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India's Varun Beverages completes R2.1bn acquisition of SA soft drinks maker, Twizza
Standard Bank has facilitated the R2.1 billion sale of Twizza to Varun Beverages, marking a significant milestone in South Africa's fast-moving consumer goods sector. This acquisition aims to enhance Twizza's growth trajectory while reinforcing investor confidence in the region
cityfalcon.com·4d ago
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Varun Beverages acquires 100% of South Africa's Twizza for R2.1bn
India-based Varun Beverages has completed its acquisition of local soft drink manufacturer Twizza for R2.1 through its subsidiary, The Beverage Company (BevCo).
cityfalcon.com·5d ago
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Top stocks to buy today: Stock recommendations for February 27, 2026 - check list
Stock market recommendations: Bajaj Broking Research recommends Colgate-Palmolive (India), and Varun Beverages as the top stocks to buy on February 27, 2026. The brokerage shares a detailed outlook on Nifty and Bank Nifty:
cityfalcon.com·1mo ago
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Brief Consumer: Primer: Genting Singapore (GENS SP) - Feb 2026 and more
In this briefing: Primer: Genting Singapore (GENS SP) - Feb 2026 PUMA CIE Automotive India Ltd - Operational Moderation Near Term PICK OF THE WEEK: Varun Beverages Ltd - 21st February, 2026 Primer: Minor International (MINT TB) - Feb 2026 1. Primer: Genting Singapore (GENS SP) - Feb 2026 Genting Singapore operates in a duopoly in the stable and high-margin Singapore gaming market, providing a significant barrier to entry and pricing power. The company is undertaking a major S$6.8 billion expansion of Resorts World Sentosa (RWS 2.0), which is expected to drive long-term growth by adding new non-gaming attractions and luxury hotel rooms. While facing near-term headwinds from slower tourism recovery and increased competition, the company maintains a strong balance sheet with a net cash position, supporting its investment plans and dividend payments. This content is AI-generated and displayed for general informational purposes only. Please verify independently before use. 2. PUMA The consideration is €35 per share in cash, an over 60% premium to the previous days close.
cityfalcon.com·1mo ago
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Brief Consumer: PUMA and more
In this briefing: PUMA CIE Automotive India Ltd - Operational Moderation Near Term PICK OF THE WEEK: Varun Beverages Ltd - 21st February, 2026 Primer: Minor International (MINT TB) - Feb 2026 YETI: International Strength Drives 4Q EPS Beat; Modestly Raising 2026 EPS Estimate 1. PUMA The consideration is €35 per share in cash, an over 60% premium to the previous days close. You can buy Puma stock for €23 per share currently. That’s a crazy discount! Now to be clear, Anta is not launching a takeover. 2. CIE Automotive India Ltd - Operational Moderation Near Term European Operation - Weak Demand Environment but Consolidation Opportunities: The European forging market remained subdued during Q3FY26, impacted by competitive pressures from low-cost regions and the ongoing transition toward EV platforms, with CY25 sales declining 6% in Euro terms. However, with regional vehicle production expected to remain largely stagnant at 16-17 Mn units through 2030, management anticipates accelerated consolidation among weaker suppliers, positioning the company to gain market share as one of the region's more efficient manufacturers.
cityfalcon.com·1mo ago
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