Professional
Added to YB: 2025-02-17
Pitch date: 2025-01-26
MEGAA.MX [neutral]
Megacable Holdings, S. A. B. de C. V.
Author Info
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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 46.2B
Pitch Price
N/A
Price Target
N/A
Dividend
6.21%
EV/EBITDA
4.52
P/E
18.31
EV/Sales
2.02
Sector
Media
Category
value
Brennan Asset Management Portfolio Holding: Megacable Holdings SAB de CV
MEGAA.MX trimmed position: Solid ops, 3.9x LTM EBITDA, 1.5x leverage. Concerns: lack of fiber cohort data, challenging Mexico City/Monterrey markets. Still adding subs from weak Televisa. FCF increasing but Bours family favors dividends over buybacks. Industry consolidation or capital allocation shift could prompt revisit.
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