Anheuser-Busch Inbev SA/NV

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  • Oct. 7, 2015, 8:40 AM
    • SABMiller (OTCPK:SBMRY) formally rejects the $104B takeover offer from Anheuser-Busch InBev (NYSE:BUD).
    • The U.K. beer giant says the AB InBev offer "substantially undervalues" the company and has been timed to opportunistically take advantage of its its depressed share price. Significant regulatory hurdles in the U.S. and China are also seen as major hurdles.
    • Shares of SABMiller are up 2.4% in London trading, while Anheuser-Busch InBev is 2.7% higher in New York premarket action. Molson Coors (NYSE:TAP) is also on the move, up 1.37% to $82.10.
    • SABMiller announcement
    • Previously: SABMiller talks down AB InBev's new offer (Oct. 07 2015)
    | Oct. 7, 2015, 8:40 AM | 5 Comments
  • Oct. 7, 2015, 4:41 AM
    • Despite a new raised bid, it looks like SABMiller (OTCPK:SBMRY) is poised to turn down another takeover offer from Anheuser-Busch InBev (NYSE:BUD).
    • "Today's £42.15 proposal is only £0.15 higher than the £42 proposal considered and rejected on October 5," SABMiller said in a statement. "AB InBev is very substantially undervaluing SABMiller."
    • The £42.15/share in cash bid would value the group at £68.2B ($104B) and translate into the largest takeover of 2015.
    • Previously: AB InBev raises takeover offer for SABMiller (Oct. 07 2015)
    | Oct. 7, 2015, 4:41 AM | 23 Comments
  • Oct. 7, 2015, 3:06 AM
    | Oct. 7, 2015, 3:06 AM | 12 Comments
  • Oct. 6, 2015, 7:21 AM
    • Anheuser-Busch InBev (NYSE:BUD) won't try to pull off a hostile takeover of SABMiller (OTCPK:SBMRY) after having its initial informal offer rejected, sources tell New York Post. Those same sources still think a deal can be struck if a formal offer comes in high enough.
    • Shares of BUD are down 0.33% premarket, while SABMiller is 3.5% lower in afternoon London trading. Another stock to watch for volatility today is Altria (NYSE:MO) which owns a sizable chunk of SABMiller.
    • Previously: Bloomberg: SABMiller shoots down AB InBev offer (Oct. 06 2015)
    | Oct. 6, 2015, 7:21 AM | 10 Comments
  • Oct. 6, 2015, 6:28 AM
    • SABMiller (OTCPK:SBMRY) has rejected an informal takeover bid from Anheuser-Busch InBev (NYSE:BUD) stating the offer was too low, Bloomberg reports.
    • An initial proposal made last week was worth slightly over 40 pounds a share, but the British firm's executives and some shareholders regard a deal closer to 45 pounds as fair value.
    • At the higher price, a deal would value SABMiller at about £73B ($110B), and would be the largest merger this year.
    • U.K. takeover rules state AB InBev has until Oct. 14 to make an offer or announce it doesn't intend to proceed. SABMiller may also ask regulators for a deadline extension.
    • BUD -0.8% premarket
    • Previously: MegaBrew deal still moving forward (Oct. 05 2015)
    • Previously: Anheuser-Busch starts lining up financing for SABMiller (Sep. 29 2015)
    • Previously: More about an Anheuser-Busch InBev, SABMiller merger (Sep. 17 2015)
    | Oct. 6, 2015, 6:28 AM | 13 Comments
  • Oct. 5, 2015, 9:12 AM
    • Anheuser-Busch InBev (NYSE:BUD) is closer to making its bid for SABMiller (OTCPK:SBMRY), according to Bloomberg's Jeffrey McCracken.
    • A-B is negotiating terms with SABMiller as it seeks a "friendly" takeover. Financing for the acquisition is believed to be lined up.
    • The waiting game has kept shares of Molson Coors (NYSE:TAP) trading in a relatively tight range of $82 to $84 as it looks for the green light to go after MillerCoors.
    | Oct. 5, 2015, 9:12 AM | 6 Comments
  • Sep. 29, 2015, 1:36 PM
    • Anheuser Busch InBev (BUD -1.5%) is close to lining up financing for its acquisition of SABMiller (OTCPK:SBMRY), sources tell Bloomberg.
    • The beer giant has Bank of America, Deutsche Bank, BNP Paribas, Societe Generale, and Banco Santander all bidding on the $50B to $70B in financing that it needs.
    • SABMiller rose 5% in London trading today on enthusiasm a deal is brewing.
    | Sep. 29, 2015, 1:36 PM | 3 Comments
  • Sep. 27, 2015, 9:08 PM
    • SABMiller (OTCPK:SBMRY) is pushing back against Anheuser-Busch InBev (NYSE:BUD) over a takeover price, according to The Sunday Times.
    • The extended negotiations between the beer giants could lead to an offer from A-B this week in the neighborhood of $106B-$1110B, a level which would make the deal the largest takeover of a British company ever.
    • A combination of A-B and SABMiller would bring 400 brands together under one house and lead to a ripple effect in the U.S. where MillerCoors could be set free.
    | Sep. 27, 2015, 9:08 PM | 10 Comments
  • Sep. 24, 2015, 1:19 PM
    • U.S. beer prices will be higher this fall, although the rate of increase will be lower than a year ago, according to a report from OTR Global.
    • Industry sources told the research firm that the industry is shifting to small incremental changes to avoid sticker shock with consumers.
    • Volumes were higher in July and August for most major U.S. beer producers.
    • OTR Global beer source: "My dollars are very strong as people shift to higher-end beers. Pricing is strong, and we will have an increase in late September."
    • Related stocks: BUD, TAP, SAM, OTCPK:SBMRY.
    | Sep. 24, 2015, 1:19 PM
  • Sep. 23, 2015, 12:48 PM
    • Anheuser-Busch InBev (BUD -0.1%) snaps up Golden Road Brewing for an undisclosed amount. The deal is expected to close in Q4.
    • The acquisition of Golden Road extends a string of craft brewery investments from A-B for its high-end business unit.
    • California-based Golden Road is on pace to sell 45K barrels of beer this year. Though Golden Road's beer volume is on the low side, every extra barrel that Anheuser-Busch InBev sells in the U.S. increases the odds it will have to divest MillerCoors if it can pull off the acquisition of SABMiller.
    | Sep. 23, 2015, 12:48 PM | 2 Comments
  • Sep. 22, 2015, 11:42 AM
    • Shares of Anheuser-Buch InBev (NYSE:BUD) are down 3.3% and now trade below where they did before the brewer's thirst for SABMiller was tipped last week. Uncertainty over how a deal would look has caused some investors to back away, say some analysts.
    • Molson Coors (TAP -2.5%) is also lower on the day, but trades with a robust deal premium (+17% since the story leaked) with a combination of A-B and SABMiller seen giving the company a solid chance at gaining full control of MillerCoors. Evercore ISI says Molson Coors already has financing lined up for a MillerCoors JV buyout and would forsake its investment grade status to get a deal in the hopper.
    | Sep. 22, 2015, 11:42 AM | 1 Comment
  • Sep. 19, 2015, 5:59 PM
    • Anheuser-Busch InBev (NYSE:BUD) is considering an audacious plan to switch its tax base to the UK if it can pull off the proposed £180B takeover of SABMiller (OTCPK:SBMRY).
    • Altria (NYSE:MO), which controls 27% of SAB Miller and three board seats, currently collects tax free dividends thanks to a U.S./UK treaty, which would die if the new company were based in Belgium.
    • BUD is current domiciled in Belgium, and has strong emotional ties to the country.
    • Source: Telegraph
    | Sep. 19, 2015, 5:59 PM | 36 Comments
  • Sep. 18, 2015, 7:18 AM
    • Analysts are raising the odds that Anheuser-Busch InBev (NYSE:BUD) can pull off a takeover of SABMiller (OTCPK:SBMRY) as major shareholders on both sides of the deal see value.
    • A-B is buying a strong emerging markets business at a level artificially-depressed by F/X swings, while SABMiller may be out of options in growing itself to a higher share price than the A-B offer.
    • Swinging a deal require the approval of two key SABMiller shareholders - Altria (NYSE:MO) owns 42% of the U.K.-based beer company and Columbian beer magnate Santo Domingo holds 15% of shares.
    | Sep. 18, 2015, 7:18 AM | 21 Comments
  • Sep. 17, 2015, 4:21 AM
    • The beer industry is calling it "Megabrew" - or the potential $275B merger between Anheuser-Busch InBev (NYSE:BUD) and SABMiller (OTCPK:SBMRY).
    • Word that SABMiller would receive an offer from its bigger rival triggered a beer stock rally yesterday, on hopes the potential takeover would prompt a number of follow-on deals as the two shed assets to win regulatory backing.
    • Separate from those approvals, Anheuser-Busch InBev must also win over a number of important players. Among them are two of SABMiller's biggest investors: Altria (NYSE:MO) and the Santo Domingos, one of the wealthiest families in Colombia.
    • Previously: Anheuser-Busch InBev rocks the food and beverage sector (Sep. 16 2015)
    • Previously: Beer stock rally with M&A on tap (Sep. 16 2015)
    • Previously: AB InBev prepping offer for SABMiller (Sep. 16 2015)
    | Sep. 17, 2015, 4:21 AM | 19 Comments
  • Sep. 16, 2015, 11:01 AM
    • A statement from Anheuser-Busch InBev (BUD +5%) indicates the company must make a formal offer for SABMiller (OTCPK:SBMRY +19.5%) before October 14 or take a pass on the mega-merger to stay in compliance with U.K. law.
    • There's a ripple effect with beer stocks circling the globe that includes distributors such as Compania Cervecerias Unidas (CCU +3.1%), Fomento Economico Mexicano (FMX +1.8%), AmBev (ABEV +2.1%).
    • Another intriguing aspect of a potential A-B takeover of SABMiller is the side effects on the food industry if 3G Capital is fully engaged on the deal. 3G is a major player in food mergers and a factor in how investors value companies such as Mondelez International (MDLZ +0.2%), PepsiCo (PEP +0.4%), TreeHouse Foods (THS +0.1%), Campbell Soup (CPB +1.9%), JM Smucker (SJM +1.1%), and other food names.
    • A-B InBev statement (.pdf)
    • Previously: AB InBev prepping offer for SABMiller
    • Previously: Beer stock rally with M&A on tap
    | Sep. 16, 2015, 11:01 AM | 7 Comments
  • Sep. 16, 2015, 9:56 AM
    | Sep. 16, 2015, 9:56 AM | 5 Comments
Company Description
Anheuser-Busch Inbev SA is engaged in the production, marketing, and distribution of beer. Its brand comprises of Budweiser, Corona and Stella Artois. It also manufactures non-alcoholic beverages such as bottle water and Ice tea.
Country: Belgium