Megacable Holdings SAB

Megacable Holdings and its subsidiaries are engaged in the installation, operation, maintenance and exploitation of cabling network distribution, internet and telephone systems.
  • TickerMEGACPO
  • ISINMX01ME090003
  • ExchangeMexican Stock Exchange
  • SectorMedia
  • CountryMexico
Soomit Datta

New Street: Cable into Mobile in Mexico - Izzy (and MEGA) launch with aggressive prices

Televisa's cable operator, Izzy, launched its mobile offering in Mexico last week. Using the Red Compartida (700 MHz) network, the service is aggressively priced at MXN250/month for unlimited data, representing a claimed 80% discount to peers.

Soomit Datta

New Street: Megacable Q1 Quick Take: Strong Quarter, Covid appears Supportive

Megacable reported strong Q1 numbers after close on Thursday. Core cable revenue growth accelerated to 7.9% y/y from 7.4% the prior Q. EBITDA momentum on cable improved to +9.4% y/y from 6.8%.

Soomit Datta

New Street: Mexico TMT Q1 Outlook: Hard Currency Debt Hurts; MEGA up to Neutral (from Reduce)

Ahead of Q1s starting this Thursday (Megacable) we take a closer look at the prospects for Q1 TMT in Mexico. For TV and AMX, significant hard currency debt and recent peso weakness will be a significant hurdle.

Soomit Datta

New Street: LatAm TMT - Portfolio switch for Covid-19 Times: TIGO/Oi to Neutral; VIVO to Buy, Entel to Reduce

Coronavirus has come to LatAm slightly later than Asia, Europe or the US. Although usage has picked up, it’s early days and the story is mixed across the continent: some moves akin to Europe (+40% fixed data) but less significant shifts in Brazil for example (despite 2+ weeks of lockdown).

MEGACABLE HDG.SDC. reduced its risk exposure resulting in an upgrade to Slightly Positive

MEGACABLE HDG.SDC. (MX), a company active in the Broadcasting & Entertainment industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date March 20, 2020, the closing price was MXN 63.11 and its potential was estimated at MXN 76.52.

Soomit Datta

New Street: Cable into Mobile in Mexico - Izzy (and MEGA) launch with aggressive prices

Televisa's cable operator, Izzy, launched its mobile offering in Mexico last week. Using the Red Compartida (700 MHz) network, the service is aggressively priced at MXN250/month for unlimited data, representing a claimed 80% discount to peers.

Soomit Datta

New Street: Megacable Q1 Quick Take: Strong Quarter, Covid appears Supportive

Megacable reported strong Q1 numbers after close on Thursday. Core cable revenue growth accelerated to 7.9% y/y from 7.4% the prior Q. EBITDA momentum on cable improved to +9.4% y/y from 6.8%.

Soomit Datta

New Street: Mexico TMT Q1 Outlook: Hard Currency Debt Hurts; MEGA up to Neutral (from Reduce)

Ahead of Q1s starting this Thursday (Megacable) we take a closer look at the prospects for Q1 TMT in Mexico. For TV and AMX, significant hard currency debt and recent peso weakness will be a significant hurdle.

Soomit Datta

New Street: LatAm TMT - Portfolio switch for Covid-19 Times: TIGO/Oi to Neutral; VIVO to Buy, Entel to Reduce

Coronavirus has come to LatAm slightly later than Asia, Europe or the US. Although usage has picked up, it’s early days and the story is mixed across the continent: some moves akin to Europe (+40% fixed data) but less significant shifts in Brazil for example (despite 2+ weeks of lockdown).

MEGACABLE HDG.SDC. reduced its risk exposure resulting in an upgrade to Slightly Positive

MEGACABLE HDG.SDC. (MX), a company active in the Broadcasting & Entertainment industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date March 20, 2020, the closing price was MXN 63.11 and its potential was estimated at MXN 76.52.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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