New Street Research - IHS Plc (IHS.LG) IHS Towers (Buy, TP: $6, +86%) IHS (Buy) – Sale of its 70% stake in IHS Kuwait

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New Street Research

Chris Hoare

EUR 9617.00 For Business Accounts Only

IHS Towers (Buy, TP: $6, +86%) IHS (Buy) – Sale of its 70% stake in IHS Kuwait

IHS has announced that it has signed a definitive agreement to sell its 70% stake in IHS Kuwait. Proceeds will be mainly used to reduce debt.

02/12/2024 1 EN

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IHS Plc

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Pan European Telecom Services and Cable

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Chris Hoare

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IHS Towers (Buy, TP: $6, +86%) IHS (Buy) – Sale of its 70% stake in IHS Kuwait

IHS Towers (Buy, TP: $6, +140%) Q3 24: Solid quarter, lower capex guide; still waiting for the strategic review – Call feedback included

EM Towers Q2 CY24 review: Improving trends in China and Africa, Indonesia stable while Indus slowed

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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