Added to YB: 2026-01-20
Pitch date: 2026-01-16
TIGO [neutral]
Millicom International Cellular S.A.
+9.3%
current return
Author Info
alwaysinvert investing writes about investing in small / mid caps and special situations. Focused on Scandinavia. Sign up for the newsletter.
Company Info
Millicom International Cellular S.A. provides cable and mobile services in Latin America. It offers mobile services, including mobile data and voice, and short message services; and mobile financial services, such as payments, money transfers, international remittances, savings, real-time loans, and micro-insurance.
Market Cap
$11.0B
Pitch Price
$58.51
Price Target
N/A
Dividend
4.57%
EV/EBITDA
6.35
P/E
10.14
EV/Sales
3.17
Sector
Wireless Telecommunication Services
Category
value
Risk, Inorganic Growth and Valuable Diversification - Millicom International Cellular S.A.
TIGO (update): Latin American telecom trading in 'show me the money' market despite 7 quarters beating consensus. Management targets Colombia for 50% EBITDA margins (Club 50). Optimal capital allocation: M&A first, buybacks second, dividends last. Stock fell on Chile acquisition rumors - paradoxically positive sign. Risk diversification through geographic expansion reduces country concentration risk.
Read full article (7 min)