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Strategies & Market Trends
Panamerican Beverages PB

An SI Board Since December 1997

Posts	SubjectMarks	Bans	Symbol
11	1	0	PB

Emcee: Uncle Mikey	Type: Unmoderated

Introduction Market Data Compact

PB looks like a great play on America Latina! Here's an excerpt from a Forbes mag in April 1997.

Note:stock has split since this was published and is now about $34.

HERE'S A cheaper way to play Coca-Cola: Buy
Panamerican Beverages (PB). Listed on the NYSE at a
recent 56 1/4, it trades at 24 times 1996 earnings, a little
more than half Coca-Cola's P/E.

Mexico City-based Panamerican is Coca-Cola's largest
Central American bottler, distributing to 700,000 outlets. It
dominates Colombia, Costa Rica, southwest Mexico and
the So Paulo region of Brazil. Sales were almost $2
billion last year, an increase of 23% over 1995.

Panamerican has a solid balance sheet-$250 million in
cash-and has shown 20% annual earnings growth for 20
years. The company has never posted a loss, even in the
Brazilian and Mexican recessions of the 1980s and 1990s.
Panamerican plans to acquire bottlers in Central and South
America. Scott Weiss, an analyst at D.A. Campbell Co. in
Los Angeles, says: "Great economies of scale [will] be
reached in the next few years in Brazil and Central
America through franchise consolidation." Projected
revenues are $2.3 billion for this year; earnings should rise
from $2.20 in 1996 to $3.14 in 1998.-Julie Androshick

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
11	Hi Mikey, I felt like the last shareholder of PB last week. Two days in a row m	Holger Johannsen	-	8/23/1998
10	Hey....Has anybody been looking at PB lately????????? Sure...some of the risks	Uncle Mikey	-	8/23/1998
9	Panamco's PE is around 22, while Coca Cola's (KO) stands at nearly 55.	Oska	-	7/11/1998
8	Earnings out...they look good, .47 vs .44 expected. Will the stock do well tom	Uncle Mikey	-	2/11/1998
7	Thanks.	Imran	-	2/4/1998
6	The stock split. I don't know details.	Uncle Mikey	-	2/4/1998
5	TO ALL Hi. I am really interested in this company, but want to know one thing:	Imran	-	2/4/1998
4	does anyone have an idea about Yahoos news of divergence between price and sent	Peter H. Mack	-	1/23/1998
3	Well it's about time that someone added a comment here! Glad to have you a	Uncle Mikey	-	12/28/1997
2	hello Uncle Mickey, i like this stock i have not taken position yet, but hope t	james s	-	12/28/1997
1	An excellent article from Fortune: pathfinder.com	Uncle Mikey	-	12/14/1997

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