CARLSBERG BREWERY MALAYSIA BHD
KLSE (MYR): CARLSBG (2836)
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Last Price
20.80
Today's Change
+0.06 (0.29%)
Day's Change
20.30 - 20.80
Trading Volume
59,400
Financial
Market Cap
Market Cap
6,360 Million
NOSH
306 Million
Latest Quarter
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
08-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
07-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
14.55% | 19.77%
T4Q Result
Revenue | NP to SH
2,369,711.000 | 342,306.000
RPS | P/RPS
775.05 Cent | 2.68
EPS | P/E | EY
111.96 Cent | 18.58 | 5.38%
DPS | DY | Payout %
96.00 Cent | 4.62% | 85.75%
NAPS | P/NAPS
0.86 | 24.19
QoQ | YoY
4.59% | 10.66%
NP Margin | ROE
14.63% | 130.18%
F.Y. | Ann. Date
30-Sep-2024 | 08-Nov-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
22-Mar-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
22-Mar-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
2,260,899.000 | 333,240.000
RPS | P/RPS
739.46 Cent | 2.81
EPS | P/E | EY
108.99 Cent | 19.08 | 5.24%
DPS | DY | Payout %
93.00 Cent | 4.47% | 85.33%
NAPS | P/NAPS
0.79 | 26.33
YoY
5.11%
NP Margin | ROE
15.08% | 137.96%
F.Y. | Ann. Date
31-Dec-2023 | 07-Feb-2024
Annualized Result
Revenue | NP to SH
2,385,570.666 | 344,384.000
RPS | P/RPS
780.24 Cent | 2.67
EPS | P/E | EY
112.64 Cent | 18.47 | 5.42%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
2.91% | 3.64%
NP Margin | ROE
14.58% | 130.97%
F.Y. | Ann. Date
30-Sep-2024 | 08-Nov-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Adjusted EPS Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Total Dividend Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Adjusted Dps Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Average ROE | 31.95% | 34.76% | ||
| Average Net Profit Margin | 14.84% | 14.47% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Continuous Quarters Of Adjusted EPS Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Continuous Quarters Of Adjusted Dps Growth | 3 / 5 | 60.00% | 3 / 10 | 30.00% |
| Average ROE | 143.53% | 113.14% | ||
| Average Net Profit Margin | 12.54% | 12.94% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 2,369,711 | 2,385,570 | 2,260,899 | 1,921,286 | 2,097,553 |
| NP to SH | 342,306 | 344,384 | 333,240 | 243,527 | 260,895 |
| Dividend | 293,518 | 264,981 | 284,345 | 238,177 | 230,533 |
| Adjusted EPS | 111.96 | 112.64 | 108.99 | 79.65 | 85.33 |
| Adjusted DPS | 96.00 | 86.67 | 93.00 | 77.90 | 75.40 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | 9.55% | 8.28% | 6.48% | -6.16% | -4.62% |
| NP to Owner | 14.55% | 19.77% | 3.64% | 6.29% | 11.66% |
| Dividend | 15.00% | 21.05% | 4.84% | -4.17% | 0.55% |
| Adjusted EPS | 14.56% | 19.77% | 3.64% | 6.29% | 11.67% |
| Adjusted DPS | 15.00% | 21.05% | 4.84% | -4.17% | 0.55% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.81% | 12.98% | 23.34% | 5.51% | 13.73% | 24.17% | -6.28% | 7.79% | 17.68% |
| NP to Owner | 2.72% | 31.20% | 40.56% | 3.34% | 32.00% | 41.42% | 5.11% | 27.73% | 36.84% |
| Dividend | 3.23% | 27.32% | 23.24% | -6.81% | 14.94% | 11.25% | 5.68% | 23.34% | 19.38% |
| Adjusted EPS | 2.73% | 31.21% | 40.57% | 3.35% | 32.01% | 41.42% | 5.10% | 27.73% | 36.84% |
| Adjusted DPS | 3.23% | 27.32% | 23.24% | -6.81% | 14.95% | 11.26% | 5.68% | 23.34% | 19.38% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
5 people like this. Showing 50 of 1,930 comments
Publication of Scheme Document in relation to the recommended cash acquisition of Britvic by Carlsberg
https://www.sharecast.com/news/Company-Announcement-General/Publication-of-Scheme-Document-in-relation-to-the-recommended-cash-acquisition-of-Britvic-by-Carlsberg--dl34441839.html
2024-07-23 21:26
no impact to carlsberg malaysia for now ... that said if they choose to bring Britvic brand to malaysia then things will change since then they will go into halal market but that is a wishfull thinking
2024-07-24 08:54
heim result is good, most likely carlsbg will do well too! anyway still very undervalued
2024-08-09 11:31
Our businesses in Malaysia and Singapore delivered solid performance, supported by growth of the Carlsberg brand and the premium brand Sapporo, for which we took over production, sales and distribution from 1 January.
2024-08-14 09:49
Carlsberg sees higher profit as cost cuts offset weak demand
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/carlsberg-sees-higher-profit-cost-cuts-offset-weak-demand
2024-08-14 18:30
not too bad actually considering CNY already over and this Qtr is "off peak"
2024-08-19 17:28
it was expected that the revenue will decline compared to the Q1 due to extra orders in last quater from rising selling price at April 2024, overall still in line with expectations
2024-08-19 17:33
One of the few stocks which yet to rally but with good fundamentals slowly can collect .
2024-08-28 17:18
IBs hold optimistic outlook on Carlsberg
https://www.thestar.com.my/business/business-news/2024/08/26/premium-products-to-drive-carlsberg-amid-price-pressures
2024-08-29 16:17
@dam82, thank-you but to be honest, Mr Market is the one to thank. I am just fortuitious - I know neither the precise quantum not timing in advance.
2024-09-05 22:11
haha i know @DividendGuy67 .. but the timing your writting and the sudden wake up of carlsberg nice timing .. anyway enjoy the ride for now and still far to go
2024-09-06 08:12
I owned this stock in 2021 when it was much lower and sold with some profits, the volume and price action were too slow
2024-09-06 08:19
Because funds have been diversified and many companies are listed on Bursa Malaysia
2024-09-06 19:14
Hong Leong IB said it can go to RM30...so RM19.50 is still verly low to buy
2 months ago
I'm fortunate to be out the whole day or else I would have sold at least half my portfolio before this quantum leap. Tomorrow the icing on the cake - dividends!!
2 months ago
No sin taxes and Oktoberfest is also happening. Carlsberg will move up RM21 soon or later
2 months ago
Here are the highlights of the 2025 budget: -
https://theedgemalaysia.com/node/730555
2 months ago
A SMOOTH sip on every occasion is what the Carlsberg Smooth Draught promises beer lovers.
Whether it’s catching up with friends, enjoying a weekend barbecue or simply unwinding after a long day, the draught has been created to ensure a unique smoothness.
To celebrate this, Carlsberg Smooth Draught has teamed up with talented Malaysian creative collective Loka Made to present graphic illustrations that reflect a smooth taste.
Carlsberg also launched an exclusive line of merchandise featuring sleek duffel bags, stylish slings, tote bags and chic tumbler cans available on the @CarlsbergMY Facebook and Instagram channels.
Consumers at selected outlets can enjoy great beats by talented local artistes in “The Smoothest Pop” series.
Consumers can sing along to their favourite songs by Malaysian talents such as Diorlying Tan.
“Last year, our ‘Real Spicy, Real Smooth’ campaign was focused on providing fast-paced contrasts in experiences.
“This year, we have evolved the campaign to give our consumers uninterrupted and exciting moments of togetherness,” said Carlsberg Malaysia marketing director Olga Pulyaeva in Shah Alam, Selangor.Fans of Carlsberg Smooth Draught can look forward to getting their hands on limited- edition merchandise via all channels and e-commerce sites until Nov 30.
For those who stock up at supermarkets, hypermarkets, 99 Speedmart or e-commerce sites, two cans of Carlsberg Smooth Draught will gain them one entry into a contest for the limited-edition duffel bag.
Those who purchase two six-can packs of Carlsberg Smooth Draught will instantly gain Touch ‘n Go e-wallet credit of RM5.
Consumers can also get one entry when they purchase two cans of Carlsberg Smooth Draught at convenience stores and participating shops, or when they purchase one big bottle (580ml) at a RM1 discount at coffeeshops and eateries during the promotion duration.
At pubs and entertainment outlets, Carlsberg Smooth Draught lovers who spend RM100 on the brew get to walk away with the limited-edition sling bag.
For more information, visit www.bestwithcarlsberg.my or @CarlsbergMY on Facebook and Instagram.
Carlsberg Malaysia advocates responsible alcohol consumption and urges customers not to drive if they have consumed alcohol.
https://www.thestar.com.my/metro/metro-news/2024/11/01/smooth-moments-with-new-draught-offering
1 month ago
If based on forward eps 111x21 pe, the fair value should be rm 23.31 , today closing 19.52, think about that ....................
1 month ago
Carlsberg 20.00
Buy call(Tp rm24-rm26)
Reason seasonal upward with demand due to year end and cny coming.
Join me as follower.
11/11/24 11.10am
1 month ago
Carlsberg Smooth Draught’s ‘World of Smooth’ wrapped up its third year on 23 November 2024, delivering an unforgettable fusion of flavours, sounds, and experiences at the iconic Zhongshan Building in Kuala Lumpur🍻🍺
4 weeks ago
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2024-07-19 16:37