New Street: IHS Towers (Buy, TP: US$20, +240%) Feedback from small group call
We had an encouraging call last week with IHS. IHS’ top line is proving resilient to macro headwinds, although diesel cost remains a challenge. Importantly, we sense that at current share price levels the companies’ attitude to share buybacks is shifting, although timing on this remains uncertain.
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:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.