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  • Squawk / 01 March 2016 at 12:37 GMT
    "Carlsberg is behind in digital, it will cost to catch-up
    Carlsberg has noted that the group is behind in digital presence. This is evidenced when comparing the Facebook 'like' presence of the flagship Carlsberg brand against that of the Heineken brand – on either an absolute or volume-relative basis. We compare A&P spending more closely in the margin section." UBS
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  • Squawk / 01 March 2016 at 12:36 GMT
    "Recent European Nielsen data (off-trade volume and sales) indicates that Heineken continues to perform well in Western Europe – a key market for the premiumisation strategy given aging demographics and limited pricing power. Heineken's sales growth in the last 12 weeks has been +3.6% vs the market overall +1.9% and Heineken has gained share in the last 4 weeks as well as over the last 52 weeks. Carlsberg in contrast has lost share over all three period, in the last 12 weeks sales were -3.8%. " UBS
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  • Squawk / 01 March 2016 at 12:35 GMT
    "Heineken best-placed for 2016, reiterate Buy; Carlsberg downgrade to Sell (from Neutral) " UBS « "We continue to believe Heineken's category exposure is the most attractive within the global brewers given it has the highest exposure to premium beer, cider and low/no alcohol categories. These categories over the long term offer stronger volume growth, higher price/mix and better margins than mainstream lager. Furthermore the flagship Heineken brand is the largest global brand by volume with well-established brand equity (see below for global Facebook 'like' comparisons) which allows Heineken to more easily penetrate new markets. "
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  • Squawk / 14 November 2015 at 8:32 GMT
    Senior Analyst /
    Saint Vincent and the Grenadines
    Weekly Trading Forecasts on Major Pairs (November 16 - 20, 2015)

    Dominant bias: Bearish
    EURUSD did not move upwards or downwards significantly last week, though the outlook remains bearish. Last week was the week in which the FX markets consolidated the most this year, with certain pairs and crosses not going up or down by 50 pips throughout the week. EURUSD simply vacillated between the support line at 1.0700 and the resistance line at 1.0800, but there might be a breakout this week, which would favor the current bearish outlook (although the consolidation could continue for some time).

    Dominant bias: Bullish
    Just like EURUSD, USDCHF moved in a tight range last week. Price moved between the great psychology level at 1.0000 and the resistance level at 1.0100. The ranging movement could keep on happening for some time, but a breakout would eventually happen, which would probably favor bulls,

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  • Editor’s Picks / 11 November 2015 at 11:58 GMT

    Cheers! AB InBev confirms SABMiller deal

    Belgian brewing giant AB InBev has reached an agreement with SABMiller over the terms of its takeover, announcing that it will pay £44 ($66.7) per share for the London-listed drinks company valuing it at $105 billion, CNBC reports. As part of the deal, which is expected to be completed in the second half of 2016, AB InBev will not own SABMiller's US business, selling off SABMiller's MillerCoors division and the Miller Global Brand Business to Molson Coors. The transaction is expected to be worth some $12 billion.
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  • Article / 23 October 2015 at 10:10 GMT

    Earnings Watch: China should support Apple growth

    Head of Equity Strategy / Saxo Bank
    Apple reports FY15 Q4 earnings on Tuesday. Investors will be focusing a lot on China due to the ongoing uncertainty of China's economy but also the country's importance for Apple which accounted for 27% of revenue in the previous quarter. Nothing suggests that demand is slowing down and we maintain our bullish view on the stock. In addition 367 companies will report earnings.
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