View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAscential 将来の成長Future 基準チェック /46Ascential利益と収益がそれぞれ年間17.5%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.9% 1.2%なると予測されています。主要情報17.5%収益成長率1.20%EPS成長率Media 収益成長31.1%収益成長率4.0%将来の株主資本利益率29.86%アナリストカバレッジLow最終更新日02 Aug 2024今後の成長に関する最新情報Price Target Changed • Jul 25Price target increased by 38% to UK£5.36Up from UK£3.88, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of UK£5.62. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Price Target Changed • Jul 12Price target decreased by 8.2% to UK£3.88Down from UK£4.22, the current price target is an average from 7 analysts. New target price is 11% above last closing price of UK£3.49. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Price Target Changed • Jun 25Price target decreased by 8.0% to UK£4.02Down from UK£4.37, the current price target is an average from 7 analysts. New target price is 19% above last closing price of UK£3.38. Stock is down 11% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£2.29 to UK£1.72 per share. Revenue forecast steady at UK£215.1m. Net income forecast to shrink 43% next year vs 2.9% growth forecast for Media industry in the United Kingdom . Consensus price target down from UK£5.55 to UK£4.37. Share price fell 39% to UK£3.30 over the past week.Price Target Changed • May 22Price target increased by 8.1% to UK£3.53Up from UK£3.26, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of UK£3.30. Stock is down 18% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Oct 09+ 7 more updatesAscential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Ascential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Recent Insider Transactions • Sep 09CEO & Executive Director recently sold UK£315k worth of stockOn the 3rd of September, Philip Thomas sold around 55k shares on-market at roughly UK£5.69 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 131% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 25Price target increased by 38% to UK£5.36Up from UK£3.88, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of UK£5.62. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.お知らせ • Jul 25Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion on July 23, 2024. A cash consideration valued at £5.68 per share will be paid by Informa plc. As on July 24, 2024, The boards of Informa and Ascential are pleased to announce that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued ordinary share capital of Ascential. The Offer values the entire issued and to be issued share capital of Ascential at approximately £1.2 billion on a fully diluted basis. In addition, Informa and Ascential have agreed that if the Hudson Disposal completes prior to the date of the Sanction Hearing, Net Sale Proceeds will (subject to the approval of the Ascential Board) be returned to Ascential Shareholders by way of a cash dividend and Ascential Shareholders will be entitled to keep that dividend without any reduction of the Cash Consideration payable under the Offer. Accordingly, the Ascential Directors intend to unanimously recommend that Ascential Shareholders vote (or procure votes) in favour of the Scheme at the Court Meeting and to vote (or procure votes) in favour of the Ascential Resolution(s) at the General Meeting as the Ascential Directors who (or whose immediate family) beneficially hold Ascential Shares have irrevocably undertaken to do (or procure to be done), in respect of 602,718 Ascential Shares in total, representing in aggregate approximately 0.3 per cent. of the ordinary share capital of Ascential in issue as at the Latest Practicable Date. A resolution to approve the Scheme is passed by a majority in number of the Scheme Shareholders present and voting (and entitled to vote) at the Court Meeting, either in person or by proxy, representing at least 75 per cent. in value of the Scheme Shares voted by those Scheme Shareholders. The Cash Consideration payable by Informa pursuant to the Offer will be funded by a dedicated Offer finance facility of up to £1.25 billion provided by Morgan Stanley Bank, N.A. pursuant to the terms of the Facility Agreement. The Cash Consideration payable under the terms of the Offer will be despatched to Ascential Shareholders within 14 days of the Effective Date. The Scheme will also be subject to the applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the Financial Conduct Authority and the Listing Rules. It is intended that the Offer will be implemented by way of a Court sanctioned scheme of arrangement under Part 26 of the Companies Act. BofA Securities, Goldman Sachs International and Slaughter and May is acting as advisers to Ascential. BofA Securities, Inc. acted as financial advisor and corporate broker to Ascential plc. Morgan Stanley (NYSE:MS) acted as financial advisor to Informa plc. Clifford Chance LLP is acting as legal adviser to Informa.Buy Or Sell Opportunity • Jul 24Now 44% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to UK£5.62. The fair value is estimated to be UK£3.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.分析記事 • Jul 24Revenues Tell The Story For Ascential plc (LON:ASCL) As Its Stock Soars 33%Those holding Ascential plc ( LON:ASCL ) shares would be relieved that the share price has rebounded 33% in the last...分析記事 • Jul 21Returns On Capital Signal Difficult Times Ahead For Ascential (LON:ASCL)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Price Target Changed • Jul 12Price target decreased by 8.2% to UK£3.88Down from UK£4.22, the current price target is an average from 7 analysts. New target price is 11% above last closing price of UK£3.49. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Price Target Changed • Jun 25Price target decreased by 8.0% to UK£4.02Down from UK£4.37, the current price target is an average from 7 analysts. New target price is 19% above last closing price of UK£3.38. Stock is down 11% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Buy Or Sell Opportunity • Jun 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to UK£3.31. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£2.29 to UK£1.72 per share. Revenue forecast steady at UK£215.1m. Net income forecast to shrink 43% next year vs 2.9% growth forecast for Media industry in the United Kingdom . Consensus price target down from UK£5.55 to UK£4.37. Share price fell 39% to UK£3.30 over the past week.Price Target Changed • May 22Price target increased by 8.1% to UK£3.53Up from UK£3.26, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of UK£3.30. Stock is down 18% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to UK£3.30. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).Upcoming Dividend • May 13Upcoming dividend of UK£1.29 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 03 June 2024. The company last paid an ordinary dividend in August 2016. The average dividend yield among industry peers is 3.3%.お知らせ • May 09Ascential plc Declares Special Dividend, Payable on 3 June 2024Ascential plc declared a Special Dividend of 128.6 pence per Existing Ascential Share amounting to a total of approximately £450 million. The Special Dividend is expected to be paid on 3 June 2024 to Shareholders on the Register on 17 May 2024, with the Ascential Shares being marked ex dividend on 20 May 2024.New Risk • Apr 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).お知らせ • Apr 04Ascential plc, Annual General Meeting, May 09, 2024Ascential plc, Annual General Meeting, May 09, 2024.分析記事 • Mar 29We Think Ascential's (LON:ASCL) Healthy Earnings Might Be ConservativeAscential plc's ( LON:ASCL ) solid earnings announcement recently didn't do much to the stock price. Our analysis...New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£2.4m sold).分析記事 • Mar 22Ascential plc's (LON:ASCL) Share Price Matching Investor OpinionWhen you see that almost half of the companies in the Media industry in the United Kingdom have price-to-sales ratios...Reported Earnings • Mar 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024お知らせ • Feb 01Ascential plc Announces Company Secretary ChangeAscential plc announces that Louise Meads, Group Company Secretary since February 2017, is to step down and be succeeded with effect from 1 February 2024 by Naomi Howden, who is currently Deputy Company Secretary. The board would like to thank Louise for her excellent service and contribution through a period of significant change in the business and wish her well for the future.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. CEO & Executive Director Phil Thomas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jan 07CFO & Director recently sold UK£2.4m worth of stockOn the 4th of January, Amanda Gradden sold around 850k shares on-market at roughly UK£2.88 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.お知らせ • Jan 02+ 1 more updateAscential plc Announces CEO ChangesAscential plc announced that Duncan Painter has now stepped down from the position of Chief Executive Officer. He will now serve as Chief Executive Officer of Flywheel Digital, a new practice area within Omnicom. Philip Thomas has been appointed as Chief Executive Officer of the company with effect from January 2, 2024.分析記事 • Dec 21Is There Now An Opportunity In Ascential plc (LON:ASCL)?Ascential plc ( LON:ASCL ), is not the largest company out there, but it led the LSE gainers with a relatively large...Recent Insider Transactions • Nov 29CEO & Director recently sold UK£840k worth of stockOn the 24th of November, Duncan Painter sold around 300k shares on-market at roughly UK£2.80 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Duncan's only on-market trade for the last 12 months.分析記事 • Nov 18Does Ascential (LON:ASCL) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Oct 31Ascential Announces the Proposed Sale of Its Digital Commerce Business to Omnicom GroupAscential plc (LSE:ASCL) has announced the proposed sale of its Digital Commerce business to Omnicom Group Inc., (NYSE:OMC) a leading global marketing and corporate communications company. Omnicom Group Inc. has confirmed its participation in the sale process for Hudson.分析記事 • Oct 31Are Investors Undervaluing Ascential plc (LON:ASCL) By 41%?Key Insights Ascential's estimated fair value is UK£4.52 based on 2 Stage Free Cash Flow to Equity Ascential is...New Risk • Oct 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Oct 02Returns On Capital At Ascential (LON:ASCL) Paint A Concerning PictureIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 08Ascential plc Announces Resignation of Paul Harrison as Chief Operating Officer, Effective from September 30, 2023Further to the announcement of Ascential plc in January 2023 that Paul Harrison, Chief Operating Officer, intends to leave the Company in due course, the Company announced that the effective date of this departure is 30 September 2023.お知らせ • Aug 13Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd.Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd. on August 11, 2023. Contagious employs 40 staff, and will continue to be led by Chief Executive Officer Karl Marsden, and Co-Founder and Chief Brand Officer Paul Kemp-Robertson. Ascential plc (LSE:ASCL) completed the acquisition of Contagious Communications Ltd. on August 11, 2023.分析記事 • Jul 12Ascential plc's (LON:ASCL) Intrinsic Value Is Potentially 87% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Ascential fair value estimate is UK£4.08 Ascential's UK£2.18...お知らせ • May 19Ascential plc Elects Joanne Harris as DirectorAscential plc at its AGM held on May 18, 2023, approved to elect Joanne Harris as a Director of the Company.お知らせ • May 18BC Partners Reportedly Eyes bid for Ascential's Consumer Data ArmAscential PLC's (LSE:ASCL) consumer data business has attracted the interest of a private equity firm advised by the former head of the Daily Mail's parent, Sky News reported on May 16, 2023. Paul Zwillenberg, who stepped down as chief executive of Daily Mail & General Trust last autumn, is working with the buyout firm BC Partners on its interest in WGSN, which is owned by FTSE 250-listed events group Ascential, Sky reported. Zwillenberg is working alongside Elizabeth Deeming, a former executive at Stylus Media Group and News Corp, on the deal. City sources said Ascential had asked for initial offers for WGSN, which supplies data on fashion trends to the industry, this week, the report noted. The business is understood to be valued at more than GBP 700 million, with Apax Partners, another buyout firm, among the rival bidders to BC Partners. Neither Zwillenberg nor Deeming is expected to have an ongoing role in the WGSN business if BC's bid is successful, according to people close to the situation, Sky reported. Shares in Ascential closed 1.7% higher at 241.12 pence in London on May 16, 2023.Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.分析記事 • Apr 27At UK£2.59, Is It Time To Put Ascential plc (LON:ASCL) On Your Watch List?While Ascential plc ( LON:ASCL ) might not be the most widely known stock at the moment, it saw a significant share...Major Estimate Revision • Apr 09Consensus EPS estimates fall by 50%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from UK£567.8m to UK£581.0m. EPS estimate fell from UK£0.045 to UK£0.023 per share. Net income forecast to grow 73% next year vs 38% growth forecast for Media industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.11. Share price was steady at UK£2.39 over the past week.Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2024The 7 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 104% is required to achieve expected profit on schedule.分析記事 • Apr 02Analysts Have Made A Financial Statement On Ascential plc's (LON:ASCL) Full-Year ReportShareholders might have noticed that Ascential plc ( LON:ASCL ) filed its annual result this time last week. The early...Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 182%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Major Estimate Revision • Jan 31Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has improved. 2022 revenue forecast increased from UK£491.4m to UK£508.6m. EPS estimate increased from -UK£0.06 per share to -UK£0.052 per share. Media industry in the United Kingdom expected to see average net income growth of 3.6% next year. Consensus price target broadly unchanged at UK£3.10. Share price rose 29% to UK£2.69 over the past week.Breakeven Date Change • Jan 30Forecast to breakeven in 2023The 9 analysts covering Ascential expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.1m in 2023. Average annual earnings growth of 78% is required to achieve expected profit on schedule.お知らせ • Jan 25Ascential plc Announces Paul Harrison, Currently Chief Operating Officer Intends to Leave the CompanyAscential plc announced that Following a transition period of active participation in the execution of the plans, Paul Harrison, currently Chief Operating Officer of Ascential plc, has informed the Board that he intends to accept the offer of a role outside Ascential and leave the Company in due course. The Company is grateful for Paul's seven years in both executive and non-executive capacities and his continued support of the strategic plan for a transition period. Further details will be announced in due course. Further appointments will be announced in due course.Price Target Changed • Jan 18Price target decreased to UK£3.10Down from UK£3.37, the current price target is an average from 11 analysts. New target price is 52% above last closing price of UK£2.04. Stock is down 46% over the past year. The company is forecast to post a net loss per share of UK£0.058 next year compared to a net loss per share of UK£0.093 last year.分析記事 • Dec 08Ascential plc (LON:ASCL) Shares Could Be 49% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Ascential plc...Price Target Changed • Nov 24Price target decreased to UK£3.32Down from UK£3.69, the current price target is an average from 11 analysts. New target price is 56% above last closing price of UK£2.13. Stock is down 53% over the past year. The company is forecast to post a net loss per share of UK£0.01 next year compared to a net loss per share of UK£0.093 last year.分析記事 • Oct 06Ascential (LON:ASCL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Aug 03Price target decreased to UK£4.00Down from UK£4.31, the current price target is an average from 9 analysts. New target price is 71% above last closing price of UK£2.33. Stock is down 44% over the past year. The company is forecast to post a net loss per share of UK£0.011 next year compared to a net loss per share of UK£0.093 last year.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 9.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Jun 02Ascential (LON:ASCL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Apr 07Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.38 loss in FY 2020). Revenue: UK£349.3m (up 52% from FY 2020). Net loss: UK£38.8m (loss narrowed 75% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 683%. Over the next year, revenue is forecast to grow 28%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2022The 10 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£3.00m in 2022. Earnings growth of 100% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 04Forecast breakeven date pushed back to 2023The 9 analysts covering Ascential previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 61% to 2022. The company is expected to make a profit of UK£35.1m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.37 loss in FY 2020). Revenue: UK£349.3m (up 33% from FY 2020). Net loss: UK£38.8m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 683%. Over the next year, revenue is forecast to grow 25%, compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Jan 14Consensus EPS estimates fall by 78%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£365.1m to UK£354.8m. Losses expected to increase from UK£0.07 per share to UK£0.12. Media industry in the United Kingdom expected to see average net income growth of 41% next year. Consensus price target broadly unchanged at UK£4.66. Share price fell 2.6% to UK£3.75 over the past week.分析記事 • Jan 06Is There An Opportunity With Ascential plc's (LON:ASCL) 44% Undervaluation?Today we will run through one way of estimating the intrinsic value of Ascential plc ( LON:ASCL ) by taking the...業績と収益の成長予測LSE:ASCL - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2026242385161412/31/2025230345157412/31/20242193374846/30/202422840-297N/A3/31/202421722-39-1N/A12/31/20232064-49-8N/A6/30/20236787951N/A3/31/2023129571352N/A12/31/2022191261753N/A9/30/2022323-201648N/A6/30/2022456-651442N/A3/31/2022403-521036N/A12/31/2021349-39730N/A9/30/2021303-682040N/A6/30/2021256-983449N/A3/31/2021243-126925N/A12/31/2020230-153-161N/A6/30/2020272-95-813N/A3/31/2020326-513050N/A12/31/2019380-76987N/A9/30/2019406176483N/A6/30/2019396256079N/A3/31/2019372235776N/A12/31/2018349205472N/A9/30/2018333156177N/A6/30/2018317106882N/A3/31/201830511N/A91N/A12/31/201729312N/A99N/A9/30/201729117N/A99N/A6/30/201728923N/A98N/A3/31/201729417N/A95N/A12/31/201630012N/A92N/A9/30/2016248-37N/A91N/A6/30/2016254-28N/A90N/A3/31/2016256-30N/A84N/A12/31/2015257-32N/A79N/A9/30/201531512N/A79N/A12/31/201431320N/A65N/A12/31/20132712N/A57N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ASCLの予測収益成長率 (年間17.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: ASCLの収益 ( 17.5% ) はUK市場 ( 11.4% ) よりも速いペースで成長すると予測されています。高成長収益: ASCLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ASCLの収益 ( 4% ) UK市場 ( 4.6% ) よりも速いペースで成長すると予測されています。高い収益成長: ASCLの収益 ( 4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ASCLの 自己資本利益率 は、3年後には高くなると予測されています ( 29.9 %)成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/10/08 19:36終値2024/10/08 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ascential plc 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Jeffrey MeulerBairdNicholas Michael DempseyBarclaysCharles BedouelleBNP Paribas9 その他のアナリストを表示
Price Target Changed • Jul 25Price target increased by 38% to UK£5.36Up from UK£3.88, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of UK£5.62. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Price Target Changed • Jul 12Price target decreased by 8.2% to UK£3.88Down from UK£4.22, the current price target is an average from 7 analysts. New target price is 11% above last closing price of UK£3.49. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Price Target Changed • Jun 25Price target decreased by 8.0% to UK£4.02Down from UK£4.37, the current price target is an average from 7 analysts. New target price is 19% above last closing price of UK£3.38. Stock is down 11% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£2.29 to UK£1.72 per share. Revenue forecast steady at UK£215.1m. Net income forecast to shrink 43% next year vs 2.9% growth forecast for Media industry in the United Kingdom . Consensus price target down from UK£5.55 to UK£4.37. Share price fell 39% to UK£3.30 over the past week.
Price Target Changed • May 22Price target increased by 8.1% to UK£3.53Up from UK£3.26, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of UK£3.30. Stock is down 18% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.
お知らせ • Oct 09+ 7 more updatesAscential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)Ascential plc(LSE:ASCL) dropped from FTSE 350 (Ex Investment Companies) Index (GBP)
Recent Insider Transactions • Sep 09CEO & Executive Director recently sold UK£315k worth of stockOn the 3rd of September, Philip Thomas sold around 55k shares on-market at roughly UK£5.69 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 131% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.064 loss in 1H 2023)First half 2024 results: EPS: UK£0.15 (up from UK£0.064 loss in 1H 2023). Revenue: UK£157.8m (down 49% from 1H 2023). Net income: UK£58.8m (up UK£75.3m from 1H 2023). Profit margin: 37% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 25Price target increased by 38% to UK£5.36Up from UK£3.88, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of UK£5.62. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
お知らせ • Jul 25Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion on July 23, 2024. A cash consideration valued at £5.68 per share will be paid by Informa plc. As on July 24, 2024, The boards of Informa and Ascential are pleased to announce that they have reached agreement on the terms of a recommended cash offer for the entire issued and to be issued ordinary share capital of Ascential. The Offer values the entire issued and to be issued share capital of Ascential at approximately £1.2 billion on a fully diluted basis. In addition, Informa and Ascential have agreed that if the Hudson Disposal completes prior to the date of the Sanction Hearing, Net Sale Proceeds will (subject to the approval of the Ascential Board) be returned to Ascential Shareholders by way of a cash dividend and Ascential Shareholders will be entitled to keep that dividend without any reduction of the Cash Consideration payable under the Offer. Accordingly, the Ascential Directors intend to unanimously recommend that Ascential Shareholders vote (or procure votes) in favour of the Scheme at the Court Meeting and to vote (or procure votes) in favour of the Ascential Resolution(s) at the General Meeting as the Ascential Directors who (or whose immediate family) beneficially hold Ascential Shares have irrevocably undertaken to do (or procure to be done), in respect of 602,718 Ascential Shares in total, representing in aggregate approximately 0.3 per cent. of the ordinary share capital of Ascential in issue as at the Latest Practicable Date. A resolution to approve the Scheme is passed by a majority in number of the Scheme Shareholders present and voting (and entitled to vote) at the Court Meeting, either in person or by proxy, representing at least 75 per cent. in value of the Scheme Shares voted by those Scheme Shareholders. The Cash Consideration payable by Informa pursuant to the Offer will be funded by a dedicated Offer finance facility of up to £1.25 billion provided by Morgan Stanley Bank, N.A. pursuant to the terms of the Facility Agreement. The Cash Consideration payable under the terms of the Offer will be despatched to Ascential Shareholders within 14 days of the Effective Date. The Scheme will also be subject to the applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the Financial Conduct Authority and the Listing Rules. It is intended that the Offer will be implemented by way of a Court sanctioned scheme of arrangement under Part 26 of the Companies Act. BofA Securities, Goldman Sachs International and Slaughter and May is acting as advisers to Ascential. BofA Securities, Inc. acted as financial advisor and corporate broker to Ascential plc. Morgan Stanley (NYSE:MS) acted as financial advisor to Informa plc. Clifford Chance LLP is acting as legal adviser to Informa.
Buy Or Sell Opportunity • Jul 24Now 44% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to UK£5.62. The fair value is estimated to be UK£3.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.
分析記事 • Jul 24Revenues Tell The Story For Ascential plc (LON:ASCL) As Its Stock Soars 33%Those holding Ascential plc ( LON:ASCL ) shares would be relieved that the share price has rebounded 33% in the last...
分析記事 • Jul 21Returns On Capital Signal Difficult Times Ahead For Ascential (LON:ASCL)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Price Target Changed • Jul 12Price target decreased by 8.2% to UK£3.88Down from UK£4.22, the current price target is an average from 7 analysts. New target price is 11% above last closing price of UK£3.49. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Price Target Changed • Jun 25Price target decreased by 8.0% to UK£4.02Down from UK£4.37, the current price target is an average from 7 analysts. New target price is 19% above last closing price of UK£3.38. Stock is down 11% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Buy Or Sell Opportunity • Jun 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to UK£3.31. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.
Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£2.29 to UK£1.72 per share. Revenue forecast steady at UK£215.1m. Net income forecast to shrink 43% next year vs 2.9% growth forecast for Media industry in the United Kingdom . Consensus price target down from UK£5.55 to UK£4.37. Share price fell 39% to UK£3.30 over the past week.
Price Target Changed • May 22Price target increased by 8.1% to UK£3.53Up from UK£3.26, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of UK£3.30. Stock is down 18% over the past year. The company is forecast to post earnings per share of UK£1.71 for next year compared to UK£0.016 last year.
Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to UK£3.30. The fair value is estimated to be UK£4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 67% per annum over the same time period.
New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
Upcoming Dividend • May 13Upcoming dividend of UK£1.29 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 03 June 2024. The company last paid an ordinary dividend in August 2016. The average dividend yield among industry peers is 3.3%.
お知らせ • May 09Ascential plc Declares Special Dividend, Payable on 3 June 2024Ascential plc declared a Special Dividend of 128.6 pence per Existing Ascential Share amounting to a total of approximately £450 million. The Special Dividend is expected to be paid on 3 June 2024 to Shareholders on the Register on 17 May 2024, with the Ascential Shares being marked ex dividend on 20 May 2024.
New Risk • Apr 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
お知らせ • Apr 04Ascential plc, Annual General Meeting, May 09, 2024Ascential plc, Annual General Meeting, May 09, 2024.
分析記事 • Mar 29We Think Ascential's (LON:ASCL) Healthy Earnings Might Be ConservativeAscential plc's ( LON:ASCL ) solid earnings announcement recently didn't do much to the stock price. Our analysis...
New Risk • Mar 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£2.4m sold).
分析記事 • Mar 22Ascential plc's (LON:ASCL) Share Price Matching Investor OpinionWhen you see that almost half of the companies in the Media industry in the United Kingdom have price-to-sales ratios...
Reported Earnings • Mar 21Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.01 (up from UK£0.22 loss in FY 2022). Revenue: UK£206.4m (down 61% from FY 2022). Net income: UK£4.20m (up UK£99.7m from FY 2022). Profit margin: 2.0% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 48% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 16Ascential plc to Report Fiscal Year 2023 Results on Mar 21, 2024Ascential plc announced that they will report fiscal year 2023 results on Mar 21, 2024
お知らせ • Feb 01Ascential plc Announces Company Secretary ChangeAscential plc announces that Louise Meads, Group Company Secretary since February 2017, is to step down and be succeeded with effect from 1 February 2024 by Naomi Howden, who is currently Deputy Company Secretary. The board would like to thank Louise for her excellent service and contribution through a period of significant change in the business and wish her well for the future.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. CEO & Executive Director Phil Thomas was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jan 07CFO & Director recently sold UK£2.4m worth of stockOn the 4th of January, Amanda Gradden sold around 850k shares on-market at roughly UK£2.88 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amanda's only on-market trade for the last 12 months.
お知らせ • Jan 02+ 1 more updateAscential plc Announces CEO ChangesAscential plc announced that Duncan Painter has now stepped down from the position of Chief Executive Officer. He will now serve as Chief Executive Officer of Flywheel Digital, a new practice area within Omnicom. Philip Thomas has been appointed as Chief Executive Officer of the company with effect from January 2, 2024.
分析記事 • Dec 21Is There Now An Opportunity In Ascential plc (LON:ASCL)?Ascential plc ( LON:ASCL ), is not the largest company out there, but it led the LSE gainers with a relatively large...
Recent Insider Transactions • Nov 29CEO & Director recently sold UK£840k worth of stockOn the 24th of November, Duncan Painter sold around 300k shares on-market at roughly UK£2.80 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Duncan's only on-market trade for the last 12 months.
分析記事 • Nov 18Does Ascential (LON:ASCL) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Oct 31Ascential Announces the Proposed Sale of Its Digital Commerce Business to Omnicom GroupAscential plc (LSE:ASCL) has announced the proposed sale of its Digital Commerce business to Omnicom Group Inc., (NYSE:OMC) a leading global marketing and corporate communications company. Omnicom Group Inc. has confirmed its participation in the sale process for Hudson.
分析記事 • Oct 31Are Investors Undervaluing Ascential plc (LON:ASCL) By 41%?Key Insights Ascential's estimated fair value is UK£4.52 based on 2 Stage Free Cash Flow to Equity Ascential is...
New Risk • Oct 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Oct 02Returns On Capital At Ascential (LON:ASCL) Paint A Concerning PictureIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Reported Earnings • Sep 24First half 2023 earnings released: UK£0.037 loss per share (vs UK£0.086 loss in 1H 2022)First half 2023 results: UK£0.037 loss per share (improved from UK£0.086 loss in 1H 2022). Revenue: UK£307.4m (up 18% from 1H 2022). Net loss: UK£16.5m (loss narrowed 56% from 1H 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 08Ascential plc Announces Resignation of Paul Harrison as Chief Operating Officer, Effective from September 30, 2023Further to the announcement of Ascential plc in January 2023 that Paul Harrison, Chief Operating Officer, intends to leave the Company in due course, the Company announced that the effective date of this departure is 30 September 2023.
お知らせ • Aug 13Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd.Ascential plc (LSE:ASCL) acquired Contagious Communications Ltd. on August 11, 2023. Contagious employs 40 staff, and will continue to be led by Chief Executive Officer Karl Marsden, and Co-Founder and Chief Brand Officer Paul Kemp-Robertson. Ascential plc (LSE:ASCL) completed the acquisition of Contagious Communications Ltd. on August 11, 2023.
分析記事 • Jul 12Ascential plc's (LON:ASCL) Intrinsic Value Is Potentially 87% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Ascential fair value estimate is UK£4.08 Ascential's UK£2.18...
お知らせ • May 19Ascential plc Elects Joanne Harris as DirectorAscential plc at its AGM held on May 18, 2023, approved to elect Joanne Harris as a Director of the Company.
お知らせ • May 18BC Partners Reportedly Eyes bid for Ascential's Consumer Data ArmAscential PLC's (LSE:ASCL) consumer data business has attracted the interest of a private equity firm advised by the former head of the Daily Mail's parent, Sky News reported on May 16, 2023. Paul Zwillenberg, who stepped down as chief executive of Daily Mail & General Trust last autumn, is working with the buyout firm BC Partners on its interest in WGSN, which is owned by FTSE 250-listed events group Ascential, Sky reported. Zwillenberg is working alongside Elizabeth Deeming, a former executive at Stylus Media Group and News Corp, on the deal. City sources said Ascential had asked for initial offers for WGSN, which supplies data on fashion trends to the industry, this week, the report noted. The business is understood to be valued at more than GBP 700 million, with Apax Partners, another buyout firm, among the rival bidders to BC Partners. Neither Zwillenberg nor Deeming is expected to have an ongoing role in the WGSN business if BC's bid is successful, according to people close to the situation, Sky reported. Shares in Ascential closed 1.7% higher at 241.12 pence in London on May 16, 2023.
Breakeven Date Change • Apr 27Forecast breakeven date pushed back to 2024The 8 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 102% is required to achieve expected profit on schedule.
分析記事 • Apr 27At UK£2.59, Is It Time To Put Ascential plc (LON:ASCL) On Your Watch List?While Ascential plc ( LON:ASCL ) might not be the most widely known stock at the moment, it saw a significant share...
Major Estimate Revision • Apr 09Consensus EPS estimates fall by 50%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from UK£567.8m to UK£581.0m. EPS estimate fell from UK£0.045 to UK£0.023 per share. Net income forecast to grow 73% next year vs 38% growth forecast for Media industry in the United Kingdom. Consensus price target broadly unchanged at UK£3.11. Share price was steady at UK£2.39 over the past week.
Breakeven Date Change • Apr 05Forecast breakeven date pushed back to 2024The 7 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 73% to 2023. The company is expected to make a profit of UK£16.8m in 2024. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
分析記事 • Apr 02Analysts Have Made A Financial Statement On Ascential plc's (LON:ASCL) Full-Year ReportShareholders might have noticed that Ascential plc ( LON:ASCL ) filed its annual result this time last week. The early...
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: UK£0.22 loss per share (further deteriorated from UK£0.093 loss in FY 2021). Revenue: UK£524.4m (up 50% from FY 2021). Net loss: UK£95.5m (loss widened 146% from FY 2021). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 182%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Major Estimate Revision • Jan 31Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has improved. 2022 revenue forecast increased from UK£491.4m to UK£508.6m. EPS estimate increased from -UK£0.06 per share to -UK£0.052 per share. Media industry in the United Kingdom expected to see average net income growth of 3.6% next year. Consensus price target broadly unchanged at UK£3.10. Share price rose 29% to UK£2.69 over the past week.
Breakeven Date Change • Jan 30Forecast to breakeven in 2023The 9 analysts covering Ascential expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.1m in 2023. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
お知らせ • Jan 25Ascential plc Announces Paul Harrison, Currently Chief Operating Officer Intends to Leave the CompanyAscential plc announced that Following a transition period of active participation in the execution of the plans, Paul Harrison, currently Chief Operating Officer of Ascential plc, has informed the Board that he intends to accept the offer of a role outside Ascential and leave the Company in due course. The Company is grateful for Paul's seven years in both executive and non-executive capacities and his continued support of the strategic plan for a transition period. Further details will be announced in due course. Further appointments will be announced in due course.
Price Target Changed • Jan 18Price target decreased to UK£3.10Down from UK£3.37, the current price target is an average from 11 analysts. New target price is 52% above last closing price of UK£2.04. Stock is down 46% over the past year. The company is forecast to post a net loss per share of UK£0.058 next year compared to a net loss per share of UK£0.093 last year.
分析記事 • Dec 08Ascential plc (LON:ASCL) Shares Could Be 49% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Ascential plc...
Price Target Changed • Nov 24Price target decreased to UK£3.32Down from UK£3.69, the current price target is an average from 11 analysts. New target price is 56% above last closing price of UK£2.13. Stock is down 53% over the past year. The company is forecast to post a net loss per share of UK£0.01 next year compared to a net loss per share of UK£0.093 last year.
分析記事 • Oct 06Ascential (LON:ASCL) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Aug 03Price target decreased to UK£4.00Down from UK£4.31, the current price target is an average from 9 analysts. New target price is 71% above last closing price of UK£2.33. Stock is down 44% over the past year. The company is forecast to post a net loss per share of UK£0.011 next year compared to a net loss per share of UK£0.093 last year.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£6.90m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 12%, compared to a 9.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 02Ascential (LON:ASCL) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Apr 07Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.38 loss in FY 2020). Revenue: UK£349.3m (up 52% from FY 2020). Net loss: UK£38.8m (loss narrowed 75% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 683%. Over the next year, revenue is forecast to grow 28%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2022The 10 analysts covering Ascential previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£3.00m in 2022. Earnings growth of 100% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 04Forecast breakeven date pushed back to 2023The 9 analysts covering Ascential previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 61% to 2022. The company is expected to make a profit of UK£35.1m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Reported Earnings • Mar 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: UK£0.093 loss per share (up from UK£0.37 loss in FY 2020). Revenue: UK£349.3m (up 33% from FY 2020). Net loss: UK£38.8m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 683%. Over the next year, revenue is forecast to grow 25%, compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Jan 14Consensus EPS estimates fall by 78%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from UK£365.1m to UK£354.8m. Losses expected to increase from UK£0.07 per share to UK£0.12. Media industry in the United Kingdom expected to see average net income growth of 41% next year. Consensus price target broadly unchanged at UK£4.66. Share price fell 2.6% to UK£3.75 over the past week.
分析記事 • Jan 06Is There An Opportunity With Ascential plc's (LON:ASCL) 44% Undervaluation?Today we will run through one way of estimating the intrinsic value of Ascential plc ( LON:ASCL ) by taking the...