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(EXPN) Experian General Share Chat

Discussion in 'General Share Chat' started by Microem1, Nov 6, 2015.

  1. Microem1

    Microem1 Administrator

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    (EXPN) Experian General Share Chat
     
  2. Mongoose82

    Mongoose82 A Legendary Member

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    Read Beaufort Securities's note on EXPERIAN PLC (EXPN), out this morning, by visiting https://www.research-tree.com/company/GB00B19NLV48

    "Experian delivered stable performance in the FY2016 with organic growth of +5% and good financial results at constant exchange rate basis. The Group was impacted by the adverse foreign exchange movement due to its US dollar denominated currency, especially the Brazilian real, reduced the total revenue by -US$412m and total EBIT by - US$137m with its EBIT margin fell by -0.6%..."
     
  3. Mongoose82

    Mongoose82 A Legendary Member

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    Beaufort Securities update:

    "Experian delivered a resilient performance in the first quarter of FY2017, registering revenue growth in both actual and constant exchange rates, in line with expectations, although the former had to absorb impact from weaker Sterling and Brazilian Real. Whatever, the point is that since Experian's reporting currency is the US Dollar, further post-Brexit weakness in Sterling will likely to knock reported UK performance. The Group's geographical spread in FY2016 was; North America US$2,471m (55.2%), UK & Ireland US$956m (21.4%), Latin America US$633m (14.1%) and EMEA/Asia Pacific US$417m (9.3%). Continued fluctuation in Experian's exposed currencies is set to take 1% from EBIT, if the current rates remain until the year-end. Experian fundamentals remain strong and resilient during times of economic uncertainty, where demand for credit decisions, fraud prevention and general risk exposure tools and products can be expected to remain robust. The shares have, however, already taken such expectations on board, rising by approximately +10% since the 23 June, supported also by its share buyback programme of US$400m. Even with management continuing to invest heavily, however, without specific new catalyst it's expectation of mid-single digit revenue growth and stable margins appears to be fully discounted in a 22.4x earning multiple to March 2017E when accompanied by less than 2% yield."

    Https://www.research-tree.com/Company/GB00B19NLV48
     
  4. Mongoose82

    Mongoose82 A Legendary Member

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    AlphaValue:

    "Experian reported Q1 FY17 results (three months ending 30 June 2016) broadly in line with our estimates. The lfl sales increased by 5% (vs Q4 16: +6%, Q3 16: +6%; our estimate: +4.8%), largely driven by robust growth in credit services (+8% yoy) and the decision analytics business (+6% yoy). In North America (Q1 17: +5% vs Q4 16: +6%, Q3 16: +6%; our estimates: +4.7%), robust demand from automotive and healthcare clients underpinned the growth in credit services business (Q1 17: +11% vs Q4 16: +12%; Q3 16: +11%, our estimate: +8%). The consumer services business clocked organic growth of 1% (vs Q4 16: +1%; Q3 16: +3%, our estimate: +3%) as the company monetised free traffic (accumulated 4.5 million members since the launch of the free site a year ago) through the cross-selling of membership products and lead generation."

    Https://www.research-tree.com/compa...despite-sluggish-consumer-business-28-07-2016
     

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