Wazua
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East African Breweries
Rank: Elder Joined: 12/4/2009 Posts: 10,834 Location: NAIROBI
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The volumes EABL has been doing of late are quite huge. Today 2mn shares traded turnover of 500mn Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/22/2009 Posts: 8,005
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Rank: Veteran Joined: 7/1/2014 Posts: 928 Location: sky
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https://serrarigroup.com/diageo-eyes-ksh-258bn-eabl-sale-amid-broader-africa-exit-strategy/In a move that could significantly reconfigure the competitive landscape of East Africa’s alcoholic beverage industry, British multinational alcoholic beverage giant Diageo Plc has initiated a comprehensive review of its majority stake in the publicly listed brewer, East African Breweries Ltd. (EABL). This strategic assessment, first reported by Bloomberg, signals a potential divestment from what stands as Diageo’s largest brewing operation on the African continent. The writer of the above article has extensively covered the topic. wazuans have not discussed this rumored possibility, any opportunity to make some coins? how long is it likely to take, any possibility by mid of 2026? There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Elder Joined: 6/23/2009 Posts: 14,454 Location: nairobi
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obiero wrote:VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. Bia Tosha has led the way. Kudos madam EABL model is being tested again. The past warfare with Castle and Keroche was not fully sustainable COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,454 Location: nairobi
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Medium term note, min KES 10,000, return 11.8% over 5 years. This is better than most stocks on the NSE COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Veteran Joined: 11/13/2015 Posts: 1,658
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Rank: Elder Joined: 6/23/2009 Posts: 14,454 Location: nairobi
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This was anticipated COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Chief Joined: 1/3/2007 Posts: 18,431 Location: Nairobi
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obiero wrote:Medium term note, min KES 10,000, return 11.8% over 5 years. This is better than most stocks on the NSE KQ should try to issue a bond.  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,431 Location: Nairobi
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Asahi to buy 65% of EABL from Diageo. Dear @obiero, Hakuna mtu anataka kununua KQ? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,454 Location: nairobi
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VituVingiSana wrote:obiero wrote:Medium term note, min KES 10,000, return 11.8% over 5 years. This is better than most stocks on the NSE KQ should try to issue a bond. They could easily raise KES 60B via bond. Brand affinity is high COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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