Experian Group

Experian is an information services group. Co. has four businesses: Credit Services, which collects data to analyze the credit histories of people and businesses, sorting through information about the credit they applied for and how they repaid the credit; Decision Analytics, which combines Co.'s data with data from its clients and third parties, and uses software and analytics to access, organize and analyze this data to help its clients to minimize the risk of fraud; Marketing Services, which helps Co.'s clients to plan, build and deliver their marketing campaigns; and Consumer Services, which, among others, monitors the information in people's credit reports for suspected fraud patterns.
  • TickerJ2B
  • ISINGB00B19NLV48
  • SectorSupport Services
  • CountryGermany

Experian Finance plc: Update to credit analysis

Our credit view of Experian Finance, reflecting its market position as the largest consumer credit reporting agency in a number of global markets.

Due to a more favourable environment, EXPERIAN slightly increases to Neutral

EXPERIAN (GB), a company active in the Computer Services industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 0 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date December 11, 2020, the closing price was GBp 2,763.00 and its target price was estimated at GBp 2,333.93.

MarketLine Department

Infogroup Inc - Strategy, SWOT and Corporate Finance Report

Summary Infogroup Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Infogroup Inc (Infogroup) is a provider of business data and customer centric marketing solutions. It offers business and consumer information, database marketing and data processing services. Its major offerings include big data, local data, licensing and application program interfaces; full ...

Experian: 1 director bought

A director at Experian bought 2,700 shares at 2,938p and the significance rating of the trade was 73/100. 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...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Emerging Markets Breaking Out We see global equities (ACWI-US) going through a consolidation phase between support at $77 and resistance at $84. To reiterate, as long as ACWI-US is above $77 we are constructive and would be buyers. Our work suggests that $77 support is likely to hold based on current market dynamics, and we would flip to bullish on a breakout above $84. · Emerging Markets Breaking Out. One of the many dynamics that supports our constructive outlook is that emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Addi...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Dive, Testing Major Support Global equities have gone from extreme bullish sentiment and an extended market to panic and fear over coronavirus concerns. It is virtually impossible to predict what will happen regarding the virus or how much further markets could sell off as a result. Below we explain our outlook based on what we do know, which has been dampened but is not yet dire. • Indexes Testing Major Support. Major indexes are testing long-term base support and/or support at their respective 200-day MAs. These include the MSCI ACWI, ACWI ex-US, EAFE, EM, S&P 500, Nikkei...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive co...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Posit...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Opportunities in Europe, Japan As markets pull back amid the tariff saga we continue to believe this is an attractive time to add exposure. This view is supported by the technicals with all major global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) pulling back to their respective 200-day moving averages... see charts below. • Actionable Sectors: Services and Consumer Staples in Europe and Japan. We often view the Services Sector as a defensive way to invest in Technology. We also highlight several Consumer Staples stocks within Europe (the STOXX 600 Food & Beverage index remains leader...

Valérie GASTALDY

Short term view - EXPERIAN GROUP LTD. : Falling prices.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at 1,658.40 p.

Experian: 1 director bought

A director at Experian bought 2,700 shares at 2,938p and the significance rating of the trade was 73/100. 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...

MarketLine Department

Infogroup Inc - Strategy, SWOT and Corporate Finance Report

Summary Infogroup Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Infogroup Inc (Infogroup) is a provider of business data and customer centric marketing solutions. It offers business and consumer information, database marketing and data processing services. Its major offerings include big data, local data, licensing and application program interfaces; full ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Emerging Markets Breaking Out We see global equities (ACWI-US) going through a consolidation phase between support at $77 and resistance at $84. To reiterate, as long as ACWI-US is above $77 we are constructive and would be buyers. Our work suggests that $77 support is likely to hold based on current market dynamics, and we would flip to bullish on a breakout above $84. · Emerging Markets Breaking Out. One of the many dynamics that supports our constructive outlook is that emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Addi...

MarketLine Department

Transunion Llc - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Transunion Llc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Transunion Llc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key High...

MarketLine Department

Equifax Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Equifax Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Equifax Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highligh...

MarketLine Department

TransUnion LLC - Strategy, SWOT and Corporate Finance Report

Summary TransUnion LLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights TransUnion LLC (TransUnion) is a risk and information solutions provider to individuals, government, and businesses. The company offers credit risk scores, consumer reports, portfolio management, marketing and audience segmentation, healthcare revenue cycle management, customer acquisition, i...

Expert Corporate Governance Service (ECGS)

Experian - AGM 22 July 2020

Item 2: Advisory vote on Remuneration report In aggregate, Brian Cassin the CEO of Experian was granted a total remuneration of £7,623,804 (-4.2%), of which 84% is variable. The variable incentive is 6.7x the base salary. The CEO's total remuneration corresponds to 197% of the median CEO remuneration of Irish companies in the MSCI Europe index or 251% of the Industrial Goods and Services sector median. According to the reported UK single figure (remuneration based on vested LTI), Brian Cassin gained in 2019/20 £10.3m, the same amount as in the previous FY. It corresponds to 286% of the FTSE...

Expert Corporate Governance Service (ECGS)

Experian, 24 July 2019

Item 2: Approve the Remuneration ReportThe remuneration structure is unsatisfactory. The main concern at the Company is that the potential maximum incentive pay including the bonus, matching shares on the deferred portion of the bonus and the LTI amounts to 1000% of base salary, which is considered grossly excessive. Actual incentive pay during the year was1.6 times the ECGS limit. Furthermore, variable remuneration is overly reliant on a single performance metric, benchmark profit before tax. A second performance criteria will be used in the coming year. We note that the Company has adjusted ...

Experian PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 20/07/2017

The Company has paid a dividend in respect of the financial year, however no resolution to approve the distribution has been proposed at the general meeting.  Item 3: Approve the Remuneration Policy. There are no major changes proposd to the Remuneration Policy.  However, there are concerns over the structure as the maximum bonus exceeds guidelines and total variable remuneration is excessive (up to 1000%. of base salary). This is espeically the case as the bonus relies on only one performance metric, which also determines the award of the majority of performance shares and matching shares.  I...

Experian Finance plc: Update to credit analysis

Our credit view of Experian Finance, reflecting its market position as the largest consumer credit reporting agency in a number of global markets.

Moody's announces completion of a periodic review of ratings of Experian Finance plc

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Experian Finance plc. Global Credit Research- 24 Jun 2020. London, 24 June 2020-- Moody's Investors Service has completed a periodic review of the ratings of Experian Finance plc and other ratings that are associated with the same analytical unit.

Experian Finance plc: Key Facts and Statistics - LTM September 2019

A summary company profile, detailing Experian Finance plc’s business operations and financial highlights.

Experian Finance plc: Update to credit analysis

Our credit view of Experian, highlighting the company's leading position in credit report data and information solutions, clear financial policy, and good FCF.

Moody's announces completion of a periodic review of ratings of Experian Finance plc

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Experian Finance plc. Global Credit Research- 12 Aug 2019. London, 12 August 2019-- Moody's Investors Service has completed a periodic review of the ratings of Experian Finance plc and other ratings that are associated with the same analytical unit.

Due to a more favourable environment, EXPERIAN slightly increases to Neutral

EXPERIAN (GB), a company active in the Computer Services industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 0 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date December 11, 2020, the closing price was GBp 2,763.00 and its target price was estimated at GBp 2,333.93.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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