Reckitt Benckiser (Seite 14)

[Steveguied]

Wenn es hier wenigstens noch 5% runter ginge. :-( *heul*

[Steveguied]

Der Duft und Aromahersteller Coty welche neben Reckitt Benckiser ebenfalls zu den Reimanns gehört, erhöht sein Übernahmeangebot an Avon. Um das zu finanzieren wird wiederum ein Teil an Reckitt Benckiser verkauft.

http://www.ftd.de/finanzen/maerkte/:uebernahme-durch-coty-re…
Als weiterer Hinweis auf eine baldige Übernahme durch Coty gilt die Nachricht, dass die JAB-Holding der Reimann-Familie fünf Prozent ihres Anteils am britischen Wasch- und Reinigungsmulti Reckitt Benckiser los schlägt ,

Von daher hatte ich schon die Hoffnung das Minus heute würde größer ausfallen und mich näher an meine Kaufkurse bringen. Schade.. aber vielleicht bleibt der Wert jetzt erstmal unter Druck, solange die Übernahmeschlacht sich hinzieht.


mfg
Steve!

[Steveguied]

Antwort auf Beitrag Nr.: 42.525.525 von Steveguied am 28.12.11 11:47:02

Ich hab mal ne Kauforder unter 40 Euro eingestellt. Aber so richtig optimistisch da was zu bekommen bin ich nicht. Ich habe die Feststellung gemacht, dass so Value Werte wie Reckitt die ersten Zuckungen nach unten immer mitmachen aber je mehr daraus eine Konsolidierung und dann Korrektur oder gar mehr wird desto träger geht es nach unten. Schade.... ist aber so und spricht jedoch für den Wert.

mfg
Steve!

[R-BgO]

Divi auf 70p+55p erhöht...

[Steveguied]

Antwort auf Beitrag Nr.: 41.996.927 von provinzler am 24.08.11 17:12:00

Aus diesem Grund habe ich mir mal ne Kleinstposition gegönnt. Sind auch fast 4% Div.Rendite drin.

mfg
Steve!

[provinzler]

Antwort auf Beitrag Nr.: 41.010.342 von pummel1310 am 09.02.11 15:31:22

Hab Reckitt Benckiser mal in meine Beobachtungsliste aufgenommen. Scheint den Zahlen nach ein Wert ganz nach meinem Geschmack zu sein.

[pummel1310]

aber deswegen die Megakorrektur von 10%??????????

[R-BgO]

Antwort auf Beitrag Nr.: 41.006.986 von R-BgO am 09.02.11 08:34:08

http://www.rb.com/2010-Full-Year-Results

[R-BgO]

09.02.2011 08:23
BRIEF-Reckitt Q4 earnings up 14 pct, sees further growth ahead


LONDON, Feb 9 (Reuters) - Reckitt Benckiser Group Plc:

* Enjoyed another year of market-beating results, despite declining global

market growth

* Q4 EPS (diluted) adjusted 69.0 p, up 14 percent

* Recommends a +14% increase in the final dividend to 65P per share

* Like-for-like net revenue growth was +6% for the group excluding SSL and +5%

for the base business,

* Total dividend for 2010 115P (+15% versus 2009)

* For 2011, we are aiming for another year of above industry-average growth:

* Total Q4 net revenue growth of +9% (at constant exchange)

* For the group excluding SSL, target is for +4% like-for-like net revenue

growth, with profit growth ahead of that

* Total adjusted operating margin +160bp to 30.9%

* For the recently-acquired SSL business, we are also targeting around +4% net

revenue growth on a like-for-like basis

* Targets for the total group are for +12% net revenue growth and +10% adjusted

net income growth, constant exchange

[R-BgO]

Analyst suggests nil-premium merger between Reckitt Benckiser and Colgate


An interesting piece of fantasy merger speculation, with Nomura this morning suggesting a tie up between Reckitt Benckiser and Colgate.

Nomura analyst Alex Smith has issued a buy note on Reckitt and increased his target price from £38.80 to £41. In the course of his report he said more acquisition activity was likely, following Reckitt's purchase of Durex and Scholl company SSL International and the announcement of a deal to buy Indian personal care company Paras Pharmaceuticals.

Smith expects similar deals to follow, as Reckitt continues to shift its mix of business more towards consumer health care, with the Scholl Americas operation currently owned by Merck seen as a sensible move, since it would bring the Scholl brand globally under one roof. This could cost around £750m.

More intriguing though, is the idea of a nil-premium merger with Colgate. Smith said:

[We are] still not ruling out a tie-up with Colgate – we estimate this would add 525p of value for Reckitt shareholders.

Given the pressures Reckitt is experiencing in its developed market household categories as well as increased levels of competition in the oral care category, which has seen Colgate miss pricing expectations and guide to a higher level of advertising and promotional spend in 2011, we think a deal now makes more sense than ever.

With scope for both cost and revenue synergies arising through complementary category and geographic overlap, a deal structured as a nil-premium merger would be value creative for both sets of shareholders, in our view. We value the net present value of Reckitt's potential share of the synergies at £3.8bn – the equivalent of 525p per Reckitt share or 15% of the current market capitalisation.

Meanwhile Nomura believes the company could make around £120m of cost savings from the integration of SSL, rather than the £100m expected. This money is likely to be put behind the brands to generate increased sales.

Meanwhile Reckitt's new version of its heroin substitute Suboxone should help delay the impact of generic competition in the US for the treatment.

Reckitt's shares have dipped 1p to £34.55 in a falling market. In a separate development its chief financial officer Colin Day is leaving to become chief executive of plastic and fibre products business Filtrona, up 25.3p to 278.9p.