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Media Mexican Community

Our community narratives are driven by numbers and valuation.

Streaming Expansion And Broadband Penetration Will Support Long-Term Earnings Recovery

Catalysts About Grupo Televisa Grupo Televisa is a leading Mexican media and telecommunications company with operations spanning cable, satellite, and Spanish language content production and distribution. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

Mex$19.3

43.4% undervalued

AnalystConsensusTarget's Fair Value

Revenue

-2.31% p.a.

Profit Margin

10.46%

Future PE

14.99x

Price in 2028

Mex$33.71

Megacable Holdings S. A. B. de C. V

Fiber Expansion And Lower Capex Will Support Stronger Long Term Cash Generation

Catalysts About Megacable Holdings S. A.Read more

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AnalystConsensusTarget

Mex$64

18.8% undervalued

AnalystConsensusTarget's Fair Value

Revenue

6.57% p.a.

Profit Margin

0.14%

Future PE

14.15x

Price in 2028

Mex$0.97

Recently Updated Narratives

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Double_Bubbler

Vertical Aerospace: Unveils Valo - The Future of Urban Air Mobility

Fair Value: US$60 89.9% undervalued

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IM

Deep Value Multi Bagger Opportunity

Fair Value: CA$4 71.8% undervalued

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Agricola

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value: CA$31.8 98.8% undervalued

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Popular Narratives

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TheWallstreetKing

MicroVision will explode future revenue by 380.37% with a vision towards success

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NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$250.39 27.7% undervalued

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RockeTeller

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Fair Value: CA$86 83.3% undervalued

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Trending Discussion

US

Great narratives with technical information details.

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BA

Barberakb

Thanks for sharing these. They really help when I pick what dividend stocks to invest in

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DE

The Kamoa-Kakula mine is utilizing the Lobito Atlantic Railway Corridor to transport its copper concentrate to the deep-water Atlantic Ocean port of Lobito in Angola. This rail link provides a significantly shorter, quicker, and more cost-effective export route compared to previous methods. Key Details :) Route: The railway runs approximately 1,739 kilometers from Kolwezi in the Democratic Republic of Congo (DRC) to the port of Lobito in Angola. The line passes within five kilometers of the Kamoa-Kakula mining complex. Benefits: Reduced Distance & Time: The distance to Lobito is roughly half that to the previously used port of Durban, South Africa. An initial trial shipment by rail took only eight days, compared to the 40 to 50 days typical for road transport to Durban. Cost Efficiency: Logistics currently account for about 30% of Kamoa-Kakula's total cash costs, a figure expected to decrease significantly with increased rail usage. Environmental Impact: Transportation by rail is more energy-efficient and less carbon-intensive than long-haul trucking. SADLY zero action from DRC in 2025 to spend a few bucks ($100M) and cut the cost of Trucking (Logistics) in half... Smelter gets Volumes down from 30% concentrate to 99% Blister Copper and cuts out the Middle Men. Solar Power looks promising 60MW in 2026. The Real Prize is Western Forelands... 40+years of 1 Billion pounds of copper with about 90% working interest and very high grades (3% overall) and the size of the prize doubled in May 2025 when disaster struck Kamoa Kakula complex. We'll see if production grows back to 600,000 Tonnes/year or x2200 = 1.32 Billion lbs of copper per year... from 400kT = 880 million lbs per year in 2025. 40% w.i. = 350 million lbs to Ivanhoe. in comparison... The Vicuña copper district has massive resources, with overall averages around 0.35% copper in measured/indicated (M&I) and 0.32% in inferred, but features much higher-grade cores, like Filo del Sol's M&I at 0.74% Cu.

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