Grupo Televisa Skyrockets 9.35%—Can This Media Giant Sustain Its Bullish Surge?

Summary
• Grupo Televisa (TV) surges 9.35% intraday, breaking above 52-week high of $2.71
• Strategic alliance between Birla Cable and Nedia Fiber signals infrastructure tailwinds
• Options chain shows TV20250815C2.5 call option trading at 70% price change ratio

Grupo Televisa’s meteoric 9.35% intraday rally has thrust the Mexican cable giant into the spotlight. With the stock trading at $2.515—well above its 52-week low of $1.55—the move defies broader sector trends where peers like Comcast (CMCSA) are down 0.73%. The surge coincides with a strategic alliance between fiber optic firms Birla Cable and Nedia Fiber, signaling infrastructure tailwinds for satellite and broadband providers.

Infrastructure Alliances and Consumer Loyalty Fuel TV's Surge
The 9.35% intraday jump in Grupo Televisa is driven by two key factors. First, the Birla Cable-Nedia Fiber partnership—announced in sector news—promises to accelerate fiber optic deployment across the Americas, indirectly benefiting satellite providers by reinforcing broadband infrastructure. Second, the ABI Research report revealing only 13% of U.S. consumers are willing to 'cut the cord' has reignited investor confidence in legacy cable operators. These developments position TV as a beneficiary of both physical infrastructure growth and sustained demand for hybrid TV-internet services.

Cable & Satellite Sector Diverges as TV Outpaces Peers
While Grupo Televisa soars, the sector shows mixed signals. Comcast (CMCSA), the sector leader, is down 0.73% despite reporting $31.92B in revenue. Verizon (VZ) and Altice (ATUS) also posted mixed Q4 results, with WideOpenWest (WOW) down 9.6% YoY. TV’s outperformance suggests investors are betting on its unique positioning in Mexico’s market, where satellite TV remains dominant, and on indirect benefits from U.S. fiber optic infrastructure deals.

High-Leverage Options and ETFs to Capitalize on TV's Momentum
• MACD: 0.0445 (bullish crossover), RSI: 55.56 (neutral), 200-day MA: $2.015 (below current price)
• Bollinger Bands: Price at $2.515, 2.23% above upper band of $2.4557

Technical indicators suggest TV is in a short-term bullish phase, with the 200-day moving average acting as a key support level. The stock is trading 24% above its 200-day MA, signaling strong momentum. Two options stand out for aggressive positioning:

TV20250815C2.5 (Call)
• Code: TV20250815C2.5
• Strike: $2.5 | Expiry: 2025-08-15
• IV: 77.32% (high volatility)
• Delta: 0.532 (moderate directional bias)
• Gamma: 0.925 (sensitivity to price moves)
• Turnover: 3,554 (high liquidity)
• Price change ratio: 70.00%
• LVR: 14.69% (moderate leverage)
• This contract offers a 5.6x leverage payoff if TV rises 5% to $2.64, yielding $0.14/share profit.

TV20260116C2.5 (Call)
• Code: TV20260116C2.5
• Strike: $2.5 | Expiry: 2026-01-16
• IV: 64.29% (mid-range volatility)
• Delta: 0.578 (strong directional bias)
• Gamma: 0.346 (moderate sensitivity)
• Turnover: 24,293 (exceptional liquidity)
• Price change ratio: 53.57%
• LVR: 5.81% (balanced leverage)
• This option provides a 5.5x leverage payoff under the same 5% rise, with lower gamma reducing near-term time decay risks.

Aggressive bulls should target TV20250815C2.5 for short-term gains, while TV20260116C2.5 offers a balanced bet on sustained momentum.

Backtest Grupo Televisa Stock Performance
The backtest of TV's performance after a 9% intraday surge shows mixed results. While the 3-day win rate is high at 48.51%, the returns over 10 and 30 days are negative at -0.53% and -0.77%, respectively. This suggests that while TV may experience short-term gains, it can lead to some losses in the medium to long term.

TV's Rally: A High-Volatility Play with Limited Room to Run
The 9.35% surge in Grupo Televisa reflects investor optimism about infrastructure-driven growth and resilient demand for hybrid TV-internet services. However, the stock is trading just 10% below its 52-week high of $2.71, leaving limited room for further gains without a breakout. Key levels to watch: a break above $2.6 (intraday high) could trigger a test of $2.71, while a drop below $2.235 (200-day MA) would signal a reversal. With sector leader Comcast down 0.73%, investors should balance TV’s momentum with sector-wide trends. For now, the call options TV20250815C2.5 and TV20260116C2.5 offer high-reward opportunities—if the $2.6 level holds.