Televisa
About: Televisa is one of the leading telecommunication firms in Mexico. Its cable arm, Izzi, holds networks that pass nearly 20 million Mexican homes and provide broadband service to 6 million customers. The firm is also one of the largest pay-television providers in Mexico, with 4 million customers. Televisa holds a majority stake in Sky Mexico, the country's only satellite-TV provider, serving about 5 million customers. Televisa has agreed to buy AT&T's minority stake in Sky. After merging its traditional media business into Univision, Grupo Televisa owns a 45% stake in combined entity TelevisaUnivision. Grupo Televisa spun off several smaller businesses, including magazine publishing, three of Mexico's professional soccer teams, and Stadium Azteca in February 2024 under the name Ollamani.
Employees: 30,765
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
495% more call options, than puts
Call options by funds: $345K | Put options by funds: $58K
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
4% more funds holding
Funds holding: 102 [Q1] → 106 (+4) [Q2]
0.62% more ownership
Funds ownership: 8.14% [Q1] → 8.76% (+0.62%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
16% less capital invested
Capital invested by funds: $733M [Q1] → $619M (-$115M) [Q2]
38% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 42
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Goldman Sachs Vitor Tomita 67% 1-year accuracy 4 / 6 met price target | 24%upside $2.90 | Buy Maintained | 5 Aug 2024 |
