Wednesday, May 07, 2008

United Breweries holdings

will be 3x in 3 years.

7/31/07

recommended at around 600.today UC at 842.wait for 780-800 levels to enter.news driven stock.

10/31/07
600 to 1255 in 4 months..enjoy

Jan 3

with merger completeion of deccan-kingfisher.. unibre will get rerated to around 2000+since it holds 80% in kingfisher airlines and 40+% in deccan.its current mcap value is just abt equal to its holdings' worth in group companies .but now since it did not explode even after advance stages of deccan takeover... slow returns are expected.so still its a value buy and may spurt on kingfisher airline IPO or current shareholders rewarded by airlines share news.tgt 2000 by 09 end

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