Experian Share Discussion Threads

[luderitz] 12/11/2009 09:40

So on the theme of currency change importance to EXPN's share price

How does it work in general please?

[ed the business] 23/9/2009 20:50

It does indeed. USD vs GBP quite important as regards how the company's performance is regarded.

[imperial3] 23/9/2009 20:48

As Sterling declines,does this impact on the earnings?

[ranag9] 09/9/2009 09:59

It exhausted quickly and needs sometime to breathe and relax.Then perhaps it may go further.

[imperial3] 07/9/2009 15:22

Resuming upward trend?

[panachegrp] 27/8/2009 13:37

good volume today....

[imperial3] 20/8/2009 08:57

£5.25 now,moving up nicely.

[gucci] 13/8/2009 11:03

600p soon at this rate

[ed the business] 13/8/2009 08:56

+15% in under a month, not bad

[imperial3] 13/8/2009 08:33

Progress continued

[imperial3] 10/8/2009 09:52

In this economic climate peoples minds become focused on credit checking.More on the radar now,banking situation etc.This is a good company and will continue to grow.Therefore will attract buyers.

[ed the business] 09/8/2009 18:37

600p dead cert, when? is the question

[ranag9] 09/8/2009 14:14

Bound to touch £6. Good co. Still buy. Do not miss this time boat again. Good luck all holders.

[atticus] 07/8/2009 18:31

Well, that's £5 out of the way ... where to next?

[imperial3] 07/8/2009 15:28

Moving up nicely.

[ed the business] 31/7/2009 13:54

Well - we hit 500p again.

Lat time round that marked a big sell off. Same again?

Deja vu?

Plus ca change?

C'est la vie

[ed the business] 14/7/2009 10:30

I wonder what those growth opps are?

[ed the business] 11/7/2009 08:10

Experian Group (EXPN.L) Buy, PT (p): 530 General Industrial Services
Q1 Sales
We expect group organic sales growth of 1% y/y vs 3% in fiscal Q4 09. BoE lending survey
still suggests a more cautious outlook in UK than US: UK lenders have gone from over
pessimistic last year to a little over optimistic this year. According to the latest BoE survey,
UK consumer credit availability has deteriorated more than lenders anticipated, and Q3 09
expectations have consequently become a little more muted, in contrast to the building
optimism (from a lower base) in US. On top of constrained supply, consumers' demand for
credit has continued to worsen. Together with pricing pressure from consolidating lenders,
this points to a more cautious UK than US outlook for Experian. Experian recently suggested
US pre- screen could see H2 recovery: Lenders have not been at all focused on market share
of late, and some of the more aggressive historic pre-screening activities may be curtailed
under new US regulations. Still, we've noted a more optimistic tone from Experian
management with regard to US pre-screening activities within the Credit Services division
into fiscal H2 10. This could provide a meaningful inflexion point given how significant a
drag this area has been. At a group level, however, this is likely to be offset by slowdown in
US Consumer Direct on very tough y/y comparatives.

[ed the business] 06/7/2009 10:03

Also USD denominated earnings may act as a good hedge against GBP weakness. May - provided GBP weakens more/ strengthens less than USD in the coming months

[imperial3] 06/7/2009 09:25

I like the potential of this company.In this climate, credit checking,shoots up on the list of priorities,for both individuals,and businesses.

[ed the business] 03/7/2009 15:52

8.1p divi, better than I presumed

[imperial3] 30/6/2009 22:45

Getting to look more positive again.