MEGACPO (Buy, TP: MXN75, +50%) TV US (Buy, TP: USD8.5, 65%) LatAm M&A - a Telenovela in the making?
The LatAm region has burst into M&A life in the last 12 months. However, it’s been a challenge for public investors to make money on this theme. Whilst we see plenty of accretion from 4-3 consolidation in Brazil (Apr-22 close), shareholders in TIM (most exposed) haven’t yet been rewarded. Millicom is in play but unless you were super nimble on entry it’s unlikely you’re sitting on material gains (given preceding heavy stock weakness).
Megacable Holdings and its subsidiaries are engaged in the installation, operation, maintenance and exploitation of cabling network distribution, internet and telephone systems.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
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
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.