SES Empowers Peruvian Air Force with High-throughput Connectivity via SES-14 Satellite
Wednesday, Dec 11, 2024 2:57 am ET
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In the dynamic world of technology investments, it's crucial to identify companies that exhibit resilience and strong management, making them enduring investments. As we navigate current market trends, such as the impact of rising interest rates on technology stocks, it's essential to evaluate the potential and challenges of tech companies. This article explores how SES, a leading satellite operator, is equipping the Peruvian Air Force with high-throughput connectivity via the SES-14 satellite, highlighting the strategic value of such investments.

The market's reaction to rising interest rates has been notable, with tech stocks like Salesforce, ServiceNow, Apple, Facebook, and Amazon experiencing a decline. However, this shift in market dynamics presents an opportunity to reassess investment strategies. As the author suggests, a balanced portfolio, combining growth and value stocks, is key to navigating the current market. Moreover, maintaining confidence in best-of-breed companies like Amazon and Apple, despite market downturns, is crucial, as these companies have proven their ability to manage challenges effectively.
Investing in SES's high-throughput geostationary orbit (GEO) satellite solution for the Peruvian Air Force demonstrates the company's commitment to modernizing its infrastructure and staying ahead in the digital age. This investment in advanced satellite technology offers significant economic benefits, including enhanced operational efficiency, improved communication among air bases, and the potential to attract foreign investment in industries like tourism and mining.
However, it's essential to remain cautious about companies like Facebook, which face potential advertiser pushback and content management issues. Facebook's pause on a kids' site and Salesforce CEO Marc Benioff's critical view of the company indicate deeper challenges. To maintain its status as a best-of-breed company, Facebook needs to establish an internal system for content arbitration.
In conclusion, investing in companies like SES, Apple, Salesforce, and Amazon, with their proven management and ability to adapt, remains a sound strategy. However, it's crucial to remain vigilant about potential challenges, as seen with Facebook. The author's personal investment holdings in these companies and the offered investment alert service reflect a commitment to informed decision-making and risk management in the ever-evolving tech landscape.