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

Kennedy Njagi1.88K FollowersFollow5ShareSavePlay(15min)CommentsSummaryI 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.D3Damon/iStock via Getty Images Investment Thesis I am rating Millicom International Cellular (TIGO) a Buy because I believe that the market is looking at the wrong set of numbers. The company reported $1.3 billion in net profit inThis article was written byKennedy Njagi1.88K FollowersFollowKennedy is a GARP-themed hedge fund manager with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TIGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.