Diageo Share Discussion Threads

[philanderer] 16/12/2015 09:17

Goldmans cuts target from 1685p to 1600p retains sell

[philanderer] 15/12/2015 15:57

Diageo announces departure of North America CFO Kryder

Kryder will be replaced by Jakob Ripshtein, the current head of Diageo Canada, who will work in both roles concurrently.

[philanderer] 14/12/2015 17:29

Nope ;-D

8 in a row for ftse100 and ftse250 in the wrong direction.

[redartbmud] 13/12/2015 16:20

phil

Can you ever fully believe any economic data that comes out of China?

[philanderer] 12/12/2015 10:17

May help arrest the slide come monday morning .

overnight news...

'China Industrial Production Gears Up in November'

The 6.2% increase in industrial output is the latest in a string of recent positive data out of China

[gateside] 11/12/2015 21:41

Most of my larger holdings are in the top end of the FTSE100.

Been hit by the likes of BLT, HSBA, RIO, RDSB, AMFW etc etc

Thank goodness for the likes of DGE, ABF, AZN, BATS, NG. etc

[philanderer] 11/12/2015 21:03

Been a tough year Gateside.... good job that santa rally is coming ;-)

2015 so far..

FTSE100 -9.4%
FTSE250 +6.4%

[gateside] 11/12/2015 20:14

Good going phil

My 'safeish' portfolio that currently consists 15 FTSE100 & 5 FTSE250 companies, is at -15.0% for 2015

[philanderer] 11/12/2015 17:45

Well my portfolio has just gone negative for 2015 , -0.2%

[philanderer] 11/12/2015 12:11

11th dec Credit Suisse outperform tp 2100p

reiterates

[blunderbuss] 10/12/2015 13:19

Oversold here now

[philanderer] 10/12/2015 13:17

Diageo plc (LON:DGE)‘s stock had its “outperform221; rating restated by RBC Capital in a note issued to investors on Thursday, MarketBeat.com reports. They presently have a GBX 2,000 ($30.14) price target on the stock

[philanderer] 10/12/2015 08:52

The 1950p resistance seems a mile away now.

What a cr@p year for equity investment

[philanderer] 07/12/2015 09:30

7th dec Vetr buy tp $119.50

reiterates

[philanderer] 04/12/2015 14:33

Director dumping 8,000 shares @ 1888p

[philanderer] 03/12/2015 14:37

That 1950p is proving a real struggle.

[philanderer] 03/12/2015 12:41

3rd dec Bryan Garnier & Cie neutral tp 1870p

reiterates

[philanderer] 02/12/2015 17:46

Diageo has hired a leading headhunter to find a replacement for its veteran chairman Franz Humer, according to reports

[philanderer] 02/12/2015 09:02

Beaufort Securities:


Buy

Yesterday, Diageo informed that the company, Heineken and The Ohlthaver & List Group of Companies, the controlling shareholder of Namibia Breweries (NBL), have completed the restructuring of their respective joint venture (JV) operations in South Africa and Namibia.

The transaction fulfils all the conditions agreed upon on 28th July 2015. The company has received a total net cash consideration of ZAR2.5bn for the equity and debt positions sold in Sedibeng, DHN and NBL.

Our view: Restructuring of Diageo’s JVs in South Africa is in line with its plan to focus on the core markets. Recently, the company sold its interest in Desnoes & Geddes (D&G) and Guinness Anchor Berhad (GAB) to Heineken and also acquired additional shares in Guinness Ghana Breweries Limited (GGBL).

Diageo plans to use the cash generated from these deals to reduce its borrowings. Additionally, an increased stake in GGBL would provide Diageo an easy access to the African market. Meanwhile, the company remains cautious in the emerging markets as weaker currencies would hamper its margins. Diageo is undertaking focused brand building initiatives which include innovative marketing techniques and improving distribution platform.

The company has implemented several cost saving and pricing measures to boost earnings and continues to make efforts to expand into new markets. Recently, Diageo reported strong performance for 2015 with improved free cash flow and a 9% increase in the final dividend to enhance shareholder wealth. In light of the above argument, we maintain a Buy rating on the stock.


proactiveinvestors.co.uk

[philanderer] 01/12/2015 17:27

Diageo plc (LON:DGE)‘s stock had its “buy” rating reaffirmed by equities researchers at Natixis in a report issued on Tuesday, AnalystRatings.NET reports. They currently have a 2060p target price on the stock.


'Diageo appoints new Baileys global brand director as Garbhan O’Bric departs'

[philanderer] 01/12/2015 13:31

Diageo has completed the withdrawal from its South African and Namibian brewing joint-ventures with Heineken, recouping ZAR2.5bn (US$172m) in the process.

The company said today it had sold its stakes to Heineken, with the Dutch brewer now controlling 75% of the South African JV. Namibian Breweries Ltd controls the remaining 25%.

[philanderer] 25/11/2015 09:36

Diageo sells Bouvet Ladubay wine business to Monmousseau family

[philanderer] 24/11/2015 09:55

24th nov Credit Suisse outperform tp 2100p

reiterates

[philanderer] 20/11/2015 17:07

Excellent week .. +80p :-)