{
}
UBS reports that the impact of US tariffs on the spirits sector is less severe than anticipated, with imports from Mexico and Canada exempt under the Canada-US-Mexico agreement. The estimated effects on operating income vary by company, with Diageo facing a 2% impact and Rémy Cointreau 12%. Despite this, US spirits stocks have dropped 16% year-to-date, reflecting concerns over tariffs and declining consumer demand.
Raiffeisen Research has added Vonovia to its Top Picks list, citing its attractive valuation with a price-to-book ratio of around 0.8 amid rising yields. The demand for rentals in Germany is expected to remain strong due to affordability issues and a shortage of new buildings, while recent interest rate cuts are lowering refinancing costs. The updated Top Picks include notable companies such as 3M, Amazon, and Microsoft, alongside Vonovia.
BNP Paribas Exane has lowered its price target for Molson Coors Beverage Company to $60 from $64 while maintaining a neutral rating. The company, known for brands like Coors Light and Miller Lite, operates 22 production sites globally, with net sales primarily from the U.S. (68.9%), followed by the U.K. (11.2%) and Canada (10.5%).
UBS has maintained its 'buy' rating on Heineken, increasing the price target from €85 to €96, indicating a 24% upside potential. The firm highlights positive trends in emerging markets and has raised its EPS guidance for 2025-27 from 5% to 9%, driven by strong performance in 2024 and share buybacks.
UBS has raised its price target for Heineken, as reported by Cercle Finance and published by BOURSORAMA. The analysis is provided for informational purposes only, with BOURSORAMA acting solely as a distribution channel and maintaining a conflict of interest management policy. There are no financial ties between BOURSORAMA and the companies mentioned, ensuring objectivity in the analyses published.
Analysts have made several notable changes to their recommendations and price targets for various companies. Adecco Group was downgraded by Deutsche Bank, while Ahold Delhaize saw its target raised by KBC Securities. Anheuser-Busch Inbev received an upgrade from ING Bank, and Ferrari's target was increased by Jefferies. Other significant adjustments include downgrades for Porsche and Fevertree Drinks, alongside upgrades for companies like Victrex and Soitec.
Molson Coors Beverage Company, known for brands like Coors Light, Miller Lite, and Blue Moon, has received a neutral rating from UBS. The company operates 22 production sites globally, with net sales primarily from the United States (68.9%), followed by the United Kingdom (11.2%) and Canada (10.5%). Additionally, it is expanding its portfolio by producing beers under sublicense for brands such as Heineken and Corona Extra.
UBS has reiterated its buy recommendation for Heineken, maintaining a target price of €85, indicating a potential upside of 22%. While first and fourth-quarter volumes may be disappointing, improved EBIT expectations and positive signs in emerging markets could support a recovery in the stock.
UBS has reiterated its buy recommendation for Heineken, maintaining a target price of €85, indicating a potential 22% upside. While first and fourth-quarter volumes may disappoint, improved EBIT expectations and positive signs in emerging markets could support a recovery in the stock.
UBS has reiterated its buy recommendation for Heineken, maintaining a target price of €85, indicating a 22% upside potential. While fourth-quarter and first-quarter volumes may be disappointing, improved EBIT/EBITDA expectations and positive signs in emerging markets could support a recovery in the stock.
Heineken N.V.
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
spirits sector shows resilience amid lower than expected tariff impacts
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11:12 03.04.2025
Raiffeisen Research Adds Vonovia to Top Picks Amid Attractive Valuation
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16:53 01.04.2025
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ubs raises price target for heineken in recent analysis
10:55 14.02.2025
analysts update recommendations and price targets for major european companies
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08:44 10.02.2025
molson coors beverage company expands global beer production and distribution network
16:04 16.01.2025
UBS Maintains Buy Rating on Heineken with 22 Percent Upside Potential
11:00 17.12.2024
ubs maintains buy rating on heineken with 22 percent upside potential
11:00 17.12.2024
UBS Maintains Buy Rating on Heineken with Target Price of E85
10:55 17.12.2024
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