Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Budweiser Brewing APAC Lock-Up Expiry: The Big Pitcher
Budweiser Brewing Company APAC (1876 HK) shares currently trade 21% below its IPO price of HK$27.00 per share. Notably, the six-month lock-up...
300 Views
Budweiser APAC Lock-Up Expiry - If This Lasts a While, ABI Might Need to Sell More
Budweiser Brewing Company APAC (1876 HK) (BUDAPAC) IPO lock-up will expire on 30th Mar 2020, six months post its listing. While the Budapac's...
370 Views
Thai Beverage (THBEV TB) - Brewing Spin-Off a Positive Catalyst
The recent announcement that Thai Beverage (THBEV SP) is potentially looking to spin-off its brewing operations, which are mainly its beer assets...
505 Views
Budweiser APAC 9M19 Results - Nothing at All to Write Home About
Budweiser Brewing Company APAC (1876 HK) (BUDAPAC) reported its 9M19 results today. Since my previous note on 14th Oct 2019, Budweiser APAC IPO...
438 Views