Experian Share Discussion Threads

[dov] 24/10/2023 16:18

Barclays thing ?

[bulltradept] 24/10/2023 15:46

I suppose the Barclays trhing has messed it up.

[liam1om] 24/10/2023 15:38

Related to US peer TransUnion poor results today.

[bulltradept] 24/10/2023 15:30

On a technical basis, there is a gap to be closed at £24.56, if you believe in that?

[bulltradept] 24/10/2023 15:28

No idea, took my lumps and got out!

[dov] 24/10/2023 15:28

How can a stock be down nearly 8% and only the boys in the dark glasses would seem to be in the know

[dov] 24/10/2023 15:07

Some drop who knows what ?

[edwardt] 24/10/2023 14:48

anyone seen a reason for the drop??

[hotfinance14] 21/5/2023 09:10

MIDAS SHARE TIPS UPDATE: Experian set to score highly after blip in share price:

[hotfinance14] 17/5/2023 08:09

7.48am: Experian (LSE:EXPN) revenue rises but profit falls
Experian (LSE:EXPN) PLC reported growth in annual revenue despite a challenging economic backdrop reflecting growth in all regions but profits took a hit from a goodwill impairment.

The credit checking agency said revenue in the year to March 31 rose 6% to $6.59bn from $6.22bn the year prior in what the firm called a “year of very strong progress.”

This was below City expectations of $6.64bn.

Brian Cassin, Chief Executive Officer, commented: “We delivered very strong results in FY23, reflecting a combination of new business wins, new products and expansion into higher growth markets.”

“We saw growth in every region, in many cases outperforming our underlying markets substantially.”;

But pre-tax profit of $1.17bn was down from $1.45bn reflecting a non-cash charge for the impairment of goodwill of $179mln in EMEA, a decrease in net gain from associate disposals of $89mln and an increase to the fair value of contingent consideration.

EPS fell to 0.84c from 1.27.5c but the dividend was increased 6% to $54.75.

[hotfinance14] 17/5/2023 07:45

Strong results announced this morning :

Brian Cassin, Chief Executive Officer, commented:

"We delivered very strong results in FY23, reflecting a combination of new business wins, new products and expansion into higher growth markets. We saw growth in every region, in many cases outperforming our underlying markets substantially. Total revenue growth from ongoing activities was 6% at actual exchange rates and 8% at constant exchange rates, and organic revenue growth was 7%. Benchmark EBIT margin expansion was at the top end of our expectations, helping us to deliver Benchmark earnings per share up 9%.



"For the year ahead, we anticipate another year of growth due to the breadth and the resilience of our portfolio, and significant structural growth opportunities. Despite the uncertain economic climate, we expect to deliver organic revenue growth in the range of 4% to 6% and modest margin accretion, all at constant exchange rates and on an ongoing basis."

[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 11:03

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 07:26

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 20:03

Are distressed debt data companies in demand?

[hotfinance14] 14/7/2022 07:43

Solid trading statement today,

[imperial3] 27/5/2022 16:46

A pretty decent rise today.

[imperial3] 23/5/2022 17:14

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

[salpara111] 21/5/2022 11:15

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 16:52

A positive blue end to the day.

[one_frankel] 20/5/2022 15:57

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 13:21

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 16:36

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