A director at Experian plc bought 4,350 shares at 3,875p and the significance rating of the trade was 70/100. 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 show...
Downgrading Europe to Market Weight Not much has changed since our latest Int'l Compass from May 31, 2024 titled "Buy the Pullback." As the title suggested, we were buyers of the pullback in global equities (MSCI ACWI, ACWI ex-US, EAFE, EM, Europe, Japan, Taiwan, etc.) due to important short-term supports holding, combined with ongoing healthy market dynamics. Supports are holding, and our bullish outlook (since early-November 2023) remains intact. Continue to buy dips. Downgrading Europe to M...
We believe that Experian is better positioned to grow faster going forward than it has done in the past, particularly if FY24E (organic growth guidance 4-6% v 2% low in GFC) proves to be the low in this credit cycle. This reflects the group’s investment in new/scaling products and data and the structural benefit of increasing credit penetration in Brazil, supported by positive data. Experian is also taking action to improve margins in underearning regions, the UK and EMEA/AP, which should drive ...
Liberum's research coverage encompasses more than 300 stocks across 12 pillars. Each quarter we ask our sector teams to list their most and least preferred stocks on a six to 12-month time horizon. Stock selection is largely limited to those names listed in the FTSE 350 and STOXX 600, eliminating less liquid names, and is driven by analysts’ preferences, rather than total shareholder return.
The independent financial analyst theScreener just requalified the general evaluation of EXPERIAN (GB), active in the Computer Services industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date January 18, 2022, the clo...
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....
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Experian Finance plc. Global Credit Research- 24 May 2021. London, 24 May 2021-- 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.
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 mar...
Summary Marketline's The Dun & Bradstreet Corporation 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 The Dun & Bradstreet Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehens...
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...
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.
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