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  • 3y
    Denisv Denisv
    Hello Peter! What you think about short Fresnillo, now it has P/E >200 it looks not very good
  • 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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  • Trade view / 17 September 2014 at 13:50 GMT
    Short term

    Diageo buzzing on beverage industry speculation

    Senior Market Analyst (Equities & FX) / Faraday Research
    United Kingdom
    Mergers and acquisitions are the talk of the beverage industry right now, and Diageo could be well poised to take advantage of the chatter. Having closed the gap produced by Monday's surge, the company's shares are presently sitting at an attractive point for entry.
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