AMX (Buy, TP: $24, +43%) MEGA (Neutral, TP: MXN43, +21%) TV (Neutral, TP: $4.2, +80%) Mexican fixed Q3 round up - Tough for Televisa, de-leverage at Totalplay, accelerating top line at MEGA
We round up on Mexican fixed results from the last 24 hours. Trends continue to show Megacable and Totalplay as share gainers, with Izzy (Televisa) significant share losers, exacerbated this quarter by a large subs write offs. AMX is adding subs, though at a lower rate.
Megacable Holdings and its subsidiaries are engaged in the installation, operation, maintenance and exploitation of cabling network distribution, internet and telephone systems.
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
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- Pan European Telecom Services and Cable
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