Millicom International Cellular S.A.

NasdaqGS:TIGO 株式レポート

時価総額：US$14.3b

Millicom International Cellular マネジメント

マネジメント 基準チェック /14

Millicom International Cellularの CEO はMarcelo Benitezで、 Jun2024年に任命され、 の在任期間は 1.92年です。 は、会社の株式の0.079%を直接所有しており、その価値は$ 11.29M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と2年です。

主要情報

Marcelo Benitez

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間1.9yrs
CEOの所有権0.08%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間2yrs

経営陣の近況

Recent updates

ナラティブの更新 • May 21

TIGO: Faster Colombia Consolidation And Network Expansion Will Reshape Forward Risk Reward Profile

Analysts lifted their price target on Millicom International Cellular to $100 from $89, citing updated assumptions that include a revised discount rate, adjusted revenue growth expectations, higher projected profit margins, a slightly lower future P/E multiple, and recent research that points to faster than expected progress from the Colombia consolidation. Analyst Commentary Recent Street research points to a clear shift in sentiment around Millicom International Cellular, with bullish analysts revisiting their models and assigning higher values to the stock.
ナラティブの更新 • Apr 27

TIGO: Colombia Integration And Leverage Balance Will Shape Forward Risk Reward Profile

Analysts have lifted Millicom International Cellular's consensus price target to $89, citing updated models that factor in Colombia, slightly adjusted revenue growth and profit margin assumptions, and refined P/E expectations. Analyst Commentary Recent research has leaned more positive on Millicom International Cellular, with several bullish analysts revisiting their models and aligning around a higher US$89 price target.
Seeking Alpha • Apr 20

Millicom's Next Growth Is Built On Colombian Simplicity And Chilean Optionality

Summary I rate Millicom International Cellular a Buy, transitioning from cleanup to robust cash generation and disciplined strategic expansion. TIGO posted a record 2025 revenue of $5.8 billion, net profit of $1.3 billion, and EFCF of $916 million, guiding for at least $900 million EFCF in 2026. Strategic acquisitions in Colombia and Chile are structured to limit balance sheet risk, supporting regional consolidation and scalable growth. The company trades at a 45% PEG discount to the sector median, with the market underappreciating its improved fundamentals and compounding potential. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 13

TIGO: Colombia Integration And Leverage Concerns Will Shape Future Risk Reward Profile

Analysts have raised their consolidated price target on Millicom International Cellular by $8.20 to $89, citing updated models that now incorporate Colombia, along with mixed views on leverage but generally more constructive long term assumptions regarding revenue, profit margins and the future P/E multiple. Analyst Commentary Recent research updates on Millicom International Cellular show a cluster of optimistic views around valuation, execution and growth potential, even as some analysts remain cautious on leverage.
ナラティブの更新 • Mar 30

TIGO: Chile Bid Interest And Leverage Profile May Shape Upside Potential

Analysts have raised the fair value estimate for Millicom International Cellular to $89 from $75. This change reflects updated models that incorporate higher revenue growth assumptions, a revised future P/E of 15.39x, and recent price target increases from several research firms.
ナラティブの更新 • Mar 16

TIGO: Telefonica Chile Bid And Rich P E Multiple Will Constrain Returns

Millicom International Cellular's updated analyst price target moves slightly to $46.65 from $46.80, as analysts factor in higher modeled revenue growth, a lower profit margin outlook, a higher P/E multiple, and a modestly higher discount rate amid mixed recent rating changes. Analyst Commentary Recent Street research on Millicom International Cellular reflects a split view, with some firms outlining upside scenarios at higher price targets and others flagging balance sheet and execution risks.
ナラティブの更新 • Mar 01

TIGO: Leverage Concerns And Chile Bid Interest May Guide Future Balance

Analysts have nudged their fair value estimate for Millicom International Cellular up from $70.00 to $75.00, reflecting updated assumptions around profit margins and future P/E multiples, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research has sent mixed signals, with some downgrades focused on what has been described as sub optimal leverage and a more cautious stance on the shares.
ナラティブの更新 • Feb 15

TIGO: Leverage Concerns And Chile Bid May Shape Balanced Future Upside

Analysts have lifted their price target on Millicom International Cellular to $70.00 from $62.60, reflecting updated views on growth, leverage and future P/E assumptions following recent mixed research that includes a downgrade on balance sheet concerns and an earlier upgrade supported by expectations for further share upside. Analyst Commentary Recent Street research on Millicom International Cellular shows a split tape, but there are some clear positives that bullish analysts keep coming back to, especially around valuation, execution and potential growth optionality.
ナラティブの更新 • Feb 01

TIGO: Telefonica Chile Bid And Rich P E Assumptions Will Pressure Returns

Narrative update on Millicom International Cellular Analysts have lifted their Millicom International Cellular price target to US$63 from US$55, reflecting updated views on revenue growth, profit margins and P/E assumptions that underpin a steady fair value estimate of US$46.80. Analyst Commentary The recent move in the Millicom International Cellular price target to US$63 from US$55, with a fair value estimate cited at US$46.80, highlights how divided opinion is around the shares.
ナラティブの更新 • Jan 18

TIGO: Elevated Expectations Around Telefonica Chile Bid Will Likely Pressure Future Returns

Analysts have raised their fair value estimate for Millicom International Cellular to US$46.80 from US$36.00, citing updated assumptions on revenue growth, profit margins and a lower forward P/E in light of recent positive research and higher Street price targets. Analyst Commentary Recent research coverage on Millicom International Cellular has leaned supportive, with some high profile firms maintaining constructive views on the shares and on the company´s positioning in Latin America.
ナラティブの更新 • Jan 04

TIGO: Future Margin Expansion May Support Balanced Upside Despite Recent Rally

Analysts have raised their price target on Millicom International Cellular from $55 to about $63 per share, citing expectations of stronger revenue growth and higher profit margins. They also see potential for continued share upside despite the recent rally.
ナラティブの更新 • Dec 16

TIGO: Future Will Weigh Latin America Upside Against Execution And Macro Risks

Analysts have lifted their price target on Millicom International Cellular to $63 from $55, citing continued share upside potential even after the stock's recent rally and reaffirming the company as a top pick in Latin America. Analyst Commentary Recent research updates highlight a constructive stance on Millicom International Cellular, with the higher price target framed around improving fundamentals and continued re-rating potential despite recent share gains.
ナラティブの更新 • Dec 02

TIGO: Future Will Balance Colombia Developments Against Peer Comparisons And Market Optimism

Millicom International Cellular's analyst fair value estimate has increased by $1.00 to $52.35. Analysts point to recent price target hikes and improved long-term profit margin expectations as reasons supporting a higher valuation.
ナラティブの更新 • Nov 18

TIGO: Medium-Term Outlook Will Weigh Colombia Market Developments Against Softer Regional Trends

Analysts have raised their fair value price target for Millicom International Cellular from $49.14 to $51.35. This reflects improved growth prospects, a higher profit margin outlook, and ongoing optimism following recent upward Street research revisions.
ナラティブの更新 • Nov 03

TIGO: Heavy Acquisition Costs And Colombia Deal Will Shape Future Performance

Millicom International Cellular’s analyst price target has risen notably, with recent updates reflecting an increase from $39.50 to $49.00. Analysts point to the company’s valuation now aligning with regional peers despite tempered growth expectations.
ナラティブの更新 • Oct 20

Low-Cost Competition And High Capex Will Weaken Latin American Networks

Millicom International Cellular’s analyst price target has increased notably from $46.51 to $49.14, as analysts cite valuation improvements relative to Latin American peers. This comes despite a softer growth outlook and ongoing interest concerns.
ナラティブの更新 • Oct 05

Low-Cost Competition And High Capex Will Weaken Latin American Networks

Millicom International Cellular's analyst price target has risen slightly from approximately $45.57 to $46.51. Analysts cite improved valuation alignment with peers but note that a softer growth outlook and lingering acquisition-related debt temper expectations for future performance.
ナラティブの更新 • Sep 19

Low-Cost Competition And High Capex Will Weaken Latin American Networks

Analysts have modestly raised Millicom International Cellular's price target to $45.57 as its valuation premium versus peers has diminished and growth remains subdued, with potential deal upside already reflected and high interest costs highlighting the need for successful execution of its turnaround strategy. Analyst Commentary Valuation for Millicom has caught up with regional peers, eroding its previous discount advantage.
ナラティブの更新 • Sep 04

Low-Cost Competition And High Capex Will Weaken Latin American Networks

Analysts remain cautiously optimistic about Millicom International Cellular’s turnaround strategy and growth potential following major acquisitions, but highlight elevated interest burden and execution risks, resulting in an unchanged consensus price target of $44.06. Analyst Commentary Bullish analysts are raising price targets reflecting expectations of an impressive turnaround strategy from Millicom.
Seeking Alpha • Jan 27

Millicom International Cellular: Continued Potential For Outperformance Exists In 2025

Summary Millicom International Cellular has performed close to the S&P500 trend, with a 5% RoR, which I consider within the margin of error. I believe in diversifying investments in emerging markets, particularly in Africa, the Middle East, Asia, and LATAM/South America. Millicom, now focused on LATAM, benefits from divestments and operational changes, aligning with my strategy of increasing exposure to these regions. The next 100 years will see rising importance in South America, Latin America, and Africa, making this a "good" long-term investment strategy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Millicom: Excellent Outperformance On A Too Small Position

Summary Millicom operates in politically volatile Latin American markets, leading to high volatility but significant growth potential, particularly in Guatemala, Panama, and Honduras. Despite geopolitical and debt risks, Millicom's 2Q24 results are strong, with EBITDA up 20%, leverage down, and positive free cash flow. Key transactions, including acquisitions in Colombia and a merger in Costa Rica, aim to enhance growth and market position, though they increase risk. I rate Millicom a speculative "BUY" with a $29/share PT, acknowledging its high risk/reward ratio and significant growth potential in the telco sector. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 02

Efficiency, Expansion, And Decisive Shifts Set To Propel Profitability And Market Leadership

Strengthened market leadership and efficient operations suggest increased profitability and revenue growth in mobile and B2B segments.
Seeking Alpha • Jul 24

Millicom International Cellular Q2 Earnings Preview (Rating Downgrade)

Summary Millicom's Q2 earnings preview includes EPS of $0.54 and revenue of $1.48 billion, with limited revisions. DCF analysis suggests a price target of $21.80, a 12% downside from current price, leading to a rating downgrade from buy to sell. Market has recognized Millicom's value, but the share price may be overvalued; potential upside from acquisition or further cash flow improvement, but downside risks remain. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

Millicom International Cellular Setting Up For A Great 2024

Summary The company has revised its 2022-2024 equity free cash flow guidance from $500 million to $600 million, indicating a positive outlook. Despite an expected dip in 2023 revenue and profit, the underlying business is improving, with cost restructuring efforts exceeding expectations and one-time items skewing profitability figures. Considering the current trends and updated free cash flow guidance, a DCF analysis yields a price target of $20.50, representing a 14% upside from current pricing. Read the full article on Seeking Alpha

CEO

Marcelo Benitez

1.9yrs
在職期間

Mr. Marcelo Benitez is Chief Executive Officer of Millicom International Cellular S.A. from June 1, 2024. He had a distinguished career with Millicom, he joined in Paraguay several years ago and risen thro...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Marcelo Benitez
Chief Executive Officer1.9yrsデータなし0.079%
$ 11.3m
Bart Vanhaeren
Chief Financial Officer2.1yrsデータなし0.052%
$ 7.5m
Guillaume Duhaze
Chief Technology & Information Officerno dataデータなしデータなし
Luca Pfeifer
Vice President of Investor Relationsno dataデータなしデータなし
Salvador Escalon
Executive VP and Chief Legal & Compliance Officer13.2yrsデータなし0.10%
$ 14.5m
Sofia Corral
Director of Corporate Communicationsno dataデータなしデータなし
Karim Lesina
Executive VP & Chief External Affairs Officer5.5yrsデータなし0.096%
$ 13.8m
3.8yrs
平均在職期間

経験豊富な経営陣: TIGOの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Maxime Lombardini
Chair of the Board2yrsUS$250.00kデータなし
Bruce Churchill
Independent Non-Executive Director5yrsUS$195.00k0.015%
$ 2.2m
Pierre-Alain Allemand
Non-Executive Director1yrデータなしデータなし
Justine Dimovic
Independent Director2yrsUS$205.00k0.0044%
$ 637.0k
Pierre-Emmanuel Durand
Non-Executive Director1.7yrsデータなしデータなし
Maria Teresa Arnal Machado
Independent Non-Executive Director3yrsUS$185.00k0.0078%
$ 1.1m
Blanca de Vega
Independent Non-Executive Director3yrsUS$182.50k0.0078%
$ 1.1m
Jules Niel
Non-Executive Director1.7yrsデータなしデータなし
2.0yrs
平均在職期間
53yo
平均年齢

経験豊富なボード: TIGOの 取締役会 は 経験豊富 ではない ( 2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 07:10
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Millicom International Cellular S.A. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Barry ZeitouneBerenberg
Justine DimovicBNP Paribas
Mathieu RobilliardBNP Paribas