Payback Period Longer Than Previous Deals
Having looked deeper into the potential merger between Anheuser-Busch InBev and SABMiller, we stand by our initial estimate of GBX 3,900-GBX 4,000...
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Tsingtao Delivers a Disappointing First-Half 2015 Result
Tsingtao delivered disappointing results for the first half of fiscal 2015, primarily due to intensified competition in China’s brewery industry,...
521 Views
The Most Beauteous Beerholder Now Has Our Undividended Attention
Today, China Resource Enterprises, Limited (291 HK) sees its market price basically drop in half.Once upon a time a magnificent(?) conglomerate of...
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CRE NEWBREWCO: Preparing for the Special Div, and SABMiller/ABInbev possibilities
17 Sep is the last day of trading with special dividend attached. On Friday, this HK$24-25 stock will (based off the last week's range)...
481 Views
QUICKNOTE: CRE Breaks Out vs Tsingtao, Finally... And Goes Ex-Div This Week
As Jon wrote in "Beer is Cheap, But Is It Cheap Enough" 5 months ago, CRE NEWBREWCO looked cheap vs Tsingtao. It took a while for the market to...
358 Views