OTCPK:TSSL.F

Stock Analysis Report

NOT FOR DISTRIBUTION
Header cover image

Executive Summary

Telesites, S.A.B. de C.V. builds, installs, maintains, operates, and markets various types of sites towers and support structures, and physical spaces and other non-electronic elements for the installation of radiant radio communications equipment in Mexico. More Details


Snowflake Analysis

Acceptable track record with moderate growth potential.


Similar Companies

Share Price & News

How has Telesites. de's share price performed over time and what events caused price changes?


Latest Share Price and Events

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


Market Performance


7 Day Return

-2.5%

TSSL.F

-1.8%

US Telecom

-1.9%

US Market


1 Year Return

21.7%

TSSL.F

-12.0%

US Telecom

13.1%

US Market

Return vs Industry: TSSL.F exceeded the US Telecom industry which returned -12.1% over the past year.

Return vs Market: TSSL.F exceeded the US Market which returned 12.7% over the past year.


Shareholder returns

TSSL.FIndustryMarket
7 Day-2.5%-1.8%-1.9%
30 Day5.3%-2.5%-2.9%
90 Day29.5%3.2%8.2%
1 Year21.7%21.7%-7.5%-12.0%15.7%13.1%
3 Year3.3%3.3%6.0%-9.2%38.4%29.1%
5 Yearn/a31.8%2.2%89.3%68.0%

Price Volatility Vs. Market

How volatile is Telesites. de's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Telesites. de undervalued compared to its fair value and its price relative to the market?

10.1%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: TSSL.F ($0.86) is trading below our estimate of fair value ($0.97)

Significantly Below Fair Value: TSSL.F is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: TSSL.F is poor value based on its PE Ratio (629.7x) compared to the US Telecom industry average (11.5x).

PE vs Market: TSSL.F is poor value based on its PE Ratio (629.7x) compared to the US market (17.8x).


Price to Earnings Growth Ratio

PEG Ratio: TSSL.F is poor value based on its PEG Ratio (16.9x)


Price to Book Ratio

PB vs Industry: TSSL.F is overvalued based on its PB Ratio (4.8x) compared to the US Telecom industry average (1.2x).


Next Steps

Future Growth

How is Telesites. de forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?

37.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: TSSL.F's forecast earnings growth (37.4% per year) is above the savings rate (2.2%).

Earnings vs Market: TSSL.F's earnings (37.4% per year) are forecast to grow faster than the US market (23.1% per year).

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

Revenue vs Market: TSSL.F's revenue (9.3% per year) is forecast to grow slower than the US market (9.9% per year).

High Growth Revenue: TSSL.F's revenue (9.3% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: TSSL.F's Return on Equity is forecast to be low in 3 years time (7.9%).


Next Steps

Past Performance

How has Telesites. de performed over the past 5 years?

25.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: TSSL.F has high quality earnings.

Growing Profit Margin: TSSL.F became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: TSSL.F has become profitable over the past 5 years, growing earnings by 25% per year.

Accelerating Growth: TSSL.F has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: TSSL.F has become profitable in the last year, making it difficult to compare its past year earnings growth to the Telecom industry (-12.9%).


Return on Equity

High ROE: TSSL.F's Return on Equity (0.7%) is considered low.


Next Steps

Financial Health

How is Telesites. de's financial position?


Financial Position Analysis

Short Term Liabilities: TSSL.F's short term assets (MX$2.4B) do not cover its short term liabilities (MX$5.9B).

Long Term Liabilities: TSSL.F's short term assets (MX$2.4B) do not cover its long term liabilities (MX$40.8B).


Debt to Equity History and Analysis

Debt Level: TSSL.F's debt to equity ratio (183.3%) is considered high.

Reducing Debt: TSSL.F's debt to equity ratio has reduced from 498.4% to 183.3% over the past 5 years.

Debt Coverage: TSSL.F's debt is well covered by operating cash flow (28%).

Interest Coverage: TSSL.F's interest payments on its debt are not well covered by EBIT (1.2x coverage).


Balance Sheet


Next Steps

Dividend

What is Telesites. de current dividend yield, its reliability and sustainability?

0.29%

Forecast Dividend Yield


Dividend Yield vs Market

Notable Dividend: Unable to evaluate TSSL.F's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate TSSL.F's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if TSSL.F's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if TSSL.F's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of TSSL.F's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

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


CEO

Gerardo Kuri Kaufmann (36 yo)

no data

Tenure

Engineer. Gerardo Kuri Kaufmann has been the Chief Executive Officer and Chairman of the Board of Directors at Operadora de Sites Mexicanos, S.A. de C.V. since June 17, 2016. Engineer. Kuri Kaufmann serves ...


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

Telesites, S.A.B. de C.V.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Telesites, S.A.B. de C.V.
  • Ticker: TSSL.F
  • Exchange: OTCPK
  • Founded: 2015
  • Industry: Integrated Telecommunication Services
  • Sector: Telecom
  • Market Cap: Mex$62.832b
  • Listing Market Cap: Mex$2.842b
  • Shares outstanding: 3.30b
  • Website: https://www.telesites.com.mx

Number of Employees


Location

  • Telesites, S.A.B. de C.V.
  • Office 203. Colonia
  • Floor 2
  • Mexico City
  • 11000
  • Mexico

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SITES B-1BMV (Bolsa Mexicana de Valores)YesOrdinary Series B-1 SharesMXMXNJul 2016
TSSL.FOTCPK (Pink Sheets LLC)YesOrdinary Series B-1 SharesUSUSDJul 2016

Biography

Telesites, S.A.B. de C.V. builds, installs, maintains, operates, and markets various types of sites towers and support structures, and physical spaces and other non-electronic elements for the installation ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/24 08:02
End of Day Share Price2020/09/23 00:00
Earnings2020/06/30
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.