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BDL:SESGL
BDL:SESGLMedia

Assessing SES (BDL:SESGL) Valuation After The meoSphere MEO Network Announcement

SES (BDL:SESGL) has drawn attention after outlining its meoSphere medium Earth orbit satellite network with K2 Space, a long-term program aimed at expanding broadband capacity and targeting secure connectivity across government, mobility, and telecom markets. See our latest analysis for SES. The meoSphere announcement appears to have been a key talking point for investors. SES’s share price is at €6.35, with a 30-day share price return of 6.54% contributing to an 11.70% year-to-date share...
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...