Report
Gareth James
EUR 147.86 For Business Accounts Only

iSentia Fair Value Maintained Following Strong Fiscal 2016 Result.

We maintain our fair value estimate for iSentia at AUD 4.00 per share following the strong fiscal 2016 result. At the current market price of AUD 3.63, we continue to believe the shares are undervalued and expect the discount to fair value to reduce as earnings continue to grow. Unrelated to the result, we have reviewed the economic moat rating and no longer believe the company has sufficient competitive advantages to justify an economic moat rating. This view is based on the limited barriers to...
Underlying
iSentia Group

Isentia and its subsidiaries are engaged in the provision of media intelligence services via media database, media release distribution, media monitoring, social media monitoring, media analysis and content marketing. Co.'s operating segments include Software-as-a-Service ('SaaS'), Value Added Services ('VAS') and Content marketing. The SaaS segment includes developing and hosting SaaS platforms to access information, analyze and report to media intelligence. VAS segment includes social media insights and monitoring, customized quantitative and qualitative analysis. Content marketing segment includes the development of comprehensive content marketing strategies and engaging digital content.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Gareth James

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