New Street Research - IHS Plc (IHS.LG) New Street: IHS Towers (Buy, TP: $27, +176%) 4Q21 Quick Take: Mixed results and mixed guidance

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New Street Research

Chris Hoare

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New Street: IHS Towers (Buy, TP: $27, +176%) 4Q21 Quick Take: Mixed results and mixed guidance

IHS Towers has reported a mixed set of Q4 results. Top line performance was decent but EBITDA performance was somewhat light and guidance for FY22 is also mixed.

15/03/2022 1 EN

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IHS Plc

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New Street Research

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Chris Hoare

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New Street: IHS Towers (Buy, TP: $27, +176%) 4Q21 Quick Take: Mixed results and mixed guidance

GEM Telcos: Consolidation – THE theme driving improved trends for EM Telcos – how far can it go?

IHS Towers (Buy, TP: $7.7, +41%) – Q1 25: Strong start to the year; Rwanda deal announced

IHS (Buy, TP: US$7.7, +80%) - Investor Call Feedback - 31st March 2025

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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