Selected European Holdcos and a DLC: June Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients. All...
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Heineken / Heineken Holdings NAV Discount
Heineken NV (HEIA NA) sits at the bottom of a holding chain. The Heineken family controls Heineken through its majority stake in Heineken Holding...
488 Views
Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
366 Views
AB InBev: Not Short of Liquidity, Share Price Reaction Is Unjustified
Following Anheuser Busch Inbev Sa/Nv (ABI BB)’s leveraged acquisition of Sabmiller Plc (SAB LN) in 2016, ABI’s shares declined by 50% to bottom at...
376 Views
Heineken (HEIA NA) Vs. Heineken Holdings (HEIO NA): Which Tap?
The capital structure of Heineken NV (HEIA NA) is a typical chain of control. The Heineken family controls Heineken through its majority stake in...
3.2k Views