Japanese investors have few opportunities to get information apart from Japan and U.S. I will show the links related to Australia and Singapore Stock Markets. I think these links are very useful to compare with Japan and China
Microsoft released Azure Orbital September 2020, 2 years after Amazon started AWS ground station in 2018. Azure Orbital provide spacecraft users with all-in-one services between ground station and data archiving. Moreover, Azure orbital users can use the largest Ground Station Provider, KSAT, which whole space agencies use.
Then, can space agencies use these cloud service apart from security consideration?
Currently, NO. Space agencies use international standard, particularly CCSDS, to have interoperability among space agencies, while AWS and Azure provide commercial standard, such as ANSI standard. Therefore, developing ecosystem is necessary to have interface between Space Agencies assets and these commercial services.
I’m also monitoring Aerospace stocks, especially devices and ground services. The following companies are not judged by stock valuations, but by my thought whether these companies will be potential around 2025 or 2030.
Spacecraft Monitoring & control services and ground station devices.
Kratos is the most potential company, providing ground station devices both to AWS ground station and Microsoft Azure. Kratos is also providing EPOCH, spacecraft monitoring and control software to commercial satellites. Unfortunately, PER will be over 300 times with the rumor that Lockeed Martin might purchase Kratos.
Spacecraft operations services
These companies have strength in European. Thales Alenia and Telespazio are part of these companies. These companies will be valuable compared with US stocks.
Spacecrafts are embedded systems in order to control in limited capacity. Therefore, FPGA and ASIC(Application Specific Integrated Circuit) are key products.
I’m monitoring the listed companies for Hydrogen and NGV(natural gas vehicle). Hydrogen is potential energy to produce electricity, which will be next generation as FCV (Fuel Cell Vehicle) after EV(Electricity vehicle). Many governments, including California, promote FCV or EV to eliminate CO2 production. Electricity battery is not only applied into automobile but also into airplane, ship, even spacecrafts, meaning that hydrogen energy must be key issue for MaaS(Mobility as a Service).
I estimate that NGV(natural gas vehicle) will be much more attracted between 2025 and 2030 than EV and FCV. Half of energy is coming from natural gas to produce electricity or hydrogen which works for EV or FCV. Using natural gas directly is much more efficient than using electricity or hydrogen which is transferred from the gas. Experts with technology background notice that NGV is much better than EV or FCV, while investors focus on middle-term profit.
If you arrive at Naha Okinawa airport, I will recommend you to eat in Fish restaurant “Uomaru” “魚まる”. This restaurant is within 5-minute walk from Akamine station, just one stop from airport station. The restaurant provide with fish set including raw fish “sashimi” around 1000yen.
Most of visitor for Shuri castle are foreign tourists especially Chinese and Korean. By COVID-19 and bad relationship with Korea, almost visitors are Japanese or foreigners living in Japan. Tourists do not visit the park especially main buildings even though tourists can officially travel between prefectures since June 19, 2020. Probably they are not interested in burn-out castle in 2019.
Japanese government has officially allowed tourists to travel between prefectures, fter June 19th, 2020. Even after this day, the half of shops in Kokusai street in Naha were closed because they have targeted foreign tourists especially Chinese tourists.
Most of flights to Haha has been full of Japanese passengers especially weekend. However, they stay in other area such as northern Okinawa without staying in Naha. Even Japanese tourists do not return to Naha any more, unless the shops in Kokusai focus on not only foreign tourist but Japanese.