More on ABInBevSABMillerGrupoModelo

Dear Client:Credit Suisse issued a follow-up report to their much-cited theses last week that SABMiller and AB InBev may be headed for a tie-up (although several press reports inaccurately are reporting that the two are already in talks). Citing feedback from "senior industry participants", CS said that "nobody in our diverse pool of responders indicated that we are off the mark." Credit Suisse reiterates that "SABMiller is smaller and does not have a control group" and "management of SABMiller recognizes