- GILT
- CHRT.L
- KOG.OL
Satellite communications suddenly look less like a behind the scenes utility and more like a front line risk lever. Allegations around Starlink limits on Ukrainian drones and a public fight over who controls critical links have pushed questions of reliability, politics and sanctions into clear view. That disruption creates potential mispricing. This article explains how the news affects three screened stocks that appear positioned on the positive side of this reset.
The stocks covered below are just a sample of the opportunities that emerge when secure links become mission critical, and the full screen surfaced 58 more companies with equally compelling narratives that this article cannot cover in detail. To move straight from headlines to hands on analysis, use the Global Military and Secure Satellite Communications Providers screener to identify, filter and analyze the highest conviction plays in this theme.
Cohort is a defence technology group tightly linked to secure and satellite enabled communications, supplying electronic warfare, surveillance and command systems to allied militaries that now care deeply about who controls their critical links.
Cohort generates around £159 million from Communications and Intelligence and £147 million from Sensors and Effectors, giving it a fairly balanced business mix, and the stock is valued at roughly £598 million in the market.
Although rising use of drones, counter drone systems and electronic warfare is feeding demand for Chess, MASS and MCL, operational challenges at Chess in shifting from an engineering focus to volume production, along with supply chain tightness in components such as permanent magnet motors, could constrain delivery schedules and limit the pace of improvement in divisional net margins.
What happens if one pressure that is currently holding back operational efficiency eases faster than investors expect?
If that bottleneck clears sooner than the market expects, read the full narrative for Cohort to see how supply constraints, contracts and capital allocation could be quietly decoupling.
Kongsberg Gruppen ties into this secure communications theme as a defence systems integrator, stitching together missiles, sensors and command networks so armed forces can keep trusted links in contested environments.
Kongsberg Gruppen delivers defence systems, subsea technologies and digital solutions worldwide, including secure communications that fit this screener’s focus, with around NOK34.8 billion from its core segments and NOK2.1 billion from Other, and the stock valued at about NOK277.3 billion.
