New Street: MEGACPO (Neutral, TP: MXN74, +2%) MEGA Q2 outlook: growth firm; Izzy and capex weighing on the stock
We caught up with Megacable last night and ahead of Q2s. Cable momentum appears to remain robust and in contrast to the messaging from Televisa (suggesting risks here are competitive and not macro.
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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