Enrique · 2023-01-17T20:24:12.482892Z

Ist eigentlich jemand bei Coca Cola HBC investiert? Der Kursverlauf von HBC sieht natürlich scheiße aus, da das komplette Russland Geschäft abgeschrieben wurde. Die Dividende ist jetzt auch nicht so schlecht und ich überlege eventuell eine "Dividenden-Venture" Position aufzubauen. Pro: - Deckt den Europäischen Ostblock ab, was ein noch großer Wachstumsmarkt ist. - HBC hat anscheinend Druck von der Mutter bekommen, wir rotieren hier alle Werke ab um die Maschinen zu warten. - Monster Energy ( ich MUSS abends Bier trinken, um den Effekt des Energys zu neutralisieren ☻️ ) kann mich hier entweder direkt vom Band bedienen oder die Kühlschränke plündern🤭 Contra: - Sitz der Gesellschaft in der Schweiz, Quellensteuer. - Ostblock, was auch sehr chaotisch sein kann -> letztes Jahr im Februar war ich bei HBC in Serbien, dort wurde mir vor Ort gesagt, dass die Maschine die ich reparieren sollte nicht mehr in Belgrad steht, sondern 200 km südlich "ausgelagert" wurde🫠🖕 Gerne ein paar Meinungen zu HBC🫡

@Dividenden_Monteur

2Yr·

Is anyone actually invested in Coca Cola HBC?

HBC's share price performance looks like shit, of course, since the entire Russian business has been written off.

The dividend is not that bad now and I'm thinking about possibly building a "dividend venture" position.

Pros:

- Covers the European Eastern Bloc, which is still a big growth market.

- HBC seems to have gotten pressure from the parent, we are rotating off all the plants here to service the machines.

- Monster Energy ( I HAVE to drink beer in the evening to neutralize the effect of the energy ☻️ ) can either serve me directly from the line here or raid the refrigerators🤭

Contra:

- Company headquarters in Switzerland, withholding tax.

- Eastern bloc, which can also be very chaotic -> last year in February I was at HBC in Serbia, there I was told on the spot that the machine I was supposed to repair was no longer in Belgrade, but had been "outsourced" 200 km south🫠🖕

Gladly a few opinions about HBC🫡

22 Comments

Enrique@Dividenden_Monteur

2Yr

@Kundenservice is kind of stupid that you link Coke HBC as an opinion and then only Coca Cola is there 🫠

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Ella Marie Waschbär@DividendenWaschbaer

2Yr

@Der_Dividenden_Monteur Have you ever restarted the router?

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Enrique@Dividenden_Monteur

2Yr

@DividendenWaschbaer yes,
I also googled Google to restart the internet.
Neither helped.

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Ella Marie Waschbär@DividendenWaschbaer

2Yr

@Der_Dividenden_Monteur there is the error. To restart, you have to search Google at Bing and then open the Wikipedia entry at duckduckgo

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Enrique@Dividenden_Monteur

2Yr

@DividendenWaschbaer No matter what I do, I always come back to xhamster.
And you don't see any hamsters there at all😒

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Ella Marie Waschbär@DividendenWaschbaer

2Yr

@Der_Dividenden_Monteur try eskimotube. Maybe there are at least some Eskimos there 😂

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Kundenservice von getquin@Kundenservice

2Yr

@Der_Dividenden_Monteur As the opinions will soon be abolished, we won't be changing anything now. 😅

$CCH linked to the right stick. :)

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Dividende > Zinsen@GoDividend

2Yr

🤔 somehow not so tingly as I find

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Enrique@Dividenden_Monteur

2Yr

@GoDividend If it's supposed to be sparkling, it has to be Schöfferhofer

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Dividende > Zinsen@GoDividend

2Yr

@Der_Dividenden_Monteur that only tingles beyond the depot

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BoersePG@BoersePG

2Yr

Well, Coke has a strategy of outsourcing everything and simply having it produced.
I don't know HBC exactly, I just know that they are represented here in Austria. Over the years, they have closed their stores and then reopened and closed them again....

...I just think that if Coke were to say, we don't need you any more, we have someone else, the question is whether they will continue to bottle for other customers or whether they will have to close, as Coke can/could actually determine and dictate the price.

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Enrique@Dividenden_Monteur

2Yr

@BoersePG No, that's not quite how it works 😅
They can dictate to HBC, Femsa or European what the standards must be, but the rest is handled by the respective independent companies.

It's almost impossible to just close down an entire company.

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BoersePG@BoersePG

2Yr

@Der_Dividenden_Monteur As I wrote, I don't know the structure. I just think so. There are also a few cases in the trade when, for example, they produce those products for you and then tell you that they no longer want them. It almost happened to us in Carinthia.

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Enrique@Dividenden_Monteur

2Yr

@BoersePG I understand what you mean, but I only know the Coke side and I know that the licenses are awarded over decades.

Would you explain the case in Carinthia?

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BoersePG@BoersePG

2Yr

@Der_Dividenden_Monteur was a very long time ago.
Somehow it was a similar structure to HBC (please don't pin me down) but I found an old article about it by chance.
However, there was talk of closing the bottler because it would have lost one major customer.

https://ktnv1.orf.at/stories/301743

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~ Michael 💎 🏅@Michael-official

2Yr

Personally, one Coca Cola share in my portfolio is enough for me 😄🚀

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Goking@Goking

2Yr

Not directly coca cola, but I'm invested in Monster 😬

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Schweizer_Investor@Alumdria

2Yr

So you mean the bottler of Coke and not $KO itself?

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Enrique@Dividenden_Monteur

2Yr

@Dagobert_Duck if you go to coca cola above, you should actually come out at HBC 😅
Yes exactly the bottler for Eastern Europe

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Dontfearthemarket@Dontfearthemarket

2Yr

@Der_Dividenden_Monteur do you mean Coca cola Consolidated or are there now 3 different branches of Coca Cola😅👍

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Enrique@Dividenden_Monteur

2Yr

@Dontfearthemarket coca cola consolidatet is only the bottler in the USA 😅 and there are two others that are not listed. One is called South West beverages, I've been there on business, but I can't remember the name of the other one 🤔

Then there's coca cola Femsa $KOF who do everything downstream from Mexico.
My $CCH mentioned here do the Eastern Bloc.
Europe and Asia Pacific, which were merged last year $CCEP
And Coca Cola Africa, where South Africa was spun off as an independent company in 2021.

Normal Coca Cola is nothing more than a franchisor and producer of syrup in Ireland

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Dontfearthemarket@Dontfearthemarket

2Yr

@Der_Dividenden_Monteur Oh okay, I see, I'd rather stick with the good old franchisor. That business is as good as ever

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