Coca-cola Hbc Share Discussion Threads

[martinmc123] 30/4/2025 12:56

wealthoracle.co.uk/detailed-result-full/CCH/1389

[martinmc123] 13/2/2025 11:27

wealthoracle.co.uk/detailed-result-full/CCH/1226

[nellynell] 27/10/2024 00:09

Boycott genocide cola :-)

[porsche1945] 30/5/2024 08:29

Same price as it was 8 years ago, pitiful, like everything else listed on the dog index of the world ftse 100.

[growthpotential] 02/5/2024 16:29

Seems like a great stock but surely this would underperform the world index?

[dewalt] 16/4/2024 13:05

Ill be back in at 2220

[niklol] 31/10/2023 07:36

Trading update today

[bulltradept] 06/9/2023 07:56

I can't believe no one follows this stock here, you cretins!

[crabbeng] 01/2/2023 19:11

Full Year results on the 14, anyone got any ideas?

[niklol] 25/8/2022 16:20

Any idea why this drop today please?

[ram376s] 19/5/2022 11:21

Pop up CCH . 300 nurse to train for GDR new game changer test . Multibagger possible . Anticipated news .

[m_kerr] 13/5/2022 22:14

a very good update in the circumstances IMV, though the full impact of the ukraine invasion is not felt in these numbers (at least €330m in fixed assets invested in russia), and 18% of EBIT.

few consumer staples companies have the customer loyalty and pricing power of soft drinks companies - maybe only tobacco and confectionary that i can think of. people will trade down to own label on many things during these inflationary times - cereal, yoghurt, bread etc, but IMV coca cola will be one of the last things people trade down on.

i'd been waiting for an even more attractive entry price so this update did take me by surprise, but maybe i shouldnt have been.....!

[m_kerr] 18/4/2022 21:48

they have around 14 bottling plants and 70 distribution centres in russia. that's a fair amount of capital tied up there.

it's fully priced in though with the shares down 35% since the invasion.

[mwainw1973] 09/3/2022 13:57

Be rude not to at this price

[m_kerr] 09/3/2022 13:17

...........and the stock market rewards this news by going up 7%.

[m_kerr] 08/3/2022 22:40

UPDATE - coca cola have now temporarily suspended operations in russia.

[m_kerr] 08/3/2022 17:06

there's considerable public pressure being pushed on coca cola (KO) to pull out of russia. problem is they can't really make that decision when it's CCH that stand to lose the most out of it, as they have the capital invested in russia, and it affects almost 20% of their revenue and EBIT. morally coca cola (KO) cannot really make that decision to pull out unless they compensate CCH. i expect CCH / KO to update investors in due course as to their stance here.

[m_kerr] 05/3/2022 17:21

due to some fixed costs and operating leverage (manufacturers have quite high fixed costs), losing 20% of your revenue and EBIT will lead to a greater than 20% fall in profits as they'll lose the contribution to fixed costs. they have a number of factories in russia (around 10) and at least one in ukraine. even if russia remains operational, they will presumably face difficulty repatriating any profits due to the sanctions. to be cautious i'd budget for more like a 25-30% fall in profits for the time being.

to illustrate, from 2016-19 revenue increased 4% compound, whereas ebit increased 12% compound. obviously this works the other way should revenue fall.

i'd venture to add that the share price falling 35-40% does at least reflect this disruption to business.

[sweep stock] 03/3/2022 09:08

When Brandon pushes the button he'll be drinking Coke

[bulltradept] 03/3/2022 07:23

Alwaysvalue you called it right!