TV

Grupo Televisa SAB - ADR - Level III

TMT


Presented:06/30/2023
Price:$5.13
Cap:$2.79B
Current Price:$2.20
Cap:$1.10B

Presented

Date06/30/2023
Price$5.13
Market Cap$2.79B
Ent Value$6.16B
P/E RatioN/A
Book Value$11.51
Div Yield1.94%
Shares O/S543.00M
Ave Daily Vol1,734,456
Short IntN/A

Current

Price$2.20
Market Cap$1.10B
Grupo Televisa SAB engages in the provision of media products and services. It operates through the following segments: Content, Sky, Cable, and Other Businesses. The Content segment includes advertising, network subscription revenue and licensing and syndication. The Sky segment includes direct-to-home satellite television system. The Cable segment offers video, high-speed data and voice services to residential and commercial customers, including small- and medium-sized businesses and hotels; and provides telecommunications services, including voice, data, and managed services, to domestic and international carriers and to enterprise, corporate, and government customers. The Other Businesses segment comprises of publishing, gaming, soccer, radio, feature-film distribution, and publishing distribution activities. The company was founded in 1930 and is headquartered in Mexico City, Mexico.

Publicly traded companies mentioned herein: Alphabet Inc Class (GOOGL), Comcast Corporation (CMCSA), Grupo Televisa S.A.B. ADR (TV), Netflix Inc. (NFLX), SoftBank Group Corp ADR (SFTBY), Paramount Global Class B (PARA), 

Business Overview

The presenter views TelevisaUnivision’s stock as significantly undervalued, trading at a fraction of its estimated fair value. The planned IPO of Univision and the spin-off of the Sports and Gaming segment are expected to be catalysts for the stock. The presenter believes Televisa is a unique investment opportunity due to its complexity and asymmetric nature. The company merged its media and entertainment assets with Univision in January 2022 following Univision’s previously failed LBO and subsequent acquisition (December 2020) by private equity firms, Searchlight Capital and ForgeLight, led by Wade Davis, former Viacom CFO. While this merger has added another layer of complexity to the Televisa story, it has also created a global leader in Spanish language content with a leading position in the US market.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.