Starlink's South African Ground Game
Starlink is investing $113 million to expand satellite internet across South Africa. These carefully selected companies are positioned to benefit directly from this massive infrastructure project, providing essential services from telecommunications to construction.
Your Basket's Financial Footprint
Market capitalisation breakdown and investor takeaways for the provided basket.
- Large-cap concentration generally means lower volatility and more predictable returns, closer to broad-market performance than high-growth baskets.
- Use as a core holding for diversified portfolios, supplying stable exposure rather than serving as a speculative allocation.
- Expect steady, long-term value accumulation; short-term explosive gains are unlikely given the basket's scale.
IHS: $2.23B
SSL: $3.45B
- Other
About This Group of Stocks
Our Expert Thinking
This collection focuses on local South African companies that will likely participate in Starlink's major satellite internet expansion. These companies span telecommunications, construction, energy, and logistics—all critical sectors needed to build the ground infrastructure supporting Starlink's network.
What You Need to Know
This is an event-driven opportunity tied to a specific $113 million investment announcement. The companies in this group are positioned across the entire infrastructure value chain and could see increased revenue as the project progresses through its deployment phases.
Why These Stocks
These companies weren't chosen randomly—each one provides essential services Starlink will need for its South African expansion. From fiber backhaul and tower access to construction expertise and logistics support, these businesses represent the local partners critical to connecting millions of underserved users.
Why You'll Want to Watch These Stocks
The $113 Million Catalyst
Starlink's massive investment creates an immediate need for local partners. These companies are first in line to secure contracts for this nationwide build-out.
Connecting Millions
This project aims to bring internet to underserved areas across South Africa. The companies making this possible could see sustained growth throughout the multi-year rollout.
Ground-Floor Opportunity
Before satellite internet reaches consumers, the ground infrastructure must be built. These South African firms provide the essential foundation Starlink can't operate without.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
AI Regulatory Changes Explained | Market Opportunities
Following Italy's order for Meta to allow competing AI chatbots on WhatsApp, a new investment landscape is emerging where regulatory actions foster open competition. This theme focuses on independent AI developers and platform integrators poised to thrive as major tech companies are prevented from monopolizing distribution channels.
AI Chip Investment (Ecosystem Play) Opportunities
Nvidia's record $20 billion deal to acquire Groq's inference technology marks a major consolidation event in the AI hardware industry. This could accelerate demand for alternative chip designers and the foundational semiconductor ecosystem as customers seek to de-risk their supply chains.
Specialty Chemicals: What's Next After BP Castrol Sale
BP's multi-billion dollar sale of its Castrol lubricants division to an infrastructure firm highlights a strategic shift by energy majors to streamline operations. The investment theme focuses on other specialized chemical and industrial companies that may benefit from similar divestitures or become targets for private capital seeking stable, infrastructure-like assets.