Hints and tips:
...Zuanic and Aatish Shah in a company update note....
...“The remarkable improvement in volume trends is good news,” said Pablo Zuanic, analyst at Susquehanna Financial. The stock may “tread water” due to weaker pricing, however, Mr Zuanic warned....
...Pablo Zuanic, analyst at Susquehanna, said: “Starbucks has made little progress in consumer packaged goods overseas....
...“Berkshire Hathaway may lower its profile in future Kraft Heinz deals, maybe participating via preferred stock but not necessarily contributing equity to future levered-acquisitions,” said Pablo Zuanic,...
...Pablo Zuanic, an analyst at Susquehanna International Group, pointed to potential combinations for Mondelez including Europe’s Ferrero, best known for chocolate, and Perfetti Van Mellem, maker of Mentos...
...“The company might fear a hostile bid,” said Pablo Zuanic, analyst at Susquehanna financial group....
...Pablo Zuanic, analyst at Susquehanna, said: “JAB is quickly becoming a household name in the investment community, pretty much like 3G Capital.” 3G Capital, the private equity group founded by Brazilian...
...However the difference, according to Pablo Zuanic, an analyst at Susquehanna, is that at 3G the managers also provide the cash....
...Pablo Zuanic, analyst at Susquehanna, said that the Chinese government was in the process of selling down its beer assets rather than making acquisitions....
...“JAB clearly want to be the Anheuser-Busch InBev of the coffee world,” said Pablo Zuanic, analyst at Susquehanna, referring to the Belgian-Brazilian group’s acquisition-led consolidation of the beer sector...
...Pablo Zuanic, consumer goods analyst at Liberum Capital saw the move as China-specific and not a signal that the cosmetics company intended to concentrate its portfolio in other emerging markets: “This is...
...Pablo Zuanic, analyst at Liberum, believes that the UK’s Diageo and France’s Pernod Ricard, respectively the world’s largest and second-largest global spirits companies by sales, should mount a counterbid...
...“I think [Nestlé buying L’Oréal] is very unlikely because there is not much overlap,” argues Pablo Zuanic, an analyst at Liberum Capital....
...Pablo Zuanic, an analyst at Liberum, said the price equates to around $59 per hectolitre, which was “in line” with similar deals for mass market brands in China and will give SAB an entry into some relatively...
...Pablo Zuanic, analyst at Liberum Capital, said JAB’s offer price of 15 times next year’s earnings before interest, tax, depreciation and amortisation was “fair”....
...Pablo Zuanic, consumer goods analyst at Liberum Capital, said: “There are some concerns that the prestige segment is slowing down.”...
...Pablo Zuanic, consumer goods analyst at Liberum Capital, said: “The company needs the IPO to get the exposure as it seeks to grow through acquisitions …$700m in the scheme of things is a drop in the bucket...
...“We see this as a way for JAB to help Coty fund the bid for Avon or for other companies that Coty may decide to pursue,” wrote Pablo Zuanic, analyst at Liberum Capital, in a note....
...Analyst Pablo Zuanic reckons Mr Day has decided to get out while the going is still good — and that’s what explains the share price fall: To some extent we would argue this has been expected for some time...
...Pablo Zuanic, analyst at JPMorgan, has also suggested that price increases by Cadbury, based on rising cocoa and sugar costs, have outpaced rivals and are unsustainable....
...Pablo Zuanic at JPMorgan says any deal could come apart because Ferrero and Hershey may both want to get the chocolate business....
...Citing industry data from research house Nielsen, Pablo Zuanic, food analyst at JPMorgan, said Cadbury’s revenue growth in UK chocolate sales had decelerated, and US gum sales, which have been slowing, were...
...Zuanic, JPMorgan analyst, said....
...Pablo Zuanic, analyst at JP Morgan, said in a report: “Our main take is that profitability is finally improving.”...
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