Food, Beverage & Tobacco Belgian Community

SIPEF is seeing a clear pickup in output and profits as its plantations become more productive and demand for palm oil gets a lift from biofuel policies. The big question is whether weather swings, politics, and rising input costs could derail what looks like a strong run.Read more

EU#8 - Anheuser-Busch InBev: Courage, Capital, and the Discipline to Build an Empire It takes only three ingredients to brew beer: water, barley, and hops. But building a global beer empire is different.Read more

AB InBev’s beer business throws off a lot of cash, and even modest growth could make today’s stock look cheap if that cash keeps rising. But the story depends heavily on how quickly the company can keep improving while carrying a large debt load.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

Lotus Bakeries’ biggest hit product could face a tougher road as more shoppers look for healthier snacks and regulators tighten rules on sugar and processed foods. See why rising costs, supply chain shocks, and heavy reliance on one brand may pressure growth even as the company expands into new regions and “better-for-you” lines.Read more

AB InBev leans on growing demand in developing countries, more people trading up to premium beers, and a bigger push into low- and no-alcohol drinks to keep sales growing. But shaky demand in key markets and heavy debt could limit how much of that growth turns into lasting profits for shareholders.Read more

This brewer is betting that higher-end beers, alcohol-free options, and new drink brands can keep growth steady even if overall beer drinking doesn’t. The biggest swing factor is whether its fast-growing digital ordering and direct-to-consumer tools really make selling simpler and more profitable—or fall short.Read more

Anheuser-Busch InBev is leaning on premium and alcohol-free drinks, plus newer options beyond beer, to win customers even when traditional beer sales feel sluggish. Its push into digital tools and faster-growing markets could lift results over time, but weaker demand and shaky execution in places like China could still derail the story.Read more

Lotus Bakeries is betting on a tie-up with Mondelez and a new factory in Thailand to push Biscoff and other snacks deeper into fast-growing markets like India and Asia. The upside comes from new products and bigger brand reach, but delays, ingredient price swings, and heavy spending could squeeze profits along the way.Read more