Reckitt Benckiser

eröffnet am 02.07.10 13:56:29 von
neuester Beitrag 24.11.20 15:16:54 von

ISIN: GB00B24CGK77 | WKN: A0M1W6 | Symbol: 3RB
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02.07.10 13:56:29
wächst kontinuierlich ohne Akquisitionen, 3,3% aktuell Dividendenrendite; evtl. was zum einsammeln, wenn es rauher wird?
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02.07.10 14:13:15
Reckitt Benckiser kündigt neue Marken an
veröffentlicht am 02.07.2010 um 11:10 Uhr · Unternehmen · Artikel

Reckitt Benckiser, der derzeit wachstumsstärkste und profitabelste Konsumgüterhersteller der Welt, dürfte die Konkurrenz mit seinen Ankündigungen nervös werden lassen. Reckitt plant weitere Marken einzuführen, auch in Deutschland. Zu den bekanntesten Labels des Unternehmen gehören hierzulande unter anderem Calgon, Kukident, Sagrotan und Clearasil.

„Wir wollen in den kommenden Jahren in jedem Markt mindestens zwei bis drei Power Brands einführen“, sagte Konzernchef Bart Becht der Financial Times Deutschland. Der deutsche Markt sei bei Enthaarungsmitteln und Produkten zur Luftverbesserung ausbaufähig.

Innovationen sollen Reckitt helfen, aus den 17 Kernmarken in 160 Ländern „mehr Wachstum“ herauszuholen. Becht meint damit in erster Linie neue Anwendungstechniken und Verpackungsaufmachungen, mit denen man sich von Konkurrenten wie Procter & Gamble, Colgate-Palmolive und Co, vor allem aber von den Handelsmarken abheben möchte. So füllt Reckitt zum Beispiel seine Lufterfrischer in elektronisch gesteuerten Zerstäubern ab. Zukäufe erwägt Reckitt Benckiser im Bereich Healthcare.
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07.07.10 12:34:03
ich bisn eit einiger Zeit dabei, nette Dividende und bisher sehr solide, aber kann man dem Braten trauen, im Moment Richtung Süden
im April 42 Topkurs , seitdem Richtung Süden
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21.07.10 22:43:09
Wednesday July 21, 05:10 PM Reuters
Reckitt agrees to buy condom firm SSL for $3.8 bln


By Paul Sandle

LONDON (Reuters) - Consumer goods group Reckitt Benckiser agreed to buy Durex condoms and Scholl sandals maker SSL for 2.54 billion pounds ($3.8 billion) to increase its presence in health and personal care.

The British maker of Nurofen painkillers and Strepsils and Lemsip cold remedies will pay 1,171 pence per SSL International share, representing a 33 percent premium to Tuesday's closing price. The price includes the 8 pence final dividend.

SSL's shares rose just above the recommended offer as investors speculated whether a big drugmaker, looking for growth in the over-the-counter (OTC) sector, would offer more.

Reckitt's health and personal care business has been a key driver of its growth, and the premium being paid for the condom and foot products maker underscores the value attached to key health and consumer brands by large groups looking to diversify.

Reckitt Chief Executive Bart Becht said the deal should increase the group's health and personal care net revenues by over 36 percent to around 2.8 billion pounds, one third of the group's total revenues.

"The acquisition will add two new Powerbrands, with good further growth potential, to Reckitt Benckiser's current arsenal, making 19 Powerbrands in total," said Becht, who was the best-paid FTSE 100 chief executive last year.

"Durex, in the sexual wellbeing category, is the global number one condom brand and Scholl is the market leader in the footcare category in many of the markets where it is present."

The deal also provides a step change in the size of its business in China and Japan, Reckitt said, adding it saw annual cost synergies of around 100 million pounds by the end of 2012.

SALES CHANNELS

Both companies sell products in the over-the-counter and grocery channels to pharmacies and supermarkets, and analysts have long seen Reckitt as a potential buyer of SSL. The group was rumoured to have been behind an approach in 2003.

SSL's board recommended Wednesday's offer, which Chairman Gerald Corbett said was four times the level of the company's share price five years ago.

"We felt that a price that is a 64 percent premium to the average share price over the last 12 months, and 35 times last year's earnings, was worthy of consideration by our shareholders," he said.

He said the board had been in sole discussions with Reckitt for a month and would not solicit other bids.

"Never say never -- anything is possible -- but I think you'll agree it's a pretty good price," he said.

Shares in SSL rose 33.3 percent to 1,176 pence while Reckitt was up 2.5 percent by 1100 GMT.

"It's a great price and I think it's an excellent strategic fit for Reckitt Benckiser," said Panmure Gordon analyst Damian McNeela.

He said another bidder was unlikely to step in as Reckitt was in a unrivalled position to extract value from SSL by adding its products to Reckitt's "powerbrands", which include Cillit Bang cleaners and Finish dishwash products.

OTC ATTRACTION

Potential counterbidders could include Johnson & Johnson and GlaxoSmithKline, which are looking to expand their OTC businesses.

"You may get some of the big guys in pharma having a look whether it's worth them offering a bit more," said analyst Chas Manso de Zuniga at Evolution Securities. "But the current offer is a good one."

One pharmaceutical industry executive said the multiple "already looked pretty chunky".

Reckitt, which publishes half-year results on Monday, is funding the bid through a new 1.25 billion pound facility from HSBC.

J.P.Morgan Cazenove and Lazard advised SSL, while Reckitt was advised by Deutsche Bank.
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21.10.10 17:04:32
Reinigungsmittelhersteller Benckiser
Das verschwiegene Imperium

Reckitt Benckiser ist einer der profitabelsten Reinigungsmittelhersteller der Welt: Clearasil, Calgonit und Kukident gehören der Gruppe. Das Unternehmen hat deutsche Wurzeln, die Benckiser-Erben aber sind verschwiegen. Nun gewährt der Sachwalter des Clans einen Einblick.

Von Bernd Freytag

21. Oktober 2010

Clearasil, Calgonit und Kukident, Parfüme von Calvin Klein, Cerruti und Chopard - wo immer auf der Welt diese Produkte verkauft werden, zumindest ein Teil des Gewinns landet in der Kurpfalz. Denn irgendwo in der selbsternannten "Metropolregion" zwischen Rhein und Neckar leben zurückgezogen die verbliebenen vier Erben von Ludwig Reimann, der Ende des 19. Jahrhunderts gemeinsam mit Johann Adam Benckiser in Ludwigshafen das Chemieunternehmen Benckiser gegründet hat. Kaum ein Industriellenclan macht weniger in der Öffentlichkeit von sich reden, kaum einer war in den vergangenen zwanzig Jahren erfolgreicher. Mit einem geschätzten Vermögen von 8 Milliarden Euro gehört die Familie zu den reichsten in Deutschland. Obwohl sie nach den Worten ihres Sachverwalters Peter Harf die Hälfte der Dividenden für wohltätige Zwecke spendet, bleibt genug Geld, um abermals nach neuen unternehmerischen Chancen zu suchen. Nach den erfolgreichen Neugründungen der vergangenen Jahre wollen es die Reimanns nun erstmals als Co-Investoren versuchen.

"Man muss nicht immer alles selbst machen", sagt Harf im Gespräch mit der F.A.Z. Die Familie verstehe sich nicht als Private-Equity-Financier mit einem vorher vereinbarten Ausstiegshorizont und vielen verschiedenen Investitionsobjekten. Harf schwebt vielmehr eine Investition alle paar Jahre vor. "Man besitzt besser weniger Körbe, auf die man dann auch besser aufpasst." Ihren Erfolg der letzten Jahre verdankt die Familie maßgeblich Harfs kluger Investitionspolitik. Seit rund einem Vierteljahrhundert schon lenkt der gebürtige Kölner die unternehmerischen Aktivitäten der Reimanns. Anfang der achtziger Jahre von dem damaligen Interessenverwalter der Familie, Martin Gruber zu Benckiser, nach Ludwigshafen geholt, gilt er als maßgeblicher Architekt des Erfolgs.
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13.12.10 10:12:28
BRIEF-Reckitt to buy India's Paras Pharmaceuticals for some 460 mln stg

LONDON, Dec 13 (Reuters) - Reckitt Benckiser Group PLC:

* Rb buys India's paras pharmaceuticals ltd

* To buy Paras Pharmaceuticals Limited (paras) for INR 32.6 billion (Indian
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13.01.11 14:00:10
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.
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09.02.11 08:34:08
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
1 Antwort
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09.02.11 14:40:03
Antwort auf Beitrag Nr.: 41.006.986 von R-BgO am 09.02.11 08:34:08http://www.rb.com/2010-Full-Year-Results
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09.02.11 15:31:22
aber deswegen die Megakorrektur von 10%??????????
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