Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
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Heineken (HEIA NA) Vs. Heineken Holdings (HEIO NA): Which Tap?
The capital structure of Heineken NV (HEIA NA) is a typical chain of control. The Heineken family controls Heineken through its majority stake in...
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Holdco Analysis -Heineken Holding: NAV Discount Breaking Out to a Four-Year High
Smartkarma recently added a new company/holdco to its list of holdcos under the incredibly useful Holdco Monitor tool. The latest addition to the...
565 Views
Budweiser APAC IPO: Same Wolf But This Time in Sheep’s Clothing
Budweiser APAC first filed for an IPO in May 2019 with expectations of becoming the largest IPO of the year. However, it failed to materialise as...
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Asahi to Acquire AB InBev's Carlton & United Breweries: Positive for Asahi Not so for AB InBev
AB InBev is the world’s largest brewing company with headquarters in Belgium and operations in over 100 countries. The company owns over 500...
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