The reason for including Abbott india in the portfolio is the longivity of the business matches with period for which I am willing to hold investment. At the same time, the reason for low allocation is because inferior risk profile as discussed before and low reinvestment rates. Following table gives comparison of reinvestment rate between Abbott Vs Nestle. Low reinvstment can result in below par results over long term. Having said that, Abbott India has done acquestion in the past ( domestic business of piramal ). My approach is here is to keep low allocation and hold long term for any positive risk to play out
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