Food, Beverage & Tobacco Belgian Community

Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more

Lotus has been a very good company positive: with future revenue growth around 12% and profit margins increasing, the fair value is still high, even with decreasing p/e and using an 8% discount rate, they are still at least 10% undervalued great balance sheets with low debts/equity - 35% High increasing demand for their flagship cookie in Asia building of a new factory in Thailand to follow the increasing demand should help ensure future revenue growth currently at a discount, having as low a p/e as it has basically has had in the last 5 years High ROA compared to industry - 11% compared to 3 % 3Y free cash flow cagr of 9.90% is in the top 25% of its sector. increasing dividend payments expansion into ice cream products in cooperation with Mondelez negative: they are still at a high p/e ratio of 40X, even with this recent discount A slow down in future revenue growth due to inability to follow increasing demand with increasing production capacity could lead to a lower p/e balance in the futureRead more

Key Takeaways Shifting consumer preferences and tighter health regulations are forcing a move away from profitable core products, threatening long-term growth and profitability. Heavy dependence on Biscoff and escalating supply chain, compliance, and sustainability costs expose the company to increased risks and tighter margins.Read more

Catalysts About Anheuser-Busch InBev Anheuser-Busch InBev is a global brewer that produces and sells beer, non alcohol beer and Beyond Beer products across multiple regions. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Rapid expansion in Asia, local production, and Biscoff's viral popularity are expected to accelerate growth and boost market share well beyond current analyst projections. Investments in digital channels and efficient supply chains should structurally raise margins, with premium pricing and e-commerce boosting profits and resilience against traditional industry pressures.Read more

Catalysts About Anheuser-Busch InBev Anheuser-Busch InBev is a global brewer that builds leading beer and Beyond Beer brands and increasingly monetizes a large digital and distribution ecosystem. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Strategic partnerships and new facilities in Asia and Europe could enhance market penetration and improve revenue through product expansion and cost-effectiveness. Focused expansion in better-for-you snacks and increased marketing efforts aim to drive future growth and strengthen brand presence globally.Read more

Key Takeaways Growth in emerging markets, premiumization, and no and low-alcohol innovation are supporting long-term revenue expansion and increased market share. Digital transformation and operational efficiencies are improving margins, cash flow, and flexibility for shareholder returns and reinvestment.Read more

Key Takeaways Leadership in integrated partnerships, sustainability, and healthy product trends should drive market share gains, premium pricing power, and long-term revenue growth. Deep operational restructuring, digitalization, and focus on value-added innovation could enable best-in-class profitability and resilient earnings.Read more