article thumbnail

Anheuser-Busch InBev: Uncorking the success of the brewery giant despite problems with FIFA World Cup 2022 sponsorship deal

Valutico

To pay for the damage, Anheuser-Busch InBev wants to cut €39 billion from its 2026 World Cup deal in North America, which is currently worth €107 billion. The Discounted Cash Flow analysis produced a value of €189 billion using a Cost of Equity of 6.7%. . Share Price Performance. Link to the detailed valuation. Disclaimer.

article thumbnail

Anheuser-Busch InBev: Uncorking the success of the brewery giant despite problems with FIFA World Cup 2022 sponsorship deal

Valutico

To pay for the damage, Anheuser-Busch InBev wants to cut €39 billion from its 2026 World Cup deal in North America, which is currently worth €107 billion. The Discounted Cash Flow analysis produced a value of €189 billion using a Cost of Equity of 6.7%. . Share Price Performance. Link to the detailed valuation. Disclaimer.

article thumbnail

The Indian Smartphone Revolution: Paytm's Coming of Age IPO!

Musings on Markets

In modeling Paytm's take rate over time, I will begin by assuming that the company will spend the next few years putting user growth first, at the expense of generating revenues, and that the take rate will stay low over the next five years, rising slowly to 1% in 2026. 2000 billion at the 90th percentile.