Heineken N.V. (ADR)

  • Is This Brewer Biting Off More Than It Can Chew?

    By Fani Kelesidou - August 5, 2013 | Tickers: BUD, HEINY, SBMRY

    For Belgians, beer it's not just a frothy drink. There's a whole culture that lies behind the nearly 500 different types of brew – many of which are served in their own, personalized glass – and the hundreds of breweries that date back centuries.

    No wonder Anheuser-Busch InBev's (NYSE: BUD) roots can be traced back to Den Horen, one of the oldest breweries in Belgium. Yet, despite its long more »

  • Is the Beer Industry Frothy or Flat?

    By Brian Hill - June 26, 2013 | Tickers: BUD, SAM, HEINY

    The beer industry is considered one of the more recession-proof industries because when consumers feel the pinch of bad economic times, they switch from more expensive beverage choices such as wine and spirits and seek refreshment from the cold suds. That said, the Brewers Association reported that total beer sales in the United States were up less than 1% by volume in 2012. Rather flat.

    But there is a segment more »

  • The World’s Third-Largest Beer Brewer Is Still a Bargain

    By Daniel James - May 3, 2013 | Tickers: BUD, HEINY, SBMRY

    Over the last few months, it has been the defensive sectors that have led the rally higher, instead of the more cyclical stocks. While this may be in anticipation of a major correction coming soon, it has in any case left many consumer staple stocks trading at relatively high valuations. As always, there are a few exceptions.

    One major European beer brewer, by now a household name, is still trading more »

  • Beer Sales are Increasing in the United States – A Toast to Five Brewers

    By Brendan O'Boyle - April 24, 2013 | Tickers: BUD, SAM, ABV, HEINY, TAP

    For the first time since the recession, shipments of American’s go-to alcoholic drink rose last year particularly for smaller craft beers, which according to the Brewers Association rose from 11.5 million barrels in 2011 to 13.2 million barrels in 2012. Beer sales have struggled in recent years particularly because the key consumers of beer are blue-collar males in their 20s, a segment that was hit particularly hard more »

  • Banking, Beer, & BP

    By Nick Slepko - February 19, 2013 | Tickers: BKVZY, BP, GS, HEINY, SBRCY.PK

    Max Lutikov-Kurono was raised in Moscow, took his first job abroad in Morocco, got his MBA in Singapore while being the first graduate student from Russia at the NUS Business School. He later set up the first Russia-focused wealth management practice in Singapore. He is also a Director of Emerging Capital Group (a firm focusing on private equity investing in Asia's mining sector) and the Portfolio Manager of the more »

  • The Next Asian Bubble?

    By Reuben Brewer - February 5, 2013 | Tickers: BUD, DEO, HEINY, KKR

    Asia is clearly the big growth story these days, and for good reason. However, with every growth story there are, invariably, excesses that take place. One that's “brewing” in the region today is beer and spirits. With the prices being paid, it looks like some companies will require impressive growth from the region to make their deals work out.

  • Brew up Growth With These Beer Companies

    By Bob Ciura - January 29, 2013 | Tickers: BUD, HEINY, TAP

    Beer stocks have performed well in recent years, and a few of them are poised for further growth in 2013 and beyond.  A reality of human nature is that most of us have a vice, and these companies offer both satisfying beverages to adult consumers and growth to shareholders.  After solid performance in 2012, is there more room to run for these beer stocks?  Or, conversely, have shares gotten too more »

  • 5 Food & Drink Companies “Suffering” to Ensure a Strong Future

    By Kyle Mowery - January 22, 2013 | Tickers: KO, DEO, DANOY.PK, HEINY, NSRGY

    Tom Russo of Gardner, Russo & Gardner has a strong track record in international value investing. Previously with the Sequoia Fund, Russo invests with a long view of corporate profitability and brand building:

    "The three prongs that I look for when investing in a business are: the fifty cent dollar bill, the capacity to reinvest in great brands and the 'capacity to suffer.' The 'capacity to suffer' is key because often more »

  • Beer Bellies Increasing? Oh Yes They Are!

    By Cecil Sales - December 18, 2012 | Tickers: HEINY

    It's been quiet sometime since I've noticed an increase in the number of not so good looking bellies day by day. This observation is not just around me but I've been noticing them in various TV shows and news reports of people around the world. All of these thoughts came into perspective the minute I noticed the growth of the three largest brewery companies. Let’s take more »

  • Who Fancies a BUD?

    By Rupert Hargreaves - November 20, 2012 | Tickers: BUD, HEINY, TAP, SBMRY

    Beer. Although some would not like to admit it, it is a staple of modern day life. This kind of product has a certain defensive quality about it; unless there is a huge overnight change in perceptions, beer sales and their growth will rise in line with global population growth. The case for investment in the industry is simple--it is a fairly stable industry, and last year beer sales rose more »

  • Bet on Bond, James Bond

    By AnnaLisa Kraft - November 4, 2012 | Tickers: BUD, HEINY, IMAX, SNE

    Some of you James Bond fans have been waiting four long years for the new Bond film, "Skyfall," while the Bond film franchise was thought to be in freefall after MGM Entertainment Studios took a bankruptcy hiatus. But Bond is back, bigger and better in the 23rd Bond film, scream the promos. All Bond's boytoys are back, the Aston Martin, the cool spy gadgets, and the Bond girls.

    More more »

  • This Beer Brewer is Set to Conquer Asia

    By Daniel James - October 4, 2012 | Tickers: BUD, HEINY

    Introduction

    In my last article on Heineken (NASDAQOTH: HEINY), I made the case that this beer titan had room to grow, especially in Asia. I mentioned the company’s planned takeover of Asian Pacific Breweries (APB), owner of popular Asian beer brands such as Tiger and Anchor. Now that Heineken has completed this takeover, I thought it may be time to reassess the company’s prospects, and what exactly more »

  • Heineken's Conundrum

    By Chase Kimball - August 10, 2012 | Tickers: BUD, HEINY

    Anyone who has been to Asia will tell you about the ubiquity of Tiger beer all across the continent.  Though Singapore-based, you can find Tiger pretty much anywhere from Beijing to Bangkok.  Their parent company, Asia Pacific Breweries (APB), has 35 breweries across 12 Asian nations.  Needless to say, they have a pretty large footprint.  Heineken (NASDAQOTH: HEINY) knows this, and their bid for control of APB will get more »

  • Beer: The New Coke?

    By BA McKenna - August 7, 2012 | Tickers: BUD, KO, HEINY, TAP, SBMRY

    What’s your beer of choice? While I prefer Flying Fish’s Summer Ale, I’ll gladly enjoy an Anheuser-Busch InBev (NYSE: BUD) brew, such as a Bud or Corona, or a beer from other major producers, such as Heineken (NASDAQOTH: HEINY)

    Let's look first at demand:

    #1. Have Heat, Will Drink -- Beer

    An ice cold beer hits the spot on hot evenings, don't you think?

    I more »

  • This Beer Giant has Room to Grow

    By Daniel James - July 27, 2012 | Tickers: BUD, HEINY, SBMRY.PK

    Especially now, during times of economic and financial turmoil, I favor large cap names producing goods and services that people use on a daily basis. I will make no secret of the fact that I regularly indulge in a frosty brew, and I’m quite sure I’m not the only one.

    Living in the Netherlands, one of the things we pride ourselves on is the quality of our beer more »

  • Where to put Natty, Busch, and Michelob?

    By Chase Kimball - June 28, 2012 | Tickers: BUD, SAM, BREW, HEINY, TAP | Editor's Choice

    Although the rumors of AB InBev (NYSE: BUD) taking over Grupo Modelo are just that, rumors, the implications of such a transaction are causing visions of antitrust fairies to dance in our heads.  By buying the other 50% of Modelo (they already own a 50% non-controlling stake), AB InBev will crack the 20% mark of the global beer market by volume.  As of 2011, Modelo held 2.9% and AB more »

  • Budweiser Becoming a Global Brand

    By Tony Daltorio - May 24, 2012 | Tickers: BUD, HEINY, PEP

    When Belgian brewer Inbev bought Anheuser-Busch for $52 billion a few years ago forming Anheuser-Busch InBev NV ADR (NYSE: BUD), it had a plan in mind. A crucial part of that plan was to turn around the fortunes of Anheuser-Busch's flagship brand, Budweiser, and truly turn it into one of the most iconic brands on the planet, like Coca-Cola or McDonald's. 

    It is not easy to have a more »