p/w of 10 with sales rising 20% YOY and turns around 80% of profit straight to cash worth 10 in my opinion thats why I bought it @ 550p the steal of the century ....

now out of its 90 day average heading toward 700p withing the month as understand the overhang of float shares out of the way

Shore Capital note:
Reports suggesting that regulation in the USA is set to be extended to credit bureaus operating in the country are likely to be correct, in our view. We believe that from 2012, Experian and its peers are likely to come under a similar regulatory umbrella to their clients in banking and financial services; this has yet to be implemented in law, however. The issue is whether this is a significant threat to the credit bureaus.

Our view, based on past regulatory history and present involvement in regulation, is that an extension of banking regulation to these companies is not something to be feared for investors; any impact on our forecasts is likely to be limited and manageable in nature.

StockMarketWire.com
Financial information group Experian said today total revenue from continuing activities was up 15% in the half-year to end-September. At constant exchange rates, revenue from continuing activities was up 11%.

Organic revenue growth was 6%.

Total Group revenue was $2.3bn (2010: $2.0bn).

There was further margin progression. EBIT margin from continuing activities was up 20 basis points to 24.5%.

Total EBIT from continuing operations rose 16%. At constant exchange rates, with EBIT from continuing activities up 12%. Total EBIT was $560m.

Profit before tax from continuing operations was $343m (2010: $283m).

Benchmark profit before tax was $539m, up 20%.

Basic EPS from continuing operations of 25.6 US cents (2010: 19.2 US cents). Benchmark EPS of 38.3 US cents, up 18%.

Net debt was $1.708bn at 30th September 2011.

There was 78% conversion of EBIT into operating cash flow, in the weaker half year for cash generation.

A first interim dividend of 10.25 US cents per ordinary share will be paid, up 14%.

28 November 2011 - Experian, the global information services company, announces that it has agreed to acquire 192business Limited, subject to approval by the Office of Fair Trading. 192business is a leading provider of online identity verification services based in the United Kingdom.

Another positive enhancement.

The CFO snuffs it: http://www.moneyam.com/action/nav/news?epic=EXPN

Buy order triggered on the spreads last friday @ 857.0 target 880.0, going well.

Stop to 867.0 to lock in + 10

Stopped out

Back in on the spreads @ 870.0 Interim Tuesday.

Stop to entry for risk free trade. If 870.0 goes profit taking may well kick in which case will be an opportunity to get back in lower. Hoping for a wee bit more upside before divi payout on 27th.

Out 876.0 (take that for now) + 6.0

Seymour Pierce downgrade from hold to reduce. TP 840.0. Guaranteed to rocket now then!

Ex divi wed 20th Jun.

StockMarketWire.com
Financial information company Experian said in the quarter to end-June total revenue from continuing activities increased by 14% at constant exchange rates and group organic revenue growth was 9% year-on-year.

By principal activity, organic revenue growth was 10% at Credit Services, 3% at Decision Analytics, 6% at Marketing Services, and 11% at Consumer Services.

Financial position

On 3rd July 2012, Experian issued $600m 2.375% notes due 2017, rated Baa1/A-. Other than as disclosed, there has been no change since 31st March 2012 to Experian's general financial position, which remains strong, and no material change to Experian's trading position to the date of this statement.

Experian will hold its AGM on 18th July 2012 and release its half-yearly financial report to 30th September 2012 on 8th November 2012.

Don Robert, CEO, said: "We're pleased to have delivered a strong performance in our first quarter, with total revenue growth of 14% and organic revenue growth of 9%, all at constant exchange rates.

"We continue to execute against our growth strategy, though looking ahead we are mindful of tougher conditions in some markets, notably in the Eurozone. For the first half, we expect high single-digit organic revenue growth and for EBIT to progress in line with revenues, on a constant currency basis. For the full year, we continue to expect performance to be consistent with our core financial objectives of mid to high single-digit organic revenue growth, to maintain or improve margin and achieve cash flow conversion of over 90%."

Nomura has reiterated its 'buy' rating and 1,035p target price for Experian after first-quarter results from the financial data company came in slightly ahead of forecasts.

The broker says that shares are trading at around 18 times current-year earnings. "We believe the premium valuation is justified by superior growth vs. the rest of the sector."

Good news http://www.moneyam.com/action/news/showArticle?id=4469371

Jefferies may view information services provider Experian as a 'core support services holding', but has been prompted to downgrade its rating on the stock from 'buy' to 'hold' on valuation grounds.

"In an uncertain world, with just 5% of group revenues from Eurozone economies, we continue to view Experian as a core support services holding: a clear global market leader, with a scalable business model, consistent cash flow returns & high barriers to entry offering 13.7% FY12-FY15F EPS CAGR [compound annual growth rate]," Jefferies said.

"However, post upgrades, Experian trades on FY13F PE [price-to-earnings ratio] of 20.2x & EV/EBITDA of 12.3x (within 6% of peak multiples); hence we moderate our stance from 'buy' to 'hold'."

EXPN, Another one I like.. No SD required, so better for trading.

Ex-divi wed 2nd Jan '13 (10.75 ¢)

"Seymour Pierce has upgraded its rating for information services company Experian from 'reduce' to 'add' on the back of increased hopes about the US mortgage market.

Experian's shares are now trading at "more attractive levels", having underperformed the wider market by 6% over the past month."

StockMarketWire.com
Experian, the global information services company, saw total and organic revenue growth of 7%, at constant exchange rates in the third quarter.

Chief executive Don Robert said: "We delivered widespread growth demonstrating the breadth of our portfolio and continued successful execution of our growth strategy, helping us to withstand ongoing pressures in the global economy.

"Looking ahead, for the full year we expect organic growth to be to high single-digit, with organic growth in the second half similar to our third quarter results.

"We also reiterate our full year expectations of modest margin improvement (at constant currency) and to convert at least 90% of EBIT into operating cash."