Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader
Autor(a) principal: | |
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Data de Publicação: | 2021 |
Tipo de documento: | Dissertação |
Idioma: | eng |
Título da fonte: | Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
Texto Completo: | http://hdl.handle.net/10362/122909 |
Resumo: | This report is part of an Equity Research Report for AB InBev. First, a BUY recommendation for investors is given. The optimistic view on AB InBev is mainly based on its deleveraging strategy in order to return to a sustainable capital structure of Net Debt/Equity of 118.00% (pre-SABMiller acquisition level). Further, the shareholders’ return is driven by addressing the main beer market trends (premiumization, preference shifting, legalization of cannabis) through the expansion in to growing segments. The market leader is expected to benefit from the global trends by focusing on premium brands and expanding into new categories such as craft beer. AB InBev’s business in its different regions is analyzed and forecasted based on the drivers for the specific markets. |
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Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leaderAb inbevBeer marketPerformanceValuationDomínio/Área Científica::Ciências Sociais::Economia e GestãoThis report is part of an Equity Research Report for AB InBev. First, a BUY recommendation for investors is given. The optimistic view on AB InBev is mainly based on its deleveraging strategy in order to return to a sustainable capital structure of Net Debt/Equity of 118.00% (pre-SABMiller acquisition level). Further, the shareholders’ return is driven by addressing the main beer market trends (premiumization, preference shifting, legalization of cannabis) through the expansion in to growing segments. The market leader is expected to benefit from the global trends by focusing on premium brands and expanding into new categories such as craft beer. AB InBev’s business in its different regions is analyzed and forecasted based on the drivers for the specific markets.Martins, FranciscoRUNSommer, Lilian Barbara Anna-Maria2021-08-22T15:48:37Z2021-01-222021-01-042021-01-22T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/122909TID:202740706enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:04:23Zoai:run.unl.pt:10362/122909Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:44:53.407556Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse |
dc.title.none.fl_str_mv |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
title |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
spellingShingle |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader Sommer, Lilian Barbara Anna-Maria Ab inbev Beer market Performance Valuation Domínio/Área Científica::Ciências Sociais::Economia e Gestão |
title_short |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
title_full |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
title_fullStr |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
title_full_unstemmed |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
title_sort |
Ab inbev equity research report - impact of a challenging environment on the valuation of the beer market leader |
author |
Sommer, Lilian Barbara Anna-Maria |
author_facet |
Sommer, Lilian Barbara Anna-Maria |
author_role |
author |
dc.contributor.none.fl_str_mv |
Martins, Francisco RUN |
dc.contributor.author.fl_str_mv |
Sommer, Lilian Barbara Anna-Maria |
dc.subject.por.fl_str_mv |
Ab inbev Beer market Performance Valuation Domínio/Área Científica::Ciências Sociais::Economia e Gestão |
topic |
Ab inbev Beer market Performance Valuation Domínio/Área Científica::Ciências Sociais::Economia e Gestão |
description |
This report is part of an Equity Research Report for AB InBev. First, a BUY recommendation for investors is given. The optimistic view on AB InBev is mainly based on its deleveraging strategy in order to return to a sustainable capital structure of Net Debt/Equity of 118.00% (pre-SABMiller acquisition level). Further, the shareholders’ return is driven by addressing the main beer market trends (premiumization, preference shifting, legalization of cannabis) through the expansion in to growing segments. The market leader is expected to benefit from the global trends by focusing on premium brands and expanding into new categories such as craft beer. AB InBev’s business in its different regions is analyzed and forecasted based on the drivers for the specific markets. |
publishDate |
2021 |
dc.date.none.fl_str_mv |
2021-08-22T15:48:37Z 2021-01-22 2021-01-04 2021-01-22T00:00:00Z |
dc.type.status.fl_str_mv |
info:eu-repo/semantics/publishedVersion |
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/masterThesis |
format |
masterThesis |
status_str |
publishedVersion |
dc.identifier.uri.fl_str_mv |
http://hdl.handle.net/10362/122909 TID:202740706 |
url |
http://hdl.handle.net/10362/122909 |
identifier_str_mv |
TID:202740706 |
dc.language.iso.fl_str_mv |
eng |
language |
eng |
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info:eu-repo/semantics/openAccess |
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openAccess |
dc.format.none.fl_str_mv |
application/pdf |
dc.source.none.fl_str_mv |
reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação instacron:RCAAP |
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Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação |
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RCAAP |
institution |
RCAAP |
reponame_str |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
collection |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
repository.name.fl_str_mv |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação |
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