Experian Share Discussion Threads

[imperial3] 16/11/2022 15:02

Encouraging results.

[hotfinance14] 10/11/2022 16:41

USA inflation was reported todaylower at 7.7% which was better than concensus at 7.9%. As inflation drops the share price will increase.

[imperial3] 10/11/2022 15:19

Why the sudden jump in the share price? Anyone know?

[imperial3] 26/8/2022 10:03

The shares have been weak for quite some time now.I would have thought all the bad news has been priced in.Yet they still continue to decline.I wonder what the floor price will eventually be?

[hotfinance14] 20/8/2022 06:26

Analysts at Citi downgraded their recommendation for shares of Experian to 'neutral' due to their "cyclical" concerns around its North American business-to-business unit.

Year-on-year declines in housing transactions were expected to result in disappointing organic growth at the company's North American Data business, they explained, due to a combination of disappointment in the mortgage business and lower housing transaction volumes which would drag on demand for other credit.

It wasn't the first time that the investment bank had highlighted the deterioration in housing affordability and the risk of housing transaction volumes falling.

Indeed, in July, existing-home transaction volumes fell by 20.2% in seasonally adjusted terms to an annual rate of 4.81m - the lowest since 4.81m.

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[robertball] 01/8/2022 19:03

Are distressed debt data companies in demand?

[hotfinance14] 14/7/2022 06:43

Solid trading statement today,

[imperial3] 27/5/2022 15:46

A pretty decent rise today.

[imperial3] 23/5/2022 16:14

Another positive blue end to the day.A share buy back programme in place helps as well.

[salpara111] 21/5/2022 10:15

Looking at the bigger picture.
The inflation genie is out of the bottle and central banks have no ability to contain it. What I mean by that is central banks would have to move to a positive real interest rate scenario which would mean central bank base rates would need to be raised to roughly 9% and that simply cannot happen!
The global economy has got used to free money and has used it to bid up asset prices to true bubble territory.
The governor of the Bank of England actually said in front of MPs last week that he is unable to control inflation......what he meant was that he cannot begin to raise interest rates to "normal" levels as it would cause a catastrophic crash to the whole economy. I don't think that anyone really knows how this this is going to play out but I am only currently engaged in short terms opportunistic trades where I look to make 5-10% returns.
Experian is a sold business but has always traded on a punchy multiple and right now the market is hammering growth stocks that aren't delivering strong growth.

[imperial3] 20/5/2022 15:52

A positive blue end to the day.

[one_frankel] 20/5/2022 14:57

US wider markets are in confirmed downtrend with making consistent 'Lower Highs & Lower Lows' and I suspect we are only just beginning to see the effects to the wider economy...Add to the that, a truly incompetent US administration (or better known as dead behind the eyes Biden) and US behemoths having significant EPS misses recently with low expectations for future growth, I doubt anything has bottomed just yet so keep plenty of that powder dry!

[imperial3] 20/5/2022 12:21

I reckon that all the bad news is priced into the shares currently.I believe
that those who sold on the 18 May chose the worst time possible.I see these as a recovery stock.It may well take some time with ups and downs in between,but patient holders will be rewarded.Just my opinion by the way.

[one_frankel] 19/5/2022 15:36

Inflation is the cause for lower consumer spending HotFinance14, hence why Experian are anticipating softer growth in future, there is no other issue!

[salpara111] 19/5/2022 08:26

Well, I had a pretty large holding at an average of £29.
Sold it all yesterday. The stock was always pricey but I took the view that it was a very reliable profit maker.
While I feel that the FTSE 100/250 is fairly valued, the Dow and Nasdaq both appear to still be overvalued and if they continue to fall so will the FTSE!
I'm mostly in cash at present, it helps me to sleep better!

[hotfinance14] 19/5/2022 07:15

I agree Sinzu plus we have the inflation issue.

[sinzu] 18/5/2022 16:21

The problem is, organic revenue growth of 12% is forecast to reduce down to between 7-9% for the forthcoming year - that’s a big slowdown and I suspect the main reason for the shares being marked down.

[imperial3] 18/5/2022 15:33

During the past 6 months or so,the share price has been in steady decline.Today's results have hammered the share price.In fact,I perceive they were good,yet the market thought otherwise.What else can the company do,to turn this round?

[one_frankel] 18/5/2022 13:13

He's had very little luck with some of his underlying holdings in Lindsell Train too!

[sinzu] 18/5/2022 13:06

I wonder what Nick Train thinks about this. He has recently been adding heavily to his position in the Finsbury Growth Trust that he runs (FGT). No doubt he will be telling everyone it is as cheap as chips.

[one_frankel] 18/5/2022 11:14

Experian have provided a soft outlook for revenue growth as demand for lending data is likely to fall as rising inflation hits consumer spending...

[ram376s] 18/5/2022 08:46

Still good feeling for this share .GDR primed for possible multi bag . New test . 300 nurses to be trained .

[hotfinance14] 31/3/2022 07:15

Citi downgraded its stance on Experian on Wednesday to 'neutral' from 'buy', arguing that cyclical headwinds are likely to make it difficult for the North American data business to deliver consensus FY23E organic growth of 8.2%.

"In an environment in which US housing transactions reduce year-over-year, we think 4% is more reasonable," it said.

"With our group adjusted profit before tax of $1.70bn circa 2% below Visible Alpha consensus at $1.74bn, we do not believe that consensus earnings estimates can continue to rise, driving the downgrade."

Citi said it continues to view the credit-checking company's cash-generative nature and strong track record of organic growth as attractive, and see upside to FY23E consensus in the Latin American business.

[wad collector] 23/2/2022 11:22

Added at 2884. I guess it is a bit of a punt on the Court Case being thrown out, but hopefully those sort of ambulance chasers like harcus parker will waste their money.

[essentialinvestor] 14/2/2022 13:29

Https://harcusparker.co.uk/campaigns/experian-litigation/