Trade Idea: Asahi Group - USD2bn Placement Overhang
Asahi Group Holdings (2502 JP) announced the acquisition of Anheuser Busch Inbev Sa/Nv (ABI BB)'s Australian business in July 2019. The completion...
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Covid-19/ Economic Impact/ Propaganda/ US-China/ Driverless Cars
China News That Matters More coronavirus cases outside China than within Sit over there Citizens fight back against censors Sales and suspicion...
277 Views
Budweiser Brewing APAC IPO - Valuation Corrigendum, Index Inclusion Timeline and Quick Take on M&A
Budweiser Brewing Company APAC (1876 HK) (ABIAPAC) is looking to raise up to US$9.8bn in its Hong Kong IPO. I've covered the background and...
696 Views
Budweiser Brewing Company APAC IPO - Looks Reasonable at the Low End. It Should Go into MSCI, Early.
Budweiser Brewing Company APAC (1876 HK) (ABIAPAC) is looking to raise up to US$9.8bn in its Hong Kong IPO, which would make it one of the largest...
788 Views
Budweiser Brewing Company APAC Pre-IPO - PHIP Updates Further Indicate the Need for Split Valuations
Budweiser Brewing Company APAC (0338867D HK) (ABIAPAC) is looking to raise US$5bn+ in its Hong Kong IPO, which would make it one of the largest...
650 Views