Informa is a holding company. Through its subsidiaries, Co. is engaged in Global Exhibitions, which organises transaction-oriented Exhibitions and trade shows, providing buyers and sellers across different industries and communities with a platform to meet face to face, build relationships and conduct business; Business Intelligence, which provides specialist data, intelligence and insight to businesses; Academic Publishing, which publishes peer-reviewed scholarly research and specialist reference-led academic content; Knowledge and Networking, which organises content-driven events and programmes that provide a platform for communities to meet, network and share knowledge.
  • TickerINF
  • ISINGB00BMJ6DW54
  • ExchangeLondon Stock Exchange
  • SectorMedia
  • CountryUnited Kingdom

Analysts

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns we have highlighted over the past several weeks, new negative developments continue to plague the glob...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

INFORMA PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of INFORMA PLC. (GB), a company active in the Publishing industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 12, 2019, the closing price was GBp 833.00 and its potential was estimated at GBp 890.82.

1 director bought

A director at Informa bought 6,482 shares at 766p and the significance rating of the trade was 62/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board members al...

Informa Plc: Informa’s Exchange Of Its Agribusiness Portfolio For IHS Markit’s Portfolio Of TMT Brands Is Marginally Credit Positive

Our view of the portfolio exchange between Informa and IHS Markit

Informa Plc: Informa’s Exchange Of Its Agribusiness Portfolio For IHS Markit’s Portfolio Of TMT Brands Is Marginally Credit Positive

Our view of the portfolio exchange between Informa and IHS Markit

Informa Plc: Update to credit analysis

Our credit view of Informa, reflecting the company's performance and strategy, following the recent acquisition of UBM.

Informa Plc: New Issuer

Our credit view of Informa, reflecting the company's performance and strategy, following the recent acquisition of UBM.

Moody's assigns first-time Baa3 ratings to Informa; outlook stable

Moody's Investors Service, ("Moody's") has today assigned a Baa3 issuer rating to Informa Plc ("Informa") following the completion of its acquisition of UK-based exhibition company UBM plc ("UBM"). Concurrently, Moody's has assigned a (P)Baa3 rating to the GBP2.5 bi...

1 director bought

A director at Informa bought 6,482 shares at 766p and the significance rating of the trade was 62/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board members al...

INFORMA PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of INFORMA PLC. (GB), a company active in the Publishing industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 12, 2019, the closing price was GBp 833.00 and its potential was estimated at GBp 890.82.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

UBM plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's UBM plc 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 UBM plc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This re...

MarketLine Department

Euromoney Institutional Investor PLC - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Euromoney Institutional Investor PLC 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 Euromoney Institutional Investor PLC since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to s...

MarketLine Department

Wolters Kluwer nv - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Wolters Kluwer nv 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 Wolters Kluwer nv since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Ke...

Expert Corporate Governance Service (ECGS)

Informa - AGM 24 May 2019

Item 2: Approve the Remuneration Report The bonus is at the ECGS guidelinesnlimit, but will be increased to above the limit for 2019.  Accelerated vesting is possible and benefits exceed guidelines.  An additional LTI award was made during the year.  Variable remuneration exceeds guidelines. Both the STI and LTI are overly reliant on EPS. Over-reliance on EPS could result in management making decisions to maximize profits for the short term, often at the expense of long term shareholder value. EPS can be positively influenced through share buybacks, fluctuations in foreign exchange, or amendm...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns we have highlighted over the past several weeks, new negative developments continue to plague the glob...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Valérie GASTALDY

Analyse court terme - INFORMA PLC : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 686,70 p. La tendance de fond serait remise en cause en cas de franchissement de 768,90 p.

Valérie GASTALDY

Short term view - INFORMA PLC : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 686.70 p. The background trend would be questioned should prices rise above 768.90 p.

Valérie GASTALDY

Analyse court terme - INFORMA PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 686,70 p, puis 657,40 p. Le franchissement de 768,90 p remettrait en cause la suite de la baisse.

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