SpaceX Lost $50 Billion In A Day, Here's What It Means For Singtel🦖

SpaceX Lost $50 Billion In A Day, Here's What It Means For Singtel🦖

🔍 The Angle

I did not expect the SpaceX IPO your daughter asked about to end up as a Singtel story, but that is exactly where the most useful lesson sits. A two trillion dollar, zero-dividend rocket company is now shaping how satellite broadband competes with the kind of regional connectivity Singtel still relies on for part of its cashflow. The tension for me is simple, the more Starlink proves it can win real enterprise and aviation contracts, the more seriously we need to watch where Singtel’s future income is coming from, not just its headline yield.

💰 What It Means For You

Singtel just told the market it can pay 18.5 cents per share for FY2026, with 5.1 cents funded by asset recycling instead of recurring profit, and that structure matters if your CPF or SRS depends on its dividend cheques landing every year. If Starlink keeps signing big connectivity deals in markets where Singtel already has exposure, that pressure may show up quietly in the quality of future payouts long before it shows up in the share price. You do not need to touch SpaceX at all to feel the impact, you just need to know whether the income you are counting on is coming from operations or from selling pieces of the business.

📺 YouTube: https://youtu.be/qiPYSktKNMg

📩 Substack: https://investingiguana.com/p/spacex-lost-50-billion-in-a-day-heres

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment1

  • Top
  • Latest
  • GreenArt
    ·07-13 21:24
    Being national security includes telecommunications....

    https://www.ntu.edu.sg/news/detail/ntu-and-fusic-to-explore-ai-enabled-systems-for-next-generation-satellite-constellation-management?utm_source=facebook&utm_medium=social&utm_campaign=research-technology&utm_term=research-engineering&utm_content=industrypartnership&fbclid=IwdGRjcATBxjNjbGNrBMHGK2V4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHqvaJQMWtPhugYwJKiXtLHvYcLRbIIkeL9ngzYZH0mYKogAXwkm2bSwJHMZn_aem_iqoDURIQMkr5R2Nxw59ylg

    Reply
    Report