Added to YB: 2026-06-18
Pitch date: 2026-06-16
TV [bullish]
Grupo Televisa, S.A.B.
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Grupo Televisa, S.A.B., together with its subsidiaries, engages in the cable networks and direct-to-home system businesses with Residential, Satellite, and Enterprise categories in Mexico and internationally.
Market Cap
MXN 27.0B
Pitch Price
N/A
Price Target
8.70 (+195%)
Dividend
N/A
EV/EBITDA
3.91
P/E
-3.24
EV/Sales
1.55
Sector
Diversified Telecommunication Services
Category
value
New Position: A Hidden World Cup Beneficiary in Latin America
TV: Mexican telecom/media at 0.28x P/B, 4.53x EV/EBITDA. World Cup catalyst via exclusive Mexican rights (all 104 matches on ViX); Q2'26 EPS est 0.15 too low. Deleveraged to 2.0x, margins 41.4%, Izzi/Sky merger synergies. Martínez 22% stake. PT $8.70 by 2030, 194% upside, 24% IRR.
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