Morningstar - iSentia Group (ISD) Placing iSentia Under Review

Report

Morningstar

Gareth James

EUR 101.80 For Business Accounts Only

Placing iSentia Under Review

We are placing our fair value estimate for no-moat iSentia under review following today's weak interim result. Specifically, we intend to review our investment thesis and long-term revenue growth and profit margin forecasts following the material decline in profit margins during the half. We expect our review to result in a material decline in our fair value estimate....

22/02/2017 12 EN

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.

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AU000000ISD2 Australian Securities Exchange Australia

Provider

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.

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Analysts

Gareth James

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Placing iSentia Under Review

Monthly LMI Update Independent Investment Research

Despite a better risk assessment and improving to Neutral, ISENTIA GROUP LTD. remains under pressure

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

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

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