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julenzi

julenzi
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  • Ambev: Good Income and Growth Potential in Brazilian Beer Market [View article]
    Nice article! It's a great company, I live in Argentina and I see how well they market their products (their subsidiary here is Cervecería Quilmes), they launched at least new beers in the last two years!
    I see two problems. First, I find it a little overvalued, p/ around 19.6... The other problem I see is that I find Real expensive in USD terms, I think that sooner or later Brazilian government will try to lower it as it hurts Brazilian exports. That will lower the divided in USD terms.



    Jun 24 01:43 PM | 1 Like Like |Link to Comment
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