Anheuser-Busch InBev: Something Is Amiss
AB InBev has one of the strongest fundamentals in the sector, but share price performance is still akin to a high-risk cyclical stock. Lingering...
167 Views
Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
411 Views
Tsingtao Brewery Placement - Fosun Is Back Again, Settling into a Pattern
Fosun International (656 HK) aims to raise around US$300m via selling 1.8% of Tsingtao Brewery Co Ltd H (168 HK). This is not the first selldown by...
269 Views
Recent ESG-Linked and Sustainable Bond Issues Are Breaking Records in Size and Demand
Recently, three record-setting ESG-linked and sustainability-linked bond issues totaling US$15 billion. Three deals, two months into the year, and...
234 Views
Asahi Group Placement - Quick Note - Needs to Correct Some More or Offer a Bigger Discount
Asahi Group Holdings (2502 JP) announced its plans to raise around US$1.6bn (JPY172bn) to fund the acquisition of CUB on 25th Aug. The acquisition...
380 Views