Hemisphere Media Group, Inc.

NasdaqGM:HMTV Voorraadrapport

Marktkapitalisatie: US$289.9m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Hemisphere Media Group Beheer

Beheer criteriumcontroles 2/4

Belangrijke informatie

Alan Sokol

Algemeen directeur

US$2.5m

Totale compensatie

Percentage CEO-salaris48.33%
Dienstverband CEO9.7yrs
Eigendom CEO1.6%
Management gemiddelde ambtstermijn9.3yrs
Gemiddelde ambtstermijn bestuur9.4yrs

Recente managementupdates

Recent updates

Seeking Alpha • Jul 26

Hemisphere Media: New Competing Bids Made It Even More Interesting

Hemisphere Media is being taken out opportunistically by insiders for $7/share. Two competing bidders appeared with offers at $8/share and $9/share. Management has engaged with one of the bidders. The market expects negotiations to be successful. An important update to our previously written [[HMTV]] article from two months ago - see it here. For a quick catch-up - small cap US-Hispanic-focused media company Hemisphere Media is being taken out opportunistically by insiders for $7/share. Activist fund Edenbrook Capital (owns 15% A shares, 7.7% economic interest) opposed the deal saying the management had artificially depressed the share price before the takeover and that HMTV is worth at least $12/share. However, the main risk is that management affiliates appear to be holding just enough voting power to outvote the remaining shareholders in a minority vote. When we wrote the last article, the share price was trading at 5% to the offer price, so the situation seemed interesting and on top of that, you had a low-risk option for a small offer price bump. At the end of June, HMTV price suddenly jumped up and now trades at 12% above the current offer. This was because the company had released a preliminary proxy, which showed that during the last week of the go-shopping period HMTV received two competing bids: On June 3 - an undisclosed buyer named ‘company E’ proposed a bid at $9/share. On June 7 - another bidder ‘company F’ made an offer at $8/share. Quite conveniently, the go-shop period ended on June 8, which limited HMTV ability to engage with the bidders. HMTV share price reaction seemed quite optimistic given that management could’ve just easily ignored these offers easily and proceeded with their buyout (especially as they had the needed shares to win the minority vote). However, apparently, the market thought that these two higher bids combined with the activist pressure will force management to increase their own bid. By the way, another activist Boyar Asset Management has recently joined Edenbrook Capital saying that management’s offer is ridiculously low: this offer dramatically undervalues the Company: not only is it ~7% below the value of the stock at the beginning of 2022, but it's also nearly 50% below Hemisphere's 52-week high. This wholly inadequate "takeunder" is hardly in the best interests of long-term investors and is fraught with conflicts of interests. To add insult to injury, much of the past year's price decrease appears to have been attributable to some of the Company's own questionable capital allocation and managerial decisions. It is a travesty that the very people in our opinion who are responsible for the share price decline at HMTV are now the ones set to benefit from this laughably low bid.[...]The proposed takeover price dramatically undervalues Hemisphere, raising fears that Company insiders may be attempting to capitalize on the reduced valuation (for which they themselves could partly be blamed) by taking the Company private at a level they know to be well below its intrinsic value. Such a take-private deal might benefit insiders, who could continue participating in the potential synergies and accelerated growth opportunities of the combined entities, but we believe that public investors are getting a raw deal.
Seeking Alpha • May 19

Hemisphere Media: Low-Risk Take Private Transaction With A Free 30-70% Price Increase Optionality

US-Hispanic-focused media company Hemisphere Media is being taken out opportunistically. The current deal offers a single-digit low-risk return. There is also a "free option" of receiving a higher (30-70% offer).
Seeking Alpha • May 06

Hemisphere Media Group: A First Look

Shares of Spanish language media concern Hemisphere Media Group, Inc. (HMTV) have fallen 70% since its abandoned secondary offering in November 2021. The company’s acquisition of Pantaya has yet to result in a surge of subscribers but has raised its net leverage significantly. However, with demographic tailwinds and trading at a price-to-FY22E sales ratio of under .7, the recent beneficial owner buying merited a deeper dive. A full investment analysis follows in the paragraphs below.
Analyseartikel • Apr 13

Is Hemisphere Media Group, Inc. (NASDAQ:HMTV) Potentially Undervalued?

Hemisphere Media Group, Inc. ( NASDAQ:HMTV ), might not be a large cap stock, but it received a lot of attention from a...
Analyseartikel • Mar 17

Hemisphere Media Group (NASDAQ:HMTV) Will Be Looking To Turn Around Its Returns

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Analyseartikel • Dec 05

Is There Now An Opportunity In Hemisphere Media Group, Inc. (NASDAQ:HMTV)?

While Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) might not be the most widely known stock at the moment, it received...
Analyseartikel • Nov 17

Hemisphere Media Group (NASDAQ:HMTV) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel • Aug 16

We Think Hemisphere Media Group's (NASDAQ:HMTV) Robust Earnings Are Conservative

The subdued stock price reaction suggests that Hemisphere Media Group, Inc.'s ( NASDAQ:HMTV ) strong earnings didn't...
Analyseartikel • Jul 03

At US$11.64, Is Hemisphere Media Group, Inc. (NASDAQ:HMTV) Worth Looking At Closely?

While Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) might not be the most widely known stock at the moment, it received...
Analyseartikel • May 24

Are Investors Undervaluing Hemisphere Media Group, Inc. (NASDAQ:HMTV) By 39%?

Today we will run through one way of estimating the intrinsic value of Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) by...
Analyseartikel • May 04

These 4 Measures Indicate That Hemisphere Media Group (NASDAQ:HMTV) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel • Mar 20

Should You Investigate Hemisphere Media Group, Inc. (NASDAQ:HMTV) At US$13.30?

Hemisphere Media Group, Inc. ( NASDAQ:HMTV ), is not the largest company out there, but it received a lot of attention...
Analyseartikel • Mar 05

Hemisphere Media Group's(NASDAQ:HMTV) Share Price Is Down 12% Over The Past Five Years.

Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) shareholders should be happy to see the share price up 20% in the last...
Analyseartikel • Feb 18

Hemisphere Media Group, Inc.'s (NASDAQ:HMTV) About To Shift From Loss To Profit

With the business potentially at an important milestone, we thought we'd take a closer look at Hemisphere Media Group...
Analyseartikel • Feb 02

We Like These Underlying Trends At Hemisphere Media Group (NASDAQ:HMTV)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analyseartikel • Jan 18

What Is The Ownership Structure Like For Hemisphere Media Group, Inc. (NASDAQ:HMTV)?

The big shareholder groups in Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) have power over the company. Institutions...
Analyseartikel • Jan 02

Calculating The Fair Value Of Hemisphere Media Group, Inc. (NASDAQ:HMTV)

How far off is Hemisphere Media Group, Inc. ( NASDAQ:HMTV ) from its intrinsic value? Using the most recent financial...
Analyseartikel • Dec 18

When Should You Buy Hemisphere Media Group, Inc. (NASDAQ:HMTV)?

Hemisphere Media Group, Inc. ( NASDAQ:HMTV ), is not the largest company out there, but it saw a significant share...
Analyseartikel • Dec 03

Hemisphere Media Group (NASDAQ:HMTV) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel • Nov 18

What Type Of Returns Would Hemisphere Media Group's(NASDAQ:HMTV) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?

While not a mind-blowing move, it is good to see that the Hemisphere Media Group, Inc. (NASDAQ:HMTV) share price has...
Analyseartikel • Jul 01

Could The Hemisphere Media Group, Inc. (NASDAQ:HMTV) Ownership Structure Tell Us Something Useful?

A look at the shareholders of Hemisphere Media Group, Inc. (NASDAQ:HMTV) can tell us which group is most powerful...

Analyse CEO-vergoeding

Hoe is Alan Sokol's beloning veranderd ten opzichte van Hemisphere Media Group's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Jun 30 2022n/an/a

-US$33m

Mar 31 2022n/an/a

-US$36m

Dec 31 2021US$2mUS$1m

US$11m

Sep 30 2021n/an/a

US$22m

Jun 30 2021n/an/a

US$42m

Mar 31 2021n/an/a

US$42m

Dec 31 2020US$2mUS$1m

-US$1m

Sep 30 2020n/an/a

-US$7m

Jun 30 2020n/an/a

-US$15m

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$8mUS$900k

-US$3m

Sep 30 2019n/an/a

-US$4m

Jun 30 2019n/an/a

-US$2m

Mar 31 2019n/an/a

-US$5m

Dec 31 2018US$2mUS$900k

-US$11m

Sep 30 2018n/an/a

-US$36m

Jun 30 2018n/an/a

-US$34m

Mar 31 2018n/an/a

-US$24m

Dec 31 2017US$2mUS$900k

-US$13m

Sep 30 2017n/an/a

US$15m

Jun 30 2017n/an/a

US$18m

Mar 31 2017n/an/a

US$18m

Dec 31 2016US$4mUS$600k

US$18m

Sep 30 2016n/an/a

US$17m

Jun 30 2016n/an/a

US$16m

Mar 31 2016n/an/a

US$14m

Dec 31 2015US$1mUS$600k

US$14m

Compensatie versus markt: De totale vergoeding ($USD 2.48M ) Alan } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.66M ).

Compensatie versus inkomsten: De vergoeding van Alan is gestegen terwijl het bedrijf verliesgevend is.

CEO

Alan Sokol (63 yo)

9.7yrs
Tenure
US$2,483,066
Compensatie

Mr. Alan J. Sokol has been the Chief Executive Officer at Hemisphere Media Group, Inc. since April 2013 and has been its President since January 2013. Mr. Sokol served as the President and Chief Executive...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Alan Sokol
CEO, President & Director9.7yrsUS$2.48m1.6%
$ 4.6m
James McNamara
Vice Chairman of the Board & Consultant9.4yrsUS$299.04k1.59%
$ 4.6m
Craig Fischer
Chief Financial Officer9.4yrsUS$1.34m0.81%
$ 2.3m
Paul Presburger
Chief Executive Officer of Pantaya & Pantelion 2.012.7yrsUS$3.47m0.44%
$ 1.3m
Patrick Scanlan
IR Contactno datageen gegevensgeen gegevens
Alex Tolston
Executive VP9.3yrsUS$749.52k0.29%
$ 853.6k
Annalis Garrido
Director of Brand Marketing & Communications Strategyno datageen gegevensgeen gegevens
John Garcia
Executive Vice President of Sales & Revenueless than a yeargeen gegevens0.049%
$ 143.0k
Monica Silverstein
Chief Human Resources Officer1.5yrsgeen gegevensgeen gegevens
Jorge Hidalgo
President & GM of WAPA-TV1.7yrsgeen gegevens0.065%
$ 187.8k
Edward Allen
Chief Operating Officer of Pantelion Films & Pantayano datageen gegevensgeen gegevens
Jimmy Arteaga
President of Programmingno datageen gegevensgeen gegevens
9.3yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van HMTV is doorgewinterd en ervaren (gemiddelde ambtstermijn van 9.3 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Alan Sokol
CEO, President & Director9.7yrsUS$2.48m1.6%
$ 4.6m
James McNamara
Vice Chairman of the Board & Consultant9.4yrsUS$299.04k1.59%
$ 4.6m
Eric Neuman
Independent Director9.4yrsUS$205.01k0.22%
$ 646.8k
Leo Hindery
Director9.4yrsUS$140.01k0.083%
$ 240.4k
Eric Zinterhofer
Director5.9yrsUS$140.01kgeen gegevens
Peter Kern
Chairman of the Board9.4yrsUS$340.00k41.1%
$ 119.2m
John Engelman
Independent Director9.4yrsUS$200.01k0.31%
$ 896.5k
Adam Reiss
Independent Director1.3yrsUS$100.01kgeen gegevens
Ernesto Vargas Guajardo
Director9.4yrsUS$140.01k0.22%
$ 646.8k
Sonia Dula
Independent Director3.3yrsUS$200.01k0.10%
$ 289.5k
9.4yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van HMTV wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.4 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2022/09/13 19:08
Aandelenkoers aan het einde van de dag2022/09/12 00:00
Inkomsten2022/06/30
Jaarlijkse inkomsten2021/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Hemisphere Media Group, Inc. wordt gevolgd door 6 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Curry BakerGuggenheim Securities, LLC
Jon HickmanLadenburg Thalmann & Company
John TinkerMaxim Group