|
Feb 18
|
|
$11.10
$11.10
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASBRF
Oakmark Japan Strategy Q4 2025 Portfolio Revi...
|
|
Feb 12
|
|
$11.50
$11.10
-3.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASBRF
Asahi domestic beer sales remain under pressu...
|
|
Feb 12
|
|
$11.50
$11.10
-3.5%
|
SHORT
|
David Ingles
Anchor, Bloomberg
|
Budweiser APAC earnings missed; Asahi reported Japan sales down 11% in Jan; Heineken announced job cuts (7% of workforce) due to slumping demand. Multiple major global brewers are reporting the same data point simultaneously: consumers are drinking less alcohol. This signals a structural shift (health/sobriety) or a cyclical crunch (inflation), leading to revenue contraction across the sector. SHORT/AVOID the Alcohol/Brewing sector. A sudden rebound in consumer discretionary spending or successful price hikes offsetting volume declines. |
Bloomberg Markets
China's Zhipu Jolts AI Race as 'Scare Trade' ...
|