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To: Jurgis Bekepuris who wrote (42439)4/27/2011 10:04:09 AM
From: Spekulatius  Respond to of 78568
 
Jurgis, Asahi is fine - i like it too. Asahi and Kirin are the market leaders in Japan and have pretty good fundamentals.

I was looking more into Kirin because they have stakes in an Australian Beer company and in San Miguel (48.5%), the latter was acquired in 2009 at a very good price imo. Kirin and Asahi trade at 6x EBITDA or a 30-40% discount to international peers.


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