Could Heineken Be The Solution for ABI/Modelo?

Dear Client:Lots of speculation flying about after yesterday's Bloomberg report indicating that ABI and the DOJ were in talks about the pricing and supply agreement between a future ABI/Modelo and Constellation's Crown Imports. We had previously speculated that the DOJ could require ABI/Modelo to contract out production of Modelo brands slated for the United States to a third party. And since only Heineken is large enough in Mexico, it would be the natural pick, (just as Molson makes Labatt products