Informa Share Discussion Threads

[grahamite2] 09/2/2018 13:24

Will this volatility in the market affect the deal?

[volsung] 17/1/2018 12:44

Looks like too big a drop to me so averaged down.

[kenmill1] 17/1/2018 10:34

could the big drop this morning be sales by holders of both equities reducing their exposure to the combined group ?

[volsung] 05/1/2018 13:18

Bought a few for the SIPP

[grupo] 16/7/2017 10:09

2 overlooked FTSE 100 champions you could retire on

Rupert Hargreaves | Sunday, 16th July, 2017 | More on: INF SDR
Image: Public domain

Even though the company is a member of the FTSE 100, Informa (LSE: INF) is overlooked by most investors. With a market capitalisation of £5.5bn, the company is one of the UK’s biggest businesses, but its day-to-day operations are hardly exciting.

Informa runs international exhibitions, events and produces business/academic publications. Even though there is a high demand for these services, growth is slow and steady, which isn’t exciting. But it’s perfect for long-term investors who want to achieve capital growth and income with minimal risk.
Steady growth

Over the past four years, earnings per share have pushed steadily higher, rising from 35.2p for 2012 to 42.1p for 2016. City analysts are expecting the company to report earnings per share of 47p this year, up 12% year-on-year. At the same time, shares in the company support a dividend yield of 3% and the payout of 20.3p per share is covered 2.3 times by EPS. For 2018 analysts have pencilled in earnings per share growth of 7%.

Considering the company’s historic growth and current level of dividend income, today’s valuation of 14.2 times forward earnings seems to be about right. If the group can continue to grow earnings at a rate of 5% to 10% per annum for the foreseeable future, and the valuation remains the same, investors should be able to pocket a double-digit annual return from both capital growth and income.

Overall, the numbers seem to show that your portfolio might benefit from owning Informa.
Long term growth

The best stocks to retire on are those that have a long-term business model and asset managers, and pension providers are a great example.

Schroders (LSE: SDR) has seen profits explode over the past five years as more customers flocked to the company’s offer. Since 2012 earnings per share have risen by around 100% (based on city estimates for 2017). This growth has translated into impressive returns for shareholders with shares in the firm up 150% over the past five years excluding dividends.

City analysts are expecting the company’s steady growth to continue in the years ahead. Mid-single-digit earnings per share growth is predicted every year for the next three years, and I doubt that the growth will stop there. As one of the UK’s largest wealth managers, Schroders is well placed to capture more business as the country’s wealth rises.

With further growth on the horizon, it looks as if shareholders will continue to reap the rewards for many years.

At the time of writing, shares in the company trade at a forward P/E of 15.7, an undemanding multiple considering Schroders’ growth over the past five years and future potential. The shares also support a dividend yield of 3.2%. The payout is covered twice by EPS. These figures indicate that just like Informa, shares in Schroders could generate a return of 10% per annum or more for investors in the future. Once again, these returns indicate that Schroders could be a great investment to wake up your portfolio.

[invisage] 12/7/2016 08:08

Breaking out next highs

[cockneyrebel] 08/12/2015 07:16

*SOCGEN RAISES INFORMA PRICE TARGET TO 735 (645) PENCE - 'BUY'

[mike740] 26/2/2015 07:30

Big UPGRADE............ 26 Feb 2015 Informa PLC INF Goldman Sachs Buy 543.00 543.00 520.00 637.00 Upgrades.

SP TARGET 637p.

[mike740] 25/2/2015 13:38

Informa Plc’s “Hold” Rating Reiterated at Deutsche Bank (INF)
February 23rd, 2015, updated 25/02/2015

Informa Plc (LON:INF)‘s stock had its “hold” rating reissued by equities researchers at Deutsche Bank in a research report issued on Monday.

Several other analysts have also recently commented on the stock. Analysts at Westhouse Securities raised their price target on shares of Informa Plc from GBX 554 ($8.52) to GBX 594 ($9.14) and gave the company an “add” rating in a research note on Wednesday, February 18th. Analysts at AlphaValue reiterated an “add” rating and set a GBX 591 ($9.09) price target on shares of Informa Plc in a research note on Wednesday, February 18th. Analysts at Canaccord Genuity raised their price target on shares of Informa Plc from GBX 506 ($7.78) to GBX 560 ($8.61) and gave the company a “hold” rating in a research note on Tuesday, February 17th. Finally, analysts at Investec raised their price target on shares of Informa Plc from GBX 482 ($7.41) to GBX 528 ($8.12) and gave the company a “hold” rating in a research note on Friday, February 13th. Five analysts have rated the stock with a sell rating, ten have given a hold rating and six have given a buy rating to the stock. The stock currently has a consensus rating of “Hold” and a consensus target price of GBX 525.43 ($8.08).

Shares of Informa Plc (LON:INF) traded down 0.37% during mid-day trading on Monday, hitting GBX 536.50. 515,661 shares of the company’s stock traded hands. Informa Plc has a 52-week low of GBX 440.422 and a 52-week high of GBX 543.00. The stock has a 50-day moving average of GBX 505.5 and a 200-day moving average of GBX 490.4. The company’s market cap is £3.236 billion.

Informa plc provides academics, businesses and individuals with knowledge, information and skills and services. It operates in three segments: academic information, which includes the Taylor & Francis publishing business, provides a portfolio of online and print publications, primarily for academic users across the spectrum of science, technology, humanities and social sciences; professional and commercial information, which include Datamonitor, Informa Business Information and Informa Financial Information provides information, across a range of formats and on a global basis, to a variety of sectors, including medical, pharmaceutical, maritime and telecoms, and events and training consists of trade shows and exhibitions, large and small conferences and training courses.

[mike740] 25/2/2015 13:19

INF Informa broken out on two fronts. First share price target 578p. Trades on a forward P/E of 12.8 to 2016, historically 18

[mike740] 18/2/2015 14:59

Informa Plc Stock Rating Reaffirmed by AlphaValue (INF)
February 18th, 2015 •

Informa Plc (LON:INF)‘s stock had its “add” rating reissued by AlphaValue in a research note issued on Wednesday. They currently have a GBX 591 ($9.11) price target on the stock. AlphaValue’s price target indicates a potential upside of 10.99% from the stock’s previous close.

A number of other firms have also recently commented on INF. Analysts at Canaccord Genuity raised their price target on shares of Informa Plc from GBX 506 ($7.80) to GBX 560 ($8.63) and gave the company a “hold” rating in a research note on Tuesday. Analysts at Investec raised their price target on shares of Informa Plc from GBX 482 ($7.43) to GBX 528 ($8.14) and gave the company a “hold” rating in a research note on Friday, February 13th. Analysts at Berenberg Bank raised their price target on shares of Informa Plc from GBX 520 ($8.02) to GBX 530 ($8.17) and gave the company a “hold” rating in a research note on Friday, February 13th. Finally, analysts at Kepler Capital Markets reiterated a “buy” rating and set a GBX 600 ($9.25) price target on shares of Informa Plc in a research note on Friday, February 13th. Five equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating and six have given a buy rating to the stock. The company has a consensus rating of “Hold” and a consensus price target of GBX 523.52 ($8.07).

Informa Plc (LON:INF) opened at 540.00 on Wednesday. Informa Plc has a one year low of GBX 440.422 and a one year high of GBX 538.00. The stock’s 50-day moving average is GBX 496.9 and its 200-day moving average is GBX 489.1. The company’s market cap is £3.257 billion.

Informa plc provides academics, businesses and individuals with knowledge, information and skills and services. It operates in three segments: academic information, which includes the Taylor & Francis publishing business, provides a portfolio of online and print publications, primarily for academic users across the spectrum of science, technology, humanities and social sciences; professional and commercial information, which include Datamonitor, Informa Business Information and Informa Financial Information provides information, across a range of formats and on a global basis, to a variety of sectors, including medical, pharmaceutical, maritime and telecoms, and events and training consists of trade shows and exhibitions, large and small conferences and training courses.

[mike740] 18/2/2015 14:49

18 Feb 2015 Informa PLC INF Westhouse Securities Add 539.75 529.50 554.00 594.00 Reiterates

SP TARGET 594p

[mike740] 18/2/2015 09:46

ING Informa, share price breaking out on chart, target 579p. Forward P/E to 2016 12.6 historicaly over 18, looks very cheap.

[inki] 18/11/2014 14:51

They are empire building at the cost of dilution

[butchcasio] 04/1/2014 22:40

Peter Rigby, leaving =

'Stephen Carter, who became CEO-designate in the Autumn, having left Alcatel Lucent where he was president/managing director EMEA and group director of strategy, marketing and communications. Among previous roles, he was the founding chief executive of UK communications regulator Ofcom and former chief executive of WPP company J Walter Thompson UK.'


I think Stephen is pretty good appointment IMO.

[pckrowe1] 03/1/2014 19:04

What next for Informa do you think after the departure of Peter Rigby and Adam Walker? It could be anything. Either much of the same or maybe the long anticipated buyout. I'm hopeful for the buyout at £6+?!?!

[brain smiley] 22/10/2013 10:28

stones in Hull.

[kenmill1] 21/10/2013 16:31

solid trading update - share sales mentioned above related to Peter Rigby selling up as he is leaving