{"id":145086,"date":"2026-05-15T20:10:40","date_gmt":"2026-05-15T18:10:40","guid":{"rendered":"https:\/\/geab.eu\/investissements-tendances-et-recommandations-mai-4\/"},"modified":"2026-05-16T17:03:53","modified_gmt":"2026-05-16T15:03:53","slug":"investments-trends-and-recommendations-may-4","status":"publish","type":"post","link":"https:\/\/geab.eu\/en\/investments-trends-and-recommendations-may-4\/","title":{"rendered":"Investments, trends and recommendations (May)"},"content":{"rendered":"<p><span style=\"color: #ff9900;\"><strong>RECOMMENDATIONS<\/strong><\/span><\/p>\n<p><strong>Tech \u2013 SpaceX IPO on the radar<\/strong><\/p>\n<p>Next June, SpaceX aims to raise $75 billion, bringing the company\u2019s total valuation to $1.75 trillion\u2026 Despite the euphoria surrounding this record-breaking IPO (surpassing even the historic Saudi Aramco IPO), caution is warranted regarding the sustainability of the Starlink model in the face of the ubiquity of high-performance terrestrial networks. Indeed, the initial reports from the US are damning: whilst the SpaceX network is technically operational, subscribers hardly ever use it. The risk of a repeat of the Iridium scenario<a href=\"#_ftn1\" name=\"_ftnref1\">[1]<\/a> \u2013 costly infrastructure for marginal demand \u2013 calls for a rigorous analysis of actual revenues before any investment. Prudence dictates waiting for the publication of the first post-IPO quarterly report to verify whether Starlink\u2019s actual revenues confirm the promises made in the prospectus. A valuation of $1.75 trillion leaves no room for technological or commercial error\u2026 especially in such a volatile financial climate.<\/p>\n<p><strong>Defence: CSG vs Rheinmetall<\/strong><\/p>\n<p>Two months ago, we drew your attention to this \u2018young\u2019 Czech defence firm, the Czechoslovak Group, which was recently listed on the Amsterdam stock exchange (January) and has been buying up factories left, right and centre in the US and Europe (Italy, Spain). We had even suggested an entry point at \u20ac22. Since then, the share price has fallen below \u20ac16 following a major attack by the firm <a href=\"https:\/\/en.wikipedia.org\/wiki\/Hunterbrook\">Hunterbrook Capital<\/a><a href=\"#_ftn2\" name=\"_ftnref2\">[2]<\/a>, accusing the group of inflating its actual industrial capacity and \u201crecycling\u201d old Soviet ammunition rather than producing the cutting-edge technologies it had announced.\t\t<div class=\"oct_article_subscribe \">\n\t\t\t<div class=\"oct_article_content_suscribe\">\n\t\t\t\t<div class=\"oct_article_content_suscribe__button \">\n\t\t\t\t\t<div class=\"oct_btn oct_btn_orange_inverse\">\n\t\t\t\t\t\t<a href=\"https:\/\/geab.eu\/abonnement\/\">To read the full article, register now<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"oct_article_content_suscribe__button\">\n\t\t\t\t\t\t<div class=\"oct_btn oct_btn_orange\">\n\t\t\t\t\t\t\t<a href=\"#\" id=\"oct_suscribe_compte_login_modal_popup\">Already a subscriber? 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