$RI (-1,16%)
$DGE (-1,08%)
$CARL B (+1,42%)
$HEIA (+0,01%)
$ASBHY
$ABI (+1%)
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?


