BDL:SESGL
BDL:SESGLMedia

SES (BDL:SESGL) Is Up 10.5% After Locking In Long-Term ADF UHF Capacity In Indo-Pacific – Has The Bull Case Changed?

In January 2026, SES announced an extended agreement to provide the Australian Defence Force with secure, uninterrupted satellite communications for at least 16 years via the repositioned Intelsat 22 satellite and a new ground segment built on Australian soil. This deal helps lock in scarce ultra-high frequency military capacity in the Indo-Pacific, underpinning Australia’s communications edge and cooperation with allies such as the United States. Next, we’ll examine how securing long-term...
BDL:ORCL
BDL:ORCLReal Estate

Assessing CPI FIM (BDL:ORCL) Valuation As Recent Share Performance Sends Mixed Signals

Why CPI FIM (BDL:ORCL) is on investors’ radar today CPI FIM (BDL:ORCL) has attracted fresh attention after recent share performance data highlighted a mixed return profile, with a negative year to date move alongside positive figures over the month and past 3 months. See our latest analysis for CPI FIM. With the latest share price at €0.97, CPI FIM’s 5.46% 1 month share price return sits against a year to date share price decline of 3.5%. The 5 year total shareholder return of 286% points to...
BDL:SESGL
BDL:SESGLMedia

Assessing SES (BDL:SESGL) Valuation After Extended Australian Defence Force Communications Agreement

SES (BDL:SESGL) has secured an extended agreement to supply secure UHF satellite communications to the Australian Defence Force for at least 16 years, anchored on the IS-22 satellite and new ground infrastructure. See our latest analysis for SES. The extended ADF contract arrives as SES’s share price sits at €6.245, with a 1 month share price return of 15.54% and a year to date share price return of 9.85%. The 1 year total shareholder return of 132.27% contrasts with a more modest 3 year...
BDL:ORCL
BDL:ORCLReal Estate

Is CPI FIM’s Bubny JV With J&T Founder Reframing the Investment Case for CPI FIM (BDL:ORCL)?

CPI FIM SA announced in December 2025 that it had formed a 50/50 joint venture with Dusan Palcr, founder of J&T Real Estate, to acquire the Bubny landbank in Prague at book value. The partnership combines fresh capital with local real estate expertise to pursue the long-term development potential of one of Prague’s largest urban landbanks. We’ll now examine how this 50/50 Bubny joint venture, and the added development expertise it brings, shapes CPI FIM’s investment narrative. Trump's oil...