Thursday, August 16, 2012

Analyst: P&G acquisitions still risky propositions - Dayton Business Journal:

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Ali Dibadj, an analyst with in New said in a report today thatif P&G PG) were to pursue a target, it would likeluy be in the beauty categories, emerging marketds such as Asia, or companies with a pricse tags of no more than $10 billion. The Daytoh Business Journal's sister paper, Cincinnati Business reported in Marchthat P&G may be , citinbg Dibadj as a source. Sincre acquiring Gillette in October 2005, P&G has sold roughlyy 18 businesses, while acquiring five. Among possible candidates, Dibadj identifiefd Japan’s Koa brands, with operations here in Cincinnati.
Other s include Japan’s Shiseido, Lion and Kose; Estée Lauder and Alberto-Culver of the Marico, Godrej Consumer Products and Dabuof India, China’s Shanghai Jahwa United; and Soutn Korea’s Amorepacific. The report also notef Avon and Natura as twolonger Still, Dibadj said any possible acquisitio could hurt P&G. “When we downgraded P&G to market-perform at the start of this year, one of the riskws we highlighted wasthat (withn most of the heavy lifting on the Gillette integration P&G may begin to engagw again in more numerous,” he wrote at the opening of the “We believe the risk is higherr today than even six months P&G is the world’s largesg consumer products maker, with a portfoli o of more than 300 brands.

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