Business Happenings in the Americas that May Be “Below the Radar” - Week Ending December 22, 2018
Highlights of significant recent happenings include: Feeding the Dragon - Sumitomo Corp (8053 JP) buying into massive Chile copper...
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Last Week in Event SPACE: Fuji Film, Sichuan Swellfun, Daeduck, Suzuki, Energy Dev, Tesla
Last Week in Event SPACE ... Fujifilm Holdings (4901 JP)'s buyback should have a non-negligible positive impact Diageo Plc (DGE LN) gets a...
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Diageo / Sichuan Swellfun Partial Tender - A Last Minute Deal in China
UK alcoholic drinks conglomerate Diageo Plc (DGE LN) bought a stake in Sichuan Swellfun Co Ltd A (600779 CH) in 2007, then through a 49% stake in...
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Sector Capsule: Beer in the United Kingdom
In 2017, beer recorded a 1% decline as total volume sales amount to 4.5 billion litres. Craft and premiumisation had the biggest impact on beer in...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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