Experian Share Discussion Threads

[shorty_blitz] 09/10/2008 16:11

williebiz r u trading this still
? any idea where this will be in a month or so? hard to judge when so ,any stocks have been taking such a battering lately! i never thought sub £3 would come!

[williebiz] 07/10/2008 13:37

67 leedskier -13.02%
68 williebiz -13.26%
69 jibba_jabba -13.52%

lol

[williebiz] 07/10/2008 09:39

The good news is I am moving up the table

[williebiz] 05/10/2008 22:15

first half trading update on 15 October 2008.

[williebiz] 05/10/2008 22:15

Doubt it, interim statement was good - 10 weeks ago:

Experian Interim Management Statement




RNS Number : 7442Y
Experian Group Limited
10 July 2008






Experian Group Limited

Interim Management Statement, first quarter


Experian, the global information services company, today issues an update on trading for
the three months to 30 June 2008.

Commenting on the performance of Experian, Don Robert, Chief Executive Officer, said:

"The strategic moves we have undertaken to balance the Experian portfolio have again
enabled the Group to withstand the market
challenges in the US and the UK. Total revenue growth was 21% in the first quarter, with
organic revenue growth of 1%, against strong
comparables.

"Looking ahead, while we do not plan on the basis of any short-term recovery in the US and
UK financial services markets, we expect
strength in new geographies and across many business lines to support Group revenue growth.
Our cost efficiency programme is progressing
well, and we remain focused on driving profit growth."

Experian Group

% change in revenue year-on-year for the three months to 30 June 2008
Continuing activities only1 Total growth Total growth Organic growth
% % %
At actual At constant exchange At constant exchange rates
exchange rates
rates2
North America 1 1 0
Latin America >1003 >1003 54
UK and Ireland 7 5 1
EMEA/Asia Pacific 26 9 1
Experian 21 16 1
1 Continuing activities exclude the contributions of MetaReward, UK account processing,
Loyalty Solutions and other smaller
discontinuing activities
2 Experian is reporting in US dollars
3 Latin America total growth at actual exchange rates for the three months ended 30 June
2008 was 3,921% and total growth at constant
exchange rates was 3,308%




In the three months to 30 June 2008, revenue from continuing activities at Experian
increased by 16% at constant exchange rates. Group
organic revenue growth was 1% year-on-year. There was good organic revenue growth at
Interactive, up 8%, and Decision Analytics, up 5%.
Marketing Services was flat, while, as expected, Credit Services declined by 4%, reflecting
challenging market conditions, particularly in
the US. Acquisitions contributed 15% to revenue growth.

North America
Revenue in North America for the three months ended 30 June 2008 increased by 1% in total.
Organic revenue was flat. The acquisition of
Hitwise (acquired in June 2007) accounts for the difference.

As expected, and against strong comparables, organic revenue declined by 5% at Credit
Services. Conditions in mortgage and pre-screen
continued to be weak, partially mitigated by strength in portfolio management and collections,
currently major focus areas for financial
services clients. At Decision Analytics, the pipeline remains strong, but sales cycles are
long. Organic revenue declined by 6%, against
significant one-off revenue last year. Organic revenue growth in Marketing Services was 2%, as
continued strength in new media activities
offset weaker conditions for traditional activities. In Interactive, organic revenue growth
was 5%. Strong demand for membership services
drove further excellent performance at Consumer Direct, offset by continued weakness in the
mortgage vertical at Experian Interactive Media.

Latin America
Revenue for Latin America in the three-month period to 30 June 2008 was US$128m (prior
year US$3m), including the contributions from
Informarketing and Serasa, acquired respectively in April 2007 and June 2007. Organic revenue
increased by 54%, off a low base.

Revenue at Serasa performed strongly, in line with the buy plan, reflecting good
performances across vertical channels such as retail,
insurance and credit card, plus new wins in the financial services sector. There was also an
excellent performance at Marketing Services,
which benefited from a series of new business wins.

UK and Ireland

Revenue in UK and Ireland from continuing activities for the three months ended 30 June
2008 increased by 5% at constant exchange rates.
Organic revenue rose 1%, with acquisitions, including Tallyman (acquired in May 2007),
Hitwise, The pH Group (acquired in July 2007) and N4
Solutions (acquired in July 2007), contributing the balance.

While conditions for the UK financial services sector continue to be challenging, Credit
Services organic revenue declined only modestly
in the quarter, by 2%, helped by growth in business information. Decision Analytics improved,
up 4% organically, reflecting new business
wins and strength in customer management, analytics and scorecard rebuilds. Meanwhile,
Tallyman continues to perform very strongly, as does
N4 Solutions, the mortgage sector and financial services software provider. Conditions for
Marketing Services continue to be challenging,
impacted by the weak environment for financial services, with organic revenue down 7%.
Interactive performed very strongly, up 50%
organically, driven by strength in new CreditExpert memberships.

EMEA/Asia Pacific

At constant exchange rates, revenue in EMEA/Asia Pacific increased by 9% in the
three-month period to 30 June 2008. Organic revenue
growth was 1%, with acquisitions, mainly Emailing Solution (acquired in May 2007), Tallyman
and Hitwise contributing the balance.

Organic revenue declined at Credit Services by 3%, exacerbated by contract phasing in
business process outsourcing and continued
declines in cheque volumes at the French transaction processing business. Decision Analytics
performed strongly, with organic revenue growth
of 14%, reflecting new business wins in Italy and Eastern Europe and a strong one-off
contribution in Japan. Marketing Services again
performed well, with organic growth of 8%.

Future announcements

Experian will hold its AGM in Dublin on 16 July 2008 and will issue its first half trading
update on 15 October 2008.

[barnetpeter] 05/10/2008 22:00

Expn tends to guide the mkt towards its results. Expect a shocker!

[williebiz] 16/9/2008 12:58

Fantastic buying opp for the brave

[in_the_blue] 15/9/2008 10:45

anyone having problems trading this share with barclays ?

[williebiz] 12/9/2008 13:28

Up channel confirming, could be too late if one were to wait much longer

[williebiz] 12/9/2008 13:01

Morgan Stanley has an equal-weight for Experian raising target to 470p from 385p

[williebiz] 12/9/2008 12:14

Higher highs, higher lows.

Doesn't deserve to be lumped with banks according to the CEO.

[williebiz] 11/9/2008 10:48

My expectation now is that 420p has turned into support, let's see.

Interesting in the Telegraph interview above that mgt think EXPN has been wrongly lumped together with banks given EXPN's consistent growth through the credit crunch.

[eccellente] 04/9/2008 08:43

We have started a pattern of higher highs and higher lows - trend's your friend.

All aboard!

[eccellente] 02/9/2008 18:15

Looking eccellente

[eccellente] 02/9/2008 09:48

If EXPN closed @ 422p or above it would be an eccellente buy signal, first stop 450p

[eccellente] 02/9/2008 09:10

That door might be just around the corner, old chap - the EXPN t/o rumour seems to resurface every few months and there must be some substance in the thinking

[williebiz] 01/9/2008 16:23

Open the doors, let the nutters run away from the asylum, sell if you want: this beaut's getting taken over @ a 50% premium when the right day dawns

[shorty_blitz] 31/8/2008 18:26

hmmm that's odd, have you been able to buy on a tick up? I seem to be getting left in the 'vapour trail' without my trade going through. I trade through barclays too btw.

[williebiz] 29/8/2008 18:38

Depends on your broker, Barclays still allow the full monty

[shorty_blitz] 29/8/2008 18:09

williebiz, have the online dealing limits been reduced for this share? Getting a timely trade in seems to be getting difficult as of late!

[williebiz] 29/8/2008 12:07

Eccellente, Ambassadore! LOL

[williebiz] 26/8/2008 20:07

Looking solid