Reckitt Benckiser Share Discussion Threads

[sanks] 11/3/2014 17:58

Its been reiterated at as a SELL with a 41.00 price target.
Me and Sheila have it at a Shaggers SELL with a 29.72 level 4 target

Keep an eye on that bubble popping sound
Hope this helps

[batman9] 06/2/2014 09:56

Bid rumours.
Hope this helps.

[sanks] 03/2/2014 12:25

Matter of time before it breaks the next technical nipples at £42 and £38
Hope this helps

[batman9] 23/1/2014 20:17

Nomura has a buy and target £50.
Citigroup has a buy and target £54.
Hope this helps.

[sanks] 22/1/2014 15:27

JP Sheila & Sisters have a SELL rating with a £27 target

[batman9] 24/12/2013 12:13

A merry Christmas to all Reckitt Benckiser holders - I wish you all a prosperous 2014.

[batman9] 23/10/2013 10:21

Societe General retains hold but ups target price to £47.50 from £40.
Deutsche Bank retains buy and price target £51.
Hope this helps.

[sanks] 22/10/2013 12:48

Don't worry nobular jockeys...Sheila told me even with these results, they should be a tad or nipple above £29..hence a £31.17 level 4 target is suffice.

Matter of time before the bubble pops..its a shaggers market..it'l get a good shagging in good time.

Hope this starts to make some sense as it pops nice and slowly
Sanksalot......target £31.17...before the drip back to £17

[batman9] 22/10/2013 09:57

www.rb.com/investors-media/announcements-and-presentations


Key dates

IMS – 22 October 2013
Q4 Full Year Results - 12 February 2014
Q1 IMS - 16 April 2014
Q2 HY Results - 28 July 2014
Q3 IMS - 21 October 2014

[slogsweep] 22/10/2013 09:19

Wish I'd know date of Quarterly results my system doesn't mention them anyone know how to find the dates?

[steeplejack] 22/10/2013 07:22

These figures confirm that Reckitts are doing a good deal better than Unilever

[batman9] 18/10/2013 16:03

7 days and we are above £45 - so much for languishing for a long while below £45

[gbb483] 11/10/2013 06:19

Sorry, I should've said 4500

[gbb483] 22/9/2013 17:04

On the other hand this could languish below 4900 for a long while yet.

[frontrun] 03/9/2013 14:16

Seems to be gathering pace back towards that £50 area!
This could hit that £53-£55 before any real technical fallback.

[agai] 28/8/2013 20:03

Seems Citi along with several other analysts, FORGOT to press the sell button!!
Old tricks raising price targets...but then again, fool and his money....plenty of fools in this game.
I'm a buyer at £32
agai

[miata] 28/8/2013 15:36

8 Aug 2013 Reckitt Benckiser... RB. Citigroup Buy 4,416.00 4,468.00 5,300.00 5,300.00

[arja] 29/7/2013 12:54

wow, has taken a hammering today which is a little surprising as results seemed reasonable !

[batman9] 29/7/2013 10:48

Commenting on these results, Rakesh Kapoor, Chief Executive
Officer, said:

"I am pleased that our strong focus on Health & Hygiene Powerbrands
is working and our improved company growth rates confirm that we are making
the right strategic choices. Our Health portfolio has had an excellent 1st
half, with Mucinex outperforming a very strong market with excellent
innovations such as Sinus-Max and the continued success of our Fast Max line.
Durex also delivered an excellent performance supported by creative digital
communications across the world, particularly in China which has now become
the largest Durex market in the world. In Hygiene, Dettol and Lysol are
performing strongly across the world, once again confirming the vast potential
of this franchise.

Our organizational focus on 16 Powermarkets, such as China, is
another critical element of our growth strategy and is enabling us to
sustainably outperform our markets. We have systematically increased our brand
investment in all our Areas and at the same time invested in enhancing our
capabilities to execute and win.

I am delighted with the progress we have made with our recent
strategic M&As. The excellent early results from Schiff confirm that we have
acquired very high quality brands in an exciting VMS category which we firmly
believe will deliver sustainable shareholder returns.

On Suboxone, we have always been aware of the challenges of
operating in a post generic environment. However, we continue to see strong
patient and doctor preference for film over tablets and we are very pleased
that the film has maintained its volume market share of 69%.

We continue to face challenging market conditions. Nonetheless
these strong H1 results, our sustained investment behind the equity of our
brands, together with excellent progress on the integration of our recent
acquisitions, give us confidence that we can achieve full year total revenue
growth1at the upper end of +5-6% range (ex RBP) while maintaining adjusted
operating margins.

[spacecake] 28/7/2013 20:06

Monday 29 July

Reckitt Benckiser Group (RB.) will kick off the week with results for the second quarter and first half.

Recent news: Shares in the consumer goods company have fallen 6% on recent news that US pharmacy benefit manager (PBM) CVS Caremark is to delist its Suboxone film product in favour of generic tablets.

Analysts' expectations: "Much remains uncertain but we still think that the market has been too complacent too soon on Suboxone risk," comments Martin Deboo, an analyst at Investec, fearing a "domino theory" of other PBMs delisting the product.

He forecasts a 5.4% rise in profit for the second quarter, at the top end of consensus estimates, and a below-consus margin of 19.8% for the first half. Both these figures exclude Reckitt Benckiser's pharmaceutical branch.

Deboo has a 'sell' rating on the stock, describing himself as "bearish on valuation".

Valuation: Reckitt Benckiser trades on a 2013 EV/EBITDA ration of around 12 times.