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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Sector Capsule: Spirits in South Korea
Headlines Total volume sales of spirits rise by 3% in 2016, to reach 1,425 million litres The new anti-bribery law strongly affects on-trade sales...
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United Spirits: Time to Book Profits
United Spirits is up >50% since the long term buy call in November and the expensive valuations beckon some profit booking. A lot of water has...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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