FINWIRES · TerminalLIVE
FINWIRES

オッペンハイマー社によると、NextNavはサブGHz帯の周波数帯域を保有しているため、買収の有力候補と見られている。

-- オッペンハイマー証券は木曜日のレポートで、NextNav（NN）の周波数再編案が承認されれば、同社は5Gネットワークに容易に統合できる、数少ない未統合のサブGHz帯周波数帯域の一つを掌握することになり、無線通信会社や衛星通信会社にとって魅力的な買収対象となるだろうと述べた。 アナリストらは、NextNavの提案が「間近に迫っている」と見ている。承認されれば、NextNavは新たに1メガヘルツの周波数帯域を獲得し、900MHz帯の下位帯域で連続15MHzの周波数帯域を確保することになる、とレポートは指摘している。 同証券は、この周波数帯域は、特に連邦通信委員会（FCC）の電力とカバレッジに関する規制次第では、現在の推定よりも「大幅に」高い価値を持つ可能性があると述べている。 アナリストらは、承認されれば地理的な制限、サービス制限、干渉規制が撤廃され、制約のある資産が5G対応のクリーンな周波数帯へと変わると述べ、「地政学的な理由から、FCCはこの周波数帯の展開とGPSの代替手段の確保を支持していると考えている」と付け加えた。 アナリストらは、このため、AT&T（T）、Verizon（VZ）、あるいはSpaceXといった大手無線通信会社や衛星通信会社など、複数の潜在的な買い手が関心を示す可能性があるとし、中でもAT&Tが「最も有力な候補」だと述べた。 オッペンハイマーは、NextNavの投資判断を「中立」から「アウトパフォーム」に引き上げ、目標株価を25ドルとした。

Price: $20.51, Change: $+3.54, Percent Change: +20.86%

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