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...
432 Views
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...
495 Views
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...
363 Views
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...
720 Views
Trade Ideas: China Showing Signs of Recovering While the Rest of the World Slows Down
There are now various media reports and company filings indicating that the on-the-ground situation in China is starting to improve. To add to that...
608 Views