CRE NEWBREWCO: Preparing for the Special Div, and SABMiller/ABInbev possibilities
17 Sep is the last day of trading with special dividend attached. On Friday, this HK$24-25 stock will (based off the last week's range)...
330 Views
QUICKNOTE: CRE Breaks Out vs Tsingtao, Finally... And Goes Ex-Div This Week
As Jon wrote in "Beer is Cheap, But Is It Cheap Enough" 5 months ago, CRE NEWBREWCO looked cheap vs Tsingtao. It took a while for the market to...
293 Views
A Sack full of Cash and Cheap Beer (or "The Good, The Meh, and the Ugly")
This trade deserves to be looked at again and again. The fair value of the residual portion (NEWBREWCO) - i.e. what you own after the Special...
360 Views
CRE: "Beauty is in the Eye of the Beer Holder"
The title is offered with apologies to its author - Kinky Friedman, a Texan lyricist, satiricist, wannabe country singer, writer, humorist and...
474 Views
291 HK: Jon's Beer is Now Really, Really Cheap
Jon Foster's original piece on the CRH deal for 70+% of CRE's assets suggested "Beer is Cheap, but is it Cheap Enough?". I put out a set of tables...
300 Views