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  • Squawk / 01 March 2016 at 12:37 GMT
    -
    Portugal
    "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
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    Portugal
    "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
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    Portugal
    "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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  • Editor’s Picks / 15 February 2016 at 10:25 GMT

    Portfolio kaput? Drown your sorrows in Lehman Brothers Whiskey

    Yahoo Finance
    The once mighty Wall Street firm whose collapse kicked off the 2008 financial crisis is back — as a whiskey. London entrepreneur James Green worked with distillers in South Carolina and Scotland to create three different blends so people can taste the story of the biggest bankruptcy in US history, reports Yahoo Finance. "'Snapfire' is a young, spicy whiskey, meant to evoke the financial system's collapse. 'Ashes of Disaster' is smokier, and in the words of Green, has 'a contrite, bereft peatiness.' The third spirit, 'Evergreen,' has 'notes of optimism' and represents rebirth," Yahoo Finance says. Barclays, which bought part of Lehman, fought unsuccessfully to stop the whiskey from hitting the market. The whiskey maker's attorney said Barclays let the trademark on the Lehman Brothers name expire. "Who knows, if Lehman Brothers Whiskey takes off, you might soon be ordering Enron Vodka or Bear Stearns Beer at a watering hole near you," Yahoo says.
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    portia petterson portia petterson
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    murray bruce murray bruce
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    Karen Holander Karen Holander
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  • Article / 02 January 2015 at 9:30 GMT

    Daily Shot: Rising dollar won't lift all boats

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Rising dollar won't lift all boats
    One of the big financial stories of early 2015 looks to be the surging US dollar, which is placing a great deal of strain on emerging markets holding USD-denominated debt. Meanwhile, the Brazilian and Russian currencies continue to tumble and anti-US sentiment is rising in the streets of Moscow.
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  • Article / 31 December 2014 at 10:56 GMT

    Happy New Year, and cheap vodka for all!

    Russia oil and gas expert
    United Kingdom
    Happy New Year, and cheap vodka for all!
    Desperate times seem to be calling for desperate measures. The Russian government's decision to reduce the legal minimum vodka price in the new year might work as a clever short-term fix, but it only postpones the inevitable hangover.
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    4y
    m szabolcs m szabolcs
    A perfect subject for the last day of the year :) Nadia, thanks for maintaining your professional work all year and also wish you a great success...
    4y
    Nadia Kazakova Nadia Kazakova
    Thank you, good luck and Happy New Year!
    4y
    donovan80 donovan80
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