BUD

Anheuser-Busch Inbev SA/NV

Consumer


Presented:01/07/2015
Price:$109.42
Cap:$176.00B
Current Price:$65.43
Cap:$114.50B

Presented

Date01/07/2015
Price$109.42
Market Cap$176.00B
Ent Value$227.46B
P/E Ratio20.26x
Book Value$32.61
Div Yield2.3%
Shares O/S1,607.88M
Ave Daily Vol1,403,000
Short IntN/A

Current

Price$65.43
Market Cap$114.50B
Anheuser-Busch InBev SA/NV, a brewing company, produces, markets, distributes, and sells beer. It offers a portfolio of approximately 200 beer brands. The company’s international brands include Budweiser, Stella Artois, Corona, and Beck’s; multi-country brands consist of Leffe and Hoegaarden; and local brands primarily comprise Bud Light, Skol, Brahma, Antarctica, Quilmes, Victoria, Modelo Especial, Michelob Ultra, Harbin, Sedrin, Klinskoye, Sibirskaya Korona, Chernigivske, and Jupiler. It also offers soft drinks. The company has operations in approximately 24 countries. Anheuser-Busch InBev SA/NV was founded in 1366 and is headquartered in Leuven, Belgium.

Publicly traded companies mentioned herein: Anheuser-Busch InBev SA/NV (BUD), Diageo PLC (DEO), PepsiCo Inc (PEP), SABMiller PLC (SAB LN)

Highlights

The presenter is long shares of Anheuser-Busch InBev (BUD) at ~$106, and thinks the entry point is attractive. BUD’s core business is accelerating, and investors can back the “best management team in the world” at a time when the leverage ratio is relatively low and there are a number of potential M&A targets. At the very least, he thinks the risk/ reward is favorable over the next six months as recent price increases went well and near terms comps are relatively “easy.”

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Idea Discussion

Commentor 1 - 2 weeks ago

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