iSentia FVE Cut 36% to AUD 2.25 Following Investment Thesis Review and Weak First Half
We have cut out fair value estimate for no-moat-rated iSentia by 36% to AUD 2.25 per share following a review of our investment thesis and a very weak first-half result which substantially trailed our expectations. We now believe the company will be more impacted by price-based competition in the Asia Pacific region, specifically from Meltwater, than previously assumed, resulting in a reduction in our revenue growth and profit margin forecasts. This view is in line with the removal of the narrow...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.
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.
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