Informa(INF)

Sector:

Media

Index:

FTSE 250

Market Cap

£1,809.86m

Change Today

Price Up2.50p

Share Price

425.75p

Informa Overview

T&F Informa was formed in May 2004 after the merger of Informa Group and Taylor & Francis Group. The company publishes specialist business and industry information through books, magazines, newsletters and journals. It also has a programme of conferences, exhibitions and seminars which are attended by more than 150,000 delegates around the world.

1 Day Chart (29-Aug-2008)

1 Day Chart

6 Month Chart

6 Month Chart

Income & Efficiency

Latest F'cast
Div Yield 4.0% 4.4%
Div Cover 2.1 2.1
Op Mrgn 16.6% 17.8%
ROCE -100.9%  

Valuation

Latest F'cast
P/E 12.0 11.0
PEG 0.9 1.2
Pr/Revenue 1.6 1.4
Pr/Book 1.9  

Growth

Latest F'cast
Revenue 8.7% 12.0%
PBT 43.8% 80.6%
EPS 14.0% 9.1%
DPS 38.5% 10.1%

Informa Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-03 a441.68 a32.98 18.28p n/a n/a +12% 7.60p 0.0%
31-Dec-04 449.85 42.99 23.48p 16.1 0.6 +28% 8.13p 2.2%
31-Dec-05 729.28 61.04 22.27p 19.5 n/a -5% 8.41p 1.9%
31-Dec-06 1,039.14 86.50 31.23p 19.1 0.5 +40% 12.20p 2.0%
31-Dec-07 1,129.10 124.36 35.61p 13.0 0.9 +14% 16.90p 3.7%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

Informa Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-08 1,264.05 224.59 38.85p 11.0 1.2 +9% 18.60p 4.4%
31-Dec-09 1,288.36 237.31 40.86p 10.4 2.0 +5% 20.05p 4.7%

Covering analysts: Blue Oar Securities, Deutsche Bank Research, Goldman Sachs, JP Morgan, Kaupthing Singer & Friedlander, Morgan Stanley, Numis Securities, Oriel Securities, Panmure Gordon

Informa Company Announcements

Rule 8.3 - Informa Plc 29-Aug-2008 14:45 BW
Director/PDMR Shareholding 29-Aug-2008 14:19 RNS
Total Voting Rights 29-Aug-2008 13:50 RNS

Informa ShareCast News

Thursday's newspaper round-up: Paragon, Marks & ... 07-Aug-2008 ShareCast
Sunday's newspaper round-up: British Energy, Ban... 03-Aug-2008 ShareCast
London pre-open: Footsie seen higher 30-Jul-2008 ShareCast

Informa Top Newspaper Links

Dubai is planning Informa bid team 07-Aug-2008 Telegraph
Dubai-backed vehicle could bid for Informa 30-Jul-2008 Telegraph
Blackstone joins private equity race for Informa 30-Jul-2008 Times

Latest Informa Director Deals

Traded Action Notifier PriceAmountValue
29-Aug-08 Buy Peter Rigby 422.00p 29 £122.38
31-Jul-08 Buy Peter Rigby 434.80p 29 £126.09
30-Jun-08 Buy Peter Rigby 409.50p 31 £126.94

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

Informa Market Data

Currency UK Pounds
Share Price 425.75p Price Up
Change Today +2.50p
52 Week High 575.00p
52 Week Low 288.25p
Volume 2,670,416
Shares Issued 425.10m
Market Cap £1,809.86m
Beta 1.11
RiskGrade 220

Informa Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
74.89% below the market average74.89% below the market average74.89% below the market average74.89% below the market average74.89% below the market average
73.44% below the sector average73.44% below the sector average73.44% below the sector average73.44% below the sector average73.44% below the sector average
Price Trend
45.25% above the market average45.25% above the market average45.25% above the market average45.25% above the market average45.25% above the market average
72.66% above the sector average72.66% above the sector average72.66% above the sector average72.66% above the sector average72.66% above the sector average
Income
27.02% above the market average27.02% above the market average27.02% above the market average27.02% above the market average27.02% above the market average
10.34% above the sector average10.34% above the sector average10.34% above the sector average10.34% above the sector average10.34% above the sector average
Growth
51.02% above the market average51.02% above the market average51.02% above the market average51.02% above the market average51.02% above the market average
52.31% above the sector average52.31% above the sector average52.31% above the sector average52.31% above the sector average52.31% above the sector average

What The Brokers Say

Strong Buy 7
Buy 2
Neutral 3
Sell 0
Strong Sell 0
Total 12
buy
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

Informa Dividends

  Latest Previous
  Interim Final
Ex-Div 20-Aug-08 16-Apr-08
Paid 19-Sep-08 21-May-08
Amount 6.10p 11.30p

Trades for 29-Aug-2008

Time Volume / Share Price
16:35 377,191 @ 425.75p
16:29 965 @ 424.00p
16:29 2,350 @ 424.75p
16:29 408 @ 424.75p
16:29 107 @ 425.00p

Informa Key Personnel

Finance Director Anthony Foye
CEO Peter Rigby
Finance Director Adam Walker

Digital Look have been voted
"Best Research and Information Provider"

4th Floor, Bankside House, 107 Leadenhall Street, London EC3A 4AF.
Registered in England and Wales (registered no. 3678570).