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NLSN

Nielsen

$24.62

2.64 (12.01%)

08:25
08/14/18
08/14
08:25
08/14/18
08:25

Jefferies sees 'significant shareholder value to be unlocked' at Nielsen

Even following yesterday's 12% rally, there is "significant shareholder value to be unlocked" at Nielsen Holdings, Jefferies analyst Surinder Thind tells investors in a research note. A strategic review of the entire business is now in play with Elliot Management taking an activist stake, Thind contends. The analyst believes Nielsen's Watch segment could be worth more than all of the company currently. He estimates the Watch segment's value at $29-$33 per share. Further, Thind's "rough math" suggests a buyout for the entire company could be worth $30 per share. For any buyer, Nielsen's $8.3B of net debt is a "limiting factor on the price that can be paid," the analyst writes. He thinks the pool of potential acquirers is mainly financial in nature and not strategic. Thind keeps a Buy rating on Nielsen with a $29 price target.

NLSN Nielsen
$24.62

2.64 (12.01%)

08/14/18
LEHM
08/14/18
UPGRADE
Target $27
LEHM
Equal Weight
Nielsen upgraded to Equal Weight from Underweight at Barclays
Barclays analyst Manav Patnaik upgraded Nielsen Holdings to Equal Weight and raised his price target for the shares to $27 from $21 after Elliott Asset Management took a stake in the company and is pushing for a sale.
08/14/18
MACQ
08/14/18
UPGRADE
MACQ
Outperform
Nielsen upgraded to Outperform from Neutral at Macquarie
08/14/18
08/14/18
UPGRADE
Target $34

Outperform
Nielsen upgraded to Outperform following Elliott stake at Macquarie
As previously reported, Macquarie upgraded Nielsen to Outperform from Neutral and raised its price target to $34 from $28. Analyst Tim Nollen said activist investor Elliott Management's 8.4% stake in Nielsen will result in either a sale of the entire company, splitting it in two, or selling the Buy division and keeping Watch as a public company. Nollen believes a rapid sales process could happen given the early retirement of CEO Mitch Barns at the end of the year with private equity leading the way.
08/14/18
MSCO
08/14/18
NO CHANGE
Target $26
MSCO
Overweight
Nielsen could conclude strategic review in next 3 months, says Morgan Stanley
Morgan Stanley analyst Toni Kaplan reiterated an Overweight rating and $26 price target for Nielsen Holdings, telling investors in a research note that she believes the company could conclude its planned strategic review with a sale of the Buy business or a sale of the entire company, and says the decision could occur in the next three months. She believes that, given the results that have been found in other strategic review processes as well as recent activist activity, no sale at all is potentially the least likely outcome.

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