CRB (291.HK): More Bullets from Heineken
China Resources Beer Holdin (291 HK) has been the de facto market leader for beer player in China followed by Tsingtao Brewery Co Ltd H (168 HK)...
437 Views
Italian Chaos Jolts Markets, US Trip NotesâŚ
My view in the 17th May note that the âbond vigilantesâ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
218 Views
With âBrand Buildingâ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iâve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
346 Views
Sector Briefing: Beer in Vietnam (Prospects) - Part 3
Beer is expected to register a positive total volume performance over the forecast period, although at a slower pace than in 2016. The expected...
397 Views
Sector Briefing: Beer in Vietnam (Trends) - Part 1
Beer increases by 8% in total volume terms in 2016, to reach 3,636 million litresConsumers increasingly turn to branded beer for its quality and...
325 Views