Televisa
About: Televisa is one of the leading telecommunication firms in Mexico. Its cable arm, Izzi, holds networks that pass 20 million Mexican homes and provide broadband service to nearly 6 million customers. The firm is also one of the largest pay-television providers in Mexico, with 4 million customers. Televisa owns Sky Mexico, the country's only satellite-TV provider, serving about 5 million customers. After merging its traditional media business into Univision, Grupo Televisa owns a 43% stake in combined entity TelevisaUnivision. Grupo Televisa spun off several smaller businesses, including magazine publishing, three of Mexico's professional soccer teams, and Azteca Stadium in February 2024, under the name Ollamani.
Employees: 30,269
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
2% more funds holding
Funds holding: 93 [Q3] → 95 (+2) [Q4]
5% more call options, than puts
Call options by funds: $85K | Put options by funds: $81K
0.73% less ownership
Funds ownership: 8.03% [Q3] → 7.3% (-0.73%) [Q4]
30% less capital invested
Capital invested by funds: $520M [Q3] → $363M (-$158M) [Q4]
33% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 39
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Benchmark Matthew Harrigan 46% 1-year accuracy 33 / 72 met price target | 274%upside $7 | Buy Reiterated | 5 Mar 2025 |
Goldman Sachs Vitor Tomita 20% 1-year accuracy 2 / 10 met price target | 18%upside $2.20 | Buy Maintained | 28 Jan 2025 |
Financial journalist opinion
