Added to YB: 2025-08-29
Pitch date: 2025-08-27
TIGO [bullish]
Millicom International Cellular S.A.
+98.28%
current return
Author Info
No bio for this author
Company Info
Millicom International Cellular S.A. engages in the provision cable and mobile services in Latin America.
Market Cap
$13.7B
Pitch Price
$43.78
Price Target
N/A
Dividend
3.66%
EV/EBITDA
7.85
P/E
11.12
EV/Sales
3.80
Sector
Wireless Telecommunication Services
Category
growth
Introducing the blog and updated thoughts on the TIGO thesis
TIGO: Strong cash flow generation from core operations, aggressive capital allocation (buybacks + acquisitions) without exceeding leverage targets. Growth plan: prepaid-to-postpaid migration, price increases, fixed broadband expansion, convergence to reduce churn. Colombia consolidation should improve market structure. Iliad/Atlas aggressively buying via options, aligned with minorities. Valuation approach focuses on management quality vs precise FCF multiples.
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