Experian Share Discussion Threads

[imperial3] 17/9/2010 08:52

Onwards and upwards.

[wad collector] 03/9/2010 09:11

I only need to be lucky once!

[davenpd] 26/8/2010 16:04

There she goes :-)

[wad collector] 25/8/2010 13:07

Here she comes....

[wad collector] 14/8/2010 22:41

If it gets to 601 then I'm back in again - I suspect there is little logic in the share price meandering here.

[wad collector] 21/7/2010 21:28

Credit checking firm Experian issued an interim management statement which showed a stronger start to the year than Charles Stanley was expecting.

"There are a number of positive trends within today's release. One feature we would highlight is the improved performance from North America which accounts for 53% of group revenue and 63% of EBIT [earnings before interest and tax]. Here organic revenue growth was +5% in the first quarter compared to a flat year in FY10 [fiscal 2010]," notes Charles Stanley analyst Tony Shepard.

Revenue from credit services remains under pressure but the effects of the financial crisis have been ameliorated by the group's efficiency programme.

"Going forward, the performance of Credit Services within the North American and UK divisions will be an important metric to watch. Although the comparatives are weak, there has been some improvement in North American Credit Services," Shepard said, adding that he expects North American credit services to return to growth in the second half of the year.

"Experian could benefit from some of the austerity measures especially fraud prevention in the public sector," the broker suggests.

Charles Stanley has retained its "buy" recommendation.

[nellie1973] 16/7/2010 11:15

Tipped today in Independant

[wad collector] 15/7/2010 11:34

....lt triggered at 652, thanks for the ride Experian.Hope to be back soon...

[wad collector] 15/7/2010 09:10

Positive statement today, revenues up "financial postiion remains strong".Out again for a quick 12%?

[wad collector] 01/7/2010 16:31

...but 582 is too tempting ; it looks like a re-entry point.I'm back.The share buybacks are not the move of an ailing company.

[wad collector] 06/5/2010 08:13

Yes, but not looking such a bargain in this weeks market ; I shall wait a little longer.

[wad collector] 27/4/2010 20:56

Am I going to see a £6 re-entry opportunity tomorrow?

[yewtrees] 21/4/2010 16:32

I haven't seen any mention of their joint-venture in India. Or the Japanese e-mailing business they bought late last year.
I would like to think both these ventures will be good for the company.

[wad collector] 21/4/2010 13:21

The Times slightly different view

FTSE 100 data and software provider Experian sales are slowly recovering after an environment of stringent lending conditions with revenues in three months to March 31 improving 3%. But the 3% fall in shares reflects disappointment that core business credit services in North America and the UK remain lower year on year. Shares are trading at a price earnings ratio of 14 times the current year and, despite yesterday's drop of 18 1/2p, the company has strong market position and high operating margins. Hold.

[wad collector] 19/4/2010 12:49

In more detail

Midas update: Experian coming good for investors

It was back in the heady days of January 2007 when Midas first tipped the credit checking business Experian.

Lending was still booming and the future looked bright. Midas warned that this could end, but we took the view that the company could even benefit as tougher times made lenders more eager to use its services, which provide information on the credit worthiness of would-be borrowers. We judged the shares a buy at 589p.

As none of us needs reminding, the crunch was particularly severe and lending volumes dropped so much that Experian could not escape the squeeze. Profits fell in 2007 and the shares followed. But Midas kept a close eye on the firm and in April last year, as the worst of the crisis eased, we again recommended the shares, this time at the much lower price of 442p.

What a difference a year makes. The shares ended last week at 614½p - a rise of 39% since last April. Even those who bought in 2007 have seen a gain of almost five per cent over the past three years --better than the FTSE 100, even before we add in the 32p in dividends.

The shares have been even higher, but a trading statement last week showed the developed markets in Europe were still sluggish, with the British revenues actually shrinking. This is a concern, but the group reported the American market was beginning to see a growth in lending that was feeding through to rising use of its services.

It is not unrealistic to hope that Britain will eventually pick up too. It is certainly unlikely to slump back to crisis levels. Meanwhile, Experian's expansion into emerging markets should give it plenty of room for growth.

Profits for the year just completed are due next month and analysts are predicting a rise from £513 million last year to more than £530m. As we have said before, earnings and dividends declared in dollars mean a weakening pound boosts prospective earnings for investors who take their payouts in sterling.

Investors should consider banking some profits, but it is worth holding on to some shares because there is room for more growth.

A second recession cannot be ruled out, but the worst should be in the past and Experian has successfully ridden out that crisis.

If and when lending starts to rise again, Experian will thrive.




I'm looking for a £6 reentry still, looks plausible still.

[yewtrees] 16/4/2010 09:00

Daily Mail has an daily article Hero... and Zero.

Today it's hero is Don Robert

'Experian boss Don Robert, has navigated some fairly choppy waters recently and the credit checking agency is now cautiously optimistic about the outlook.'

A further article on next page

Experian hopeful of services recovery
Credit-checker Experian believes the financial services market in the UK is starting to recover, though banks remain wary of lending to high-risk customers.
Revenues at its UK division fell 2pc during the last six months, but finance director Paul Brooks is hopeful it will soon return to growth.
Group revenues at Experian rose 3pc during the last half, helped by a 17pc jump in South American revenues, where the finance industry is taking off. North American revenues were down 1pc during the first three months, but climbed 3pc during the following quarter.

[yewtrees] 13/4/2010 14:08

Any news on why we have the current drop?

[imperial3] 26/3/2010 12:00

Steady upward progress maintained.

[wad collector] 24/3/2010 09:24

Oops , still here , my sell limit was for 659p.Might trigger soon though.

[imperial3] 19/3/2010 13:52

Momentum to move upwards has increased lately.Will let my profits run for the time being.Good hedge against a weakening pound.

[wad collector] 19/3/2010 10:36

Time to depart , though the yield is currently 4.5% , so I hope to be back...looking for about £6 to return.

[imperial3] 19/3/2010 08:55

This just keeps on rising so far.......

[imperial3] 18/3/2010 16:58

Cannot remember whom,did not some financial institution have a target price of £7?

[johnrxx99] 18/3/2010 11:53

Always good to take profitsif you think the time is right.

[wad collector] 18/3/2010 11:26

Thinking of taking some profits here - anyone think of a good reason not to?