Selected European HoldCos and DLC: May 2026 Report
Holding company discounts are increasingly catalyst-driven. Vivendi remains the key idea at a 43.6% NAV discount, while Porsche SE, GBL and Rio...
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Sector Capsule: Beer in Hong Kong, China
Beer increased by 2% in total volume terms in 2017, to reach 169 million litres. Imported lager maintained higher total volume sales than domestic...
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Sector Capsule: Beer in France
Sales of beer registered total volume growth of 3% to reach 2.1 billion litres in 2017. The category widened its consumer base within both non...
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Sector Capsule: Beer in the United Kingdom
In 2017, beer recorded a 1% decline as total volume sales amount to 4.5 billion litres. Craft and premiumisation had the biggest impact on beer in...
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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...
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