ISS DC

ISS A/S

Consumer


Presented:03/02/2018
Price:DKK217.00
Cap:$5.97B
Current Price:DKK134.80
Cap:$3.69B

Presented

Date03/02/2018
PriceDKK217.00
Market Cap$5.97B
Ent Value$8.32B
P/E Ratio20.09x
Book ValueDKK74.96
Div Yield3.49%
Shares O/S184.16M
Ave Daily Vol466,812
Short IntN/A

Current

PriceDKK134.80
Market Cap$3.69B
ISS A/S is engaged in the provision of facility services. It offers its services to the information technology, manufacturing, public administration, healthcare, transportation and infrastructure, retail and wholesale, energy and resources, hotels, leisure and entertainment, food and beverage and pharmaceuticals sectors. Its services include facility management, cleaning, security, property, catering, and support services. It operates through the following segments Continental Europe, Northern Europe, Asia & Pacific, Americas, and Other Countries. The Continental Europe comprises the previous Western and Eastern Europe regions excluding the UK and Ireland. The Northern Europe segment consists of the previous Nordic region plus the UK and Ireland. The Asia & Pacific segment includes Australia, Hong Kong and Singapore, as well as developing outsourcing markets, such as China, India, Indonesia, and Thailand. The Americas segment refers to The U.S. and Latin America with a developed service offering highly focused on IFS. The company was founded in 1901 and is headquartered in Søborg, Denmark.

Publicly traded companies mentioned herein: CBRE Group Inc (CBG), ISS A/S (ISS DC)

Highlights

The presenter is long shares of ISS (ISS DC), a European-based facilities management provider, attributing 2017 weakness to transitory issues and forecasting strong, visible growth over the course of 2018 to 2020. The presenter thinks there will be 50% - 80% upside in ISS shares over the next two years as organic revenue growth and EBIT growth re-accelerates.

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Idea Discussion

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