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ENTEL Empresa Naciona...

Empresa Nacional de Telecomunicaciones S.A.: Update to credit analysis...

Our credit view of this issuer reflects its comfortable debt maturity profile, constrained by its operations in dynamic competitive environments.

ENTEL EMPRESA NACIONAL DE TELECOMUNICACIONES S.A.
10/29/25 October 29, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MEGACPO Megacable Hldgs...

Megacable (Buy, TP: MXN75, +36%) Q3 25: Another good quarter

Megacable reported a good set of Q3 results post close yesterday.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
10/24/25 October 24, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TLEVISA GRUPO TELEVISA

Televisa (Neutral, TP: $2.3, -5%) Q3 25: A better quarter driven by Br...

Televisa has reported a better set of Q3 results after the close yesterday.

10/24/25 October 24, 2025 1 EN
ENTEL Empresa Naciona...

Moody's Ratings affirms Empresa Nacional de Telecomunicaciones S.A. (E...

Moody's Ratings (Moody's) today affirmed Empresa Nacional de Telecomunicaciones S.A. ("Entel") Baa3 Long-Term Issuer Rating. The outlook was changed to stable from negative. RATINGS RATIONALE Entel's Baa3 rating reflects its strong market leadership, resilient operating performance, disciplined ...

ENTEL EMPRESA NACIONAL DE TELECOMUNICACIONES S.A.
10/16/25 October 16, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
ENTEL America Movil S...
TEF Empresa Naciona... ... (+4)

AMX and Entel working on a joint bid for Telefonica Chile

According to a Bloomberg article, AMX and Entel are working on a joint bid for Telefonica’s Chile unit. AMX would be interested in the mobile assets of Telefonica Chile while Entel would buy the fixed business.

ENTEL AMERICA MOVIL S.A.B. DE C.V. ADS
TEF EMPRESA NACIONAL DE TELECOMUNICACIONES S.A.
AMX TELEFONICA SA
AMERICA MOVIL SAB DE CV
10/04/25 October 4, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
ENTEL Empresa Naciona...

Entel (Neutral, TP: CLP3,150, -1.5%) Q2 25: Slower trends, the environ...

Entel has reported a slower set of Q2 results, driven by slower wireless and wireline trends in Chile.

ENTEL EMPRESA NACIONAL DE TELECOMUNICACIONES S.A.
08/06/25 August 6, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MEGACPO Megacable Hldgs...

Megacable (Buy, TP: MXN75, +36%) Q2 25: Good quarter, lower capex driv...

Megacable reported a good set of Q2 results post close yesterday with core mass market revenue and EBITDA trends inflecting.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
07/25/25 July 25, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
ALICORI1 ALICORP SA
AMX AMERICA MOVIL S...

America Movil (Buy, TP: $22, +23%) Q2 25: Good quarter; Better Mexico ...

AMX reported a solid set of Q2 results yesterday. Both revenue and EBITDA came in slightly above consensus and trends accelerated.

ALICORI1 ALICORP SA
AMX AMERICA MOVIL SAB DE CV
07/24/25 July 24, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TLEVISA GRUPO TELEVISA

Televisa (Neutral, TP: $2.3, -3%) Better broadband KPIs and nice EPS ...

Televisa has reported a mixed set of Q2 results after the close yesterday. Revenue came in slightly below consensus expectations while OSI came in roughly in line. The small revenue miss was driven by Sky which saw a further deterioration in trends this quarter. EPS beat nicely, mainly driven by TVUNI which posted a better quarter. Perhaps the highlight this quarter is the Broadband net adds which were positive (+6k).

07/23/25 July 23, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TLEVISA GRUPO TELEVISA

Televisa (Neutral, TP: $2.3, +7%) Debt downgrade / TelevisaUnivision: ...

Moody’s has downgraded Televisa’s senior unsecured ratings to Ba1 from Baa3 and assigned a Ba1 corporate family rating; the outlook remains negative. TelevisaUnivision has announced a proposed $1bn refinancing and preliminary Q2 25.

07/15/25 July 15, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
AMX America Movil S...
MEGACPO Megacable Hldgs... ... (+4)

Mexican Broadband Update; Upgrade MEGA to Buy, pt MXN75

Following Q1s and our calls with the CFOs of Televisa, Megacable and Totalplay last month we provide an update on Mexican Broadband.

AMX AMERICA MOVIL S.A.B. DE C.V. ADS
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
TLEVISA GRUPO TELEVISA
TOTALP TOTAL PLAY
07/10/25 July 10, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TLEVISA GRUPO TELEVISA

Televisa (Neutral, TP: $2.3, +22%) Q1 25: Small beat at OSI and solid...

Televisa reported Q1’s after close yesterday. Revenue came in in line with consensus and our expectations while OSI slightly beat consensus and our forecasts. Broadband net adds came in slightly better than consensus but remained in negative territory.

04/30/25 April 30, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MEGACPO Megacable Hldgs...

Megacable (Neutral, TP: MXN55, +21%) Q1 25: Slightly slower but solid...

Megacable has reported a decent set of Q1 results. Revenue came in a touch below expectations while EBITDA came in a touch above. Financial and KPI trends slowed this quarter but remained solid across the board

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
04/25/25 April 25, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MEGACPO Megacable Hldgs...
AMX AMERICA MOVIL S...

Mexican Cable/FTTH MEGA and AMX the strongest performers, TV pt to $2...

The Mexican fixed market saw revenue trends roughly stable in Q4 vs. Q3 while EBITDA trends continued to inflect. KPIs were relatively slower but decent with ~220k net additions and Broadband penetration continued to creep up.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
AMX AMERICA MOVIL S A B DE C V
04/11/25 April 11, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
KTC KT CORP (ADR)
Z74 Singapore Telec... ... (+10)

Global EM Telcos & Towers – On Fire - NSR GEM Top-10 April 25 Update. ...

Our picks were on fire in March, with our top EM Telcos now up 27% YTD on average. This note also includes key news & other thoughts catalysts, help investors generate alpha within the EM Telco space.

KTC KT CORP (ADR)
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
TRUE TRUE CORP. PUBLIC CO. LTD.
VODJ VODAFONE GROUP PLC (ADR)
VEON VEON LTD. SPONSORED ADR
MIC MILLICOM
AIRTELAF AIRTEL AFRICA PLC
LILAB LIBERTY GLOBAL PLC LILAC
TIMP3 TIM BRASIL SA
IHS.LG IHS PLC
04/02/25 April 2, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MIC MILLICOM

Millicom (Buy, TP: $36, +30%) - Q4 24: Slower trends but strong EFCF

Millicom has reported a slower set of Q4 results and both service revenue and EBITDA came in a shade below consensus expectations. However, the EFCF performance was strong, well above expectations in Q4 and the guide for 2025 EFCF of ~$750m is also above consensus (in line with us).

02/28/25 February 28, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TIMP3 TIM BRASIL SA
TIMS3 TIM SA (BRAZIL)

TIM Brasil (Buy, TP: R$22, +29%) Feedback from small group call with ...

We hosted a small group Zoom call with TIM Brasil CEO, Alberto Griselli, and Head of IR, Vicente Ferreira last Tuesday. Overall tone was positive

TIMP3 TIM BRASIL SA
TIMS3 TIM SA (BRAZIL)
02/25/25 February 25, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
MEGACPO Megacable Hldgs...

Megacable (Neutral, TP: MXN55, +29%) Q4 24: Decent quarter, solid KPIs

Megacable has reported a decent set of Q4 results. Revenue came in a touch below expectations while EBITDA was in line.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
02/21/25 February 21, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TLEVISA GRUPO TELEVISA

Televisa (Neutral, TP: $3.1, +50%) Q4 24: Solid FCF but weak fundamen...

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.

02/21/25 February 21, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8535.00
TIMP3 TIM BRASIL SA
TIMS3 TIM SA (BRAZIL)

TIM Brasil (Buy, TP: BRL22, +27%) New R$1bn share buyback plan approv...

TIM Brasil has approved a new share buyback plan, up to R$1bn (US$ 173m), which represents a significant uptick in overall shareholder remuneration. This is another positive development following its new medium term guidance. With a net cash position and 14% 2025 FCFE yield, the stock is a compelling Buy and represents one of our Top Picks in EM with a R$ 22 price target.

TIMP3 TIM BRASIL SA
TIMS3 TIM SA (BRAZIL)
02/13/25 February 13, 2025 1 EN
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