SGBAF SES S.A.

NEUTRAL Impact: 4/10 6-K
Horizon weeks Filed Mar 27, 2026 Processed 1mo ago SEC 0001193125-26-127604
Notable filing: 6-K
Latest settled — T+20d
SGBAF ▲ +15.07% at T+20d
NEUTRAL call ✓ call won +15.07% · α vs SPY +2.33% · entry $6.70 → $7.71
Next anchor: T+60d in 4w
Last close $10.33 (close May 22) · +54.18% from $6.70 entry
Entry anchored
Mar 27, 2026
via day open
T+1d
0.00%
call 0.00% · α +0.36%
$6.70
settled 8w ago
T+5d
+8.06%
call +8.06% · α +4.20%
$7.24
settled 7w ago
T+20d
+15.07%
call +15.07% · α +2.33%
$7.71
settled 27d ago
T+60d
call — · α —
in 4w

Price Chart

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Executive Summary

SES S.A. completed a cash tender offer for its deeply subordinated securities, purchasing 326,984,000 EUR of the 625,000,000 EUR outstanding securities at 99.25% of face value. The company will cancel the repurchased securities, leaving 198,038,000 EUR outstanding. This is a liability management action to reduce debt.

Actionable Insight

Monitor the company's future debt refinancing strategy and capital structure changes, as this tender offer indicates active liability management. The remaining 198 million EUR in securities could be targeted in future offers.

Key Facts

  • SES completed a cash tender offer for its 625,000,000 EUR deeply subordinated fixed rate resettable securities
  • 326,984,000 EUR of securities were validly tendered and accepted for purchase
  • Purchase price was 99.25% of principal amount plus accrued interest
  • Payment occurred on March 27, 2026, with repurchased securities to be canceled
  • 198,038,000 EUR of securities will remain outstanding after the offer

Financial Impact

326,984,000 EUR

debtliability structure

Risk Factors

  • Potential future dilution if the company issues new securities to manage remaining debt
  • Interest rate risk on the remaining 198 million EUR of subordinated securities

Market Snapshot

Exchange
OTC
Sector
Communications Services, NEC

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001193125-26-127604
Document: d121204dex991.htm0001193125-26-127604
Document: 0001193125-26-127604-index-headers.html0001193125-26-127604
Document: 0001193125-26-127604-index.html0001193125-26-127604
Document: 0001193125-26-127604.txt0001193125-26-127604
3 reports for SGBAF
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Reports for SGBAF — sortable, filterable
Type Now
May 13, 2026
10d ago
6-K
NEUTRAL ★ 5/10
$9.22 $9.00▼ −2.39%▼ −1.23%$10.33 (+12.04%)
Apr 1, 2026
7w ago
20-F
MIXED ★ 7/10
$7.24 $7.55▲ +4.28%▲ +0.66%$10.33 (+42.68%)
Mar 27, 2026
8w ago
6-K
NEUTRAL ★ 4/10
$6.70 $7.24▲ +8.06%▲ +4.20%$10.33 (+54.18%)
Showing 3 of 3

US Market Status

Market Closed — Opens Tue (35h 13m)

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