Buy world cup names (adidas, ABinbev, Carlsberg, Yandex …)

What are the companies which should benefit from the World cup ?

first, Adidas is best positioned within Sportswear. For this year’s World Cup in Russia, Adidas is sponsoring 12 national teams (out of a total 32 teams), exceeding the totals of its main rivals Nike (10) and Puma (4). Adidas expects a boost to organic sales growth and opportunity for brand building. Argentina vs. Germany should mark a catalyst. BUY below 200 for 220 target , stop 190

then, namely ABInBev (ABI BB), as the following seasonal chart shows a regular rise into the cup (we also added 2016) :

However, our quant chart is not constructive based on the EPS growth, but smart snetiment better with money flow and value-quality name (we add it to our long only )

Yandex (YNDX), Greene King (GNK LN) and Adidas (ADS GR). For a detailed analysis on stocks across Beverages, Leisure, Media, Internet and Sportswear who will “win” at the World Cup this year,

We close our short on Carlsberg in our short European list

If Brazil wins, will it stop its bleeding ? Unfortunately for our long EWZ, EM markets didn’t have as much confidence in Brazil than bookmakers for a victory odd at 2 to 9. Brazil’s Central Bank came under pressure to raise interest rates in order to contain FX pressures sparked by a trucker’s strike and then exacerbated by the CEO of PetroBras (PBR) resigning. clue: investors will be looking ahead to the key Central Bank Rate decision by the BCB on June 21st. At least we recommend keeping our long call on ewz