$RI (+0,15%)
$DGE (+0,39%)
$CARL B (-0,29%)
$HEIA (+0,04%)
$ASBHY
$ABI (+0,59%)
Hey guys, I've had a look at the current situation surrounding alcohol stocks and would like your opinion on it.
The current valuation of alcohol stocks reminds me a lot of the tobacco industry a few years ago. Back then, many stocks were trading at all-time lows. Anyone who invested back then was even ridiculed.
Today, I see a similar pattern with alcohol stocks: changes in consumption, regulatory pressure, etc . The question is: is this a comparable opportunity to the one we experienced in the tobacco industry, or are the structural differences too serious this time?


