Robert's Feed
Oct 6, 2015
via Breakingviews

SABMiller’s growth focus raises Budweiser stakes

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Anheuser-Busch InBev’s potential $100 billion takeover of SABMiller is brewing up a storm. It has been three weeks since news broke that the Budweiser beer company was mulling a takeover. Until SABMiller’s second-quarter trading statement of Oct. 6, there was nothing else for shareholders to chew on. But the ostensibly ordinary sales update raises the stakes.

Sep 24, 2015
via Breakingviews

Bud-SAB tie-up hinges on a scramble for Africa

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

Africa is Budweiser’s lost continent. For SABMiller, it is the jewel in the crown. Where Anheuser-Busch InBev is basically absent, Africa generated 28 percent of SAB’s revenue and 30 percent of its EBITDA last year. That’s the key to a potential offer by the Budweiser brewer for its $89 billion rival.

Sep 24, 2015
via Breakingviews

Bud-SAB tie-up hinges on a scramble for Africa

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

Africa is Budweiser’s lost continent. For SABMiller, it is the jewel in the crown. Where Anheuser-Busch InBev is basically absent, Africa generated 28 percent of SAB’s revenue and 30 percent of its EBITDA last year. That’s the key to a potential offer by the Budweiser brewer for its $89 billion rival.

Sep 18, 2015
via Breakingviews

England will win the Rugby World Cup

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Bookmakers rate New Zealand as firm favourites to win the Rugby World Cup, which kicks off at Twickenham Stadium in London on Friday. Tackled as a data-driven number-cruncher, however, there’s a different possible outcome. An analysis by Breakingviews – which deployed a similar approach and some luck to forecast Germany as the winner of the 2014 soccer World Cup – suggests that England, the host nation, will triumph.

Sep 18, 2015
via Breakingviews

England will win the Rugby World Cup

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Bookmakers rate New Zealand as firm favourites to win the Rugby World Cup, which kicks off at Twickenham Stadium in London on Friday. Tackled as a data-driven number-cruncher, however, there’s a different possible outcome. An analysis by Breakingviews – which deployed a similar approach and some luck to forecast Germany as the winner of the 2014 soccer World Cup – suggests that England, the host nation, will triumph.

Sep 17, 2015
via Breakingviews

Bud can swallow SABMiller without busting a gut

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Anheuser-Busch InBev should be able to swallow a deal with SABMiller without busting a gut. Even at a huge-sounding $110 billion, the Belgo-American brewer could take on its Anglo-South African rival by paying partly with equity and making disposals that ease the burden further.

Sep 16, 2015
via Breakingviews

Bud’s mega-beer deal will brew global reset

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

After years of brewing speculation, Anheuser-Busch InBev has at last approached rival SABMiller about a takeover that would create the world’s largest beer company by a long shot – worth around $280 billion. A deal would crown years of global consolidation of the brewing industry and spark a climactic round of regional disposals, spins and amalgamations.

Sep 16, 2015
via Breakingviews

Bud’s mega-beer deal will brew global reset

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

After years of brewing speculation, Anheuser-Busch InBev has at last approached rival SABMiller about a takeover that would create the world’s largest beer company by a long shot – worth around $280 billion. A deal would crown years of global consolidation of the brewing industry and spark a climactic round of regional disposals, spins and amalgamations.

Sep 9, 2015
via Breakingviews

Heineken crafts telling move away from global beer

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Heineken is crafting a significant shift in strategy. Of all the big brewers, it has done the most to build a single, eponymous, global beer brand. It more or less invented the premium beer market in the United States. Now, in buying a 50 percent stake in Lagunitas Brewing Company, a Californian outfit known for its India Pale Ale (IPA), it has grasped what global peers AB InBev and SABMiller already twigged – brewers can no longer hang their hats on global brands alone.

Sep 9, 2015
via Breakingviews

Heineken crafts telling move away from global beer

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Heineken is crafting a significant shift in strategy. Of all the big brewers, it has done the most to build a single, eponymous, global beer brand. It more or less invented the premium beer market in the United States. Now, in buying a 50 percent stake in Lagunitas Brewing Company, a Californian outfit known for its India Pale Ale (IPA), it has grasped what global peers AB InBev and SABMiller already twigged – brewers can no longer hang their hats on global brands alone.

    • About Robert

      "Robert is Assistant Editor of Reuters Breakingviews, based in London. He has a special focus on investment, writing about it on a global basis. Robert worked for The Times, in London, in a variety of writing and editing capacities from 1998 to 2010. For nearly 10 years he edited the newspaper’s daily Tempus investment column. He was also deputy business editor, acting business editor, a leader writer, the chief obituaries writer and a news editor in the home affairs department. Prior to joining The Times, Robert worked on The Independent and the London Evening Standard. His most recent book is ..."
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