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CARLSBG (2836) : CARLSBERG BREWERY MALAYSIA BERHAD
ILoveDividend
Member StarMember Star
Posts: 521
Joined: Dec 2011
10 Jan 2012, 08:53 AMPost #1
thumbup體壇賽事多.避開進口稅 Carlsberg 龍年料唱豐收

報導:何燕羚

 (莎阿南9日訊)1月農曆新年、6月足球歐洲錦標賽決賽圈、7月倫敦奧運會,外加在本地生產高檔外國啤酒,擺脫高昂進口稅的困擾,龍年將是大馬Carlsberg集團(CARLSBG,2836,主要板消費)的豐收年。

 農曆新年向來是啤酒公司的最大銷售戰場,今年新春落在1月,論時機比去年(2月)遜色,被逼縮短宣傳和銷售期,但Carlsberg董事經理王守仁樂觀看待“時機”,並表示這讓公司可以提早結束農曆新年的銷售期,將更多時間和精神集中籌備歐錦賽,衝刺第二輪銷售旺季。

本地生產售價較低

 他今日受訪時說,今年是Carlsberg 很期待的一年,不僅出現農曆新年以外的銷售旺季,公司也調整產品生產組合,在去年12月獲准生產和行銷日本啤酒Asahi,接著將生產其他外國啤酒。

 “在本地生產的啤酒,無需繳付進口稅,使產品售價更具競爭力,將獲市場注意。”

 詢及農曆新年抑或歐錦賽的銷售市場較吃重時,王守仁指出,農曆新年偏向銷量提高,歐錦賽有助刺激多方的銷售管道,例如夜店、酒吧等娛樂場所。

 今年體壇的國際賽事很頻密,重頭戲是7月27日至8月12日的倫敦奧運會、6月8日至7月1日波蘭及烏克蘭聯合主辦的歐錦賽,上半年還有各國運動員為爭取奧運會參賽資格的外圍賽,種種賽事都利于啤酒商的銷售。

競爭法令生效
不可設最低售價

競爭法令(Competition Act)今年1月1日生效,Carlsberg不能向超市設置產品最低售價機制,即使市面掀起削價戰,該公司也無可奈何。

 王守仁說,Carlsberg只能向超市提供建議價格(Reference Price),后者最后的標價低或高于建議價,不在Carlsberg的控制範圍。

 他指出,該公司在農曆新年的銷售期,比較重視“營業額”表現,不一味集中在如何抬高銷量。

 “如果只著重銷量,Carlsberg必須以更低的價格搶市場,結果只會導致超市、咖啡店等儲存大量貨源,將影響代理商未來數月的生意額,缺乏新訂單。”

 “我們必須照顧代理商的利潤,公司會謹慎出貨,但絕對有足夠貨源滿足市場需求。”

續推出小包裝
攻價格敏感市場

繼去年農曆新年推出18罐小包裝,大受市場觀迎,Carlsberg今年再以8罐、16罐和18罐包裝,主攻對價格敏感的消費市場。

 王守仁指出,24罐還是家庭市場的主要購買包裝,去年推出16罐小包裝后,市場反應很好,今年將繼續針對不同市場需求和價格層銷售小包裝。

 他說,推出小包裝也可避免市場引爆削價戰。

 包裝多元化后,同時可迎合不同銷售處對包裝的要求。

 “舉例,一些小型的銷售處,賣最多可能是小包裝。”

 Carlsberg的8罐包裝只限于Carlsberg Gold。

暫無計劃漲價

啤酒公司傳統上會在首半年調高售價,詢及Carlsberg今年會否採取相同策略時,王守仁說,該公司沒有計劃在農曆新年后起價。

 Carlsberg最后一次起價是去年5月,升幅3%。

 啤酒公司一般提早為未來80%原料所需進行避險,故去年的高企成本價格,將在今年完全顯現。

 王守仁去年已說,今年會遭受很大衝擊,並預計大麥價格今年或勁漲35%至40%,分析界普遍預計Carlsberg今年將調高售價,以緩和成本壓力。

http://www.chinapress.com.my/node/283965
kkchong
Member Star
Posts: 62
Joined: Jan 2012
26 Feb 2012, 07:56 PMPost #2
yeah 67.5 cents dividend coming...
airasia
Member Star
Posts: 46
Joined: Dec 2011
26 Feb 2012, 11:03 PMPost #3
CARLSBG MY did it again - 2011!

The brewery continues it's out-shine and out-cast performance:
- being the 4th time (from the last 6yrs) rewarding its investors with above 100% of the yearly earnings -- maintained payout 133% (similar as 2011)
- record high eps 54.4cents since 2006.

On operation, the management achieved:
- successful market promotion, inspiring branding (on new outlook) and flexible product mix to improve revenue (MYR +8.2% and SIN +11.2%)
- efficient productivity (COGS maintained 85%~86%, while malting barley price elevated 9% in 2011, from Jan USD195/MT to Dec USD212/MT)
- positive earnings for all 4quarters over the dramatic recovery year of 2010.
- 58% current loans reduction (RM30million) completes the flying colour's performance.

The announcement came after Carlsberg AS reported full-year profit declined 4.2% (DKK 5,149 million vs DKK 5,351 million a year ago, which the Group described as “not satisfactory.”) was in a bit surprise.

The outlook of 2012, expected moderate grow in the domestic beer market with mixed challenges & opportunities:
- Higher cost of production - malting barley prices to stay high (poor harvest at European crop and delay at North American sowings), and huge import competition from China.
- boots of major sports events - UEFA Euro & London Olympic and Year of dragon (more wedding events).
- Asahi - strengthen product mix while sub-brand Hoegaarden gaining popularity in local market and other premium beer to improve earning margin.
- status quo in beer excise duty for 2012.


On worldwide end, the AS brewer forecasted no improvement with expects “modest growth” in the Russian market, while northern and western Europe will show low single-digit declines, and Asian markets will probably grow.

mimi
Member Star
Posts: 3
Joined: Oct 2012
30 Oct 2012, 11:20 PMPost #4
This 2 days Carlsberg has gone up so much....Great!!! Hope to get dividend some more coming..
TeckLau
Member Star
Posts: 15
Joined: Jan 2012
31 Oct 2012, 10:32 AMPost #5
This 2 days Carlsberg has gone up so much....Great!!! Hope to get dividend some more coming..
mimi @ 30 Oct 2012, 11:20 PM

up to fast..im feel very scare! sweat
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
23 Feb 2014, 08:51 PMPost #6
CARLSBG analysis - http://lcchong.wordpress.com/2014/02/23/carlsbgfundamental-analysis-23-feb-2014/
LCCHONG
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Posts: 385
Joined: Jan 2014
27 Aug 2014, 09:47 PMPost #7
CARLSBG analysis - http://lcchong.wordpress.com/2014/08/27/carlsbg-fundamental-analysis-27-aug-2014/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
22 Sep 2014, 11:52 PMPost #8
CARLSBG analysis - https://lcchong.wordpress.com/2014/09/22/carlsbg-fundamental-analysis-22-sept-2014/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
01 Dec 2014, 09:44 PMPost #9
CARLSBG analysis - http://lcchong.wordpress.com/2014/12/01/carlsbg-fundamental-analysis-1-dec-2014/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
04 Mar 2015, 09:57 PMPost #10
CARLSBG Analysis - https://lcchong.wordpress.com/2015/03/04/carlsbg-fundamental-analysis-4-mar-2015/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
24 Mar 2015, 11:27 PMPost #11
CARLSBG Analysis - https://lcchong.wordpress.com/2015/03/24/carlsbg-fundamental-analysis-24-mar-2015/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
26 May 2015, 06:58 PMPost #12
CARLSBG Analysis - https://lcchong.wordpress.com/2015/05/26/carlsbg-fundamental-analysis-26-may-2015/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
27 Aug 2015, 09:13 PMPost #13
CARLSBG Analysis - https://lcchong.wordpress.com/2015/08/27/carlsbgfundamental-analysis-27-aug-2015/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
01 Dec 2015, 09:47 PMPost #14
CARLSBG Analysis - https://lcchong.wordpress.com/2015/12/01/carlsbg-fundamental-analysis-1-dec-2015/
LCCHONG
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Posts: 385
Joined: Jan 2014
12 Apr 2016, 07:19 PMPost #15
CARLSBG Analysis - http://wp.me/p17Hxk-2uA
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
20 Jun 2016, 09:50 PMPost #16
CARLSBG Analysis - https://lcchong.wordpress.com/2016/06/20/carlsbg-fundamental-analysis-20-jun-2016/
LCCHONG
Member Star
Posts: 385
Joined: Jan 2014
05 Sep 2016, 09:03 PMPost #17
CARLSBG Analysis - https://lcchong.wordpress.com/2016/09/05/carlsbg-fundamental-analysis-5-sep-2016/
YAPSS
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Posts: 202
Joined: Mar 2019
14 Apr 2019, 02:41 AMPost #18

Day 41 of Fundamental Daily, YAPSS will be covering Carlsberg Brewery Malaysia Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #CarlsbergBreweryMalaysiaBerhad

Click the on the link to find out more: https://youtu.be/SgFhhGtuZ2c

jpthedarkknight
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Posts: 8
Joined: Aug 2017
03 Jan 2020, 12:48 PMPost #19

please visit https://www.mykayaplus.com/carlsberg-bhd/ for our analysis on Carlsberg Brewery Malaysia Bhd

YAPSS
Member Star
Posts: 202
Joined: Mar 2019
24 Feb 2020, 11:38 PMPost #20

YAPSS Quick Summary and Free 10 Years Financial Data of Carlsberg Brewery Malaysia Berhad:
https://www.yapss.com/post/carlsberg-brewery-malaysia-berhad-carlsbg-2836


yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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