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Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR190, +59%) Q1 25: Group trends accelerating driven b...

MTN has reported a solid set of Q1 results with service revenue and EBITDA trends accelerating again. Therefore, service revenue continued to trend above the MT guidance.

05/12/25 May 12, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR190, +58%) MTN Uganda – Q1 25 Quick Take: Slower top...

MTN Uganda has reported a slower set of Q1 results due to the MTR cut. However, margins were solid and OpFCF growth inflected. The company has reiterated its medium-term guidance.

05/07/25 May 7, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR190, +60%) MTN Rwanda – Q1 25: Still mixed but MT gu...

MTN Rwanda has reported a somewhat mixed set of Q1 numbers. On the one hand, service revenue trends slowed, impacted by strong competition. On the other hand, EBITDA growth is back into positive territory and low capex spend this quarter translated into solid OpFCF

05/06/25 May 6, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
TKG TELKOM SA
AIRTELAF Airtel Africa P... ... (+4)

South African Telcos Continuous (modest) improvements; CY24 H2 review

H2 was a better semester for the SA Telcos. Service revenue and KPI trends continued to (modestly) improve and capex intensity continued to reduce.

TKG TELKOM SA
AIRTELAF AIRTEL AFRICA PLC
MTN MTN
AAF AIRTEL AFRICA
04/28/25 April 28, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
IHS.LG IHS PLC

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.

04/10/25 April 10, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
VEON VEON Ltd. Spons...
IHS.LG IHS PLC

Global EM & Japan High Yield Top picks Q1 Update: Add Liberty Puerto ...

We update our 2025 Top Picks for our HY Universe outside of Europe & the US. Following our deep dive on Puerto Rico we add the PR debt stack to our top picks.

VEON VEON LTD. SPONSORED ADR
IHS.LG IHS PLC
04/03/25 April 3, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
KTC KT CORP (ADR)
Z74 Singapore Telec... ... (+10)

Global EM Telcos & Towers – On Fire - NSR GEM Top-10 April 25 Update. ...

Our picks were on fire in March, with our top EM Telcos now up 27% YTD on average. This note also includes key news & other thoughts catalysts, help investors generate alpha within the EM Telco space.

KTC KT CORP (ADR)
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
TRUE TRUE CORP. PUBLIC CO. LTD.
VODJ VODAFONE GROUP PLC (ADR)
VEON VEON LTD. SPONSORED ADR
MIC MILLICOM
AIRTELAF AIRTEL AFRICA PLC
LILAB LIBERTY GLOBAL PLC LILAC
TIMP3 TIM BRASIL SA
IHS.LG IHS PLC
04/02/25 April 2, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
IHS.LG IHS PLC

IHS Towers (Buy, TP: $6, +35%) Q4 24: Another solid quarter, encourag...

IHS Towers has reported another solid set of results. Both group revenue and EBITDA came in above consensus expectations (and our expectations) and the company has provided encouraging FY25 guidance.

03/18/25 March 18, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 11885.00
MTN MTN

MTN (Buy, TP: ZAR130, +16%) MTN Rwanda – Q4 24 Quick take: Still mixe...

MTN Rwanda has reported a mixed set of Q4 numbers. Service revenue trends continued to inflect, and the company achieved its FY24 guidance for service revenue growth, but EBITDA trends slightly deteriorated.

03/14/25 March 14, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR130, +11%) MTN Uganda – Q4 24 Quick Take: Slower but...

MTN Uganda has reported a slower but solid set of Q4 numbers and has reiterated medium-term guidance.

03/06/25 March 6, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
KTC KT CORP (ADR)
Z74 Singapore Telec... ... (+8)

Global EM Telcos & Towers NSR GEM Top-10 March ‘25 Update: February a...

February was another good month for our top EM Telcos, now up 15% YTD on average. This note also includes key news & other thoughts in order to help investors generate alpha within the EM Telco space. With performance strong so far, we make no changes to our picks.

KTC KT CORP (ADR)
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
MIC MILLICOM
AIRTELAF AIRTEL AFRICA PLC
LILAB LIBERTY GLOBAL PLC LILAC
IHS.LG IHS PLC
03/03/25 March 3, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+10)

Global EM Telcos & Towers – NSR EM Top picks Feb 25 update. Top-8 beco...

We update the NSR GEM Top Picks list. No stocks are dropped, and we add LILAC and TIM Brasil to our list, extending it to a Top-10 list from Top-8. Our picks had a good start, up 12% on average since the start of the year. This note also includes key news & other thoughts in order to help investors generate alpha within the EM Telco space.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
TRUE TRUE CORP. PUBLIC CO. LTD.
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
LILA LIBERTY LATIN AMERICA LTD
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS.LG IHS PLC
02/03/25 February 3, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
4755 RAKUTEN INC.
VEON VEON Ltd. Spons... ... (+3)

Global EM & Japan High Yield Top picks for 2025 Top picks: Liquid Int...

We run through 2025 Top Picks for our HY Universe outside of Europe & the US, including Latin America, Africa, VEON & Rakuten. Top picks for 2025 are: Liquid Intelligent, VEON and IHS Towers

4755 RAKUTEN INC.
VEON VEON LTD. SPONSORED ADR
IHS.LG IHS PLC
01/23/25 January 23, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN
AAF AIRTEL AFRICA

Nigerian Telcos Nigerian Telcos – Price increase is finally coming, i...

A price increase is coming soon according to the Nigerian press. The magnitude is not yet known but this is positive news (potentially very positive) for the Nigerian Telcos, Airtel Africa and MTN.

MTN MTN
AAF AIRTEL AFRICA
01/10/25 January 10, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
IHS.LG IHS PLC

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

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.

12/02/24 December 2, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR130, +57%) Q3 24: Solid, SR growth back on track wit...

MTN has reported a solid set of Q3 results with service revenue and EBITDA trends accelerating and service revenue trending back in line with the MT guidance.

11/14/24 November 14, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
IHS.LG IHS PLC

IHS Towers (Buy, TP: $6, +140%) Q3 24: Solid quarter, lower capex guid...

IHS Towers has reported a solid quarter. Both group revenue and EBITDA came in above consensus expectations (and our expectations) and the company posted strong margins this quarter.

11/13/24 November 13, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR130, +52%) MTN Rwanda – Q3 24 Quick take: Mixed quar...

MTN Rwanda has reported a mixed set of Q3 numbers. Service revenue trends inflected and are back into positive territory while EBITDA trends eased but remained under pressure.

11/06/24 November 6, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN Uganda (Buy, TP: ZAR130, +47%) – Q3 24 Quick Take: Slower but soli...

MTN Uganda has reported a slower but solid set of Q3 numbers and has upgraded medium-term guidance for service revenue growth.

11/04/24 November 4, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8893.00
MTN MTN

MTN (Buy, TP: ZAR130, +50%) MTN Ghana – Q3 24 Quick Take: Faster quart...

MTN Ghana has reported a good set of Q3 results with both service revenue and EBITDA trends accelerating and solid data subscriber net additions.

11/01/24 November 1, 2024 1 EN
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