UBM Share Discussion Threads

[qs9] 24/4/2010 15:15

haha, I am sure. Now get off the pc!

[markie7] 24/4/2010 15:00

yes. having given you the tip, I chose to ignore it. excellent. Still, there'll be others.

[qs9] 24/4/2010 14:57

You know that makes sense...haha how goes it? did you get into UBM? £4 to £6 in a few months Plus divi....reckon ERM has more mileage now.

[markie7] 24/4/2010 06:57

talking to yourself. first sign of madness.

[qs9] 24/4/2010 06:15

Hopefully someone else has read this thread and it is just not me making money!

[qs9] 26/3/2010 11:07

And continues to be well received.....

[qs9] 25/3/2010 22:38

Looks like investor meeting was well received!

[qs9] 17/3/2010 08:24

nice ...more blue

[qs9] 10/3/2010 12:20

Bouncing now....must be seller getting out, all broker updates I have seen IMO are very upbeat, upgrades and TP increased to well over £6 so cannot explain the fall! DYOR etc

[qs9] 09/3/2010 16:07

Lots more to come then BS, hope you were in early as well!

Have also looked at ERM as TP looks high on that as well on back of results etc....

[brain smiley] 08/3/2010 09:52

Panmure Gordon has a buy for United Business Media, raising target to 650p from 550p

[brain smiley] 08/3/2010 08:39

Barclays Capital has an overweight for United Business Media, raising target to 565p from 515p and an overweight for WPP Group, raising target to 740p from 680p
* Nomura has a buy for United Business Media, raising target to 607p from 538p and a buy for WPP Group, raising target to 744p from 658p

[brain smiley] 05/10/2009 12:29

Rumour of the day

Shares in United Business Media fell 11.9p to 461.8p despite a suggestion by Panmure Gordon that the media group's events business might be doing better than investors had believed. The broker said that exhibitor numbers had risen by 13 per cent at the group's annual Furniture China event and were up 14 per cent at its Hong Kong jewellery show.

[qs9] 03/10/2009 13:10

decent write up in TImes today: brokers reckon UBM businesses been doing a lot better than market has recognised...

[brain smiley] 29/9/2009 12:52

United Business Media upgraded to buy from hold at Panmure Gordon, target price raised to 550p from 450p
BFN

UBM multiples are low and forecasts are conservative, says Panmure Gordon analyst Alex DeGroote. The valuation is attractive on either multiples or SOTP and is supported by cash conversion and an above-average dividend yield.

'UBM has been a laggard, but now looks attractive to us based on conservative forecasts, a low valuation, and a number of other catalysts. Additionally, most of the main negatives on the stock have now been addressed.'

[qs9] 25/9/2009 17:30

Hopefully the ERM news will help them but as yet seen an uptick

[brain smiley] 22/9/2009 08:42

UBM back on form. This company needs some doctors to sell their message to the city.

[brain smiley] 04/9/2009 07:31

small upgrade...




* Goldman Sachs has a buy for Aegis, raising target to 130p from 127p, a sell for BSkyB, cutting target to 520p from 540p, a neutral for Daily Mail, a buy for Informa, raising target to 371p from 345p, downgrades ITV to neutral from buy with a 58p target, downgrades Pearson to sell from neutral with a 790p target, adds Reed Elsevier to Conviction Buy List, cutting target to 589p from 594p, upgrades Trinity Mirror to buy from neutral, raises target for United Business Media to 607p from 584p, removes WPP Group from Conviction Buy List but retains buy, raising target to 650p from 630p and has a neutral for Yell Group, raising target to 53p from 31p

[brain smiley] 26/8/2009 11:26

must be the worst performing cyclical stock on the market.

[brain smiley] 05/8/2009 14:53

430 still a problem.

[brain smiley] 04/8/2009 10:56

Citigroup no longer sellers - quick change of mind.

£UBM Citigroup: upgraded to hold from sell

UBM struggling to get by 430.

[honiton] 01/8/2009 18:13

typical. decent rsults and total lack of comment.

[brain smiley] 31/7/2009 11:29

Analyst Jonathan Barrett at Singer Capital Markets has a "buy" recommendation on the shares. He comments:

"The stock looks cheap (particularly after the Reed and Informa induced weakness), and we continue to value the strength of the balance sheet position and the growth in the attractive dividend. The scope for further earnings enhancing acquisitions also supports our positive view."

Analysts at Citigroup highlight improving margins at UBM's PR Newswire business but they are concerned about an ongoing dispute between the company and HMRC:


"Key focus will be on sustainability of margins at PRN, the silver lining
from these results. The tax liability is very important and the pressure on the
Business to Business businesses is intense so we remain sellers."

[grahamite2] 31/7/2009 08:35

Decent results? The market seems to like them!