The Asset Allocator: Ambev - A Major Brewery, Excellent Value
Apr 20, 2021 ·
6m 48s
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Description
Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom...
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Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom lifts its currency. This podcast (7:28) argues that Ambev is already increasing revenue while cyclical factors should help it cut costs, fueling a renewed look by investors at an emerging-markets company with a popular product and solid customer base.
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Information
Author | Seeking Alpha |
Website | - |
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