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Overview
Financial Highlight
HeadlinesBusiness Background Carlsberg Brewery Malaysia Bhd is a Carlsberg Group subsidiary that produces and sells beer, stout, cider, shandy, and nonalcoholic malt beverages in Asia. The company produces its products in Malaysia, and nearly all sales are in Malaysia and Singapore. Carlsberg Brewery Malaysia also exports products to Sri Lanka, Thailand, Taiwan, and Hong Kong. Carlsberg is the company’s flagship brand. Other brands include Kronenbourg 1664, Somersby Ciders, Asahi Dry, Royal Stout, Skol, Jolly Shandy, Nutrimalt, Connor’s Stout Porter, and Corona Extra.
  cheeseburger 25 and above need to wait till pub reopen, and ppl back to host wedding dinner. Till then, it should just fluctuate in between. 17/02/2022 4:22 PM cheeseburger i'm happy with my gain today. Good luck to everyone. will wait for next opportunity to go in again. 17/02/2022 4:23 PM  Traderjoes yeah. pubs are open. clubs too. just need to wait for gov to allow them to be open past 12am. 17/02/2022 4:55 PM Traderjoes Once omicron passes there will be a lot of postponed weddings happening at one go. Will see another bump in profits, share price and dividends then. 17/02/2022 4:56 PM Traderjoes results are good. strong recovery. dividend would have been 40% higher if they didn't invest the RM100m to upgrade their capacity and machines. Its their highest expenditure in 30 years. 17/02/2022 6:39 PM Traderjoes Once upgrades are done, will see big jump in revenue and profit for FY23. they managed to optimise costs and increase their margins very will in FY21. Overall good results. FY22 will be a good year as demand normalises. 17/02/2022 6:42 PM Mr NoNeedToStudy Hahaha go back to palm oil la calvin. Beer business will never die, like tobacco u dumb or what, thats because there is vape for replacement or illicit ciggies will rise again. Ban beer then drink what? Whats the replacement? Whisky ? Vodka ? Tequila ? Why u so dumb listen to politicians that only know how to tok kok Carlsberg otw to pre covid price so long suckers 17/02/2022 7:13 PM investortrader88 https://www.theedgemarkets.com/article/carlsbergs-4q-net-profit-jumps-88-plans-46-sen-final-dividend 17/02/2022 7:35 PM investortrader88 investortrader88 Bought some tickets at RM 22.66.good luck guys 13/09/2021 4:25 PM I bought this counter few mths ago.wiol continue to hold for div.good luck guys 17/02/2022 7:40 PM dam82 The Singapore entity reported a 6.3% increase in revenue at RM561.1 million for FY21 despite the increased restrictions in dine-in capacity and re-imposition of suspension of entertainment outlets operations. Profit from operations, however, fell by 10.2% to RM58.0 million due to the higher cost of sourcing products from other Carlsberg markets -------------------------------------------------------------- Focusing on innovation and business sustainability, Clini said “the Group has set aside capital expenditure (CapEx) of RM110 million to modernise its production facilities, which is expected to be completed by end of this year. It is a massive upgrade and the biggest investment of the Group in thirty years. ---------------------------------------------------------- Despite Tiger won ...carlsberg will rise ...why Singapore will recover and the 100million Capex . 17/02/2022 8:34 PM investortrader88 https://www.theedgemarkets.com/article/carlsberg-allocates-largest-capex-30-years-upgrade-brewery-facilities-sees-potential-hit 17/02/2022 8:37 PM Traderjoes yeah but Heineken didn't spend 100m expanding their production line. Will reap the benefits in FY23 17/02/2022 11:18 PM  paperplane BJFOOD limit up after results, Carslberg 10%++, all consumer sector boom boom boom. How abt tradition strong cash cow like PANAMY, DLADY, NESTLE? HEHE 17/02/2022 11:41 PM icedvestor '...The largest capex in 30 years for Carlsberg...' '...Bringing more automation and efficiency...' This initiative will reap returns in the long run. Perhaps once it's running in full capacity, the share price may overtake Heim? Just my 2 cents 18/02/2022 6:32 PM limkokthye carlsberg pls reduce your beer price, too expensive cannot afford to drink anymore 18/02/2022 9:41 PM DickyMe3 Hope Carlsberg close it's Malaysia chapter. It will not be profitable operating here, anymore. 18/02/2022 9:44 PM cheeseburger beer price is very much affected by the tax imposed from gov, and we are one of the highest beer tax in the world. 19/02/2022 1:30 PM dam82 High also need to drink mah … once border opened and with their investment almost 100million sure got growth …only downsize is regulatory issue with government 01/03/2022 12:41 PM cheeseburger comparing PEx, Carlsberg is on the high side 34 compare to HEIM 25. If both to match market PE for brewery average 30x , Calrsbg price shall around RM18 that it can still go lower and HEIM price RM26.70. HEIM is better buy at this moment. 01/03/2022 12:56 PM dam82 can't always use P/E also the earning impacted due to Covid ... carlsberg long term good compared to HEIM .... need to wait longer .. 13/03/2022 5:42 PM cheeseburger PE is not the bible but we can use as benchmark comparing players in same industry. For current KLSE market we need to change strategy rather get trapped. Carlsbg price today down to RM19.38 It is still on down trend, trade with cautious. 15/03/2022 10:09 PM Mr NoNeedToStudy haha trend or not Carlsberg price back to pre covid level NOT WORTH THE PATIENCE? LOL 24/03/2022 6:43 PM icedvestor well, can only say Carlsberg is going back to the place where it belongs :) 25/03/2022 3:17 PM vale0111 皇帽末季核心净赚7500万令吉，按年增长29.1%，将全年核心净利推高至2亿1400万令吉，表现超标，分别占我们和市场全年预测的103%和104%。 这是因为当季销售强过预期，加上成本控制良好。 同时，全年派发每股56仙股息，相等于85.2%派息率，低过我们预期的95%。 近期产品涨价和成本优化策略，皇帽料可缓冲成本上涨，且在更高经济规模效益和更赚钱销售组合支撑下，今年还有望扩大赚幅。 皇帽今年拨出1亿1000万令吉资本开销，用于升级本地厂房，这可提升瓶装能力、拥有更多包装选项、自动化，及更好永续表现，预计今年底可完成。 我们调高今明年财年每股净利预测，分别至94仙和111仙，并估计后财年报122仙。 维持“增持”评级，并调高目标价至26.50令吉。 20/04/2022 3:13 PM dam82 pubs are full now ... risk is cukai makmur and tax issue ..can collect ... for 2023 03/05/2022 8:45 AM Mr NoNeedToStudy So we ll never see rm19 again . Where are the people who say dont in ??? where are youuuuuuuuuuuu 24/05/2022 6:13 PM dam82 buy on weekness now ... look forward for 2023 without the makmur cukai ...the profit will be amazing 24/05/2022 6:15 PM  | |
