IHS
IHS Inc
Energy, TMT
06/30/2015
Presented
| Date | 06/29/2015 |
| Price | $129.19 |
| Market Cap | N/A |
| Ent Value | $10.79B |
| P/E Ratio | 45.5x |
| Book Value | $31.61 |
| Div Yield | N/A |
| Shares O/S | 68.80M |
| Ave Daily Vol | 370,000 |
| Short Int | 2.57% |
Current
| Price | $3.04 |
| Market Cap | $1.01B |
| IHS Inc. provides critical information, insights, and analytics worldwide. The company offers solutions in customer workflows, including strategy, planning, and analysis that provides information, research, and tools, which support a range of commercial decisions and processes comprising capital investments, country-entry strategies, acquisitions, annual strategic planning processes, and monthly/quarterly productions and sales forecasts. Its customer workflows also include energy technical workflow that offers information, software, and advisory services addressing areas, such as oil and gas production, geological information, energy activity, strategic planning, reconnaissance, geophysics, production engineering, production optimization, and information and research on unconventional hydrocarbon resources. In addition, the company’s customer workflows comprise product design solutions, which provides information and insight to design products, complete engineering projects, and solve technical problems, as well as addresses the complex supply chain challenges; and operational excellence and risk management solutions that offers critical decisions associated with environmental, health, and safety operational risk, product stewardship, greenhouse gas, and corporate social responsibility, as well as advisory services. It primarily serves multinational companies, governments, small companies, and technical professionals in various industries, such as energy and natural resources, chemicals, automotive, technology, aerospace, defense and security, and maritime and trade sectors. The company was founded in 1959 and is headquartered in Englewood, Colorado. |
Publicly traded companies mentioned herein: IHS Inc (IHS)
Highlights
The presenter is long shares of IHS (IHS), forecasting 80% - 90% upside over the next three years. Thought of as “the Bloomberg of industrial data,” IHS offers proprietary data, analytics, and consulting for industrial clients in the energy, chemical, automotive, and aerospace verticals, with the energy segment accounting for roughly 35% of the business. He characterized the idea as "a crisis controversy" play, but thinks the story is far more straightforward than the Street recognizes. A combination of organic growth, pricing power, margin expansion, and capital deployment could push IHS shares towards $240 before the end of 2018.
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