We came across a bullish thesis on IHS Holding Limited (IHS) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on IHS. IHS Holding Limited (IHS)’s share was trading at $5.22 as of 28th May.

A telecommunications tower reaching high into the sky, connected to a satellite system.
IHS Holdings (IHS) is a misunderstood infrastructure powerhouse the market has mispriced as a risky, FX-exposed telecom play concentrated in Nigeria. In reality, IHS operates...



