Informa is a holding company. Through its subsidiaries, Co. is engaged in Global Exhibitions, which organises transaction-oriented Exhibitions and trade shows, providing buyers and sellers across different industries and communities with a platform to meet face to face, build relationships and conduct business; Business Intelligence, which provides specialist data, intelligence and insight to businesses; Academic Publishing, which publishes peer-reviewed scholarly research and specialist reference-led academic content; Knowledge and Networking, which organises content-driven events and programmes that provide a platform for communities to meet, network and share knowledge.
  • TickerINF
  • ISINGB00BMJ6DW54
  • ExchangeLondon Stock Exchange
  • SectorMedia
  • CountryUnited Kingdom
Expert Corporate Governance Service (ECGS)

Informa – AGM 12 June 2020

Item 12: Remuneration report   The 2019 total variable remuneration was 381% of base salary, above our limit of 300%. However, we consider that the performance targets were sufficiently challenging and Informa reported good results for FY2019 to accept our higher limit (up to 450%). We also appreciate that almost 50% of the remuneration is long-term. As the remuneration is weighted more towards rewarding long-term performance, the payout is adequately aligned with performance, and the quantum is not excessive, we recommend approval.   Item 13: Extend the term of the 2018 remuneration polic...

Informa Plc: Informa’s dividend suspension and equity issuance are credit positive, as Coronavirus hurts global events deeply

An overview of the recent actions taken by Informa, the world's largest exhibitions organiser, which will support liquidity and help combat the Coronavirus pressures on its events businesses

Expert Corporate Governance Service (ECGS)

Informa – EGM 4 May 2020

Item 1: Capital increase   In April 2020, Informa made a placement with pre-emptive rights of 19.99% of Informans capital. 9.99% of the capital has been allotted under the existing authority (up to 10% approved in 2019) and further 9.99% by way of the Conditional Share Issuance.   The net proceeds of the Placing will be used to strengthen Informans balance sheet, reduce overall net debt and lower leverage. This is a part of general COVID-19 plan which includes a range of further actions to reduce the run-rate of costs, including the postponement of all recruitment, salary rises and non-ess...

Increased risk weighs on INFORMA PLC., penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of INFORMA PLC. (GB), active in the Publishing industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date April 7, 2020, the closing price was GBp 432.20 and its target price was estimated at GBp 410.59.

Informa Plc: Update to credit analysis following change in outlook

Our credit view of Informa Plc, reflecting the diversified media group's leading position as a global exhibition organizer with a challenging operating outlook for 2020.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns we have highlighted over the past several weeks, new negative developments continue to plague the glob...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Valérie GASTALDY

Analyse court terme - INFORMA PLC : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 686,70 p. La tendance de fond serait remise en cause en cas de franchissement de 768,90 p.

Valérie GASTALDY

Short term view - INFORMA PLC : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 686.70 p. The background trend would be questioned should prices rise above 768.90 p.

Valérie GASTALDY

Analyse court terme - INFORMA PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 686,70 p, puis 657,40 p. Le franchissement de 768,90 p remettrait en cause la suite de la baisse.

Increased risk weighs on INFORMA PLC., penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of INFORMA PLC. (GB), active in the Publishing industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date April 7, 2020, the closing price was GBp 432.20 and its target price was estimated at GBp 410.59.

Informa: 1 director bought

A director at Informa bought 35,745 shares at 420p and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members a...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior