Skip to main content

Posts

Showing posts with the label beverage

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Brokers Report: Carlsberg Brewery Malaysia - Dragged Down by Flood

Maintain PERFORM with lower target price (TP) of RM14.30 9M16 core net profit of RM157.9m (+2.6% YoY)   missed our (66%) and market (66%) expectations. As expected, no DPS was declared. Weakness in Sri Lanka is not a big concern as production has resumed and earnings contribution is not too high. Outlook remains challenging on the back soft of consumer sentiment. FY16E/FY17E earnings trimmed by 7%/3%. Maintain MARKET PERFORM on CARLSBG with lower TP of RM14.30 (from RM14.70). 9M16 below expectations.   9M16 core net profit of RM157.9m (+2.6% YoY) was below expectations, accounting for 66% of our in-house forecast and 65% of consensus. The negative deviation can be attributed to the weaker-than-expected performance in Sri Lankan operations. Note that 9M15 core net profit has been adjusted for impairment loss of RM12.5m arising from the divestment of Luen Heng F&B Sdn Bhd (LHFB) in May 2015. No DPS was declared, as expected. YoY,  the Group reported...

Brokers Report: CARLSBG - Net Profit Increased Propelled by Efficiencies

Upgrade from sell to HOLD with target price (TP) of RM15.52 Review Carlsberg reported its 9MFY16 net profit of RM157.9mn (+11.7% YoY). The results came within ours (71%) but below streets estimates (66%). No dividend was declared, similar to last corresponding period. YoY, the group revenue grew marginally by 0.6% to RM1.2bn. This was driven by positive contribution from Singapore segment. The segment recorded a double-digit growth of 10.6% to RM424.6mn supported by 1) stronger sales volume as well as 2) higher contribution from subsidiary company Maybev. Meanwhile, Malaysia segment logged a slight contraction of 3.9% to RM820.3mn underpinned by loss of contribution from Luen Heng business. Note that, Luen Heng is a distributor and supplier of wines and spirit and the disinvestment was completed last August 2015. For 9MFY16, the group’s operating profit expanded by 15.5% YoY to RM204.5mn owing to strong contribution from both segments. This was attributable t...