Reckitt Benckiser Share Discussion Threads

[philanderer] 01/11/2011 23:05

Telegraph market report...

Although Reckitt Benckiser lost its shine last week after cautioning of slower growth in the final quarter, the maker of Mr Sheen and Cillit Bang was wanted for its defensive attractions. With renewed takeover whispers also swilling round, Reckitt rose 57p to £32.55.

[philanderer] 27/10/2011 08:51

Questor share tip: Quarterly outlook a headache for Nurofen maker

Investors in Reckitt are likely to be reaching for the Nurofen after quarterly results from the consumer products giant prompted a significant fall in its share price.

Questor says hold.

[icf absolute] 26/10/2011 21:29

great business, worth buying at thee levels, predator to swoop soon imo

[deanroberthunt] 26/10/2011 09:14

thats 5% off now.....

[essentialinvestor] 26/10/2011 09:09

phil what yesterday has done to the 2012 earnings estimates would be more
interesting if possible.

[philanderer] 26/10/2011 08:31

The Bear Man.

Here`s a couple of downgrades for you..

26th oct ING hold tp 3750p
26th oct Liberum sell tp 2900p


also two reiterations...

26th oct Citigroup buy tp 4000p
26th oct Morgan Stanley equal weight tp 3800p

[liarspoker] 25/10/2011 21:20

Surely the following would offset tablet generic loss somewhat:

In the U.S., the recently-launched and patent-protected Suboxone film variant continued to grow, and by the end of September had captured a 44% volume share of the total market and is now the market leader, ahead of tablets.

[philanderer] 25/10/2011 16:50

Just watching here at present.

[essentialinvestor] 25/10/2011 16:14

I wondered why SN. was hit today, this may expain it.

[the bear man] 25/10/2011 16:12

from that then, looks like downgrades coming

[liarspoker] 25/10/2011 16:03

Perhaps the following is scaring the market a bit. Am happily long here though. :O)

[philanderer] 25/10/2011 15:58

Can only find one broker today and that`s UBS reiterating their 'buy' and 3800p target.

[the bear man] 25/10/2011 14:58

am looking for stocks where brokers are downgrading

[the bear man] 25/10/2011 14:21

are brokers downgrading?

[deadly] 25/10/2011 13:33

That's some reaction to results - like a profit warning! Can't see they are so bad, in fact the adjusted profit at 14% growth seems to beat.
Got some on the dip.

[valedo] 24/10/2011 16:35

DJ EARNINGS PREVIEW: Reckitt Benckiser 3Q Op Profit Seen +13%
A rise in 3Q operating profit excluding exceptional items is expected on higher sales, driven by demand in emerging markets. Analysts say the company should report another solid quarter of earnings, with excellence in innovation setting it well among its peers, and with focus centered on the performance of its pharmaceutical division and any potential share buyback.

[broshm] 23/9/2011 17:22

what a share to trade in for the past few weeks !!!

[batman9] 08/9/2011 22:59

One tale certainly getting cold water poured on it was the idea that Reckitt Benckiser could be swallowed up by Unilever, which was being touted back in July. HSBC's Cedric Besnard claimed the likelihood of such a move was low, saying not only would the consumer goods giant be put off by the Cillit Bang maker's pharmaceutical operations, but that some of the latter's products would not be suitable for many of the former's major markets.

Reckitt shrugged this off, however, shifting up 89p to 3,295p, while Unilever closed 28p higher at 2,049p after Mr Besnard kept his "buy" recommendation, saying its potential for margin recovery was promising.

[deltar] 30/8/2011 09:11

The imminent release of CSD 500 will more than compensate.

[timbo003] 29/8/2011 08:37

Agreed, there will be some sort of insurance to cover idiotic acts like this. No doubt the perperator was an animal rights organisation, an ex-employee bearing a grudge, or someone else who had a grudge against either Reckitts or Nurofen. But whatever, I suspect insurance would probably only cover tangible losses, such as the costs of the stock which has to be replaced in the recall. I doubt if it will cover intangible losses like tarnished reputation of the brand (and subsequent loss of sales) and the knock on affect to other Nurofen SKUs.

[deltar] 29/8/2011 07:57

They will no doubt be covered by insurance.

[timbo003] 25/8/2011 21:04

A down day tomorrow for Reckitt I suspect!