OTCPK:CVHS.Y

Stock Analysis Report

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Executive Summary

Cablevisión Holding S.A. operates in the telecommunications industry primary in Argentina.


Snowflake Analysis

Fair value with imperfect balance sheet.

Share Price & News

How has Cablevisión Holding's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: CVHS.Y's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

0%

CVHS.Y

2.1%

US Media

1.5%

US Market


1 Year Return

-36.0%

CVHS.Y

-8.7%

US Media

6.9%

US Market

Return vs Industry: CVHS.Y underperformed the US Media industry which returned -9.7% over the past year.

Return vs Market: CVHS.Y underperformed the US Market which returned 5.3% over the past year.


Shareholder returns

CVHS.YIndustryMarket
7 Day0%2.1%1.5%
30 Day15.3%2.3%5.9%
90 Dayn/a12.4%17.9%
1 Year-35.4%-36.0%-7.3%-8.7%9.2%6.9%
3 Yearn/a3.5%-0.8%36.4%27.5%
5 Yearn/a28.3%19.1%64.9%47.0%

Price Volatility Vs. Market

How volatile is Cablevisión Holding's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Cablevisión Holding undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: CVHS.Y ($4) is trading below our estimate of fair value ($8.53)

Significantly Below Fair Value: CVHS.Y is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: CVHS.Y is unprofitable, so we can't compare its PE Ratio to the US Media industry average.

PE vs Market: CVHS.Y is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate CVHS.Y's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: CVHS.Y is good value based on its PB Ratio (0.6x) compared to the US Media industry average (1.4x).


Next Steps

Future Growth

How is Cablevisión Holding forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?

19.1%

Forecasted annual revenue growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if CVHS.Y's forecast earnings growth is above the savings rate (2.2%).

Earnings vs Market: Insufficient data to determine if CVHS.Y's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CVHS.Y's revenue (19.1% per year) is forecast to grow faster than the US market (9.2% per year).

High Growth Revenue: CVHS.Y's revenue (19.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if CVHS.Y's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Cablevisión Holding performed over the past 5 years?

73.2%

Last years earnings growth


Earnings and Revenue History

Quality Earnings: CVHS.Y is currently unprofitable.

Growing Profit Margin: CVHS.Y is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if CVHS.Y's year-on-year earnings growth rate was positive over the past 5 years.

Accelerating Growth: Unable to compare CVHS.Y's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: CVHS.Y is unprofitable, making it difficult to compare its past year earnings growth to the Media industry (6.6%).


Return on Equity

High ROE: CVHS.Y has a negative Return on Equity (-1.06%), as it is currently unprofitable.


Next Steps

Financial Health

How is Cablevisión Holding's financial position?


Financial Position Analysis

Short Term Liabilities: CVHS.Y's short term assets (ARS66.0B) do not cover its short term liabilities (ARS92.0B).

Long Term Liabilities: CVHS.Y's short term assets (ARS66.0B) do not cover its long term liabilities (ARS198.5B).


Debt to Equity History and Analysis

Debt Level: CVHS.Y's debt to equity ratio (52.4%) is considered high.

Reducing Debt: Insufficient data to determine if CVHS.Y's debt to equity ratio has reduced over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: Whilst unprofitable CVHS.Y has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.

Forecast Cash Runway: CVHS.Y is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 94.2% per year.


Next Steps

Dividend

What is Cablevisión Holding current dividend yield, its reliability and sustainability?

0.97%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: CVHS.Y's dividend (0.97%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.68%).

High Dividend: CVHS.Y's dividend (0.97%) is low compared to the top 25% of dividend payers in the US market (4.59%).


Stability and Growth of Payments

Stable Dividend: Too early to tell whether CVHS.Y's dividend payments have been stable as they only just started paying a dividend.

Growing Dividend: Too early to tell if CVHS.Y's dividend payments are increasing as they only just started paying a dividend.


Current Payout to Shareholders

Dividend Coverage: CVHS.Y is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.3yrs

Average board tenure


CEO

Cablevisión Holding has no CEO, or we have no data on them.


Board Members

NamePositionTenureCompensationOwnership
Sebastian Bardengo
President of Board of Directors2.25yrsno data0.024% ARS282.5k
Ignacio José Sáenz Valiente
Vice President of Board of Directors2.25yrsno datano data
Lucio Andrés Pagliaro
Non-Independent Director2.25yrsno datano data
Nelson Damián Pozzoli
Independent Director2.25yrsno datano data
Sebastián Salaber
Independent Director2.25yrsno datano data
Alan Whamond
Independent Director2.25yrsno datano data
Gonzalo Blaquier
Independent Director2.25yrsno datano data
Marcela Noble Herrera
Non-Independent Director2.25yrsno datano data
Marcia Ludmila Magnetto
Non-Independent Director2.25yrsno datano data
Antonio Román Aranda
Non-Independent Director2.25yrsno datano data
María Lucila Romero
Alternate Director2.25yrsno datano data
María de los Milagros Páez
Alternate Director2.25yrsno datano data

2.3yrs

Average Tenure

54yo

Average Age

Experienced Board: CVHS.Y's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Cablevisión Holding S.A.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Cablevisión Holding S.A.
  • Ticker: CVHS.Y
  • Exchange: OTCPK
  • Founded: 2016
  • Industry: Cable and Satellite
  • Sector: Media
  • Market Cap: AR$83.095b
  • Listing Market Cap: AR$1.166b
  • Shares outstanding: 180.64m
  • Website: https://www.cablevisionholding.com

Number of Employees


Location

  • Cablevisión Holding S.A.
  • Tacuari 1842
  • Piso 4
  • Buenos Aires
  • Capital Federal
  • Argentina

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CVHBASE (Buenos Aires Stock Exchange)YesClass B Ordinary SharesARARSAug 2017
CVHLSE (London Stock Exchange)GDS (EACH REPR 1 CLS B SHR)GBUSDSep 2017
CVHS.YOTCPK (Pink Sheets LLC)GDS (EACH REPR 1 CLS B SHR)USUSDSep 2017
CVHDBASE (Buenos Aires Stock Exchange)COM ARS1.00 CL B (USD)ARUSDOct 2019

Biography

Cablevisión Holding S.A. operates in the telecommunications industry primary in Argentina. The company engages in the distribution of video, voice, and data. It offers cable television services, such as basic, digital, and high-definition channels, as well as on demand video platform products. The company also provides fixed telephony services; high-speed Internet access services; and connectivity, cloud computing, video, and datacenter solutions. In addition, it offers mobile services, including applications download, MMS, SMS, online streaming, corporate e-mail, and social network access services, as well as sale of mobile communication devices, such as handsets, mifi modems and wingles, and smart watches. As of December 31, 2019, the company served approximately 4.1 million broadband customers. Cablevisión Holding S.A. was incorporated in 2016 and is based in Buenos Aires, Argentina. Cablevisión Holding S.A. is a subsidiary of GC Dominio S.A. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/07/15 00:39
End of Day Share Price2020/07/08 00:00
Earnings2020/03/31
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.