Assessing SATS (SGX:S58) Valuation After Malcolm Wilson’s Board Appointment

Simply Wall St.01-26

AdvertisementWhy Malcolm Wilson’s Appointment Matters For SATS (SGX:S58) Investors SATS (SGX:S58) has appointed Malcolm Wilson as an Independent Non Executive Director, bringing boardroom experience ...

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See our latest analysis for SATS. At a share price of SGD3.88, SATS has shown building momentum recently, with an 11.82% 90 day share price return and a 14.67% 1 year total shareholder return that points to improving sentiment around its growth and risk profile. If this boardroom change has you thinking more broadly about transport and aviation, it might be a good time to see what else is on the move through fast growing stocks with high insider ownership. With SATS trading at SGD3.88 and sitting about 6% below analyst targets but with a sizable gap to one intrinsic value estimate, you have to ask: is this a genuine mispricing, or is the market already factoring in expectations about future growth? Most Popular Narrative: 5.7% Undervalued Against the last close of SGD3.88, the most followed narrative pegs SATS fair value at SGD4.11, pointing to a modest valuation gap built on detailed long term assumptions.  Improved cash conversion and an active capital return strategy, alongside steady deleveraging (notable debt repayments) and strong access to capital markets, give SATS increased financial flexibility, supporting future earnings resilience and the potential for higher returns on equity for shareholders.  Read the complete narrative. Curious what sits behind that fair value label? Revenue, margins, earnings, and the future share count are all hard wired into this narrative. The assumptions are specific. The tension between required growth and a lower future P/E is where it gets interesting. Result: Fair Value of SGD4.11 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to watch for currency swings and higher capital needs, as both could pressure margins and challenge the current fair value story. Find out about the key risks to this SATS narrative. Another View: Pricing Looks Stretched On Earnings Our DCF fair value of SGD10.86 suggests SATS is very undervalued, but the earnings multiple tells a different story. The current P/E of 22.3x is higher than both the Asian Infrastructure industry at 14x and the fair ratio of 21.5x, which points to valuation risk if expectations cool. See what the numbers say about this price — find out in our valuation breakdown. SGX:S58 P/E Ratio as at Jan 2026 Build Your Own SATS Narrative If you see the numbers differently or prefer to test your own assumptions, you can use the available tools to build a custom view in minutes, starting with Do it your way. A great starting point for your SATS research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If SATS has your attention, do not stop here. The right watchlist often starts with a few high conviction ideas you nearly ignored.  Spot potential bargains early by checking out these 871 undervalued stocks based on cash flows that align with your own view on cash flows and pricing. Ride the next wave of tech by scanning these 23 AI penny stocks where artificial intelligence sits at the core of the business model. Lock in income focused opportunities through these 13 dividend stocks with yields > 3% that match your preferred yield and payout profile.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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