Tag:
AB InBev
Dominique Olivier
Watch out for the wellness wave
For decades, alcohol and cigarettes have been the go-tos for taking the edge off life’s chaos. With Gen Z opting out of these vices, Big Alcohol and Big Tobacco are scrambling to stay relevant in a world where wellness is the new rebellion. Dominique Olivier explores this phenomenon.
Ghost Bites
GHOST BITES (AB InBev | AECI | Barloworld | Bidcorp | Hammerson | Momentum | Oceana)
Barloworld shareholders shunned the scheme. Alcohol volumes still dropping at AB InBev. AECI hopes to have turned the corner. Bidcorp and Momentum released strong numbers. Hammerson and Oceana had recent struggles.
Ghost Bites
GHOST BITES (Adcorp | AB InBev | MTN | Oceana | Pan African Resources | Renergen)
Adcorp's restructuring costs hit their profits. AB InBev's volume growth is mainly in no-alcohol beers. Pan African Resources delivered a great project. MTN Nigeria is still struggling. Oceana had a disappointing second half of the year. Renergen is pushing on through challenges.
Ghost Bites
GHOST BITES (AB InBev | EOH | Famous Brands | Grindrod | Harmony | Nampak | Zeder)
AB InBev, Grindrod and Nampak announced major deals, while Zeder completed one. EOH and Famous Brands released results. Harmony is happy to see the back of a legacy contract.
Ghost Bites
Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)
AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.
Ghost Wrap
Ghost Wrap #69 (KAL Group | AB InBev | Redefine | RFG Holdings | Calgro M3)
This podcast covers the latest from KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3, brought to you by Mazars.
Ghost Bites
Ghost Bites (AB InBev | Lesaka | MTN | Renergen)
AB InBev achieved margin growth despite volumes being lower. Lesaka has made a large acquisition. MTN Rwanda's EBITDA heads the wrong way. Renergen released financials.
Ghost Bites
Ghost Bites (Bell | Discovery | Gemfields | Grand Parade Investments | Investec | MC Mining | Renergen | Schroder Real Estate | Sibanye...
Discovery and Investec were the big numbers of the day. Renergen raised more capital. Look out for Grand Parade, MC Mining, Schroder, Sibanye, South32, South Ocean and Workforce as well.
