FINWIRES · TerminalLIVE
FINWIRES

奧本海默公司稱，由於擁有亞GHz頻譜，NextNav被視為潛在收購目標。

-- 奧本海默週四在一份報告中指出，如果NextNav（NN）的頻譜重整提案獲得批准，該公司將控制最後幾個尚未整合的低於1GHz的頻譜之一，該頻譜可輕鬆整合到5G網路中，使其成為無線和衛星公司極具吸引力的收購目標。 分析師表示，他們認為NextNav的提案「即將」獲得批准。報告稱，如果提案獲得批准，NextNav將額外獲得1兆赫茲的頻譜，使其在900MHz低頻段擁有15MHz的連續頻譜。 該券商表示，這部分頻譜的價值最終可能「遠超」目前的估值，尤其取決於聯邦通訊委員會（FCC）關於功率和覆蓋範圍的規定。 分析師表示，提案獲得批准還將取消地理限制、服務限制和乾擾規則，將原本受限的頻譜資源轉變為一個乾淨的、可用於5G的頻譜區塊。他們補充說，「出於地緣政治原因，我們認為FCC支持部署這部分頻譜，並使其成為GPS的替代方案。」分析師表示，正因如此，多家潛在買家可能對此感興趣，包括AT&T (T)、Verizon (VZ) 甚至SpaceX等大型無線和衛星公司，其中AT&T是最「合乎邏輯的選擇」。 奧本海默將NextNav的評級從“與大盤持平”上調至“跑贏大盤”，目標價為25美元。

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

Related Articles

Asia

Oneview Healthcare Reports Decline in Q1 Cash Receipts From Customers; Shares Up 3%

Oneview Healthcare (ASX:ONE) reported cash receipts from customers of about 3.3 million euros for the first quarter, compared with 4.2 million euros a year earlier, according to a Monday filing with the Australian bourse.The company noted that the year-ago figure includes two large customer receipts totaling more than 2 million euros, which were due to be received during the fourth quarter of 2024 but were received in early 2025.Oneview Healthcare ended March with a cash balance of AU$17.1 million, up from AU$8.1 million at the close of 2025, per the filing.The company's shares gained 3% in recent Monday trade.

$ASX:ONE
Asia

Paradigm to Advance Participants Through Day 112 Follow-Up Period in Phase Three Knee Osteoarthritis Trial, Shares Reach One-Year Low

Paradigm Biopharmaceuticals (ASX:PAR) is set to progress participants through the day 112 follow-up period for the phase three trial evaluating injectable pentosan polysulfate sodium for the treatment of pain associated with knee osteoarthritis in the June quarter, which is required for inclusion in the interim analysis dataset, according to a Monday Australian bourse filing.The independent statistical analysis results for the data set are expected around August. Timing remains subject to the scheduling and review processes of independent third parties, and there is a reasonable likelihood that final interim outcomes may extend into September, it cautioned.The interim analysis is expected to provide the first phase three evaluation of efficacy and safety for injectable pentosan polysulfate sodium in knee osteoarthritis. Primary endpoint top-line results are expected in the March 2027 quarter.Its shares fell 14% in recent trading on Monday, reaching their lowest point in over a year.

$ASX:PAR
Asia

Sanan Optoelectronics Q1 Profit Down 68%, Revenue Slides 33%

Sanan Optoelectronics (SHA:600703) posted first-quarter attributable net profit of 67.5 million yuan, down 68% from 211.9 million yuan the previous year.Earnings per share declined to 0.01 yuan from 0.04 yuan, according to a weekend filing with the Shanghai bourse.Operating revenue declined 33% year over year to 2.91 billion yuan from 4.31 billion yuan.Shares of the software company declined 2% in recent trade.

$SHA:600703