FourBrane

Fitch Skeptical of InBev-Anheuser Merger Prospect

The peer comparisons accompanying this article suggest to me that InBev would find a better fit with SAB Miller since there would be extra profit in consolidating with its Asian and Latin American brands. Plus, BUD is already bristling and is too full of the family tradition crap to negotiate rationally. Miller has already suggested it might accept $29.50 or so in a "merger of equals." That's far, far less money for much, much more worldwide profit.
It seems to me that a smart play is to short BUD on this run up since the deal really makes no sense, other than pride in suddenly being number one in America, where growth potential is less than areas where Miller has strength.