Heineken / Heineken Holdings NAV Discount
Heineken NV (HEIA NA) sits at the bottom of a holding chain. The Heineken family controls Heineken through its majority stake in Heineken Holding...
690 Views
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...
492 Views
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...
449 Views
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...
3.7k Views
Budweiser APAC Lock-Up Expiry - If This Lasts a While, ABI Might Need to Sell More
Budweiser Brewing Company APAC (1876 HK) (BUDAPAC) IPO lock-up will expire on 30th Mar 2020, six months post its listing. While the Budapac's...
518 Views