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.