Media Mexican Community
Our community narratives are driven by numbers and valuation.
Media Mexican Investing Ideas
Fiber Migration And Slowing Broadband Penetration Will Pressure Long Term Earnings Outlook
Megacable’s growth could slow as more households already have broadband and rival networks catch up, making it harder to stand out or raise prices. See why tougher competition and a shift toward longer contract services could squeeze future profits even if customers keep signing up.Read more
AN
Mex$52.1
19.9% overvalued intrinsic discount
Fair Value
Revenue
5.12% p.a.
Profit Margin
11.43%
Future PE
14.17x
Price in 2029
Mex$79.44
Fiber Expansion And Lower Capex Will Support Stronger Long Term Cash Generation
Megacable’s big network build is largely done, and the story now shifts to turning that wider fiber footprint into steadier growth and more cash left over. The key question is whether it can keep winning customers and raising prices as the market matures and competition heats up.Read more
AN
Mex$70.47
11.3% undervalued intrinsic discount
Fair Value
Revenue
6.37% p.a.
Profit Margin
12.63%
Future PE
16.69x
Price in 2029
Mex$107.19
Fiber Expansion And Rising ARPU Will Drive Strong Long Term Upside Potential
Catalysts About Megacable Holdings S. A.Read more
AN
Mex$84
25.6% undervalued intrinsic discount
Fair Value
Revenue
7.83% p.a.
Profit Margin
17.54%
Future PE
14.26x
Price in 2029
Mex$127.52
