Added to YB: 2025-05-05
Pitch date: 2025-04-29
MEGACPO.MX [bullish]
Megacable Holdings, S. A. B. de C. V.
Author Info
No bio for this author
Company Info
Megacable Holdings, S. A. B. de C. V., together with its subsidiaries, engages in the installation, operation, and maintenance of cable television, internet, and telephone signal distribution systems.
Market Cap
MXN 38.9B
Pitch Price
N/A
Price Target
112.00
Dividend
N/A
Sector
Media
Category
value
Megacable Holdings, S. A. B. de C. V. - $MEGACPO.MX
MEGACPO.MX: Mexican fiber ISP at attractive 4.1x EV/EBITDA vs 6-8x peer norm; expanding from 9.3m to 17.6m homes passed with 13% penetration in new areas (targeting 25%); FCF set to increase as capex declines; 7.2% dividend yield; risks incl. regulation, competition & cord-cutting; base case 138% return in 3yrs.
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