Budweiser APAC - Not Out of the Selldown Woods Yet, Worth a Reverse Enquiry for a Multi Bn US$ Block
Budweiser Brewing Company APAC (1876 HK) and its parent Anheuser Busch Inbev Sa/Nv (ABI BB) both reported their 1Q20 results on the 7th May...
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AB InBev: Not Short of Liquidity, Share Price Reaction Is Unjustified
Following Anheuser Busch Inbev Sa/Nv (ABI BB)’s leveraged acquisition of Sabmiller Plc (SAB LN) in 2016, ABI’s shares declined by 50% to bottom at...
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Placement/Trade Idea: Asahi Group - ACCC Approval Makes US$2bn Placement Just a Matter of Time
Australia Competition & Consumer Commission's (ACCC) today morning announced that it would not oppose the proposed acquisition of Anheuser...
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Budweiser Brewing APAC Lock-Up Expiry: The Big Pitcher
Budweiser Brewing Company APAC (1876 HK) shares currently trade 21% below its IPO price of HK$27.00 per share. Notably, the six-month lock-up...
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The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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