"Although revenue and underlying net profit (NPATA) both rose...

"Although revenue and underlying net profit (NPATA) both rose 22% during the first six months of financial year 2016 (FY16), it seems investors were disappointed with its growth in its core Australia and New Zealand market. Revenue from the region grew just 6%, compared to 22% in Asia, with group operating expenses also rising faster than revenue.

iSentia will announce its full-year results to the market on Wednesday 24 August, but until then it seems investors are becoming less willing to take a bet on iSentia’s prospects.
Of course, it isn’t without risk: investors do need to keep an eye on the company’s growth rates – both in ANZ and abroad.

However, for long-term investors who are somewhat more optimistic regarding the group’s future, now could be a good time to purchase shares. According to estimates from four analysts compiled by Yahoo! Finance, iSentia will generate earnings per share of 16 cents for the full-year, putting it on a forward price-earnings ratio of just over 19x.

Considering the returns that iSentia has generated in the past, and its potential to continue doing that in the future (despite its first-half result), that does make iSentia worthy of a closer look."