Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Coca-cola Hbc Ag LSE:CCH London Ordinary Share CH0198251305 ORD CHF6.70 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -24.00p -0.82% 2,913.00p 2,900.00p 2,902.00p 2,959.00p 2,883.00p 2,933.00p 903,565 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages 5,986.1 549.3 109.7 26.8 10,729.40

Coca-cola Hbc Share Discussion Threads

Showing 2401 to 2419 of 2425 messages
Chat Pages: 97  96  95  94  93  92  91  90  89  88  87  86  Older
DateSubjectAuthorDiscuss
21/5/2019
12:49
Deutsche: CCH’s share price reaction (down 7-8% initially, -5% now is overdone in our opinion considering (1) the attractions of the standalone investment case (and upcoming capital markets day), (2) a CCBA deal seemed unlikely on a 6-12 months view anyway, given the recent special DVD announcement, (3) today’s news doesn’t rule out KO refranchising CCBA at some point in the future (KO is and remains committed to a franchise model). We believe the shares have overreacted on the news, with possibly some short term 'event-money’ coming out of the stock, and we would take this as a buying opportunity. Goldmans Mispriced for growth: We continue to believe CCH is undervalued for its ngrowth advantage to the sector. The shares currently trade in line with the broader European Staples sector (c.23x on 2019E P/E) despite offering organic sales growth that is c.200bps above peers (FY19-21E organic growth +5.8% vs. sector +4.0%). Further scope for margin expansion: We believe current company guidance of n+11% comparable EBIT margin is conservative for 2020E. CCH delivered FY18 EBIT margin of +10.3%, a 70bps increase from 2017 (in line with the 5-year average annual margin expansion). We note the current guidance implies c.40bps margin expansion p.a. to 2020. Benchmarking CCH to other Coke bottling peers also suggests there could be scope for over-delivery of CCH’s 2020 target as well as potential for margin expansion beyond 2020 (the average EBIT margin for listed Coke bottlers was c.12.7% in FY18, with best-in-class CCEP at 13.7%). We therefore assume 2020E EBIT margin of 11.3% and 2022E margin of 12.6%. Balance sheet optionality provides additional upside: CCH’s FY19 net debt to nEBITDA of 1.1x (on our estimates) remains materially below both the European Staples sector at c.2.0x and the 1.5-2.0x target outlined at its last Investor Day (2016). This is despite the announcement of a special dividend of €2.0 per share at its 1Q19 results, the equivalent of €730mn total consideration (and 6% special dividend yield). We continue to believe the company’s lean balance sheet provides scope for additional upside to the shares from cash use: Special dividend: If the company chose to lever up to the top of the provided otarget in 2019, we see scope for the announcement of a second special dividend for a total consideration of c.€1bn (or c.€2.7 per share); this would imply a potential net gain (special dividend yield less EPS dilution) of high single digit. Generic acquisition: Levering up to the top of the provided target range oimplies high single digit to low double digit 2020E EPS accretion (assuming different levels of synergies), on our estimates. The company has indicated during its 1Q19 results conference call that while the proposal of a special dividend does increase the company’s FY19 leverage ratio, it does not affect it pursuing M&A. https://ftalphaville.ft.com/marketslive/2019-05-21/
philanderer
21/5/2019
12:44
Yesterday's fall.. "..Coca-Cola HBC suffered heavy losses after Coca-Cola announced that it will keep its majority stake in Coca-Cola beverages Africa "for the foreseeable future". The company had previously announced its intention to refranchise the business, which is the largest bottler of Coca-Cola beverages in Africa." Sharecast.com
philanderer
20/5/2019
14:19
Nothing that I’ve been able to find. Concerns about German economy appear to have hit the market as a whole today but I wouldn’t expect that to impact CCH so considerably.
musicgibbon
20/5/2019
13:30
Is there no news flow ???
rounder2
20/5/2019
13:28
Time to buy buy buy.
bulltradept
20/5/2019
13:04
Anyone got any idea why the share price just dropped 8%?
musicgibbon
20/5/2019
12:54
Mmmmmm am wondering why currently?
bulltradept
02/5/2019
21:38
I should have stated that it was the Whitbread shareholders card that gave the 25% discount at Costa's. The Costa card just gives points as I am sure you are aware.
palace3
29/4/2019
20:28
Any one know if old costa card from Whitbread giving up to 25% discount will be introduced by CCH. have written to them but no reply yet.
palace3
29/11/2018
19:47
is there anyone there???
eentweedrie
16/11/2018
10:21
great momentum
eentweedrie
07/11/2018
14:12
looking good for tomorrow
eentweedrie
15/9/2018
13:34
At this rate we will all be dead and buried before a resolution.
sparky333
04/9/2018
21:21
What I don't entirely understand is why it is moribund. There is actually still a little bit of money left in the company - I think a few years ago Fosset said it was still worth something like 30 or 40p. They could return that if they wanted. Do the Nils still have any involvment of have they just written off their entire money? I effectively have, but I had a lot (for me) in it and would always appreciated even a % in the £ back if there is any...
soggy
27/8/2018
17:25
11 years now and the company hasn't even given results since 2016.What makes me even madder is a debt for several million outstanding to Oiax limited is a company fossett works for or his son works for. How does that work ? WTF !!!
sparky333
10/8/2018
22:14
Is this the same CCH company previously suspended? If so I have not had any communication about it trading again? After such a long time that would be great news. Any communication to you Soggy?
moormoney
10/8/2018
19:55
anyone know why the share price went down today
red5
26/8/2016
20:12
As you say soggy...who knows! See you next year same time same place!! Enjoy the Bank holiday weekend.
moormoney
26/8/2016
11:22
Time for my annual post to the few CCHers left on here: The accounts and annual report to 30th June 2015 arrived recently. Haven't studied them in detail but it looks to me like the situation is still exactly the same, waiting for this court case to be resolved. We still have assets and even revenue but once again huge outgoings, mostly on legal fees. Wages & salaries (Mr. Fosset, presumably as the only director??) again - £150k. If anyone wants a copy I've scanned it into a pdf. email me on goofy.stuff@ntlworld.com and I'll send you a copy. The whole sorry saga is once more in the notes, but no update, it looks word for word like the previous year's. I know we've all given up on them, but there is still money in the company, they are still trading (at least they have loaned money to a co. Mr Fosset is involved with!) As others have posted previously, maybe it's just a long game to bleed any assets out year by year, or maybe the court case will be finally settled and we might get something back. Who knows...
soggy
Chat Pages: 97  96  95  94  93  92  91  90  89  88  87  86  Older
Your Recent History
LSE
CCH
Coca-cola ..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190619 23:30:53