UPDATE: UBM Surges 9.2% On Fiscal Year Outlook, Increased Dividend
31 Luglio 2009 - 11:18AM
Dow Jones News
Events and publishing group United Business Media Ltd (UBM.LN)
surged over 9% in morning trade Friday after the company said it
was on track to meet full year expectations and raised its
dividend, even as sales and profits fell in the first half.
The company reported sales in the six months to Jun. 30 fell
2.4% to GBP435 million, even when including the effect of positive
currency movements, while adjusted operating profit, which excludes
amortization and exceptional items, fell 13.2% to GBP78.3
million.
Net profit after minority interests fell to GBP48.0 million from
GBP60.5 million last year.
Goldman Sachs said in a research note Friday that although
revenue was a little light, operating profit was ahead and it
pointed to margin improvements at its events and PR Newswires
businesses.
By 0846 GMT, UBM shares were up 9.3%, or 35p, to 406p, making it
the highest riser in percentage terms in a broadly flat FTSE-250
mid-cap index.
UBM has shed some of its advertising-exposed print publications
in the past few years and grown its news distribution service and a
stable of key industry events for sectors such as chemicals and
technology, helping to protect it from the worst of the media
downturn.
Still, it cut 350 more jobs in the first half after closing 15
titles at its print publishing arm, which has been worst hit by the
advertising downturn. And Chief executive David Levin told Dow
Jones Newswires that more titles will close and jobs will be
lost.
The rationalization of UBM's print portfolio has reduced the
proportion of sales it generates from this part of the business to
around 20%, and profit to just 4%. Sales at the unit fell 22% to
GBP86.3 million, but adjusted operating profit fell 76% to GBP3.3
million.
Having jettisoned the unprofitable magazines, UBM has focused on
growing its other businesses such as events, which now account for
around 48% of its profit.
It is here that the company has proved most resilient, with a
stable of industry-leading events suc as the Hong Kong Jewellery
and Gem Fair, and the technology security conference BlackHat,
where software researchers Thursday demonstrated vulnerabilities in
Apple Inc's (AAPL) iPhone.
Revenue bookings for these major events were 5.9% ahead of the
previous booking cycle, the company said, although it has struggled
with smaller events and those serving industries hard-bit by the
recession such as property and housing.
The company said it remains on track to meet full-year
expectations due to the cost cutting and refocusing of the
business, and increased its dividend by 7.1% to 6 pence a
share.
UBM doesn't provide specific forecasts for its full year
earnings but is on track to meet analysts' consensus for pretax
profit of GBP151 million to GBP166 million and earnings per share
between 49p and 55p, according to the company.
Investec said in a note to clients Friday that "confirmation of
comfort with full year forecasts is a positive, as is the 7%
increase in dividend."
UBM also has a strong balance sheet, in contrast with publishing
peer Reed Elsevier PLC (REL.LN) which on Thursday was forced into a
rights issue Thursday to pay down debt.
UBM's own GBP250 million war chest has has been used very
infrequently over the past two years as the company struggled to
find investments that matched its strict criteria on returns.
However it expects to make more acquisitions in the coming
year.
UBM has over 6,500 staff in 30 countries. Among its other
properties, it owns global news distribution service PR Newswire
and has holdings in broadcast news provider ITN.
Company Web site: www.unitedbusinessmedia.com
-By Kathy Sandler, Dow Jones Newswires; 44-207-842-9293;
kathy.sandler@dowjones.com