Televisa (Neutral, TP: $3.1, +50%) Q4 24: Solid FCF but weak fundamentals/KPIs
Televisa reported Q4’s after close. Cable revenue and OSI were broadly as expected but KPIs were weak this quarter, with broadband net adds back into negative territory. Focus remains on FCF rather than growing the base, helped by relatively low cable capex this year.
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- Pan European Telecom Services and Cable
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