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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (1628)4/5/2007 2:09:38 PM
From: richardred  Read Replies (2) | Respond to of 7259
 
STZ-LIked today's report. Decided to buy some today to open a position 21.51.



To: richardred who wrote (1628)4/19/2007 12:14:33 AM
From: richardred  Respond to of 7259
 
Sector Glance: Alcoholic Beverages
Wednesday April 18, 4:08 pm ET
Analyst Report Says Beer Demand Growing Globally, but Spirits Gaining Market Share

NEW YORK (AP) -- Shares of alcohol companies were mixed Wednesday after Goldman Sachs analyst Marc Kandel released his 2007 beverage industry trends report. In the research sent to investors, Kandel said although beer remains the most popular and fastest growing alcoholic segment in the world, the spirits industry is gaining market share. The demand for beer remains far higher on a global level than in the U.S., where demand is growing at less than 1 percent a year.

Here is how some key alcohol stocks did on Wednesday:

Anheuser-Busch Cos., down 35 cents to $52.14

Molson Coors Brewing Co., up $1.36 to $97.12

Constellation Brands Inc., up 56 cents to $22.27

Diageo PLC, up 9 cents to $83.25

Boston Beer Co., up 13 cents to $33.88

Fortune Brands Inc., unchanged at $79.40
biz.yahoo.com



To: richardred who wrote (1628)4/11/2008 1:54:47 PM
From: richardred  Respond to of 7259
 
Clues to the Anheuser-Busch Takeover Mystery
Posted by Deal Journal

Note to acquirers: This Bud is not for you.

bud

Rumors have abounded for more than a year that Anheuser-Busch Cos. could be a takeover target. The beer industry as a whole has been binge-buying. But at the company’s annual sales meeting with distributors in Chicago this week, CEO August Busch IV had some strong words about the possibility of the world’s third-largest beer maker being acquired, people familiar with the matter tell Deal Journal.

The St. Louis brewer won’t be acquired on “my watch,” Busch said, according to two people who were in the room. Anheuser distributors loudly applauded the comment. (A spokesman refused to confirm or deny the incident.)

InBev NV, the Belgian-Brazilian beer giant, covets the King of Beers and has discussed possible deal scenarios with Anheuser-Busch, people familiar with the matter have told the Journal before.

More recently, people close to the matter have told us that Anheuser would much prefer to remain independent. If InBev, the world’s second-largest brewer by market capitalization, was able to persuade Anheuser to do a deal, they say, it likely would be billed as a merger of equals. People familiar with the brewer say Busch is focused on efforts to reinvigorate the company’s core brands, like Budweiser and Michelob, with new advertising and a beefed-up sales force. It’s all part of a strategy to increase sales and profits, and he hopes, the stock price.

But sales of the company’s core brands declined slightly last year, which heightened concerns about Anheuser’s future. Though Anheuser-Busch dominates the U.S. beer market with about 48% market share, it faces growing competition from small-batch “craft” brews, imports, distilled spirits and wine. Its stock price trades about where it did five years ago.

yoholmesDave Peacock, Anheuser-Busch’s vice president for marketing, is keeping mum on what the company might think of acquirers. “We had a motivational meeting with our wholesalers with the goal of inspiring our sales force,” he said. “We won’t confirm or deny the nature of some of our comments that were shared in confidence with our distribution system in an effort to keep them focused on performing in support of our business.”

The message to acquirers, however, is still coming through loud and clear.

–David Kesmodel covers Anheuser-Busch and other brewing companies for the Wall Street Journal.
blogs.wsj.com



To: richardred who wrote (1628)6/25/2012 12:51:20 PM
From: richardred  Respond to of 7259
 
STZ- It's been on my watch list for some time, but never re-entered. I've seen the companies new headquarter in Victor, beautiful building & location.


Constellation Jumps on Benefit From Modelo Deal
By Niamh Ring - Jun 25, 2012 11:24 AM ET


Constellation Brands Inc. (STZ), the world’s largest wine company, gained the most in almost a decade after an analyst said that a deal by Anheuser-Busch InBev NV (ABI) to acquire the rest of Grupo Modelo SAB would benefit the company.

Constellation advanced 13 percent to $21.91 at 11:20 a.m., after earlier rising 14 percent, the biggest intraday gain since June 27, 2002. That was after Timothy Ramey, an analyst with D.A. Davidson & Co., said the deal would be a “huge positive” for the wine company. Victor, New York-based Constellation, which had declined 6.3 percent this year through June 22, was the top performer in the Standard & Poor’s 500 Index.





Enlarge image
Constellation Brands Inc., the world's largest winemaker, bought Vincor International Inc. for C$1.27 billion ($1.09 billion) after sweetening its bid for the Canadian vintner. Photographer: Norm Betts/Bloomberg News


.

“The market has been highly concerned that STZ will lose this business,” said Ramey, who has a buy rating on the shares.

Modelo said today that it is in strategic talks with AB InBev about a possible deal. AB InBev, the world’s biggest brewer, gained a non-controlling 50 percent stake in Modelo when InBev NV bought Bud Lite maker Anheuser-Busch Cos. in 2008 for $52 billion, the biggest brewing deal ever.

AB InBev, based in Leuven, Belgium, may buy the rest of Modelo for about $20 billion, according to a person with knowledge of the matter who declined to be identified because the matter is private.

AB InBev gained 2 percent to 56.75 euros in Brussels. Modelo rose 14 percent to 111.74 pesos in Mexico.

bloomberg.com