Global Telecom Utilities Inc (HGI.UN) Recovery story: 68% upside by early...
A valuation call on long-term data growth. We expect data to drive 80% of revenue growth as 3G penetration rises in GT’s three young markets supported by a huge 2G backlog in Bangladesh and Pakistan....
View ArticleGlobal Telecom Utilities Inc (HGI.UN) Reiterate OW: early recovery signs...
Long-term Overweight call on conviction in 9-15 month transformation program. We maintain our view that 2H15 will remain under pressure from promotions in Algeria targeting market share consolidation...
View ArticleGlobal Telecom Utilities Inc (HGI.UN) Back to fundamentals: A cheap play on...
Strong recovery, driven by data across all markets and voice at Algeria’s Djezzy, starting 2015e, should lead GT’s consolidated EBITDA to grow at a 2015-18e CAGR of 8%. We expect data to generate 60%...
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