Our Haven
17 May 2018
Buy Backs The news that they are to begin $400m of buy backs are good news. Increase in the dividend too means we are in for a decent price rise.
Our Haven
24 Apr 2018
Re: big upgrade today... Given it is at £16.33 today DB were way behind the curve.
valeite
23 Apr 2018
big upgrade today... deutsche bank targets £17.5 up from £13.8 buy
valeite
03 Jan 2018
nice upgrade from credit suisse from hold to outperform ....new price target £19
II Editor
07 Jul 2017
NEW ARTICLE: Insider: Betting big on this pair's continued rally "Buying big at troubled NEX GroupHe's been in the news for all the wrong reasons this week, but LSE:NXG:NEX Group chief executive Michael Spencer continues to bet big on the fortunes of his firm.NEX, a provider of electronic trading platforms, ..."[link]
nk1999
27 May 2017
Deutsche "Credit checking agency Experian was under the cosh on Friday as Deutsche Bank downgraded the stock to 'sell' from 'hold' and cut the price target to 1,460p from 1,560p.It said that while the company delivered solid full-year results, there is increasing risk to the US credit services outlook from slower employment growth and a lower rate of growth in this division will leave Experian with much less room for manoeuvre on its investment programme."We believe the current valuation does not factor in likely slowing US employment growth, consumer deleveraging and structural pressure on the consumer services divisional margin."DB noted that Experian trades at an all-time high forward 12-month price-to-earnings multiple despite a worsening outlook for top line growth and margin. It added that"Operational gearing in this business has allowed them to invest for growth. The current P/E does not reflect this growth risk. At the same time we believe the margin in Consumer Services will come under pressure from competition, a reversal of the marketing budget cuts in 17e and the transition away from a subscription business model."From ADVFN.
nk1999
24 May 2017
HL view "Credit data remains Experian's core business. But with consumer credit checks an increasingly challenged part of the business it's now turning its valuable data mining expertise to marketing and analytics as well. Experian is benefitting from the increased importance of big data to the modern world, and delivering consistent mid-single digit revenue growth as demand for its expertise grows. Doing so despite competitive pressure in the US and UK consumer businesses, and a prolonged recession in Brazil (which accounts for 89% of Latin American revenues), is testament to the central place it occupies in many customers' business. The group is rolling out new services in Latin America, where more than 90% of current revenues come from providing credit services to institutions like banks. Initial performance has been strong, and with a consumer offering in the pipeline, the market looks to have plenty of potential. If we had a complaint, it's that margins have in the past remained stubbornly flat. Experian should be a highly scalable operation, but increased regulatory costs, among other things, have held back progress. The group does now seem to be making some headway here though. The sale of the email/cross-channel marketing operation leaves a business with more obvious synergies and has freed up cash to support share buybacks. With net debt at the bottom end of the target range, there's scope for more M&A to bulk up the remaining businesses. "
valeite
19 May 2017
Re: barclays capital says... well the results were excellent with a buy back on the way but according to Jeffries this morning there are headwinds coming in the USA credit markets and to cut to the chase they've downgraded EXPN to hold with a target price £15.5 . I think they're a solid hold but i'm not expecting fireworks for a while
Our Haven
16 May 2017
Re: barclays capital says... Any thoughts on update this week?
valeite
16 May 2017
barclays capital says... ....stay overweight EXPN and targets £18
picstloup
15 Mar 2017
I'm out Decided to sell my modest Experian holding, first bought in December 2009. Profit booked of 167% since then, plus pretty decent division, but feel there are better returns elsewhere. May pop back in if it drops back significantly.
JR710
02 Jul 2016
The Petition is gaining support Apologies for board hopping; but !The petition is going quite well; ~5650 signatures so far. Although it needs a boost.[link] petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016.The FCA have finally replied, saying its nothing to do with them as they only deal with market abuse & insider dealing, now is your chance to have your say.If you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.My local MP supported this petition by writing to the petitions committee to help un-stall it.There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. ONLY 8 weeks to go !!!So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so.
II Editor
29 Jul 2015
NEW ARTICLE: Five shares to play low-risk theme "Macro factors are affecting market volatility like never before, mostly due to credit spreads and 10-year bonds. And with oil prices plummeting to six-month lows, now is the time to minimise exposure to macro events, urges Citigroup. Instead, ..."[link]
oldjoe1
24 Apr 2015
Re: Expn List of Broker Views....... Experian plc Stock Rating Reaffirmed by Stifel Nicolaus (EXPN)Posted by Max Byerly on Apr 23rd, 2015Experian plc (LON:EXPN)‘s stock had its “buy” rating restated by equities researchers at Stifel Nicolaus in a research report issued on Thursday. They currently have a GBX 1,301 ($19.46) price target on the stock. Stifel Nicolaus’ price objective would suggest a potential upside of 9.14% from the company’s current price.Experian plc (LON:EXPN) opened at 1211.0000 on Thursday. Experian plc has a one year low of GBX 909.9500 and a one year high of GBX 1222.0000. The stock has a 50-day moving average of GBX 1155.11 and a 200-day moving average of GBX 1087.24. The company’s market cap is £11.83 billion.Other equities research analysts have also recently issued reports about the stock. Analysts at Citigroup Inc. reiterated a “buy” rating and set a GBX 1,360 ($20.34) price target on shares of Experian plc in a research note on Thursday, April 16th. Analysts at BNP Paribas reiterated a “neutral” rating and set a GBX 1,150 ($17.20) price target on shares of Experian plc in a research note on Monday, April 13th. Analysts at Credit Suisse Group AG upgraded shares of Experian plc to an “outperform” rating and raised their price target for the stock from GBX 1,100 ($16.45) to GBX 1,300 ($19.45) in a research note on Wednesday, April 8th. Finally, analysts at AlphaValue reiterated a “buy” rating and set a GBX 1,370 ($20.49) price target on shares of Experian plc in a research note on Thursday, April 2nd. Two analysts have rated the stock with a hold rating and seven have given a buy rating to the company. Experian plc has an average rating of “Buy” and a consensus target price of GBX 1,282.67 ($19.19).Experian plc is an information services company. The Company provides data and analytical tools to organizations in North America, Latin America, the United Kingdom and Ireland, Europe, the Middle East and Africa (LON:EXPN), and Asia Pacific
oldjoe1
24 Apr 2015
Re: Expn List of Broker Views....... <b>Experian plc Given Consensus Recommendation of “Buy” by Brokerages (LON:EXPN)</b>April 21st, 2015 Updated 24 april, 2015 - Filed Under - by Faye DuncanExperian plc (LON:EXPN) has been given a consensus recommendation of “Buy” by the eight ratings firms that are presently covering the company, AnalystRatingsNetwork reports. Two research analysts have rated the stock with a hold rating and six have issued a buy rating on the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is GBX 1,279 ($19.13).Experian plc (LON:EXPN) traded up 1.2605% during mid-day trading on Wednesday, hitting GBX 1205.0000. 1,423,049 shares of the company’s stock traded hands. Experian plc has a 52 week low of GBX 909.9500 and a 52 week high of GBX 1222.0000. The stock has a 50-day moving average of GBX 1154.08 and a 200-day moving average of GBX 1083.81. The company’s market cap is £11.77 billion.EXPN has been the subject of a number of recent research reports. Analysts at Citigroup Inc. reiterated a “buy” rating and set a GBX 1,360 ($20.34) price target on shares of Experian plc in a research note on Thursday, April 16th. Analysts at BNP Paribas reiterated a “neutral” rating and set a GBX 1,150 ($17.20) price target on shares of Experian plc in a research note on Monday, April 13th. Analysts at Credit Suisse Group AG upgraded shares of Experian plc to an “outperform” rating and raised their price target for the stock from GBX 1,100 ($16.45) to GBX 1,300 ($19.45) in a research note on Wednesday, April 8th. Finally, analysts at AlphaValue reiterated a “buy” rating and set a GBX 1,370 ($20.49) price target on shares of Experian plc in a research note on Thursday, April 2nd.Experian plc is an information services company. The Company provides data and analytical tools to organizations in North America, Latin America, the United Kingdom and Ireland, Europe, the Middle East and Africa (LON:EXPN), and Asia Pacific.
