Embotelladora Andina SA (ADR) (NYSE:AKO-A)

CAPS Rating: 5 out of 5

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Member Avatar DRovito (88.85) Submitted: 12/12/2013 2:50:30 PM : Outperform Start Price: $21.41 AKO-A Score: -34.73

6% DIV and trading at 52 week low . . . M.C: 1.7B, P/E: 18.27, P/B: 2.17 . . . NOT VALUE, but let's see if this one is a long term winner anyway.

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Member Avatar stadlerg (87.46) Submitted: 2/14/2011 1:17:58 AM : Outperform Start Price: $21.13 AKO-A Score: -72.33

Coke will continue to expand in South America and these guys will reap the rewards

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Member Avatar miclane05 (92.76) Submitted: 10/27/2010 11:31:53 AM : Outperform Start Price: $15.03 AKO-A Score: -71.60

Not a lot of coverage on this growing south american bottler so I thought I'd add.
3rd quarter filings can be found here: http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=7206199

Sales volume up 7.6% with Juice, Water, and Beer segments up a combined 33.7% (Water sales account for most of the increase)
13.8% increase in Net Sales, partially offset by negative devaluation of Argentine Peso
Operating income = 16.9%, Margin = 14.5%, Q3 EBITDA up 12.3% Gross Q3 profit up 14.3%.
EPS = 24.1 (up from 23.9)

Argentina was weakest market, with good numbers from both Brazil and Chile.
Cost of sales rose 5.3% due to increase costs of PET resin prices, cost of sugar, Argentine Peso devaluation, and Argentine labor costs

Hopefully more people will start covering the company soon. Shares up over 50% in the past year.

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Member Avatar withoutlimits (82.36) Submitted: 9/6/2010 3:09:48 PM : Outperform Start Price: $20.97 AKO-A Score: -102.71

Sure!

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Member Avatar globalsailor (47.38) Submitted: 3/8/2010 11:17:50 AM : Outperform Start Price: $15.39 AKO-A Score: -67.91

It looks like it has a relatively low PE ratio, it sells Coke, Motley Fool loves it. They've been growing their earnings recently and I'm not too concerned about the recent earthquake hurting their long term earnings.

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Member Avatar iddqkfyou (< 20) Submitted: 2/8/2010 10:03:15 AM : Outperform Start Price: $14.53 AKO-A Score: -73.76

Monopoly. Coke could buy them. High dividend. Growing population. Risk free.

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Member Avatar cibient (21.31) Submitted: 2/4/2010 3:36:26 PM : Outperform Start Price: $14.60 AKO-A Score: -74.49

Was picked by Forbes Guru group for international investing stocks. EV/EBITDA ratio of 6.4 and a dividend to boot.

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Member Avatar HasOrHasNot (46.42) Submitted: 1/31/2010 2:20:26 PM : Outperform Start Price: $14.70 AKO-A Score: -72.67

im going to drink coke in the next 5 years, so do millions of people around the world, no reason this won't work out.

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Member Avatar mmacioci (28.55) Submitted: 1/29/2010 4:50:21 PM : Outperform Start Price: $14.70 AKO-A Score: -72.67

dont blow this next opportunity..

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Member Avatar basilclick (24.89) Submitted: 9/25/2008 10:08:56 AM : Outperform Start Price: $12.92 AKO-A Score: -42.47

This one has even better ratios than Femsa. It's a save bet on the South-American economy: If the economy thrives, more people will drinke Coke - you don't have to make bets on unknown South-American companys. And it's a great price, even for a stalwart.

There are still two point unclear for me: First: The weak performance with extremly low margins around 2000-2002 (political issues? expansion?).

Second: What's wrong with the Class-B Shares? Maybe I just don't get it - but why not prefer them (hey, aren't they called "preferred"... And these are not convertibles, just more dividends and less voting rights: What do I care?) - Bill didn't even mentioned them.

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Member Avatar LurkyLurky (99.81) Submitted: 9/10/2008 12:32:34 AM : Outperform Start Price: $13.84 AKO-A Score: -47.29

It looks like it's trending downward in the short term, but this seems to be a solid company that people, including TMFBent, like. South American beverages.

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Member Avatar Jac7656 (60.50) Submitted: 7/9/2008 3:48:51 PM : Outperform Start Price: $13.74 AKO-A Score: -45.40

Strong company at about a 2-year low.

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Member Avatar Dragontoad2 (90.75) Submitted: 7/8/2008 11:54:34 PM : Outperform Start Price: $13.22 AKO-A Score: -36.91

bottler and distributor of Coca Cola and other drinks in Argentina, Brazil, and Chile

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Member Avatar sanchola (< 20) Submitted: 7/3/2008 5:49:35 PM : Outperform Start Price: $13.58 AKO-A Score: -41.13

Consistent profit growth over the last three years, Soft drinks are big in emerging markets and the chilean economy has had sold growth over the last few years. Crazy presidents and instability in Bolivia Argentina and Paraguay will likely make AKO a main player in the regional market

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Member Avatar lulamae12 (21.28) Submitted: 7/3/2008 3:02:07 PM : Outperform Start Price: $13.58 AKO-A Score: -41.13

Embotelladora Andina SA (ADR) or AKO-A The way I look at it is, the language is Spanish, you don't drink the water in Mexico, nor most of the other South American countries. Drink the Soda that is where its at. The company is also turning a profit. My motto .....I'll try anything once!

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Member Avatar PrincetonAl (89.19) Submitted: 6/25/2008 10:36:55 PM : Outperform Start Price: $13.19 AKO-A Score: -32.84

beaten down soda bottler 20%+ on no news, nice yield while the market return to realize its value

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Member Avatar papulpapula (< 20) Submitted: 6/9/2008 10:50:58 AM : Outperform Start Price: $14.49 AKO-A Score: -37.59

I don't know, just starting learning

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Member Avatar its0paul (< 20) Submitted: 6/6/2008 2:40:08 PM : Outperform Start Price: $14.76 AKO-A Score: -38.99

bent/statsgeek

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Member Avatar Sqwii (< 20) Submitted: 6/5/2008 1:25:45 PM : Outperform Start Price: $14.87 AKO-A Score: -37.09

Bent I love you !

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Member Avatar gaiachild (26.58) Submitted: 6/3/2008 1:56:59 PM : Outperform Start Price: $14.71 AKO-A Score: -38.23

mj

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