Skip main menu Accessibility Free guides | Investor relations | Careers | About us | Contact us | Press
My accounts Log in/out

Hargreaves Lansdown
 

Press tips from ShareCast

Friday tips round-up: Experian, Cookson, SuperGroup

Fri 16 July 2010 06:48

Email this to a friend | Text size: A A A

Experian is more than just a credit checker, having transformed itself into a global information company whose business extends to more than 90 countries, offering services such as fraud prevention and risk management. Growth will undoubtedly come from its ability to open up new markets and offer new services.

On about 14 times full-year earnings, they are probably fairly valued at the moment, and the dividend yield is minimal.Experian still shows just about enough potential to make the shares worth holding for now says the Independent.

Experian's first-quarter revenues were up by 6% ahead of a market consensus of 3 to 5%, and are set to grow by 5% or thereabouts in the first half. Experian has always been cautious in predicting any upturn, while the past two financial years have seen growth in the 3% region. The shares may seem expensive at more than 14 times this year's earnings, but taking a longer view, they should have farther to run adds the Times.

Smiths News distributes newspapers and magazines across Britain on behalf of all the major national and many regional publishers, with a heritage stretching back 200 years. Brokers have the stock on a price of 7.6 times estimated 2011 earnings. That is undemanding and, given the steadiness of the company, hold says the Independent.

Cookson shares began the year at about the 422p mark and are barely above that now, despite some violent swings in the intervening months. Ceramics maker Cookson is the key UK industrial proxy for global steel volumes, which could well be lower over the second half of the year. But these concerns appear to be over the price, so much so that despite steel production rising in recent months, Cookson has been trading down. The market is being too harsh on the short term, overlooking the potential for strength in the future. Buy ahead of interims in August says the Independent.

Electrocomponents is thus one of those useful bellwethers of how well the world economy is doing and, on that basis, yesterday's trading statement should give us all reason to be cheerful. Group revenues were ahead by 24% year-on-year, and the rate of growth accelerated during the quarter. The shares are selling on more than 15 times this year's earnings. Up with events, but a solid long-term hold says the Times.

Shares in SuperGroup, the fashion chain beloved of David Beckham and Jude Law, looked pretty toppy when they came to the stock market in March at a fiver. At last night's 920p close, they look positively stratospheric. ts fans in the City believe that it could become an international super-brand like Abercrombie and Fitch and urge a switch from the likes of Asos. Bears say that this sort of high-fashion brand could disappear as fast as last year's hemlines. For now, the shares are on 20 times this year's profits. Funny place, Planet Fashion says the Times.

Please note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.
Email this to a friend | Text size: A A A



No news or research item is a personal recommendation to deal. Hargreaves Lansdown may not share ShareCast's (powered by Digital Look) views.

Market latest

FTSE 100 | FTSE 250 | All Share

FTSE 100 interday chart FTSE 250 interday chart FTSE All Share interday chart
FTSE 100 5,901.07 price-positive +1.81%
FTSE 250 11,235.15 price-positive +1.34%
FTSE All Share 3,047.42 price-positive +1.73%
Dow Jones 12,862.23 price-positive +1.23%
NASDAQ 2,905.66 price-positive +1.61%
Xetra DAX 6,766.67 price-positive +1.67%
Paris CAC 40 3,427.92 price-positive +1.52%
Nikkei 225 8,831.93 price-negative -0.51%
Hang Seng 20,756.98 price-positive +0.08%

Hang Seng disclaimer l Prices delayed by at least 15 minutes

FTSE 100

Risers | Fallers | Volume

Admiral Group 1038.00 Riser +7.90%
Man Group 136.70 Riser +7.81%
Smiths Group Plc 1017.00 Riser +5.94%
Lloyds Banking Group plc 34.39 Riser +5.07%
ITV plc 79.35 Riser +4.75%

View top risers

Petrofac 1474.00 Faller -1.40%
BG Group plc 1425.00 Faller -0.49%
Polymetal International plc 1165.00 Faller -0.43%
Randgold Resources 7400.00 Faller -0.27%
Royal Dutch Shell Plc 2261.00 Faller -0.18%

View top fallers

Articles on the economy and stock markets

Inflation falls at last

Inflation falls at last

Wed 18 January 2012
With inflation finally falling, what does this mean for the economy and for investors? Ben Yearsley, Investment Manager discusses.


Where to invest in a recession

Where to invest in a recession

Tue 17 January 2012
It doesn't take an economist to see that the economic picture is fragile. But how bad are things likely to get, and what does it mean for investors? Ben Brettell, Economics Editor, examines the evidence.


Where to invest in 2012

Where to invest in 2012

Fri 13 January 2012
2012 starts where 2011 left off - with a huge degree of uncertainty for investors. Mark Dampier shares his thoughts on areas which could prosper this year.



Hargreaves Lansdown is authorised and regulated by the Financial Services Authority.

Disclaimer | Important Investment Notes | Terms & Conditions | Privacy Policy | Site map | Email this to a friend | Accessibility