IHS (Buy, TP: US$7.7, +80%) - Investor Call Feedback - 31st March 2025
We had a bullish call last week with IHS CFO, Steve Howden, and Head of IR Robert Berg. Despite tariff-related chaos the stock has performed well recently (+50% ytd) reflecting the better environment in Nigeria as well as action the company itself has taken to improve value, but we still think it looks undervalued and retain our Buy recommendation and US$7.7 price target.
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- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
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We provide debt research on:
- Pan European Telecom Services and Cable
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