저자: 미상 · 외국인
요약 보기
Gilat Satellite Networks(GILT)는 시총 10억 달러 미만 소형주로, 최근 RSI 83으로 과매수 구간이다. 진행자는 PER 21, 분기 EPS 651%·매출 37% 증가 등 실적 개선을 근거로 보유를 택했다. 미 육군 단말기 공급 7백만 달러 이상, 페루 2,500만 달러 계약, 이스라엘 국방부 계약 등 수주 뉴스를 강조했다. 짐 크레이머가 52주 신고가에서도 매수를 권했다는 점에는 우려를 표했으나 본인은 보유 중이라고 밝혔다.
다듬은 글
Ignition. We have liftoff. This dock is not on your radar, but it is a rocket ship to the moon. Let me show you. In today's net- ccentric battlefield, forces rely on advanced broadband communications to conduct their operations. Ground, air, and naval forces all need realtime video, voice, and data communication to provide common situational awareness and optimize operational effectiveness.
Traditional communication is no longer sufficient to meet these new requirements. Gilot with its innovative satcom technology enables critical connectivity with combat proven defense solutions. Troops can access real-time intelligence where and when they need it while sharing vital information with friendly forces across the battlefield.
For over 30 years, Hilot is leading the satcom market with worldwide presence, extensive experience, and a range of turnkey end-to-end solutions and services designed to handle high bandwidth applications. Gilot offers antennas, bugs, and modems utilizing Gilot's superior network management system. Gilot is a pioneer in enabling satcom for UAVs with proven solutions for tactical and large platforms, offering a variety of terminals for combat vehicles and the best-in-class manpack terminal with easyto use autopointing.
Elott's defense products are designed according to military standard and tested to withstand extreme environmental conditions. El's defense solutions allow continuous and reliable connectivity across land, air, and sea, meeting present and future military satcom requirements. EOT satellite communication that takes you beyond limits.
Yes, this stock is a rocket ship and I am in it to win it. And looking at the market cap, this is a company under $1 billion market cap. Um the um volume is under a million per day and it's just buys coming in every day. Just buy buy. What else is going on? Income statement. It's trending the right direction.
This company does make money. Glad to see it. a lot of every week there's news on this stock. Every single week. Uh now let's take a look at uh some of the financials here. The RSI is through the roof 83. So and we might be in overbought territory. Uh but I'm going to continue to hold. Ford PE is 21.
Price of sales 2.56. Uh earnings per share quarter over quarter 651%. Sales quarter over quarter 37%. Uh, unfortunately, Jim Kramer is involved in this stock and he said that it's still a buy even at the 52- week high. I don't like to see this. I usually like to do inverse, Jim. Uh, but I'm going to go against the grain here and I have gone against the grain here because I do own shares.
Uh, but he said that, you know, you buy anything that's satellite, anything in the air, anything that is like this, whether it's flying cars, it doesn't matter. Um, he's saying just buy it. So, a little nervous there with um the Crypt Keeper getting involved, but uh I'm going to go against the grain here.
Every week there's new things coming out, new orders. Uh Galot received 7 million orders to supply transportable satcom terminals to the US Army. Uh Galot has received orders of more than 7 million to provide additional transportable satcom terminals to the US Army through a prime contractor agreement.
Uh the order includes multiple units of the DCAT 3421 transportable terminal along with associated support services with delivery scheduled for completion by the end of the year. Galot becomes the first to market with AI powered network management systems. An AIdriven network operation center agent can continuously monitor system health, detect anomalies and take proactive measures.
For example, in the case of performance degradation of or resource bottlenecks, the agent can automatically trigger corrective actions such as restarting services, reallocating resources, or escalating issues to human operators when necessary. For softwaredefined satellite environments, a AI agent can dramatically adjust network configurations based on business priorities, traffic patterns, and selfle agreements.
We say we see AI as a critical business multiplier for our customers. It will enable our customers to innovate more rapidly and manage their networks with greater simplicity. Every week there's news. Galot receives an additional 25 million agreement to advance digital inclusion in Peru. The upgraded network will provide highspeed internet to nearly 28 public institutions, including schools, health centers, and police stations, and 69 public free Wi-Fi hotspots.
This digital inclusion initiative will improve access to education, healthcare, and public safety services while laying the groundwork for future bandwidth growth in rural areas that need it the most. You know, and this project builds on Galot's ongoing partnership with the Peruvian state and underscores the company's commitment to bringing advanced connectivity to even the most remote and hard-to-reach regions.
Here's another one. Galot receives a multi-million contract from is Israel's Ministry of Defense for advanced strategic defense satcom project. The contract includes the rapid deployment of advanced satcom systems tailored to meet the operational requirements of Israel's defense forces. These systems are developed and engineered for operation in harsh and unpredictable environments, making them ideal for a wide range of military communication needs.
We continue witnessing the fact that satcom is becoming a very important and critical tool for defense forces around the world. As a leading developer and supplier of such mission critical solutions, we are proud to deliver a tailor made time-sensitive solution for Israel's Ministry of Defense. Exciting news, folks.
All right, that is all I got for now for Galot Satellite Defense Networks. Hope you're doing well. Oh, this chart is amazing. I'll see you on the next one. Take care. Bye.
Comments 0