OTCPK:TSSL.F

Stock Analysis Report

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.

Snowflake

Fundamentals

Reasonable growth potential with mediocre balance sheet.


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


Market Performance


7 Day Return

-3.1%

OTCPK:TSSL.F

3.1%

US Telecom

1.2%

US Market


1 Year Return

-17.4%

OTCPK:TSSL.F

8.4%

US Telecom

1.7%

US Market

TSSL.F underperformed the Telecom industry which returned 8.4% over the past year.

TSSL.F underperformed the Market in United States of America which returned 1.7% over the past year.


Share holder returns

TSSL.FIndustryMarket
7 Day-3.1%3.1%1.2%
30 Day12.6%7.5%4.9%
90 Day10.6%9.8%3.7%
1 Year-17.4%-17.4%14.1%8.4%3.9%1.7%
3 Year25.0%25.0%18.1%0.9%47.2%37.7%
5 Yearn/a35.1%4.2%60.0%42.4%

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 based on future cash flows and its price relative to the stock market?

>50%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

Telesites. de's share price is below the future cash flow value, and at a moderate discount (> 20%).

Telesites. de's share price is below the future cash flow value, and at a substantial discount (> 40%).


Price Based on Earnings

Telesites. de is loss making, we can't compare its value to the US Telecom industry average.

Telesites. de is loss making, we can't compare the value of its earnings to the United States of America market.


Price Based on Expected Growth

Unable to calculate PEG ratio for Telesites. de, we can't assess if its growth is good value.


Price Based on Value of Assets

Telesites. de is overvalued based on assets compared to the US Telecom industry average.


Next Steps

Future Growth

How is Telesites. de expected to perform in the next 1 to 3 years based on estimates from 10 analysts?

111.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Telesites. de's revenue is expected to grow by 8.3% yearly, however this is not considered high growth (20% yearly).

Telesites. de's earnings are expected to grow significantly at over 20% yearly.

Telesites. de's revenue growth is expected to exceed the United States of America market average.

Telesites. de's earnings growth is expected to exceed the United States of America market average.

Telesites. de's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Telesites. de is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


Next Steps

Past Performance

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

3.0%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Telesites. de does not make a profit even though their year on year earnings growth rate was positive over the past 5 years.

Unable to compare Telesites. de's 1-year earnings growth to the 5-year average as it is not currently profitable.

Unable to compare Telesites. de's 1-year growth to the US Telecom industry average as it is not currently profitable.


Return on Equity

It is difficult to establish if Telesites. de has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.


Return on Assets

Telesites. de used its assets less efficiently than the US Telecom industry average last year based on Return on Assets.


Return on Capital Employed

It is difficult to establish if Telesites. de improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.


Next Steps

Financial Health

How is Telesites. de's financial position?


Financial Position Analysis

Telesites. de is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Telesites. de's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Telesites. de's level of debt (220%) compared to net worth is high (greater than 40%).

Unable to establish if Telesites. de's debt level has increased without past 5-year debt data.


Balance Sheet

High level of physical assets or inventory.

Debt is not covered by short term assets, assets are 0.1x debt.


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.

Whilst loss making Telesites. de has sufficient cash runway for more than 3 years if it maintains the current positive free cash flow level.

Whilst loss making Telesites. de has sufficient cash runway for more than 3 years, even with free cash flow being positive and shrinking by -72.4% per year.


Next Steps

Dividend

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

0.69%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Unable to evaluate Telesites. de's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate Telesites. de's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as Telesites. de has not reported any payouts.

Unable to verify if Telesites. de's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as Telesites. de has not reported any payouts.


Future Payout to Shareholders

No need to calculate the sustainability of Telesites. de's dividends in 3 years as they are not expected to pay a notable one for United States of America.


Next Steps

Management

What is the CEO of Telesites. de's salary, the management and board of directors tenure and is there insider trading?


CEO

Gerardo Kuri Kaufmann (35yo)

0yrs

Tenure

0

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 ...


Insider Trading

No 3 month open market individual insider trading information.


Ownership Breakdown


Management Team

  • Gerardo Kuri Kaufmann (35yo)

    CEO & Related Director

    • Tenure: 0yrs
  • Jesús Granillo Rodriguez

    Head of Administration & Finance

    • Tenure: 0yrs
  • Eriván Uróstegui Hernández

    Head of Legal Affairs

    • Tenure: 0yrs

Board Members

  • Daniel Diaz Diaz (85yo)

    Independent Director

    • Tenure: 0yrs
  • Juan Rodríguez Torres (79yo)

    Chairman of the Board of Directors

    • Tenure: 0yrs
  • Gerardo Kuri Kaufmann (35yo)

    CEO & Related Director

    • Tenure: 0yrs
  • Luis Ramos Lignan (80yo)

    Independent Director

    • Tenure: 0yrs
  • Daniel Goñi Díaz

    Independent Director

    • Tenure: 0yrs
  • Victor Adrián Pandal González

    Related Director

    • Tenure: 0yrs

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$41.349b
  • Listing Market Cap: Mex$2.136b
  • 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 Analysis2019/09/15 00:57
End of Day Share Price2019/09/13 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.