Consumer

The battle rages on between Apple and Samsung

posted on April 23, 2013 at 9:14 am by Tim Seymour

Do we still need to do this? Not even close on market share anymore as Samsung pre-announced last week and imputed numbers say they are 30% of the smartphone market vs. Apple’s (AAPL, quote)

Consumer South Korea Technology Telecom Tim Seymour

Kimberly Clark reports a nice earnings beat

posted on April 19, 2013 at 8:33 am by Tim Seymour

Look at the chart of Kimberly Clark (KMB, quote) who reported a nice beat this morning. This is a classic example of what has happened to the stock prices of any multi-national who has exposure to the emerging market consumers.

Analysis Consumer Emerging Markets Insight Tim Seymour

Turkcell – Lifting the fog on dividends?

posted on March 12, 2013 at 9:30 am by Tim Seymour

Is Turkcell (TKC, quote) lifting the fog on dividends? Turkcell popped today in pre-market and comfortably above key support at $16.10 as the board appointed 3 new independent directors.

Consumer Emerging Markets Insight Telecom Tim Seymour

Coca Cola-HBC sees risk in Russia

posted on February 28, 2013 at 10:00 am by Richard Rittorno

Coca Cola – Hellenic Bottling Company (HBC) acknowledge some issues/risk doing business in emerging markets in a statement to investors. Specifically Coca Cola indicated the risk in doing business in Russia is now at the same level of risk as in Nigeria.

Africa Consumer Food Russia

Berkshire Heinz deal (unnecessary) validation of emerging market consumer

posted on February 14, 2013 at 9:08 am by Tim Seymour

When I met with Heinz CEO (HNZ, quote) Bill Johnson and featured him on Trading The Globe on CNBC, he made it clear that Heinz sees the emerging market consumer as key to their growth and ultimate success.

BRIC Consumer Emerging Markets Insight Tim Seymour

Is Coca-Cola really overdone?

posted on February 12, 2013 at 12:20 pm by Richard Rittorno

Coca-Cola (KO, quote) is being punished after reporting earnings today as analysts were looking for higher revenue.

Analysis Consumer Emerging Markets Insight

Las Vegas Sands reports stellar profits from Macau

posted on February 1, 2013 at 7:00 am by Sean Geary

Gaming company Las Vegas Sands (LVS, quote) reported both its quarterly and annual results Wednesday afternoon; the firm had massive profits thanks to strength from its casinos in Macau.

China Consumer Macao Stocks

Anheuser Busch Inbev: your Brazilian beer company

posted on January 31, 2013 at 11:45 am by Tim Seymour

Anheuser Busch Inbev (BUD, quote), your Brazilian beer company(!) is down -6% as the U.S. has filed an antitrust suit to stop its purchase of Grupo Modelo (GPMCY, quote).

Brazil Consumer Mexico Tim Seymour

Whirlpool Corporation a growing emerging market play

posted on January 24, 2013 at 2:00 pm by Tim Seymour

The middle class in emerging markets is buying more and more appliances. Look no further than Latin America, and Brazil in particular — where producers and retailers of small to medium sized appliances are booming.

Analysis Consumer Latin America Tim Seymour