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Stock impact report

Grupo Televisa, S.A.B. (TV): A Bull Case Theory [Yahoo! Finance]

Grupo Televisa S.A. (TV) 
US:NYSE Investor Relations: televisair.com
Company Research Source: Yahoo! Finance
Grupo Televisa, S.A.B.'s share was trading at $3.33 as of January 28th. TV's trailing P/E was 0.13 according to Yahoo Finance. Grupo Televisa, S.A.B., together with its subsidiaries, owns and operates cable companies and provides direct-to-home satellite pay television system in Mexico and internationally. TV presents a compelling investment opportunity as a stark mispricing exists between its intrinsic value and current market valuation. Following years of structural simplification and balance sheet fortification, the company has transformed into a lean connectivity provider in Mexico and a dominant media powerhouse in the U.S. through its 45% stake in TelevisaUnivision. The market, however, undervalues these assets, pricing the equity at just 3.9x EV/EBITDA and a Price-to-Book ratio of 0.26x, ignoring the operational integration of Sky Mexico and Izzi, the profitability of the ViX streaming platform, and the upcoming revenue catalyst from the 2026 FIFA World Cup. By acquiring fu Show less Read more
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