文章核心观点 - 公司正在就其2026年到2032年到期的一系列高级票据进行同意征集 [1][2][3] - 同意征集是为了修改票据契约中的某些条款,以避免公司在收购完成后触发票据的"控制权变更"条款 [4][5][6] - 如果获得足够多的同意,公司将支付每1000美元票面价值2.5美元的现金奖励 [8][9] 公司概况 - 公司是一家提供固定和移动电信服务的领先企业,在拉丁美洲运营 [15] - 公司通过TIGO和Tigo Business品牌提供各种数字服务和产品,包括移动金融服务、本地娱乐、付费电视等 [15] - 截至2024年6月30日,公司(包括洪都拉斯合资企业)拥有约15,000名员工,为超过4,500万客户提供移动和光纤电缆服务,光纤电缆覆盖约1,400万户 [15] - 公司于1990年成立,总部位于卢森堡 [15]

业绩总结 - 强劲的财务业绩，由运营效率和移动业务以及B2B业务的增长推动[7] - EBITDA年同比增长20%（有机增长）[9] - 集团Q2 2024服务收入增长3.7%至348百万美元[68] - 集团Q2 2024营业利润同比增长74.1%至345百万美元[111] - 集团Q2 2024净利润为78百万美元，每股收益为0.46美元[111] 用户数据 - 移动服务收入年同比增长7.3%[17] - 后付费用户增长推动移动服务收入[18] 未来展望 - B2B接近十亿美元目标[27] 新产品和新技术研发 - 家庭基础更加稳固，推动回归正增长[24] 市场扩张和并购 - 哥伦比亚创下纪录的EBITDA利润率[33] - 哥伦比亚EBITDA增长54.6%，达到141百万美元[81] 负面信息 - 危地马拉持续改善[42]

财务数据和关键指标变化 - 服务收入同比增长5.5%至13.6亿美元,剔除汇率影响后有机增长2.1% [30] - EBITDA同比增长23.1%至6.34亿美元,主要得益于收入增长和成本节约 [31] - 权益自由现金流增加2.92亿美元至2.68亿美元,主要来自EBITDA增长、资本支出和营运资金管理改善 [33][49] 各条业务线数据和关键指标变化 - 移动业务收入同比增长5%,主要受益于网络投资、预付费向后付费转化、融合服务推广 [10][11][12] - 家庭业务收益性提升,但净增加用户数仍为负,预计下半年将转正 [13][14][15] - B2B业务收入同比增长近6%,数字解决方案业务增长30% [16] 各个市场数据和关键指标变化 - 哥伦比亚市场EBITDA利润率创新高39.5%,得益于成本节约和移动业务规模效应 [17][18] - 危地马拉市场收入增长3%,EBITDA增长8.4%,体现了2月份预付费价格上调的全季影响 [19][39] - 巴拿马市场移动业务收入增长14%,受益于市场整合 [21][22][42] - 玻利维亚和巴拉圭市场EBITDA利润率分别达42.5%和48.3%,体现了成本节约效果 [43][44][45][46] 公司战略和发展方向及行业竞争 - 公司正在推进哥伦比亚和哥斯达黎加的并购交易,以提升规模和竞争力 [53][55] - 公司正在出售部分电信塔资产,以提高资本回报率 [57] - 行业整合趋势明显,小型运营商难以长期保持竞争力 [12] 管理层对经营环境和未来前景的评论 - 管理层对2024年权益自由现金流目标超6亿美元表示有信心,认为成本节约和运营效率提升是可持续的 [65][66][67] - 管理层对哥伦比亚市场前景表示乐观,认为整合交易将提升竞争力和投资能力 [40][41] - 管理层对危地马拉和玻利维亚等市场的政治经济环境保持谨慎态度 [44][45][46] 其他重要信息 - 公司已将净债务降至2.77倍EBITDA,符合中期2.5倍的目标 [49][50] - 公司2024年资本支出预计低于7亿美元,较上年下降超过1亿美元 [34] 问答环节重要的提问和回答 问题1 **Andreas Jossen 提问** 询问公司2025年及2026年的权益自由现金流目标 [63] **Marcelo Benitez 回答** 公司将在每年更新长期规划时,根据当年上半年实际情况对未来年度目标进行更新,目前不方便透露具体数字 [65][66] 问题2 **Stefan Gauffin 提问** 询问公司未来资本支出水平的预期 [70][71] **Maxime Lombardini 回答** 公司将继续优化资本支出,重点投资于提升网络质量和客户体验,同时也在积极与供应商重新谈判合同以进一步降低成本 [72][73][76][77][78] 问题3 **Phani Kanumuri 提问** 询问公司在哥伦比亚并购交易中各项提议之间的依赖关系 [80][81] **Marcelo Benitez 回答** 各项提议需要所有相关方共同同意合并才能实现,公司正在推进与各方的谈判,预计整个过程还需数月时间 [82][83][84]

Millicom (Tigo) Q2 2024 Earnings Release Luxembourg, August 02, 2024 – Millicom is pleased to announce its second quarter 2024 results. Please find below links to the Q2 2024 Earnings Release and IAS 34 Interim Condensed Consolidated Financial Statements. Q2 Highlights* Revenue $1.46 billion, up 4.7% Operating profit $345 million, up 74.1% EBITDA $634 million, up 23.1% - Colombia EBITDA margin 39.5% Net income $78 million ($0.46 per share) Equity free cash flow $268 million Leverage 2.77x | --- | --- | --- ...

Millicom (Tigo) Q2 2024 Earnings Release Luxembourg, August 02, 2024 – Millicom is pleased to announce its second quarter 2024 results. Please find below links to the Q2 2024 Earnings Release and IAS 34 Interim Condensed Consolidated Financial Statements. Q2 Highlights* Revenue $1.46 billion, up 4.7% Operating profit $345 million, up 74.1% EBITDA $634 million, up 23.1% - Colombia EBITDA margin 39.5% Net income $78 million ($0.46 per share) Equity free cash flow $268 million Leverage 2.77x | --- | --- | --- ...

Luxembourg, Aug. 02, 2024 (GLOBE NEWSWIRE) -- This announcement is not an offer, whether directly or indirectly, in Australia, Belarus, Canada, Hong Kong, Japan, New Zealand, Singapore, South Africa or Russia or in any other jurisdiction where such offer would be prohibited by applicable law pursuant to legislation, restrictions and regulations in the relevant jurisdiction. Shareholders not resident in Sweden or the United States who wish to accept the Offers (as defined below) must make inquiries concernin ...

Millicom (Tigo) announces potential acquisitions in Colombia Luxembourg, July 31st, 2024 – Millicom (NASDAQ:TIGO) and Telefonica today announced that they have entered into a non-binding memorandum of understanding for the potential combination of Telefonica Colombia (Coltel) and TigoUne. The discussions include the potential acquisition by Millicom of Telefonica's stake in Coltel for approximately $400 million in cash. Millicom also intends to offer to purchase La Nación's and other minority interests in ...

Millicom (Tigo) announces potential acquisitions in Colombia Luxembourg, July 31st, 2024 – Millicom (NASDAQ: TIGO) and Telefonica today announced that they have entered into a non-binding memorandum of understanding for the potential combination of Telefonica Colombia (Coltel) and TigoUne. The discussions include the potential acquisition by Millicom of Telefonica’s stake in Coltel for approximately $400 million in cash. Millicom also intends to offer to purchase La Nación’s and other minority interests in ...

Remuneration of Directors by distribution of Millicom (Tigo) shares Luxembourg, July 30, 2024 – Millicom International Cellular S.A. ("Millicom") announces that, in accordance with the resolution of its shareholders at the annual general meeting held on May 23, 2024, it has distributed a total of 31,682 shares to members of its Board of Directors representing the share-based portion of director remuneration for the period from the date of the 2024 AGM to the 2025 AGM, planned to be held in May 2025. Details ...

Luxembourg, July 18, 2024 (GLOBE NEWSWIRE) -- This announcement is not an offer, whether directly or indirectly, in Australia, Belarus, Canada, Hong Kong, Japan, New Zealand, Singapore, South Africa or Russia or in any other jurisdiction where such offer would be prohibited by applicable law pursuant to legislation, restrictions and regulations in the relevant jurisdiction. Shareholders not resident in Sweden or the United States who wish to accept the Offers (as defined below) must make inquiries concernin ...