Reckitt Benckiser

Foros Empresas Reino Unido Reckitt Benckiser

Este debate contiene 10 respuestas, tiene 10 mensajes y lo actualizó  investing.saints hace 2 semanas, 4 días.

Viendo 11 publicaciones - del 1 al 11 (de un total de 11)
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  • #13093

    Pregonero
    33 temas
    165 resp.

    La compañía británica Reckitt Benckiser negocia la compra de Mead Johnson (fabricante de leche para recién nacidos) por 15.500 millones. Reckitt Benckiser es una gran desconocida en nuestro país, pero tiene marcas tan conocidas como Air Wick, Calgon, Veet, Cillit Bang, Strepsils y Vanish:

    http://www.europapress.es/economia/noticia-dueno-durex-negocia-compra-fabricante-leche-bebes-mead-johnson-15500-millones-20170202134959.html

    Buscando las oportunidades que nos ofrece el ruido de mercado

    #13095

    lnjum
    3 temas
    19 resp.

    Es la empresa que tiene durex también no?

    #13098

    Pregonero
    33 temas
    165 resp.
    Es la empresa que tiene durex también no?

    Sí, he escogido cuatro o cinco marcas para dar una idea de qué empresa hablamos y posiblemente me he dejado la más conocida 🙂

    Buscando las oportunidades que nos ofrece el ruido de mercado

    #13100

    Hormigonero
    4 temas
    33 resp.

    Es una empresa que se ve poco en las carteras de dividendo debido a su bajo yield. Personalmente me parece buena opción para carteras conservadoras.

    ABF | ITX | AAPL | KO | GILD | RB | MCD | CAT

    #13116

    CarlosC
    3 temas
    100 resp.

    Empresa que sigo para incorporar a mí cartera.

    Actualmente la veo cara por fundamentales.

    #13135

    Cuquer
    42 temas
    206 resp.
    Actualmente la veo cara por fundamentales.

    ¿A qué precio te plantearías comprar?

    Inversión, dividendos e independencia financiera

    #22706

    FortKnox
    9 temas
    141 resp.

    Se hace sabeeerrrrr…….que Morningstar ha actualizado el moat de RB a Wide desde Narrow. La compra de Mead Johnson parece que les gusta, la tesis que plantean es que cada vez pesan más las marcas “conocidas”/líderes en el segmento, en las que presumiblemente tienes mayor margen para el incremento de precio. Además suben ligeramente el fair value de la acción a 74.00 libras esterlinas.

    Estas acabaran formando parte de la cartera tarde o temprano. Si se acercan a las 70 libras y teniendo en cuenta además lo flojita que anda la libra ultimamente lo mismo les doy el primer mordisco.

    Saludos

    BME, CL, CMP, ENG, GAS, GSK, IMB, JNJ, KO, NG, PCI, QCOM, RDSB, REE, SPG, UNA, UTX, VFC, VOD, ZOT

    #22708

    Preikestolen
    25 temas
    928 resp.

    Por si no habéis leidoleído algo de esto:

    http://www.fool.co.uk/investing/2017/07/24/why-id-buy-and-hold-reckitt-benckiser-group-plc-forever/

    The Motley Fool
    Why I’d buy and hold Reckitt Benckiser Group plc forever
    Paul Summers Monday, 24th July, 2017

    While the suggestion that certain shares can be held ‘forever’ has a hyperbolic feel, there’s no doubt that there exist a number of UK businesses that investors should feel comfortable owning over the long term.

    Thanks to its strong portfolio of brands and ability to generate consistent profits, £55bn cap consumer good company ReckittBenckiser (LSE: RB) would be one of my top picks.

    “A better, stronger company”
    Today’s interim results revealed “broad-based growth” across the majority of Reckitt’s brands. The company booked a 14% rise in revenue to just over £5bn in the six months to the end of June, although like-for-like revenue fell by 1%. Pre-tax profit came in at £1.02bn — a 46% rise on the £697m generated over the same period in 2016.

    The Slough-based firm reported making “significant progress” on transforming its portfolio, in line with CEO Rakesh Kapoor‘s desire for Reckitt to become “a more focused consumer health and hygiene business”. The acquisition of Mead Johnson Nutrition — completed last month and a full quarter earlier than expected — appears to be integrating well. Going the other way was the sale of Reckitt’s food business to US business McCormick, the proceeds of which will be used to pay down debt.

    But it wasn’t all good news. While Reckitt expects a return to form over the remainder of 2017, the targeted 2% like-for-like growth in full-year net revenue was still labeled as “challenging” given “tough market conditions“. Despite stating that it was now a “better, stronger company“, the ongoing impact of recent operational issues (including the recent NotPetya cyber attack, collapse of sales in South Korea and problematic product launches), also continue to weigh on short term sentiment towards the business. The shares were down over 2% in early trading.

    Right now, shares in Reckitt trade on 23 times forecast earnings for 2017. That may seem high but it’s pretty standard for companies of this type, such is the perceived security of their earnings. The business continues to generate stacks of cash and consistently high returns on the money it invests. While relatively low compared to the payouts offered by its FTSE 100 peers, Reckitt’s forecast 2.2% yield is also fully covered by profits and subject to regular hikes by its board (including today’s 14% increase to the interim payout).

    Despite its current problems, Reckitt remains a quality operator and one I’d have no problem holding indefinitely.

    Reassuringly expensive
    Another company I’d feel content to tuck away is alcoholic drinks maker Diageo (LSE: DGE). Like its FTSE 100 peer, the £58bn cap boasts high operating margins, strong free cashflow and an enviable portfolio of brands (including Guinness, Captain Morgan and Baileys).

    Like Reckitt, Diageo has also been on the acquisition trail of late, snapping up US super-premium tequila brand Casamigos for $1bn. With the latter delivering a compound annual growth rate of 54% over the last two years, it’s not surprising that Diageo wants a chance to introduce the multi-award winning label, part-owned by George Clooney, to an international audience. The acquisition is expected to complete in the second half of 2017 and begin contributing to profits in four years time.

    Like Reckitt, Diageo’s shares will never be ‘cheap’ in the traditional sense, trading as they do at 20 times forecast earnings for 2018. Nevertheless, for such a resilient company, I still think the shares are well worth snapping up.

    Quit the rat race early
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    Paul Summers has no position in any shares mentioned. The Motley Fool UK has recommended Diageo and Reckitt Benckiser.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #22746

    Dario D.
    9 temas
    142 resp.

    Esta es la empresa de cuya existencia podemos percatarnos, como diría Peter Lynch, por observación. En casa tenemos multitud de productos que, al menos yo, llevamos usando desde hace décadas como las pastillas antimosquitos Fogo o Calgon.  Es para llevarla en la cartera sí o sí para que la hereden nuestros tataranietos, pero no a los ratios que cotiza ahora. Hay que hacerle un marcaje muy de cerca.

    Qué maravilla de gráfico. Esto es una empresa resistente a las crisis y lo demás son tonterías:

     

     


    No escucho y sigo.

    #22748

    nanoscotish
    7 temas
    140 resp.

    Estoy de acuerdo contigo Dario, a ver si tiene un pequeño desliz y podemos aprovechar para entrar

    #22923

    investing.saints
    8 temas
    236 resp.

    Así es, si cae un poco más la incorporo a la cartera. El dividendo algo justo pero compensa con la solidez en recesiones.

Foros Empresas Reino Unido Reckitt Benckiser

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