回声星通信(SATS)

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SpaceX to Buy EchoStar Spectrum for $17B
Youtube· 2025-09-09 00:03
This gives them the ability to give direct to device service. So is this a coup for Space X that they've been able to pull this off. Well, had already been in the mix when it came to that AT&T spectrum sale as well.Remember, $23 billion worth just in August. This is why we've seen EchoStar shares at a record high before even trading today. There are up 100% in the last few days, let's call it in the last month, because they're doing this sale after sale of their spectrum.But this really gives space X more b ...
Elon Musk's SpaceX to pay $17B to EchoStar for wireless licenses to boost Starlink network
New York Post· 2025-09-08 23:12
交易结构 - SpaceX同意支付170亿美元购买EchoStar的无线频谱许可证 其中85亿美元现金和最高85亿美元SpaceX股票组合[1] - SpaceX额外支付约20亿美元现金用于承担EchoStar的债务利息支付 支付期限持续至2027年11月[1] 监管背景 - 联邦通信委员会五月对EchoStar展开调查 质疑其5G服务建设承诺和移动卫星服务进展[2] - 监管机构警告可能收回部分频谱使用权 认为公司未有效利用许可证与主要无线运营商竞争[2] 战略价值 - 获得地面5G手机和宽带服务提供权限 显著增强星链网络与偏远地区手机的直接连接能力[6] - 频谱资源可用于建设新手机服务或与电信合作伙伴共享 SpaceX正与T-Mobile洽谈部分频谱租赁[6] 市场影响 - EchoStar股价单日暴涨21.6% 公司预期该交易将完全解决联邦通信委员会的调查质询[4][10] - AT&T近期以230亿美元收购EchoStar频谱许可证 公司称此类交易属于机会型资产收购[8] 业务协同 - SpaceX可通过新许可证增强星链家庭宽带业务 并借助与T-Mobile的合作关系拓展手机业务[4] - EchoStar曾与DirecTV就卫星电视业务收购协议终止 原因包括债务交换方案未能达成[9]
EchoStar surges on $17 billion spectrum deal with SpaceX; analysts say sale neutral
Invezz· 2025-09-08 22:54
Shares of EchoStar jumped more than 17% on Monday after the telecommunications company unveiled a $17 billion deal with SpaceX to sell its AWS-4 and H-block spectrum licenses. The agreement marks the ... ...
EchoStar Stock Soars to Another Record High on SpaceX Deal
Schaeffers Investment Research· 2025-09-08 22:47
公司股价表现 - EchoStar股价今日上涨17.1%至78.71美元 创历史新高[1][2] - 年初至今累计涨幅达245.2%[2] - 股价自8月26日与AT&T达成协议后多次刷新历史纪录[2] 重大交易事件 - 公司向SpaceX出售无线频谱许可 交易金额约170亿美元[1] - 该交易将增强Starlink移动通信覆盖能力[1] 期权交易动态 - 今日期权交易量达6倍于往常水平 看跌期权占主导[3] - 认沽期权成交量37,000张 认购期权26,000张[3] - 最活跃合约为10月3日到期50美元行权价认沽期权[3] 市场持仓结构 - 流通股空头头寸占比达12.2%[3] - 尽管近期股价上涨 空头仓位仍在持续积累[3] - 存在空头回补平仓的潜在动力[3] 行业影响 - 此项交易导致电信板块其他个股普遍走低[1]
Faber Report: EchoStar to sell certain Spectrum licenses to SpaceX for $17B in cash and stock
Youtube· 2025-09-08 22:32
交易概述 - Echoar与Starlink达成价值约170亿美元的重大交易 包括85亿美元现金和85亿美元SpaceX股票 以及20亿美元债务利息支付 [2] - 交易进一步强化Echoar财务状况 此前公司通过230亿美元频谱出售给AT&T已消除破产担忧 [1][3] - 交易包含Boost Mobile与Starlink的长期商业协议 Boost用户将通过云原生5G网络接入Starlink直连卫星服务 [3][4] 业务合作细节 - Starlink通过约8000颗卫星星座提供全球覆盖服务 重点发展直连手机业务 [2][5] - 合作频谱专门用于蜂窝服务(非宽带) 支持通过卫星完成手机通话 尤其在应急通信和偏远地区覆盖领域 [5][6] - SpaceX作为私营企业 此次交易使Echoar成为其重要股东 但SpaceX具体估值未明确披露 [2] 行业竞争影响 - 市场担忧Starlink可能成为继AT&T、Verizon和T-Mobile后的第四家无线运营商 [4][8] - Starlink现阶段聚焦填补覆盖盲区 而非直接挑战现有全国性运营商 [5][8] - Comcast和Charter等无线服务商已在农村地区面临份额被蚕食压力 Starlink因技术优势(更快更好)获得用户青睐 [6][7][9] 市场反应与扩展影响 - Echoar股价在交易公布后上涨20% 延续此前频谱出售带来的积极走势 [1] - 交易规模达170亿美元 成为当日最重大市场事件 引发对无线行业竞争格局重构的广泛讨论 [13] - PNC银行以40亿美元收购科罗拉多州First Bank的案例 同期引发对全国性银行并购趋势的关注 [13][14]
EchoStar stock surges on $17B spectrum sale to SpaceX
Proactiveinvestors NA· 2025-09-08 22:05
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
EchoStar Stock Soars as Firm Sells Spectrum to SpaceX, Says It Resolves FCC Issues
Investopedia· 2025-09-08 22:05
EchoStar (SATS) shares soared 20% Monday as the DISH TV and Boost Mobile operator sold some spectrum licenses to Elon Musk's rocket and satellite company SpaceX for about $17 billion. It's the second ... ...
Elon Musk's $17 billion deal sends this stock soaring over 20%
Finbold· 2025-09-08 20:57
The shares of American satellite communications firm EchoStar (NASDAQ: SATS) are surging as investors react to its newly announced deal with Elon Musk’s SpaceX.Notably, EchoStar closed at $67.24 on Friday and rose to $80.94 in premarket trading, marking a gain of more than 20%. The rally extends a remarkable run for SATS, which has advanced over 260% in the past year and nearly 190% year to date.SATS one-day stock price chart. Source: Google FinanceThe momentum came after EchoStar confirmed it had entered i ...
EchoStar clinches a $17 billion spectrum deal with Elon Musk's SpaceX, and the stock soars again
MarketWatch· 2025-09-08 20:07
EchoStar soars further into record territory after a $17 billion deal to sell spectrum to Elon Musk's SpaceX. ...
EchoStar Stock Surges 23% on Sale of Licenses to SpaceX for $17 Billion
Barrons· 2025-09-08 19:08
交易结构 - 公司将以现金支付高达85亿美元 [1] - 公司将以股票支付高达85亿美元 [1]