead the industry's digital transformation.

https://www.aeroflap.com.br/de/und-Embraer-E2-Jets-werden-mit-werkseitig-installiertem-High-Speed-WLAN-ausgestattet-sein/

https://www.intelsat.com/newsroom/intelsat-embraer-to-factory-install-multi-orbit-service/

Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (-0.28%) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (+1.59%)
$NA9 (+2.71%)
$TNIE (-1.61%)
$KTN (+1.85%)
$ALCRB (+1.07%)
$DSFIR (+0.6%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-2.72%) in $MUM (+1.29%) . My next idea would be $SIX2 (+1.11%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha

$SESG (+1.59%) is my turnaround candidate for 2025 ff. Takeover of Intelsat / Iris2 / Insurance Claim Compensation will be garnished with a dividend of 50 cents. What do you think of the idea?