Wall Street fecha semana sem rumo. Grandes tecnológicas pressionam

[C0rr3i4]

Depois de ontem ter um dia conturbado, hoje a Heineken faz um gap e já esteve a subir cerca de 3%...

[Elias]

Heineken consolida posição no mercado asiático
20/08 19:33 CET
euronews

A cervejeira holandesa viu as ações subirem na praça de Amesterdão, tendo mesmo sido o título do índice AEX com a maior progressão. Na sexta-feira, a companhia, que controla a portuguesa Sociedade Central de Cervejas, passou também a controlar a Asian Pacific Breweries, produtora da cerveja Tiger.

http://pt.euronews.com/2012/08/20/heine ... -asiatico/

[Elias]

A guerra das bejecas continua. Mas isto é um bocado estranho, porque ao aumentarem para 53 não cobrem a oferta do concorrente que é de 55...

Heineken raises bid for Asia Pacific Breweries
Aug. 18, 2012, 8:55 a.m. EDT

By MarketWatch
--Heineken now offering S$53 a share vs S$50 a share earlier

--F&N Chairman says to Heineken will better maximize overall returns

--Heineken says F&N board won't accept or solicit any other offers for APB

--Japan's Kirin Holdings, Thailand's ThaiBev decline to comment on Heineken offer

(Adds decline comment from ThaiBev in 13th paragraph)

SINGAPORE--Heineken NV (HINKY, HEIA.AE) has raised its offer to buy the entire stake of its joint-venture partner Fraser & Neave Ltd. in Asia Pacific Breweries Ltd. in a move to fend off rival bidders and gain control of one of Asia's most profitable beer businesses.

The Dutch brewer will now pay 5.6 billion Singapore dollars (about $4.5 billion), up from about S$5.3 billion, and has received a commitment from the board of Fraser & Neave that it won't solicit or accept any other offers for Asia Pacific Breweries, the maker of Tiger beer, Heineken said in a statement Saturday.

Heineken's move to raise last month's offer comes as a rival bidder--companies owned or related to Thai billionaire Charoen Sirivadhanabhakdi--also eyed the asset, recently making an unsolicited offer to buy a 7.3% stake in Asia Pacific Breweries owned by Fraser & Neave, a Singapore conglomerate with businesses ranging from publishing to property and beer. Kindest Place Group, a company owned by Mr. Charoen's son-in-law offered to pay S$55 a share for the 7.3% stake.

Fraser & Neave and Heineken share a 50-50 joint venture that owns 64.8% of Asia Pacific Breweries. Fraser & Neave has a 7.3% direct stake in Asia Pacific Breweries and Heineken has 9.5%.

Heineken has now offered S$53 a share for the whole of Fraser & Neave's 39.7% direct and indirect stake in Asia Pacific Breweries. It has also signed "definitive agreements" with the board of the Singaporean conglomerate which would "irrevocably" recommend the offer and call an extraordinary general meeting of Fraser & Neave shareholders to approve the sale.

"The sale of [Fraser & Neave's] stakes in [Asia Pacific Breweries] in its entirety to Heineken at the improved price would better maximise overall returns for F&N shareholders," Chairman Lee Hsien Yang of Fraser & Neave said in a statement.

Once, the deal is approved at the shareholder level, the Dutch brewer intends to make a general offer for Asia Pacific Breweries that will now cost $6.3 billion.

By taking full control of Asia Pacific Breweries, Heineken will have a greater share of one of Asia's most profitable beer makers at a time when it is facing lackluster sales in its home base of Europe. Asia Pacific Breweries' Tiger and Bintang APB beer brands have nearly 50% of the beer market in Indonesia, Malaysia and Singapore, according to data provider Euromonitor. Asia Pacific Breweries has 30 breweries and 40 brands spanning 14 Asian countries. It also brews Heineken beer for some markets in the region.

"Our Asian headquarters will continue to be based in Singapore, and we remain 100% committed to the growth and success of APB and the Tiger brand, just as we have been for the last 81 years," Heineken Chief Executive Jean-Francois van Boxmeer said the statement.

Fraser & Neave has also agreed to pay a "break-fee" of about S$56 million if Heineken's offer isn't completed within four months due to Fraser & Neave shareholders voting against the offer, Heineken said.

Heineken may have to win over Mr. Charoen's Thai Beverage PCL , maker of Chang beer and the largest shareholder in Fraser & Neave with a 26.4% stake. Japan's Kirin Holdings Co. Ltd. , with a 15% stake, is the second-largest shareholder in Fraser & Neave. Heineken needs approval from a simple majority of Fraser & Neave shareholders to seal the deal.

Both ThaiBev and Kirin compete with Heineken in the Southeast Asian region.

Kirin and ThaiBev declined to comment on Heineken's increased offer.

Heineken expects to complete the deal, including regulatory approvals, by Dec. 15 and plans to delist Asia Pacific Breweries after the general offer is accepted.

Heineken said it will fund the deal with available cash of about 2 billion euros ($2.46 billion), its unused revolving credit facility of another EUR2 billion and a new bridge loan arranged by its financial advisers, Credit Suisse AG and Citigroup.

Shares of Fraser & Neave and Asia Pacific Breweries which were suspended from trade on the Singapore Exchange Friday will now resume trading Tuesday at 0030 GMT. Fraser & Neave shares last traded at S$8.40 a share, while Asia Pacific Breweries last traded at S$50.57.

[C0rr3i4]

Heineken poderá ter de aumentar oferta por cervejeira asiática
07 Agosto 2012 | 19:32
Jornal de Negócios Online - negocios@negocios.pt

A fabricante da Tiger Beer poderá ter de aumentar a oferta para comprar o restante da Asia Pacif Breweries, depois de uma empresa ligada ao milionário tailandês Thai ter oferecido um preço mais elevado.
A Kindest Place Groups disse hoje que estava disposta a comprar uma participação de 7,3% na Fraser & Neave por 55 dólares por acção. Isto supera os 50 dólares por acção que a Heinken, que já detém 42% da APB, ofereceu na semana passada por uma participação de 40%.

Recorde-se que a terceira maior cervejeira do mundo ofereceu 7,5 mil milhões de dólares de Singapura (4,9 mil milhões de euros) pela Asian Pacific Breweries. O objectivo era precisamente impedir milionário tailandês de controlar a dona da Tiger Beer. A Heineken quer aumentar a participação de 42% que detém na Asian Pacific Breweries (APB) e dispõe-se a adquirir a participação da Fraser and Neave (F&N), cuja participação é de 40% da APB.

As acções da Heineken caíram hoje 2,4% em Amsterdão pesrante a possibilidade de ter que aumentar a oferta para controlar a APB.

[Elias]

Já descobri o que se passou com a Heineken.

Depois de já ter sido acordada a venda da F&N à Heineken a um valor de S$50 (S$=SGD), apareceram agora os tailandeses da Kindest Place a oferecer 55.

Isto ainda vai dar novela.

SINGAPORE NEWS

Thailand's Kindest Place in new S$55 per share bid for APB
By Sim Ping Khuan | Posted: 07 August 2012 2039 hrs


SINGAPORE: A new bid has come in for Asia Pacific Breweries (APB), blowing the race for control of the Singapore-listed brewery wide open.

Thailand's Kindest Place Group has made a new, unsolicited bid of S$55 per share to buy up Fraser and Neave's (F&N) 7.3 per cent stake in APB.

This bid comes after F&N had already agreed to sell its direct and indirect stakes in APB to Heineken for S$5.1 billion, which works out to an offer of S$50 per share.

Should this deal go through, Kindest Place's stake in APB will rise to 15.9 per cent.

Kindest Place Group is linked to Thai billionaire Charoen Sirivadhanabhakdi, who owns Thailand's largest brewer, Thai Beverage.

Thai Beverage currently owns about 24 per cent stake in F&N, while Kindest Place owns 8.6 per cent in APB.

Analysts say that Kindest Place's bid throws a spanner into the works.

Xavier Jean from Standard & Poor's Singapore said: "They may want Heineken not to bid for APB. ThaiBev and Kindest Place may see APB as an integrated part of F&N and therefore an asset they can capitalise on.

"If APB's assets are going to Heineken, then there may not be as much commercial synergies and advantages for ThaiBev to maintain its stake in F&N."

However, a spokesman from Heineken commented that the offer is not comparable to the one made by Heineken.

In a statement to Channel NewsAsia, the spokesman said that "Heineken's offer is for F&N's total 39.7 per cent effective stake (direct and indirect) in APB and non-APB assets in Asia Pacific Investment Pte Ltd (APIPL) in a deal valued at S$5.3 billion".

He added: "This includes the 7.3 per cent for which an offer has been made for about S$1.0 billion."

- CNA/wm

http://www.channelnewsasia.com/stories/ ... 56/1/.html

[Elias]

Também reparei, afundou-se de repente.

Pode ainda ter a ver com o negócio da F&N.

[C0rr3i4]

A Heineken de repente está a perder cerca de 3,5%

[Blue Epsilon]

Tenho umas Heineken no frigorifico. Boa cerveja. Levezinha e saborosa.

Infelizmente também devia ter algumas em carteira...

[Elias]

Sobe mais de 3% hoje e está acima de 46.



UPDATE 3-Heineken to boost Asian growth with Tiger beer deal

Fri Aug 3, 2012 10:32am EDT
* Heineken agrees deal for Asia Pacific Breweries

* Agrees to buy F&N's stake for $4.1 billion

* Will launch offer for rest of shares in APB

* Total deal will be worth around $6 billion

* Heineken shares rise to new record high

By Eveline Danubrata and David Jones

SINGAPORE/LONDON, Aug 3 (Reuters) - Heineken won control on Friday of the Asian group which brews Tiger beer when Singapore's Fraser and Neave (F&N) agreed to sell its stake in the firm for S$5.1 billion ($4.1 billion), a deal which will help boost the Dutch group's Asian growth.

The purchase gives Heineken 82 percent of the prized Asia Pacific Breweries (APB) and it will now launch an offer for the rest of the company, while F&N, a drinks and property group, could be broken up eventually.

Amsterdam-based Heineken already owned 42 percent of APB, which runs 24 Asian breweries, and buying F&N's 40 percent stake will help it to defend its turf which is under threat from Thailand's second-richest man.

F&N's board, whose chairman Lee Hsien Yang is the younger son of Singapore's elder statesman Lee Kuan Yew, will recommend the S$50 an APB share deal to its shareholders, Heineken said in a statement.

The Dutch company will now mop up minority shareholders at a similar price to make the total purchase worth about $6 billion.

Control of APB is vital for Heineken, the world's third largest brewer, as this will raise the proportion of its total profits from the fast-growing Asian market to 15 percent from 6 percent, while boosting the growth rate of the whole group.

By winning APB, Heineken gets ownership of Tiger, Bintang, Anchor and other brands of beer plus two dozen breweries in 14 countries including Singapore, Malaysia, Indonesia, Vietnam, Thailand and Cambodia. However, the biggest brand APB brews is Heineken itself, which accounts for 30 percent of its volumes.

Heineken shares jumped to a record high earlier after Reuters reported the deal, and when official confirmation came through later they hit a fresh high of 46.30 euros. They were up 3.6 percent at 46.03 euros by 1355 GMT.

The Dutch group had given F&N a Friday deadline to agree a sale after a two-week offer period, and both F&N and ABP shares were suspended on Thursday and Friday as a deal appeared close.

THAI RIVAL

Heineken began brewing Tiger with F&N in the 1930s but that partnership hit the rocks after Thai Beverage and others linked to Thai billionaire Charoen Sirivadhanabhakdi bought stakes in F&N and APB for $3 billion last month.

The investment by Charoen, who is seeking to expand his own Chang beer business in Asia, pushed Heineken into an offer for APB as it saw its position in Asia coming under threat.

The Heineken deal could prompt a breakup of F&N with Coca-Cola keeping an eye on its popular soft-drink 100PLUS, fruit juices, mineral water and dairy products unit which could be hived off from the Singapore group's property assets.

That could pit Coca-Cola against two sizeable Asian brewers, Thai Beverage and Japan's Kirin Holdings, which have their own interests to protect as F&N shareholders.

F&N shares have jumped 31.5 percent this year to close at S$8.15 on Wednesday but have come off a record S$8.49. APB shares, which last traded at S$49.50, have surged 71.9 percent since the start of the year, and the offer price of S$50 was at a 45 percent premium to month ago levels.

[Elias]

Parece que furou mesmo. Hoje trepou mais um bocado e foi fechar nos 44,21.

[Elias]

Fechou nos 43,80 - fecho diário mais alto desde Janeiro de 2008.

O título está agora a escassos 10% do fecho mais alto de sempre (48,30).

[AxeRiver]

Dúvido que seja hoje. Mas está forte. A philips também continua.

No Dax olha para a bayer. Também está perto da resistencia.

[Elias]

Grande bombada na Heineken. Será hoje que rompe a resistência?

[AxeRiver]

Não havia notado. Admito que também não dou muito valor a padrões de velas, mas de facto está perfeito.

Vamos ver se os ursos desistem de vez desta batalha e vão descansar bebendo uma heineken!

[Elias]

Sem dúvida, está muito interessante.

Aproveito para assinalar o padrão cup-and-handle que está agora completo - já notaste?

[AxeRiver]

Fecho semanal mais alto desde 2007! Caso faça nova vela verde com fecho acima da actual seria um sinal bastante bom para os touros. Diria que é essencial não fechar a próxima semana abaixo dos 42€ para ser possível confirmar a quebra desta barreira.

Hoje teve um desempenho bom ao fechar positiva (0,78%) num dia em que os mercados cairam com força.

[Elias]

Axeriver,

Concordo com a tua análise.

Aproveito para referir que a ruptura que assinalei em Abril acabou por se revelar uma falsa ruptura ('bull trap').

Aguardemos pelos desenvolvimentos.

[AxeRiver]

Elias,

voltou à resistência! Esta zona dos 42-43€ está a ser um osso duro de roer para os touros. Caso quebre em alta, estimo que hava um movimento com larga amplitude num curto espaço de tempo.

Caso os ursos não deixem conquistar esta barreira, deveremos estar atentos à zona dos 38€. Uma eventual quebra poderá ditar uma alteração da tendencia de médio prazo.

Fica a actualização.

[Elias]

g.a.

breakaway gap com volume forte, o fecho de hoje foi o mais alto desde Janeiro de 2008.

a vela de hoje é um bocado feiosa, por isso o comportamento nos próximos dias servirá para confirmar a validade deste movimento.

[Elias]

Heineken Sales Beat Estimates on Emerging Markets
By Clementine Fletcher - Apr 18, 2012 8:29 AM GMT

Heineken NV (HEIA), the world’s third- biggest brewer, reported first-quarter sales that beat estimates as consumers drank more beer in central and eastern Europe, Africa and the Middle East.

So-called organic consolidated beer volume rose 4.7 percent from a year earlier, the Amsterdam-based company said today in a statement. The median estimate of 10 analysts surveyed by Bloomberg was for a 2 percent increase. Revenue on that basis, which excludes acquisitions and disposals, rose 6.8 percent compared with a 2.8 percent estimate.

Stripping out acquisitions, disposals and currency shifts, Heineken said earnings before interest and taxation declined “slightly” as it increased investment in some countries and the cost of beer rose. Heineken also said it booked a 23 million-euro ($30 million) impairment charge related to the disposal of a Chinese brewery.

Sales were “much better than expected in eastern Europe and Africa,” Melissa Earlam, an analyst at UBS AG in London, said today, saying profitability was “broadly in line” with her estimates and she had expected Ebit to decline after the 20 percent gain in the year-earlier period. “Consensus might nudge up slightly today.”

The stock rose as much as 4 percent and traded 3.3 percent higher at 43.73 euros as of 9:06 a.m. in Amsterdam.

Emerging Markets

Heineken is among brewers that are expanding in emerging markets as weak economies restrain growth in Europe. The brewer, which bought Fomento Economic Mexicano SAB’s beer unit in 2010, reported volumes that increased in every region except western Europe, where sales slid 1.3 percent on an organic basis. The company got about 43 percent of its revenue from the region last year. Sales soared 9.7 percent in Africa and the Middle East, and 7.5 percent in Asia Pacific.
The company reported total revenue of 3.83 billion euros in the quarter. The average estimate of nine analysts was for revenue of 3.74 billion euros.
Volume of its Heineken brand rose 8.7 percent, the company said, boosted by sales in the U.S., Vietnam, China, Brazil and Nigeria. The brewer is seeking to sell more-expensive beers, including Heineken and Desperados, in “key” markets. It announced in February that it extended a 15-year partnership with the James Bond movie franchise, and will advertise the beer to support the premiere of the new “Skyfall” Bond film in September.

Western Europe

The volume of beer sold rose in the U.K., France, Spain and Italy “moderately,” Heineken said. Western European sales were stinted by the “voluntary withdrawal” of a discount product in Finland, the company said. Sales fell in Portugal, Ireland and the Netherlands.
Heineken said earlier this week it will book a one-time gain of about 130 million euros from selling a 9.3 percent stake in Dominican brewer Cerveceria Nacional Dominicana to competitor Anheuser-Busch InBev NV. (ABI) Heineken had also sought to buy CND, Reuters reported March 27, before AB InBev gained control of the brewer in a $1.24 billion deal.
Heineken said today it “remains confident” in continued volume increases in Latin America, Africa and Asia. “Consumers remain cautious with their spending behavior” in some European countries and the U.S., particularly in bars and pubs, it said.
The company said in February that it plans to save about 500 million euros by 2014 by cutting costs. It forecast that the cost of making beer will rise about 6 percent this year.

[Elias]

Resultados da Heineken crescem 25%, título em máximos de mais de 4 anos.


Heineken says sales, earnings rose in first quarter on growth, one-time effects

By Associated Press, Updated: Wednesday, April 18, 7:52 AM

AMSTERDAM — Dutch brewer Heineken NV says both sales and earnings rose in the first quarter, due to a combination of growth and one-time gains.

Net profit was 25 percent higher at €175 million ($230 million), from €151 million in the same period a year ago, but included a €20 million gain on a stake in a Haitian company reappraised at a higher value. Sales rose 6.8 percent to €3.83 billion, 3.5 percent of that due to higher volumes and 3.3 percent due to higher prices.

The family-controlled company, which only issues a full earnings report twice annually, said Wednesday it expects to benefit in 2012 from growth in Africa, Asia and Latin America, and from cost-cutting — notably employees — in developed markets.

The company is expecting raw material costs to rise 6 percent.

Copyright 2012 The Associated Press.

[Elias]

g.a.

tem resistência importante nos 42,5

[Elias]

g.a.

[Elias]

g.a.

Um brekaout com gap ascendente e uma bela negra.

[Elias]

Heineken says 2011 earnings fell 1.4 percent to €1.43 billion, plans cost cuts

http://www.washingtonpost.com/business/ ... story.html


Sobe 4% hoje