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🌍 Heineken's Bold Move: Exiting Russia 🌍 . In a profound demonstration of corporate decision-making influenced by geopolitics, #Heineken has made the definitive move to exit Russia, selling its operations to the Arnest Group for a symbolic €1. This strategic decision comes on the heels of Moscow's incursion into Ukraine, emphasizing the complexity of navigating business in today's global landscape. 🌏 Beyond the financial implications, Heineken's actions spotlight their commitment to ethical considerations, especially in challenging geopolitical climates. It's a reminder that sometimes, business decisions go beyond balance sheets and are deeply rooted in values and global events. 🕊️ Kudos to Heineken for showing the world that businesses can, and often should, take a stand based on principles. 🍻 . #HeinekenExitsRussia #BusinessEthics #GlobalDecisions #CorporateValues Read all about it! https://lnkd.in/gTsS3Y8F

Company: Thai Beverage PLC Founder: Chaoren Srivadhanabhakdi Managed by Thapana Sirivadhanaabhakdi Founded: October 2003 Headquartered: Bangkok, Thailand Industry: Beverage Singapore listed company Thai Beverage PLC is one of the few Asian companies that have become highly successful through capital markets. As Thailand’s largest beverage company it was listed on Singapore’s Stock Exchange on 2001. The Sirivadhanabhakdi family’s stake is around 40%. n 2012, the company had bought into 22% interest in Fraser and Neave for USD2.21 billion. What are the opportunities for SMEs in the capital market to expand its pool of capital for future growth？ Find out more in our next IPO3 (Chinese) happening on: Date: 23 July 2024 Time: 9am to 1pm Discover how to: 1.Maximise your business valuation. 2.Generate today's cash flow from tomorrow's profit. 3.Continue to increase your share price post-IPO. Register to secure to secure your seats at https://lnkd.in/gCWdXPEq Whatsapp to 82227413 for further enquiries. #MotivationalMonday #capitalmarkets #IPO #PIFCapital

Ansarada DealMakers Annual Gala Awards Event SPONSORS: Ansarada | Ince (Pty) Ltd | Brunswick Group | Exxaro Resources | A2X Markets | WTW (formerly Liazon) | Cederberg Wines | Sandton Convention Centre   Shortlisted NOMINEE Exxaro BEE Deal of the Year 2023   HEINEKEN Beverages’ Bokamoso transaction   Announced in July, almost 5,000 employees will jointly own a 6% stake in the company through an employee share ownership plan (ESOP) called the Bokamoso Workers Trust. The scheme is one of the conditions of ownership imposed by South Africa’s competition authorities in 2021, when Heineken International acquired Distell from minority shareholders. Distell's previous empowerment deal saw the Distell Development Trust hold a 15% interest in the group's local operations. This stake was rolled into the larger Heineken Beverages SA that was created through the merger, diluting the stake to an overall interest of 9%.    Local Advisers: RMB - Rand Merchant Bank and Webber Wentzel.   Find out more about the Exxaro BEE Deal of the Year and the other deals nominated for 2023 at https://bit.ly/42bRq5R.    

Recently, Jean-Christophe Coutures, CEO of Stock Spirits Group, in an interview for Rzeczpospolita, leading business daily in Poland, talked about Group strategy in #Europe 🇪🇺 ➡️ Our ambition is to be a leading mainstream spirits player by 2027 focusing on Europe and European consumers. During the interview, Jean-Christophe has stressed that the fundamental stage of our development is to transform from central European to a pan-European player. That is why we have invested in #Germany and #France, which will help us to enter Western European markets. Acquisitions have also enabled us to enter the attractive #whisky and #tequila categories! 🥃 Another important topic was about two major consumers trends in the spirits industry – ‘drink less but better’ and ‘drink spirits with lower alcohol content’ and how Stock Spirits Group responds to these needs 👌  But there is more! We have several traditional high-quality products from the Central European markets. As a Group, we can ensure the highest quality as we have our own production integrated in the business 🥇 We innovate in low-alcohol spirits, introducing new products in the Czech Republic, and Poland, and we will do the same in France and Germany! ✳️ Here is the link of the article [in Polish]: https://lnkd.in/drh32fTj #StockSpirits #Group #strategy #focus #future

World #1 brewer, AB InBev announced the conclusion of their Russian exit strategy, with completion of the business transfer to Anadolu Efes. Although the deal is valued at $1.1B, no funds will be exchanged as ABInBev takes a write down of the Russian business with the brewery assets transfering to Efes. Another example of western companies vacating business in Russia, and with serious financial implications. However, equity markets seemed to welcome the news, with shares of both companies in positive territory immediately following the announcement yesterday. #beerindustry #beer #insights #rmianalytics https://lnkd.in/esqpYcmx

An incredible morning at Prima Ekuiti (UK) Ltd’s London office today competing in their Prima Ekuiti Stock Pitch Challenge 2024. With an extremely talented team ,Yong Wei Tham ,Jun Wei Au & Lee Jun F.. We’ve managed to secure the top spot in the challenge for our pitch on SAP SE. I would like to also express my greatest gratitude to everyone in the wonderful & welcoming team at Prima Ekuiti who have hosted us. Two important takeaways that I have learned through this challenge. Firstly, a well-made professional equity report should have an investment thesis that links and contributes to the pricing of your valuations. Seems intuitive but most people tend to write a thesis just to convince someone that the equity is good but do not contribute to its valuations. Secondly, it is very crucial that as analysts we describe both sides of the story not only the positive parts. A perfect company does not exist, we can’t be acting like the “salesman” for the company and only talk about good sides. Ending my long note, the rainy day in London was made better by a good cup of Malaysian Teh Tarik matched with rendang beef. #stockpitch #equityresearch #assetmanagement

🍻 Why a bottle of beer is more expensive than buying Heineken’s Russia business? 🤔 Heineken's recent exit from the Russian market has raised eyebrows and sparked discussions in the business world. The Dutch brewer, like many other Western companies, pledged to leave Russia following the invasion of Ukraine. However, it faced criticism for continuing its Russian sales earlier this year, leading to an apology and clarification. In a surprising move, Heineken has now sold its Russian business to the Arnest Group, Russia's leading cosmetics, household goods, and metal packaging manufacturer, for a mere one euro. This sale includes a three-year employment guarantee for 1,800 Russian employees. It marks the culmination of Heineken's exit process, with an expected total cumulative loss of 300 million euros. Heineken, the world's second-largest beer company, had already halted new investments, production, advertising, and the sale of its namesake brand in Russia due to the ongoing war in Ukraine. CEO Dolf van den Brink expressed satisfaction with the deal, underlining the company's commitment to its employees. What's particularly noteworthy is that Heineken's exit from Russia for just one euro is a rare occurrence in the business world. This move comes on the heels of the seizure of Danish brewer Carlsberg's Russian operations and their transfer to Kremlin-linked executives. The Kremlin's policies have forced foreign companies leaving Russia to sell their assets to Russian buyers at a 50% discount and imposed an exit fee of at least 10% of the transaction value since December. This story underscores the complexities and challenges multinational corporations face when navigating international politics and markets. It's a fascinating case study in the evolving landscape of global business. 🌍🤝 #linkedin #finance #investmentbanking

Ansarada DealMakers Annual Gala Awards Event SPONSORS: Ansarada | Ince (Pty) Ltd | Brunswick Group | Exxaro Resources | A2X Markets | WTW (formerly Liazon) | Cederberg Wines | Sandton Convention Centre   Shortlisted NOMINEE CATALYST Private Equity Deal of the Year 2023   RCL FOODS disposal of Vector Logistics to A.P. Moller Capital   Remgro-owned RCL Foods sold its frozen logistics business, Vector Logistics, to a South African subsidiary of A.P. Møller Capital, a Danish fund manager and part of global shipping and logistics group A.P. Møller-Maersk. The R1,25bn deal was two years in the making following a competitive disposal process to seek a strategic partner. The deal will enable Vector Logistics to expand its supply chain expertise and logistics services to meet growing demand in Africa.   Local Advisers: RMB - Rand Merchant Bank, Baker McKenzie, White & Case LLP (SA), Webber Wentzel and EY.   Find out more about the CATALYST Private Equity Deal of the Year and the other deals nominated for 2023 at https://bit.ly/3SrtgkN.

Today we announce our results for the fist half of 2023, with revenue up 4.5%, and adjusted operating profit growing 6.5% at actual exchange rates. Our teams have done excellent work over the period to manage our margins, achieving year-on-year operating margin growth, with margins now significantly higher than in the comparable period of 2019. Following this strong margin performance, we are also upgrading our adjusted operating profit guidance for FY23.   We are also announcing two new acquisitions today: Safety First Sp. z o. o. one of the largest distributors of Personal Protective Equipment products in Poland to a range of end markets. This is Bunzl's anchor acquisition in Poland, achieving our first entry into the country.   EcoTools.nl, a Netherlands based specialist online distributor of tool accessories and industrial consumables to customers across the Benelux region.   Watch the video below for more highlights from our CEO Frank van Zanten, and click the link to read the full release: https://lnkd.in/ejGMsgpe

‘The purchase price for the HEINEKEN Russia business is €1 for 100% of the shares.’ Sold at expected €300m loss. I wonder if it’s possible to make a chart showing that losses are lower for early leavers? At Dragonfly, we think that seizures of Western business assets will probably pick up from hereon in, partly in response to talk of using Russia’s frozen assets to fund Ukrainian reconstruction; in part, to continue to be able to reward loyal insiders amid clear signs of developing economic and political instability. https://lnkd.in/eB9RC3gk