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MARKET REPORT: Diageo 人物／姿／数字s whet appetite

By GEOFF FOSTER FOR MAILONLINE
Updated: 08:55 BST, 13 August 2010

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Thirsty 基金経営者／支配人s licked their lips in 予期 of Diageo’s 十分な-year 人物／姿／数字s on August 26.

Their appetites were whetted after Anheuser-Busch InBev, the world’s biggest
brewer of Stella Artois and Beck’s, rolled out better-than-推定する／予想するd second- ４半期/4分の1
利益（をあげる）s.

株 of the Guinness-to-Gordon’s Gin 巨大（な） rose 13p to 1110p on rising hopes that
its 収入s will please and that 株主s could even enjoy another mouth-watering cash 手渡す-out.

Fund managers are eagerly anticipating Diageo's results

基金経営者／支配人s are 熱望して心配するing Diageo's results after better-than-推定する／予想するd 人物／姿／数字s from Anheuser-Busch InBev

Between 1997 and 2010, Diageo has returned in 超過 of ￡22bn to 株主s, more than 50pc in the form of 株 buy-支援するs. 仲買人進化安全s recently 解除するd its 的 price to ￡13 and 推定する／予想するs Diageo to
progressively 増加する its returns to 株主s in the coming years. 管理／経営
should have something その上の to say on that 事柄 with the 人物／姿／数字s.

競争相手仲買人 Matrix also has a 的 price of ￡13. It recently met with Diageo’s
管理／経営 who reconfirmed its 利益／興味 in cognac and シャンペン酒 group Moet-Hennessy, in which it already owns 34pc.

Should LVMH be willing to sell, it would cost around ￡10.5bn to buy the 優れた 66pc, but a 取引，協定 is not thought to be 切迫した.

Diageo 欠如（する）s シャンペン酒 and cognac brands. It already has the world number one
brands in whisky, gin, tequila and liqueurs, so 追加するing Hennessy and Moet & Chandon would make 戦略の sense.

売買業者s also raised their glasses to Peronito-Grolsch brewer SAB Miller, 32.5p up at
1898.5p.

The Footsie 回復するd some composure に引き続いて Wednesday’s sell-off, の近くにing 20.85 points higher at 5,266.06. But the Street of Dreams followed the previous day’s 落ちる of
262 points with an 開始赤字 of 68 points on その上の disappointing 経済的な data.

< p>Americans とじ込み／提出するing new （人命などを）奪う，主張するs for 失業利益s 突然に rose in the 最新の week to the highest level for nearly six months, fuelling 関心s about the strength of 経済的な回復. Centrica 追加するd 10.4p to 329.9p after forking out ￡229m on Suncor Energy’s natural gas 資産s in the Wildcat Hills 地域 of Alberta.

The 取得／買収 will enable its North American 子会社, Direct Energy, to 会合，会う around 35pc of its 顧客s’ gas 需要・要求する through its own sources of 生産／産物.

麻薬s 巨大（な） GlaxoSmithKline 前進するd 30.5p to 1195.5p after the US Food & 麻薬行政 recommended 是認 of Potiga, a new epilepsy 麻薬 developed with Valeant 製薬のs.

Rumours continue to do the 一連の会議、交渉／完成するs that GSK could かもしれない be a 反対する入札者 for
Durex condom group SSL International, 不変の at 1158p. SSL has agreed a ￡2.54bn 申し込む／申し出 from Reckitt Benckiser, 57p up at 3123p.

反映するing 長，指導者 (n)役員／(a)執行力のある Paul Polman’s 購入（する） of 1,000 株 at 1710p a pop,
世帯 goods 巨大（な） Unilever 追加するd 24p at 1732p.

報告（する）／憶測s of a 未解決の用心深い circular and worries about a 滞るing US economy left
plumbing group Wolseley 61p lower to 1379.8p.

（株主への）配当産する／生じる considerations and whispers of a possible 株 buy-支援する helped bicycle retailer Halfords climb 16.7p to 470.1p. On the other 味方する of the High Street, Next 伸び（る）d 16p to 1967p on a Liberum 資本／首都推薦. The 仲買人 says the brand is in good 形態／調整 and the 株 still looks cheap.

Small buying 解除するd 生命科学 minnow ValiRx 0.05p to 0.425p. It has 結論するd a licensing 協定 with 癌研究科学（工学）技術 for the 全世界の商業の権利s to the 約束ing 構内／化合物 VAL 201 and to develop it into a 治療 against hormone-抵抗力のある prostate 癌.

Tissue Regenix 辛勝する／優位d up 0.25p more to 15.5p as 投資家s cottoned on to the fact that John Samuel is chairman of the up-and-coming biotech company. He ran MoInIycke HealthCare, a 全世界の医療の製品s company, and sold it in January 2007 to 投資家 AB and Morgan Stanley 原則投資 for ￡2bn-加える. With that 跡をつける記録，記録的な／記録する, TR’s 株主s should be in for an exciting ride.

執拗な需要・要求する left Beacon 資源s 0.5p dearer at 8.25p. The company has been 認めるd a 採掘賃貸し（する） over its Arthur Rivermagnesite 事業／計画（する） in Tasmania, the thirdlargest magnesite 資産 in Australia.

News of 肯定的な US Department of 農業裁判，公判s for its PiNT 科学（工学）技術 helped 工場／植物衝撃会社／堅い 0.25p at 16.5p. PiNT helps turf grass 保持する窒素 for longer and the company believes that home and gardens and ゴルフ courses In the US 代表する a major 可能性のある market for the 製品.