Millicom International Cellular S.A.

NasdaqGS:TIGO 주식 리포트

시가총액: US$15.7b

Millicom International Cellular 경영진

경영진 기준 점검 1/4

Millicom International Cellular CEO는 Marcelo Benitez, Jun2024 에 임명되었습니다 의 임기는 2.08 년입니다. 는 $12.33M 가치에 해당하는 회사 주식의 0.079% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 4 년과 2.2 년입니다.

핵심 정보

Marcelo Benitez

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간2.1yrs
CEO 지분 보유율0.08%
경영진 평균 재임 기간4yrs
이사회 평균 재임 기간2.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Jun 23

TIGO: Colombia Execution Risks Will Limit Upside After Sharp Share Rally

Analyst price targets for Millicom International Cellular have been revised higher, with the modelled fair value moving from $46.65 to $54.51 as analysts factor in updated assumptions on global risk premiums, valuation after the year-to-date rally, and progress around Colombia consolidation and restructuring. Analyst Commentary Recent research on Millicom International Cellular shows a mix of optimism and caution, with higher modelled fair values sitting alongside more reserved ratings.
Seeking Alpha • Jun 12

Millicom Cellular: A Rare Telecom Growth Story With A 3% Yield

Summary Millicom Cellular is rated Buy, with strong YTD performance, robust subscriber growth, and improving free cash flow following the Coltel acquisition. TIGO's integration of Coltel boosts scale, with organic growth in postpaid subs, ARPU, and service revenue supporting margin expansion and above-consensus earnings outlook. Leverage stands at 2.8x post-acquisition; TIGO targets $900M equity-free cash flow and 2.5x leverage by 2026, offering a 3.26% dividend yield and 5.8% FCF yield. Valuation at 7x EV/EBITDA is above EM peers; upside to $112 PT (21.7%), but risks include EM exposure, integration, and sensitivity to net adds and ARPU trends. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 05

TIGO: Future Will Balance Colombia Execution Risks With Dividend And Buyback Support

Analysts have lifted the implied fair value for Millicom International Cellular from $52.35 to $83.20, reflecting updated assumptions on faster revenue growth, a higher future P/E of 14.76, and recent Street research where price targets now range from about $52 to $100, alongside comments on improved Colombia execution and higher global equity risk premiums. Analyst Commentary Recent Street research on Millicom International Cellular shows a split view, with some analysts focused on upside from Colombia and acquisitions, and others putting more weight on valuation and execution risks.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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

2.1yrs
재임 기간

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...

리더십 팀

이름직위재임 기간보수지분
Marcelo Benitez
Chief Executive Officer2.1yrs데이터 없음0.079%
$ 12.3m
Bart Vanhaeren
Chief Financial Officer2.3yrs데이터 없음0.052%
$ 8.2m
Guillaume Duhaze
Chief Technology & Information Officerno data데이터 없음데이터 없음
Luca Pfeifer
Vice President of Investor Relationsno data데이터 없음데이터 없음
Salvador Escalon
Executive VP and Chief Legal & Compliance Officer13.3yrs데이터 없음0.071%
$ 11.2m
Sofia Corral
Director of Corporate Communicationsno data데이터 없음데이터 없음
Karim Lesina
Executive VP & Chief External Affairs Officer5.7yrs데이터 없음0.071%
$ 11.1m
4.0yrs
평균 재임 기간

경험이 풍부한 관리: TIGO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4 년).

이사회 구성원

이름직위재임 기간보수지분
Maxime Lombardini
Chair of the Board2.2yrsUS$250.00k데이터 없음
Bruce Churchill
Independent Non-Executive Director5.2yrsUS$195.00k0.015%
$ 2.4m
Pierre-Alain Allemand
Non-Executive Director1.2yrs데이터 없음데이터 없음
Justine Dimovic
Independent Director2.2yrsUS$205.00k0.0044%
$ 695.8k
Pierre-Emmanuel Durand
Non-Executive Director1.8yrs데이터 없음데이터 없음
Maria Teresa Arnal Machado
Independent Non-Executive Director3.2yrsUS$185.00k0.0078%
$ 1.2m
Blanca de Vega
Independent Non-Executive Director3.2yrsUS$182.50k0.0078%
$ 1.2m
Jules Niel
Non-Executive Director1.8yrs데이터 없음데이터 없음
2.2yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: TIGO의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.2 년) — 신규 이사회일 가능성이 있습니다.

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 23:12
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Millicom International Cellular S.A.는 22명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Barry ZeitouneBerenberg
Justine DimovicBNP Paribas
Mathieu RobilliardBNP Paribas