Yes, TAP looks cheaper, but the growth prospects to me look much better for BUD and especially ABEV. Both (BUD & ABEV) have big dividends with 4-5% yields and ABEV is net debt free, so... login to read the rest
You make some reasonable points. Re: the shift to craft beer moderating, see the writeup -- it's an informed hypothesis based on some data, but of course it's a prediction and could be wrong. I considered... login to read the rest
I'm not big on relative valuation, but TAP's multiple looks cheaper to me.
Just looking at headline numbers, I see forward multiples (based on analyst consensus for normalized earnings) of ~19-20x for BUD and ABEV, and
What's the long term EPS growth of this business given the declining top line? How do you expect them to decrease costs by an even higher percentage to offset that? Is there something happening to... login to read the rest
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