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Asahi Group Holdings (2502 JP)
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189
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Consumer Staples
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Japan
Asahi Group Holdings, Ltd. produces beer and other beverages including non-alcoholic drinks. The Company sells its products in Japan and overseas.
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bullish
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Singapore Airlines
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24 Oct 2021 07:42
Last Week in Event SPACE: Singapore Air, Evergrande/Hopson, HomeCo/Aventus, Irongate, Shinsei Bank
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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340 Views
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bullish
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Kirin Holdings
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22 Oct 2021 16:36
Kirin: Holdco Discount Could Unwind As Institutional Investors Return Following Myanmar JV Troubles
Institutional investors are starting to return to Kirin in anticipation of a settlement for the Myanmar JV issues. We expect this change in...
Oshadhi Kumarasiri
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412 Views
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bullish
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Kirin Holdings
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16 May 2021 23:27
Kirin Seems Enticing from a Holdco Perspective, but Myanmar JV Still Poses Reputational & ESG Risks
We think the market has already overreacted to Myanmar’s JV troubles, but with the Myanmar coup still in the news, there is a chance that Kirin...
Oshadhi Kumarasiri
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187 Views
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bearish
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Kirin Holdings
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22 Apr 2021 19:06
TSE Restructure Might Force Japanese Beer to Break Their Capital Tie-Ups with Restaurant Chains
We expect the Japanese restaurants sector to remain oversold over medium term driven by the sell down of cross holdings by Japanese beer companies....
Oshadhi Kumarasiri
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381 Views
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bearish
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Kirin Holdings
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04 Mar 2021 20:07
Norges Bank Puts Kirin On a Watchlist Over Ties with Myanmar Military Linked JV
We believe the market has already factored in the worst-case scenario for Kirin. That said, The Norges Bank putting Kirin on a watchlist could...
Oshadhi Kumarasiri
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372 Views
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