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標題: 個人居家清潔用品公司 [打印本頁]
作者: chenleon1    時間: 2014-9-12 08:59     標題: 個人居家清潔用品公司

Church & Dwight Co Inc. is a major U.S. manufacturer of household products that is based in Ewing, New Jersey. While it manufactures many items, it is by far best known for its Arm & Hammer line which includes baking soda and many other items made with it. Church & Dwight was ranked 723 in the Fortune 500 listing of companies in 2010.[3]


寶僑公司（Procter & Gamble），簡稱P&G，是一家美國消費日用品生產商，也是目前全球最大的日用品公司之一。總部位於美國俄亥俄州辛辛那提，全球員工近140,000人。產品主要有寵物食品、清潔劑和個人護理用品。在把旗下品牌品客賣給家樂氏之後寶僑就退出了食品和飲料領域。2012年，寶僑公司銷售額為到836.8億美元。財富雜誌稱其為財富500強中第十大最受讚譽的公司。[3][4]寶僑公司是2012倫敦奧運會贊助商。


Reckitt Benckiser plc (LSE: RB) is a multinational consumer goods company headquartered in Slough, Berkshire, England. It is a major producer of health, hygiene and home products.[4] It was formed in 1999 by the merger of the UK-based Reckitt & Colman plc and the Netherlands-based Benckiser NV.
Reckitt Benckiser's brands include Dettol (the world's largest-selling antiseptic), Strepsils (the world's largest-sellingsore throat medicine), Veet (the world's largest-selling hair removal brand), Air Wick (the world's second-largest-sellingair freshener), Calgon, Clearasil, Cillit Bang, Durex, Lysol, and Vanish.[5] It has operations in around 60 countries and its products are sold in almost 200 countries.

作者: chenleon1    時間: 2014-9-12 09:08

聯合利華（英語：Unilever）是一家擁有多個世界知名的食品、飲料、清潔劑和個人護理產品的上市公司，2010年全球營業額553.52億美元。西元1929年，英國Lever公司與荷蘭Margarine Unie公司簽訂協議，組建Unilever(聯合利華)公司。1984年，聯合利華與台灣的國聯工業展開合作關係，取得51%股權，但並未更名，其因在於聯合利華重視白蘭品牌形象和國聯的業務行銷管道。1997年聯合利華擁有國聯股權高達99%，聯合利華正式將國聯工業更名為台灣聯合利華股份有限公司。1992年，台灣聯合利華於新竹縣新豐鄉設置新竹新豐工廠，2013年，聯合利華斥資新台幣上億元升級與更新新竹新豐工廠之設備。2014年，台灣聯合利華慶祝創建30年，並與與董氏基金會推動舉辦「我愛我525-活力青少女行動」。2009年9月25日‎聯合利華以12.75億歐元（18.8億美元）收購莎莉公司的全球身體保養與歐洲清潔劑事業，該公司旗下擁有Sanex和Radox等品牌。2010年9月27日‎聯合利華將以37億美元現金收購美髮品牌的製造商雅碧濤（Alberto- Culver）。雅碧濤旗下有彩絲美（TRESemme）、Nexxus（耐克斯）、VO5、Simple等多種品牌。交易完成後，聯合利華將成為全球最大護髮產品公司，第二大洗髮精、第三大髮型造型產品公司。



高乐氏公司(NYSE: CLX)总部位于加州奥克兰，是全球领先的消费产品生产和经销商，该公司2006财年的销售收入为46亿美元。全球员工达7,600名，在全球25个国家设有生产基地并在100多个国家销售。


漢高公司（德語：Henkel KGaA）是一家德國公司，成立於1876年，總部在德國杜塞道夫，主營家用產品，包括洗滌劑和清潔劑、化妝品和護膚品、粘合劑和密封膠等。

作者: chenleon1    時間: 2014-9-12 09:16

高露潔-棕欖（英語：Colgate-Palmolive，NYSE：CL）是美國一家跨國公司集團，始於1806年，生產經營護理（Care）、衛生用品，產品包括牙膏、牙刷、肥皂、洗髮露等，其中以高露潔牌的口腔護理系列（牙膏、牙刷、漱口水）產品最為知名。高露潔-棕欖公司另還有「Hill's」品牌，經營寵物用品。 1958年，高露潔在香港成立分公司。




花王（Kao Corporation）是日本一家生產日用品的公司，總部位於東京，主要的業務是研發、製造與銷售清潔用品。花王產品除了各式各樣的清潔洗劑以外，其他產品亦多達300多種，如護理用品、化妝品、沐浴乳、紙尿褲及除塵紙拖把等。除此之外，花王也研究及生產醫藥、農業、塑膠、鋼鐵、建築等的工業用原料或中間製品原料。近來還投入資訊科技行業，製造及銷售磁碟片、MO、MiniDisc等各式電腦周邊產品。但花王仍然以油脂化學、界面化學和高分子化學作為其發展的三大支柱產業。現時花王的對手為獅王、寶潔公司以及聯合利華。


資生堂（日語：しせいどう）是日本一間日用品公司，總部位於東京銀座。主要以生產髮類產品以及化妝品為主。資生堂的產品在日本及香港等地設有專門店，亦在百貨公司設有專櫃。洗頭水等日化產品（大眾化的日常消費品）則在藥房超市等有售，也提供酒店醫院等公眾場合的業務專用洗滌品。資生堂亦於日本國內經營著餐飲事業，以及旗下控股集團Shiseido Parlour與FARO Shiseido及 L'osier三間餐廳。

作者: chenleon1    時間: 2014-9-12 09:27

雅詩蘭黛公司(Estee Lauder Companies, Inc.) 是一間美國皮膚護理、化妝品、香水和頭髮護理產品的製造商和銷售商。它的總部位於紐約市曼哈頓中城。

Unicharm Corporation (ユニ·チャーム株式会社 Yuni chāmu kabushiki kaisha?) is a Japanese chemicals company, specializing in the manufacturing of diapers for both babies and adult incontinence, feminine hygiene products and pet care products. In 2011, it is the leader in baby and feminine care products in Japan.


拜爾斯道夫股份公司（德語：Beiersdorf AG）是一家公開上市的從事國際化經營的製成品康采恩，總部設於德國漢堡。其多數股份由赫茨家族（Familie Herz）所控股的馬克西恩維斯特股份公司持有。

拜爾斯道夫股份公司公司類型股票代號成立代表人物總部地點產業產品營業額稅前盈餘稅後盈餘總資產資產淨值員工人數網址
Beiersdorf AG
股份公司
FWB：BEI
1882年3月28日
托馬斯-本德·誇斯 (首席執行官)
德國漢堡
化工、醫藥
個人護理產品
�� 60.4 億歐元 (2012)[1]
�� 735 百萬 (2012)[1]
�� 477 百萬 (2012 年末)[1]
�� 55.75 億 (2012 年末)[1]
�� 32.87 億 (2012 年末)[1]
16,605 (2012 年末)[1]
Beiersdorf.com


作者: chenleon1    時間: 2014-9-12 09:37

Svenska Cellulosa Aktiebolaget (SCA, English: Swedish Cellulose Company) is a Swedish consumer goods company and pulp and paper manufacturer with headquarters in Stockholm.[3] It has approximately 36,000 employees and a turnover of approximately SEK 85 billion (��8,5 billion). Its main products include personal care products (incontinence products, baby nappies and feminine hygiene products), tissue (toilet tissue, kitchen towels, handkerchiefs, napkins etc.), publication papers, solid-wood products and forest-based biofuel. The company's ten largest markets are Germany, United Kingdom, United States, France, Sweden, Italy, the Netherlands, Spain, Denmark, Australia, Mexico and Belgium. SCA is Europe's largest private owner of forest land, with 2.6 million hectares, an area slightly larger than Vermont. (Sweden's largest forest owner is the governmental Sveaskog with 3.3 million hectares, the size of Maryland.)


「金百利克拉克台灣分公司」為全球第一大衛生紙品及北美第二大家用產品暨個人衛生用品製造商--金百利克拉克(Kimberly-Clark Corporation)在台之分公司。金百利克拉克成立迄今已有近140年歷史，目前全球員工約56,000人，生產製造據點遍及全世界35個國家，產品行銷於150多個國家，2010年全球營業額超過197億美元，每一天全球各地有超過13億人口購買使用金百利克拉克的產品，我們全球一致的企業願景為「在生活必需品的領域引領世界邁向更美好的生活」。


恆安國際有限公司 (港交所：1044)，簡稱恆安國際、恆安集團，是中國最大的婦女衛生巾和嬰兒紙尿褲生產商，從事生產及銷售「安爾樂」、「心相印」、「安樂」、「安兒樂」、「安而康」等品牌的婦幼衛生用品和生活用紙。公司在1985年由主席施文博先生及副主席兼行政總裁許連捷先生共同創辦，1998年在香港交易所上市。總部設在福建晉江。2011年6月7日，恆安國際與友邦保險獲納入恆生指數成份股。恆安國際發行54.34億元零息可換股債券，於2018年到期，換股價每股120.0825元，較2013年5月21日收市價88.75元溢價達35.3%，倘悉數換股共逾4,525萬股，佔擴大後股本約3.5%。集資用作還債及資本開支等。




作者: chenleon1    時間: 2014-9-12 09:45

葛蘭素史克股份有限公司（英語：GlaxoSmithKline plc，）是總部位於英國倫敦的全球第三大的製藥、生物以及衛生保健公司（營業額排在強生公司、輝瑞之後）。葛蘭素史克是一家覆蓋抗感染、中樞神經系統、呼吸科、腸胃／代謝、腫瘤和疫苗領域的以研發為基礎的公司。它同時還包含了處於領先地位的口腔衛生保健，營養飲料和一些非處方藥。作為世界上第三大的製藥公司，葛蘭素史克2005年的銷售額達到216.6億英鎊並且純利潤達到69億英鎊。葛蘭素史克在世界範圍內僱傭了約110,000名的員工，其中市場銷售人員佔了40,000名。其全球總部是英國倫敦布倫特福德的GSK House，而美國聯合總部設在賓夕法尼亞州的費城和北卡洛萊納州的三角研究園。公司在倫敦證券交易所和紐約證券交易所掛牌交易。葛蘭素史克的主要活動集中在美國，儘管遍布世界上近70個國家。




嬌生集團最廣為人知的為其醫療保健用品，旗下擁有多個品牌，包括：Tylenol泰諾止痛錠、Johnson's Baby嬌生嬰兒、Neutrogena（露得清）、Clean & Clear可伶可俐、Regaine落健、Salvon沙威隆、隱形眼鏡ACUVUE安適優、OneTouch穩豪血糖機等。



作者: chenleon1    時間: 2014-9-16 09:59

Sally Beauty Holdings, Inc. is an international specialty retailer and distributor of professional beauty supplies with operations primarily in North America, South America and Europe. The Company operates in two units: Beauty Supply and Beauty Systems Group (BSG). As of September 30, 2013, through Sally Beauty Supply and BSG, the Company operated a multi-channel platform of 4,487 Company-operated stores and supplied 182 franchised stores. Within BSG, it has networks of professional distributor sales consultants in North America, with approximately 982 professional distributor sales consultants who sell directly to sa lons and salon professionals. Sally Beauty Supply stores target retail consumers and salon professionals, while BSG exclusively targets salons and salon professionals. It has store locations in the United States (including Puerto Rico), Canada, Mexico, Chile, the United Kingdom, Ireland, Belgium, France, Germany, the Netherlands and Spain.
http://www.sallybeautyholdings.com/



Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta) is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services in the United States. During the year ended January 28, 2012 (fiscal 2011), the Company opened 61 new stores. It operates full-service salons in all of its stores. Its Ulta store format includes an open and modern salon area with approximately eight to 10 stations. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room, semi-private shampoo and hair color processing areas. Each salon is a full-service salon offering hair cuts, hair coloring and permanent texture, with salons also providing facials and waxing.

http://www.ulta.com/

作者: chenleon1    時間: 2014-9-18 12:53

Rollins, Inc. is an international service company, providing pest and termite control services through its wholly owned subsidiaries to both residential and commercial customers in North America with international franchises in Central America, the Caribbean, the Middle East, Asia, the Mediterranean, Europe and Africa. Services are performed through a contract, which specifies the pricing arrangement with the customer. In February 2014, the Company announced that it has completed the acquisition of the assets and operations of Allpest WA, the independent pest control provider in Western Australia.
http://www.rollins.com/

作者: chenleon1    時間: 2015-1-20 15:45

藝康公司（Ecolab公司）開發和銷售產品和服務的酒店，餐飲服務，醫療保健和工業市場。該公司提供的清潔和消毒產品和方案，以及除害處理，設備的保養和維修服務主要是為客戶在餐飲，食品和飲料加工，酒店，醫療，政府，教育，零售，紡織護理，商業設施的管理和洗車行業。公司業務部門，包括美國清潔和消毒環節，美國其他服務領域，國際領域，水務段，造紙服務部門和能源服務領域。在2014年3月，該公司收購了AK克勞斯 - 希勒Schadlingsbekampfung。





作者: chenleon1    時間: 2015-1-22 14:00

坦能公司提供的清潔產品和解決方案。Tennant 的地板保養外清洗設備，無化學清洗技術，塗料及相關產品被用於清潔和廠房，辦公樓，停車場和街道，機場，醫院，學校，倉庫，商場及其他零售環境的外套表面等等。其客戶包括建築服務合同清潔工人組織外包設施的維修，以及用戶企業，醫療機構，學校，地方，州和聯邦政府誰處理設施維護自己。該公司的業務遍及以下業務分部：北美; 拉美; 歐洲，中東，非洲和亞太地區。






作者: chenleon1    時間: 2015-2-2 21:26

Tupperware Brands Corporation (Tupperware Brands) is a global direct seller of products across multiple brands and categories through an independent sales force of 2.8 million. Product brands and categories include design-centric preparation, storage and serving solutions for the kitchen and home through the Tupperware brand and beauty and personal care products through its Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics and Nuvo brands. The Company's segments include Tupperware Brands Philippines in Asia Pacific; the Central America businesses in Tupperware North America; the Nutrimetics businesses in Europe and Asia Pacific, and the businesses in South America. Tupperware Brands' products are sold in almost 100 countries worldwide under eight brands: Tupperware, Armand Dupree, Avroy Shlain, BeautiControl, Fuller, NaturCare, Nutrimetics and Nuvo.





QUOTE:
原帖由 chenleon1 於 2014-9-12 09:27 發表
雅詩蘭黛公司(Estee Lauder Companies, Inc.) 是一間美國皮膚護理、化妝品、香水和頭髮護理產品的製造商和銷售商。它的總部位於紐約市曼哈頓中城。http://i.imgur.com/wT0Uj4L.png

Unicharm Corporation (&# ...

作者: chenleon1    時間: 2015-2-3 09:37

The Company is a worldwide direct selling consumer products company engaged in the manufacture and sale of Tupperware products and cosmetics and personal care products.



Should You Buy the Dip in This Direct-Selling Company?
http://www.fool.com/investing/general/2014/01/30/should-you-buy-the-dip-in-this-direct-selling-comp.aspx

Tupperware Brands (NYSE: TUP ) has fallen by more than 16% over the last month. The company reported lower than expected earnings on Wednesday, but the real reason for the fall seems to be the fear and uncertainty surrounding the direct selling business model. Is the dip in Tupperware a buying opportunity, or will the company get into the same kind of trouble as industry peers Avon (NYSE: AVP ) , Herbalife(NYSE: HLF ) , and Nu Skin (NYSE: NUS ) ?

CONT...
Investors are selling direct-selling companies
The direct-selling industry has many advantages for investors, like a flexible business model allowing for rapid growth and relatively low capital reinvestment requirements. On the other hand, there have been several serious accusations regarding unethical business practices and pyramid schemes in the industry lately, so investors are understandably cautious when it comes to analyzing direct-selling companies.
Avon is trying to implement a turnaround, but things have not been easy for the company lately. The stock fell by more than 20% on Oct. 31, when Avon warned that federal regulators may seek to impose larger than expected penalties to resolve a long-running dispute over bribery accusations in China.

In addition, the business has been contracting over recent quarters: Total sales declined by 7% in the third quarter of 2013, with big regions like North America and Asia-Pacific showing particularly steep declines of 19% and 22%, respectively.

Herbalife has been in the spotlight for quite some time over accusations of operating a pyramid scheme. Renowned hedge fund manager Bill Ackman has vocally accused the company on multiple occasions, and Massachusetts Senator Edward Markey has recently sent letters to the SEC and the FTC to obtain more information about Herbalife's business practices. The New York Post reported on Tuesday that Canadian regulators have also launched a formal inquiry into the pyramid scheme business model complaints against Herbalife. 很多人的痛啊！！！

Chinese regulators have recently launched probes into Nu Skin after a report in local newspaper First Financial Daily accused the company of having a business model based on a pyramid scheme, exaggerating the virtues of its products in brochures, and "brainwashing" its sales representatives.

It's always hard to tell to what degree direct-selling companies are making their money by selling their products to end users versus resellers, who are usually consumers, too. The jury is still out when it comes to Herbalife and Nu Skin, but these accusations, combined with the deep problems Avon is reporting lately, are surely weighing on Tupperware in terms of investors' perceptions about the direct-selling industry.


QUOTE:
原帖由 chenleon1 於 2015-2-2 21:26 發表
Tupperware Brands Corporation (Tupperware Brands) is a global direct seller of products across multiple brands and categories through an independent sales force of 2.8 million. Product brands and ...

[ 本帖最後由 chenleon1 於 2015-2-3 09:39 編輯 ]
作者: kaka    時間: 2015-2-3 13:28

TUP的常利很穩定
作者: chenleon1    時間: 2015-2-3 13:51

不知道同學們有沒有被直銷公司嚇到了, 呵呵...
作者: mikeon88    時間: 2015-2-3 13:56

看國外研究報告，並不認同HLF是老鼠會(pyramid scheme)
作者: kaka    時間: 2015-2-3 14:12

為什麼美國大戶專打HLF ?
其他TUP,AVP,NUS有被控告直銷不合法嗎？
如果業務是合法,則控告可能是一種"方法",當然要外加媒體名嘴及舖天蓋地的網路寫手  ...
操作手法真是深不可測...

Tupperware Brands (NYSE: TUP )
Avon (NYSE: AVP )
Herbalife(NYSE: HLF )
Nu Skin (NYSE: NUS )

[ 本帖最後由 kaka 於 2015-2-3 14:14 編輯 ]
作者: chenleon1    時間: 2015-2-3 15:01

要問 ackman 是否用過 hlf 產品; 吃到烙賽要報復！不然財報看來ok 啊....跌到不像樣了！
作者: kaka    時間: 2015-2-3 15:14

基本面 + "操縱" ????

行銷打廣告清場,阻止買進動作
剩下的就是強者壓制弱者,不能輸,金額太大也輸不起

"口袋戰術"..慢慢縮緊口袋.....
作者: kaka    時間: 2015-2-3 15:25

等他贏到飽才會撥雲見日....
作者: kaka    時間: 2015-2-3 15:49

HLF有沒有違法並不重要

HLF如果違法,他贏比較多
HLF沒有違法,他也必須贏,放空的選擇權部位太大,高幹桿倍數操作,不能輸

其他媒體行銷廣告動作應該只是欺敵戰術
透過媒體引來其他人一起放空,就可增加下跌的機會

所以他運用媒體應該也是為了自己的利益,
不是為了伸張正義...

就像打籃球都要很多假動作欺騙對手

很傳統的,先放空,再利用媒體洗腦大眾,引來以為趨勢向下的其他人一起放空
形成線型看起來很像下跌趨勢

他最後再收網回補

就像戰爭要師出有名,為了公平正義,
其實是為了控制石油的利益
但是因為石油不在自己國土上,
所以就必須編造一個看起來符合大眾利益的出兵理由












[ 本帖最後由 kaka 於 2015-2-3 16:05 編輯 ]
作者: mikeon88    時間: 2015-2-3 16:02

我和Ackman桑都參與了HLF股票，
他作空，我是長期股東；
他作股票作到反目成仇，我則股價跌到零也無所謂；
他的績效很不錯，我也滿意我自己；
他工作時間很長，我每天喝咖啡滑手機；
他很認真做研究，我只想3秒鐘；
這就是我們的差別。

Geez~說來有人又不相信了，
昨天以前我還不知NNI是啥覓碗糕，
想不到3秒鐘就買了。
作者: kaka    時間: 2015-2-3 16:08

所以小弟也很看好HLF目前扭曲的價格
Ackman為大家盡力了
產生跳樓大拍賣價格..

感恩.....

GDP年增率在第一季及去年第四季的向下修正
幫了他很大的忙

看來他也有參考GDP年增率的方法...
順勢而為....

[ 本帖最後由 kaka 於 2015-2-3 16:13 編輯 ]
作者: chenleon1    時間: 2015-2-3 20:30

既然如此, 那就今晚再買一點 hlf 吧!
作者: kaka    時間: 2015-2-4 00:31

感謝

小弟今天買HLF  32.7
感謝今天與Mike及Leon桑聊天得到的明牌...
作者: kaka    時間: 2015-2-5 14:09

小弟運用巴班GDP年增率低點 + 便宜價 + 高ROE +低盈再率  + 油價低點  ,
就買進了


如果沒有併購案,應該不會賠大錢 ; 如果有併購案,小弟就笑納了.....


低價併購比較便宜,還是高價併購比較便宜 ?
如果Herbalife的商業模式違法,那麼這一群直銷公司是如何通過IPO股票上市審查 ?

真有趣  , 原來有市場大咖 TPG Capital  在評估併購Herbalife （HLF  ）及其他直銷公司

劇本如下,台灣過去也曾出現類似劇本  

高價 :   市場大咖 Ackman 大賺放空價差

          先放空HLF ,再打壓  
          配合 Ackman 運用司法調查控告  + 網路媒體消息  + 併購大咖高價保守評估
          引發市場"熱烈討論",配合GDP年增率向下修正....

低價 :  併購大咖也沒放棄Herbalife 併購評估 + 網路媒體消息

所以小弟已經買好HLF ,就等會不會發生併購案
感謝....




＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝

http://www.bidnessetc.com/33297-why-tpg-capital-once-mulled-over-buying-herbalife-ltd/

By: Bob Cramer
Published: Jan 26, 2015 at 10:40 am EST

Why TPG Capital Once Mulled Over Buying Herbalife Ltd.


Private equity firm TPG Capital considered acquiring the troubled global nutrition company Herbalife last year, sources say.

Now TPG looks to acquire Avon but might revive its interest in Herbalife if deal with the former does not work out
TPG Capital is one of the world’s largest private equity investment firm which had gotten really close to acquiring Herbalife Ltd. (NYSE:HLF) last year.

As part of its ongoing interest in the multi-level marketing industry, the New York Post reports that the private equity giant had “seriously considered buying” the troubled nutritional supplements provider.

The private equity firm specializes in growth capital, leveraged buyout, and recapitalization investments in afflicted corporations and turnaround situations.

For its current interest in multi-level marketing segment, Herbalife was a major contender as potential investment due to the nutrition company’s distressed past few quarters. “They took a long look at Herbalife one year ago”, said sources privy to the matter, according to the New York Post.

Besides Herbalife, the company was also interested in acquiring Nu Skin Enterprises, Inc. (NYSE:NUS), the sources said.

Both Herbalife and Nu Skin are currently under investigation by the regulatory authorities. Since neither Herbalife nor NU Skin have responded to this news, it remains unclear why TPG’s interest in the two companies halted without any investment.

At present, the private equity firm is seeking to acquire Avon Products, Inc. (NYSE:AVP), according to a report on Dealreporting, citing inside sources. Stock of the struggling cosmetics multi-level marketer soared 20% during trading on Thursday as speculations regarding Avon going private emerged.

Analysts at B. Riley noted that the deal could potentially be made around $11-14 per share. However, another analyst at Wells Fargo issued a report addressed to clients on Friday, stating it was skeptical about the possibility. This sent Avon shares down 7.9% to $7.98 the same day.

According to speculations, if TPG Capital abandons investing in the cosmetics company after the discussions concerning Avon going private do not work out, the private equity firm could renew its interest in the nutrition company.

The sources say: “If TPG does not buy Avon, it might take a new look at Herbalife.”
Given Herbalife has seen its sales trend on a downward trail, and given TPG Capital’s focus on distressed companies looking for a turnaround, the private equity firm is more likely to opt for Herbalife.

Even though it is not clear why TPG’s interest in Herbalife ended, the obvious reason appears to be the company’s deteriorating share price, which has been slashed to half since last year. January 2014 saw Senator Ed Markey calling for an investigation into the company’s business model. Soon after the stock began to tumble and continues to do so.

The share price continued to tumble since only two months later in March 2014, the Federal Trade Commission initiated its probe into the company, which was followed by another investigation by Justice Department in April. Several other regulators, including the US Securities and Exchange Commission and State Attorney Generals, look at the troubled nutritional supplements provider.

Herbalife stock has been under a volatile streak for the past two years, following allegations by Pershing Square Capital Management’s activist investor Bill Ackman. Mr. Ackman accused Herbalife of operating under a pyramid scheme.

This accusation which Mr. Ackman vehemently reiterates time and again and the company repudiates is what has sparked the string of investigations by different regulatory bodies.

TPG is raising private equity funds worth $10 billion, looking to invest in companies that boast of “unique brands, products and services, defensible and specialized distribution models”.

Herbalife has been under a cloud for some time, surrounded with a series of accusations and investor skepticism.

Recently, it has been performing on pure investor sentiment, with price tumbling every time Mr. Ackman revived his attack, and then rising again on some favorable news supporting the company.

TPG Capital’s investment in the company would definitely take investors off-guard, causing them to weigh in on the stock and bid up the price substantially.

[ 本帖最後由 kaka 於 2015-2-5 14:25 編輯 ]
作者: kaka    時間: 2015-2-18 00:41

Soros 也持有Herbalife      剛才看google finance的新聞
作者: kaka    時間: 2015-2-18 02:04

打官司果然醉翁之意不在酒
真打假打,聲東擊西...

索羅斯買進Herbalife   
Ackman 賣出 ,賺放空的錢


http://www.bloomberg.com/news/articles/2015-02-17/soros-said-to-have-increased-herbalife-stake-after-shares-tumble

Soros Boosts Herbalife Stake After Shares Fall



George Soros, billionaire and founder of Soros Fund Management LLC, left, gestures during a Bloomberg Television interview at his home in London, on March 12, 2014. Photographer: Simon Dawson/Bloomber Recommended


(Bloomberg) -- George Soros’s fund boosted its stake in Herbalife Ltd. in the fourth quarter, according to two people familiar with the matter, signaling that the embattled maker of diet shakes and supplements still has the billionaire’s backing.

The investor’s New York-based firm, Soros Fund Management LLC, will disclose details in a filing as early as Tuesday, said the people, who asked not to be identified because the move isn’t yet public.

Herbalife, which sells nutrition products through a network of independent distributors, came under fire in 2012 from investor Bill Ackman, who accused it of being a pyramid scheme. That led to a probe by the U.S. Federal Trade Commission and slowing growth at Herbalife, which has switched to more conservative sales practices. The stock plummeted last year as Herbalife’s woes mounted.

The shares jumped as much as 6.5 percent to $34.90. They were trading at $33.50 at 10:08 a.m. in New York, up 2.2 percent.

Soros’s increased stake in the fourth quarter follows a period in which the firm pared its holdings. It cut its stake by 2.85 million shares, or about 60 percent, in the third quarter. The value of the stake had declined by 73 percent to $82.6 million in that period. Herbalife was the fund’s 31st-biggest holding, according to a 13F filing at the time.

The Herbalife situation is a showdown of billionaire investors, with Soros and Carl Icahn lining up against against Ackman. In recent months, Ackman has held the upper hand: The shares have fallen by more than half from last year’s high.

Another of Herbalife’s backers, Perry Capital, divested its stake in the nutrition company in the fourth quarter. The investment firm sold about 5.6 million shares, which were valued at $243.9 million at the start of the quarter, according to a filing Friday with the U.S. Securities and Exchange Commission.

Meanwhile, Bill Stiritz, the company’s fourth-largest shareholder, has added to his stake, a person with knowledge of the matter said last month. Stiritz, who reported an 8.2 percent stake in Herbalife a year ago, won’t be required to file a regulatory disclosure, said the person, who asked not to be identified because the situation isn’t yet public. Regulators require large shareholders to disclose a significant addition to their stake.

To contact the reporter on this story: Duane D. Stanford in Atlanta atdstanford2@bloomberg.net

To contact the editors responsible for this story: Nick Turner atnturner7@bloomberg.net James Callan

[ 本帖最後由 kaka 於 2015-2-18 02:12 編輯 ]
作者: Friendk    時間: 2016-1-5 09:54

NNI現有機會以更低成本持有, 只是過去一年的跌勢不知因何而來?升息嗎?
[quote]原帖由 mikeon88 於 2015-2-3 16:02 發表
我和Ackman桑都參與了HLF股票，
他作空，我是長期股東；
他作股票作到反目成仇，我則股價跌到零也無所謂；
他的績效很不錯，我也滿意我自己；
他工作時間很長，我每天喝咖啡滑手機；
他很認真做研究，我只想3秒鐘；
這就是我們的差別。

Geez~說來有人又不相信了，
昨天以前我還不知NNI是啥覓碗糕，
想不到3秒鐘就買了。
作者: kaka    時間: 2017-12-31 15:42

[英國除蟲公司]Rentokil Initial plc (ADR) OTCMKTS:RTOKY LON:RTO

http://mikeon88.freebbs.tw/viewthread.php?tid=44765&extra=page%3D1
作者: kaka    時間: 2017-12-31 16:20

日本..婦女嬰兒幼兒產品...Pigeon Corporation (日股 7956 ,美股 PGENY)


http://english.pigeon.co.jp

會社概要
http://www.pigeon.co.jp/about/company/index.html

商品一覧
http://products.pigeon.co.jp/


PIGEON CORPORATION is a company mainly engaged in the manufacture, purchase and sale of childcare and nursing products.

Along with its subsidiaries, PIGEON is active in three business segments.

The Domestic Baba-Mama segment is involved in the manufacture, purchase and sale of child care products.

The Child Rearing Support segment is engaged in the child care, baby-sitting and early childhood education businesses.

The Healthcare and Nursing segment is engaged in the manufacture, purchase and sale of nursing care products, and the provision of home-care support services.

The Overseas segment is involved in the manufacture, purchase and sale of child care products through its overseas subsidiaries.

As of January 31, 2014, the Company had 18 subsidiaries and one associated company.








作者: kaka    時間: 2018-2-18 09:52

作者: kaka    時間: 2018-2-18 09:55

墨西哥..Kimberly-Clark de Mexico (墨西哥 KIMBERA,美股 KCDMY)


http://www.kimberly-clark.com.mx

https://en.wikipedia.org/wiki/Kimberly-Clark_de_M%C3%A9xico

Kimberly-Clark de México is the Mexican subsidiary of American corporation Kimberly-Clark and was founded in 1931 with the commercialization of Kotex in Mexico, currently the company is headquartered in Mexico City.

The company engages in the manufacture and commercialization of disposable products for daily use by consumers within and away-from home in Mexico and internationally. The company’s products include diapers and child care products, feminine pads, incontinence care products, bath tissue, napkins, facial tissue, hand and kitchen towels, wet wipes and health care products.

Today the company has 7 000 direct employees and over 10 thousand indirect jobs, driving a large number of chains that benefits thousands of Mexican families.

http://www.google.com/finance?q=OTCMKTS%3AKCDMY&ei=Zvv2VJD6G8aGuQSuvYDIDA

Kimberly-Clark de Mexico SAB de CV is a Mexico-based company, which is engaged in the manufacture and distribution of consumer products and personal care and household hygiene for the daily use inside and outside the home.

The Company’s product portfolio includes disposable diapers, sanitary towels, bathroom and facial tissues, napkins, kitchen towels, hand towels, among others, which are destined for domestic and industrial consumption.

The Company’s brand portfolio includes Huggies, KleenBebe, Petalo, Kotex, Kleenex, Depend and Cottonelle, among others. The Company operates through a number of production plants, as well as distribution warehouses





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