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Will SAB Miller be involved in a Mega-Merger Deal?
Asked by keydet on 17 Oct 2014
Relates to SABMiller
Yes, they will be acquired by AB-Inbev
Yes, they will buy or merge with Heineken
Yes, they will merge or build a significant JV with Diageo
Yes, they will buy Molson Coors
No, they won't be involved in a deal and the P/E multiple will contract materially
No, they won't be involved in a deal - but they will grow reasonably into the current P/E
I see Heineken doing a mid-tier deal with Diageo to reflect better synergies in the beer business with Guinness/Africa being the biggest component and thus - no big deal for SAB unless they buy TAP. We'll see though!