Kimberly-Clark

Kimberly‑Clark shows a forward P/E of around 13 and a dividend yield of about 5.4 percent with a defensive, recurring business model. Operationally, profitability and adjusted earnings per share are increasing while gross margins are rising. The planned $48.7 billion deal with Kenvue could, through cost synergies and a broader product portfolio, significantly strengthen the market position and growth prospects. Taken together, the combination of stability, valuation discount and a potential catalyst offers further upside potential. » More on deraktionaer.de

Kimberly-Clark shares jumped about 8% this week after the company reported preliminary third-quarter revenue and EPS that beat estimates and Chinese authorities refuted social-media claims that Huggies diapers contained formamide. European and Brazilian regulators approved the planned Kenvue acquisition and Kimberly-Clark secured enough bondholder support to exchange Kenvue debt, clearing key deal hurdles. The combination of these developments and a defensive market rotation has driven the stock to its best weekly performance since October 2022 ahead of full Q3 results on Nov. 5. » More on cnbc.com

The EU Commission approved Kimberly-Clark’s takeover of Kenvue but made it conditional on Kimberly-Clark giving up its period-product brands Kotex, Lidie, Camelia and Record. Regulators feared otherwise there would be insufficient competition and possible price increases in the market for tampons and panty liners. Kimberly-Clark plans to sell the division to Turkish rival Dilek; the group had sought to acquire Kenvue for $48.8 billion. » More on manager-magazin.de