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    Alejandro Azar Wabi

    Senior Associate at GBM

    Alejandro Azar Wabi is a Senior Associate at GBM, specializing in corporate finance and investment analysis, with a strong emphasis on valuation and risk management. He covers several Mexican and Latin American companies, leveraging expertise in financial derivatives and strategic investments, and is recognized for delivering insightful analytics that support decision-making at GBM. Beginning his career in finance, Alejandro has demonstrated competence in financial analysis and risk, with prior experiences that have equipped him for his current associate role. His professional credentials include advanced proficiency in financial modeling and risk assessment, although formal securities licenses and rankings remain undisclosed.

    Alejandro Azar Wabi's questions to GRUPO TELEVISA, S.A.B. (TV) leadership

    Alejandro Azar Wabi's questions to GRUPO TELEVISA, S.A.B. (TV) leadership • Q4 2024

    Question

    Alejandro Azar Wabi inquired about the competitive landscape in the Cable segment following Q4 disconnections and how the company balances acquiring quality clients versus price-sensitive ones to grow free cash flow. He also asked about the potential for accelerated deleveraging at TelevisaUnivision in 2025 and whether a strategic team-up could be an alternative to an IPO for monetization.

    Answer

    Executive Francisco Valim Filho explained the focus is on high-value, loyal customers and that cash flow grew despite subscriber losses due to internal optimization and synergies. He expects subscriber growth to resume in 2025. Executive Alfonso de Angoitia Noriega addressed TelevisaUnivision, confirming deleveraging is a top priority, bolstered by the profitability and success of the ViX streaming platform. He highlighted ViX's strength from its vast content library and efficient production, making the asset highly attractive for potential future consolidation.

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    Alejandro Azar Wabi's questions to AMERICA MOVIL SAB DE CV/ (AMX) leadership

    Alejandro Azar Wabi's questions to AMERICA MOVIL SAB DE CV/ (AMX) leadership • Q4 2024

    Question

    Alejandro Azar Wabi inquired about the 2024 growth of the cloud and corporate networks business and its share of CapEx. He also asked for clarification on the company's pension plan outflows and their expected trend over the next decade.

    Answer

    CEO Daniel Hajj Aboumrad and Executive Carlos Jose Garcia Moreno Elizondo highlighted that the corporate segment is one of the fastest-growing, with revenue growth accelerating to 12.3% in Q4. Executive Oscar Von Hauske Solís explained that pension outflows are expected to remain at current levels for about three years before declining, as payments have likely peaked.

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