A director at IHS Markit Ltd sold/sold after exercising options 5,632 shares at 118.080USD and the significance rating of the trade was 64/100. 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 ov...
The independent financial analyst theScreener just lowered the general evaluation of IHS MARKIT (US), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 7, 2022, the closing price was USD 126.00 ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Key Points: Yesterday's rally was quite impressive, however we need to continue to have high yield spreads come down. An expectation of a stimulus bill is in the works and yesterday's action certainly established a primary low. We continue to believe absent a front line therapy and a continuation of a countrywide shutdown. Gold is staging a RS reversal vs the S&P 500.
Key Points: • A number of Consumer Cyclical names continue to reflect leadership. (ex. SBUX, RRGB, MCD, PZZA, and ROST.) • The Financial Sector has a number of attractive names developing major bases and staging RS reversals. (ex. SIVB, STT, AXP, SPGI, CME, GS, and JEF) • The Technology Sector has a number of technically attractive constituents. (ex. AMD, OLED, MPWR, CRUS, BR, FIS, VRSN, SAIC, LDOS, AAOI, BELFB, FARO, STX, and AAPL) .
Key Points: • Consumer Cyclical names continue to develop positively. (ex. APTV, WGO, CROX, NKE, SKX, MAT, RRGB, BKE, MIK, SIG, and DKS) • A few names in Consumer Staples are developing positively. (ex. INGR, MKC, and K) • A few names in the Materials Sector are developing positively (ex. CMP, and CMC)
Critical and proprietary data sets, analytics tools embedded in client systems, and subscriptions that account for over 80% of revenue underpin a sustainable competitive advantage for IHS Markit, one we believe will intensify as new products mature. In many sectors, IHS Markit’s products are sufficiently entrenched that they face little or no competition, a dynamic we expect to endure.IHS Markit generated 35% of fiscal 2018 revenue from the financial sector. While transaction processing is und...
Our $55 fair value estimate for wide-moat IHS Markit should not change much after on-track second-quarter results. We still call for mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. In the first half, IHS Markit saw sales of $2.2 billion against a 40% adjusted EBITDA margin. Management reiterated fiscal 2019 guidance of $4.425 billion-$4.50 billion in revenue and $2.52-$2.57 in adjusted diluted earnings p...
Our $55 fair value estimate for wide-moat IHS Markit should not change much after on-track second-quarter results. We still call for mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. In the first half, IHS Markit saw sales of $2.2 billion against a 40% adjusted EBITDA margin. Management reiterated fiscal 2019 guidance of $4.425 billion-$4.50 billion in revenue and $2.52-$2.57 in adjusted diluted earnings ...
Our $55 fair value estimate for wide-moat IHS Markit should not change much after on-track second-quarter results. We still call for mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. In the first half, IHS Markit saw sales of $2.2 billion against a 40% adjusted EBITDA margin. Management reiterated fiscal 2019 guidance of $4.425 billion-$4.50 billion in revenue and $2.52-$2.57 in adjusted diluted earnings ...
Our $55 fair value estimate for wide-moat IHS Markit should not change much after on-track second-quarter results. We still call for mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. In the first half, IHS Markit saw sales of $2.2 billion against a 40% adjusted EBITDA margin. Management reiterated fiscal 2019 guidance of $4.425 billion-$4.50 billion in revenue and $2.52-$2.57 in adjusted diluted earnings p...
Critical and proprietary data sets, analytics tools embedded in client systems, and subscriptions that account for over 80% of revenue underpin a sustainable competitive advantage for IHS Markit, one we believe will intensify as new products mature. In many sectors, IHS Markit’s products are sufficiently entrenched that they face little or no competition, a dynamic we expect to endure.IHS Markit generated 35% of fiscal 2018 revenue from the financial sector. While transaction processing is und...
After it posted first-quarter results, we do not plan a large change for our $53 per share valuation for wide-moat IHS Markit. We still expect mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. IHS Markit saw sales of $1.0 billion against a 39% adjusted EBITDA margin. Management reiterated its fiscal 2019 guidance, calling for $4.425 billion to $4.50 billion in revenue and $2.52-$2.57 in adjusted diluted EP...
After it posted first-quarter results, we do not plan a large change for our $53 per share valuation for wide-moat IHS Markit. We still expect mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. IHS Markit saw sales of $1.0 billion against a 39% adjusted EBITDA margin. Management reiterated its fiscal 2019 guidance, calling for $4.425 billion to $4.50 billion in revenue and $2.52-$2.57 in adjusted diluted E...
After it posted first-quarter results, we do not plan a large change for our $53 per share valuation for wide-moat IHS Markit. We still expect mid-single-digit organic revenue growth and adjusted EBITDA margin expansion into the mid-40s (from 39% in fiscal 2018) through fiscal 2023. IHS Markit saw sales of $1.0 billion against a 39% adjusted EBITDA margin. Management reiterated its fiscal 2019 guidance, calling for $4.425 billion to $4.50 billion in revenue and $2.52-$2.57 in adjusted diluted EP...
Critical and proprietary data sets, analytics tools embedded in client systems, and subscriptions that account for over 80% of revenue underpin a sustainable competitive advantage for IHS Markit, one we believe will intensify as new products mature. In many sectors, IHS Markit’s products are sufficiently entrenched that they face little or no competition, a dynamic we expect to endure.IHS Markit generated 35% of fiscal 2018 revenue from the financial sector. While transaction processing is und...
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