I hear UBS analyst believes KO has been "sniffing around" Hansen Natural (NASAQ:HANS) and that an acquisition by KO would be a no brainer as it would save $500M in manufacturing immediately. The analyst believes a potential sale is more likely in the $80-$100 range rather than lower speculation of $60. The firm views recent weakness as a buying opportunity.
Notablecalls: Makes me say hmmm.... This one will get attention today! Bold call by UBS!
PS: I now hear the takeover comments were made on the box and are not included in the actual note. (although the note highlights HANS as a takeover tgt).