HINKF News and Press, Heineken N.V. From 04/24/23

2023-04-24 06:56:17 ET Deutsche Bank lifted its price target on Heineken N.V. ( OTCQX:HEINY ) on Monday on the view that the beer company's growth algorithm is worth much more. Analyst Mitch Collett and team said Heineken ( OTCQX:HEINY ) signaled its desire to adjust the ba...

2023-04-16 02:34:24 ET Summary Anheuser-Busch InBev found itself in deep water with one side of the American political spectrum due to collaboration with a transgender influencer. While a boycott may seem scary, there is no significant data that suggests that the company will be m...

2023-04-13 18:40:41 ET Summary Anheuser-Busch is a large beer company but has not had a strong track record. The company is highly indebted in a rising rates environment, and shares are rather pricey compared to the broad market and to BUD's peers. A recent ad campaign has lik...

2023-03-22 10:28:31 ET Boston Beer Company ( NYSE: SAM ) shares rose on Wednesday as Bernstein advised clients that Heineken ( OTCQX:HEINY ) could be a possible acquirer. Equity analyst Nadine Sarwat indicated that the acquisition of key Boston Beer properties Twisted Te...

The following slide deck was published by Heineken N.V. in conjunction with their 2022 Q4 earnings call. For further details see: Heineken N.V. 2022 Q4 - Results - Earnings Call Presentation

Summary FEMSA's fourth quarter results were mixed, with healthy core traffic at OXXO, but some softness in retail margins and higher expenses for the digital businesses. Management completed their strategic review and announced a return to the company's core operations (retail, Coca-Col...

Summary Bill Gates bought 3.8% of Heineken Holding for $902 million. Heineken is controlling the bear case narrative favoring price over volumes. Guidance reiterated and so is our valuation. For further details see: Bill Gates Loves Beer And Heineken Is Sti...

Summary At Heineken's Investor Day, the company released many strategic updates that fully support our investment thesis. In 2023, we already incorporated a decline in Europe, but we also forecasted a high-single-digit EBIT growth. Managements confirmed its 2022 outlook and so did o...

Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore fu...

Summary Heineken operates in a very resilient industry, which was not prepared for a pandemic. Heineken is recovering quickly post-covid as people can drink more outdoors, but only Asia has a lot of recoveries left. I think Heineken is still too expensive to make it worthy of ...