ryoyagod

Here are the highlights of the 2025 budget: -
https://theedgemalaysia.com/node/730555

2024-10-22 10:03

BenjaminSS14

Sheldon, the source is probably "trust me bro"...but worked well for me

2024-10-22 13:41

JunHoHoHoHo

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

2024-11-01 13:23

dam82

today QR lets see ...if that can push the price a bit

2024-11-08 16:39

All_in_2021

Nice QR and higher dividend. Cheers everyone!

2024-11-08 17:25

dam82

today we go 🍺🍺🍺🍺🍺🍻🍻🍻🍻🍻🍻

2024-11-08 18:58

ivanlau

If based on forward eps 111x21 pe, the fair value should be rm 23.31 , today closing 19.52, think about that ....................

2024-11-08 19:15

Cryptolover

finally moving ya!

2024-11-11 09:41

JunHoHoHoHo

Breaking RM20 soon 🍾🍻

2024-11-11 10:22

Michael Kwok

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

2024-11-11 11:07

JunHoHoHoHo

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🍻🍺

2024-11-25 12:06

mf

Dow Jones

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2024-12-19 04:01

ryoyagod

Got Chinese New Year rally here ?

2025-01-08 17:32

Investor22

12/2/2025 is Q4 2024 financial results announcement. Looking forward to seeing net profits surpassing MYR 100 million mark.

2025-02-11 18:44

dam82

cross finger it can cross 24 this year been two years its sleaping ..

2025-02-11 23:20

Investor22

@dam82 - Unfortunately Q42024 profit is only MYR 78.8M comparing to MYR 91M of Q32024 and MYR84M of Q42023. It is proposing 35cents final dividend subject to shareholders' approval. This shall be payable in June 2025 then followed by 1st interim dividend in July 2025.

2025-02-12 19:54

dam82

okie lah the profit at least the divident reach 100cen finally .. patiently will wait ...

2025-02-12 21:50

sheldon

Tomorrow upward spike expected due to a nice fat dividend

2025-02-12 21:57

mf

U.S. consumer prices rise by 3.0% in January, faster than anticipated
U.S. consumer prices rise by 3.0% in January, faster than anticipatedInvesting.com - U.S. consumer prices rose by more than expected in January, pointing to lingering inflationary pressures that could bolster the case for the Federal Reserve to carefully approach future potential interest rate reductions. Headline consumer prices increased by 3.0% in the twelve month...
US stock futures slump after strong CPI release; Powell to speak again
Stock Markets
US stock futures slump after strong CPI release; Powell to speak again

2025-02-12 22:07

Investor22

@sheldon - unfortunately upward spike is for Heineken as it is very exceeding its Q42024 profit and is declaring MYR 1.15 dividend. Whereas "7 morning 8 morning" Carlsberg already down.

2025-02-13 09:30

dam82

Carlsberg may need to consider changing their director. While the dividend remains consistent, it seems like the company is struggling to keep up with Heineken, which is clearly shows they need a change management and approach .. with all their spending on A&P spending things just not showing the right result ....

2025-02-13 11:07

Pinky

In Malaysia and Singapore, most drinkers prefer Tiger to Carlsberg.

Whereas for Stout, Guinness wins hands down vs Royal and Connor's

It's a matter of consumers' tastebud

2025-02-13 11:17

dam82

Agree on that .. same goes to me ... what caught my attention is the below statement so why this was not shared in the past .. looks like it will take years for them to compensate Asahi and they play down the impact since 2023 .
“Adding to the challenge, Gun said the group no longer holds exclusive distribution rights for Sapporo, limiting its reach to only on-trade channels in Singapore.”
Lets be honest 1664 while nice to drink but their recent launch like Brut jus not up to the mark while A&P spending just increasing …

2025-02-13 11:29

Pinky

1664 is what we regular drinkers call "amoi beer", mostly targeting girls and younger drinkers

For mass volume, conventional beer and Stout like Tiger, Guinness, Anchor and Carlsberg rules

2025-02-13 11:42

Pinky

Sapporo also, they're not marketing it aggressively enough. My neighbourhood pub also refuses to carry it..."not enough sales" they say.

2025-02-13 11:43

dam82

Exactly why change is needed…

2025-02-13 11:54

sheldon

I think Carlsberg's performance is commendable. Btw I only drink the white & green Carlsberg and as for stout, I prefer Connors anytime. Guests that come to my house have no other choice and they eventually like it. I believe it's a question of familiarity. My kid who's a hardcore Guinness fan (& his buddy), here for holidays from London says that Carlsberg is considered a low-end market there. After knocking a few cans, they seem somewhat hooked. I hope it's not the case of free drinks hehe.

Come on let's show support for our counter and do our bit of marketing.

2025-02-14 09:49

dam82

I support Carlsberg, which is also why I'm a shareholder, but let's set aside the share price comparison with HEIM for now. The issue here is that they’ve mislead on the impact of Asahi discontinuation from the start.

The management should’ve anticipated market conditions and react more quickly last two year its all same excuses for Singapore .... Sure, spending on A&P is necessary, but where's the real impact? I agree with Pinky's point – if I go to 7-Eleven, they don't stock Sapporo, and sometimes they don't even have 1664 Rosé because sales are weak .. I think they just failing to capture the market ..unlike other competitors . May be they should bring Craft Beer to mainstream …buy on weakness for now .

2025-02-14 10:35

JunHoHoHoHo

CNY is over and the sales will be slow down ...

2025-02-17 10:37

Siow Looi

Don't worry. .a lot of holidays coming soon too

2025-02-17 21:06

rickygiam

buy some @19.20 to keep for good dividend..

2025-02-19 11:18

observatory

Refer to analyst reports in Nov 2023, the management actually guided that discontinuation of Asahi will impact net profit by RM30m in 2024.

2025-02-19 18:23

JunHoHoHoHo

Affects income from Singapore only, right?

2025-02-20 10:10

dam82

Yes, but looking at Malaysia, the outlook isn’t very encouraging. From what I read, the only reason Malaysia performed well was due to the boost from Chinese New Year and strong profit sharing from Sri Lanka. I have my doubts about whether they are actually increasing their market share in Malaysia. we will see next coming quarter .. for not i don't think can't put any high hope .. this will just sleap and down from now on i guess or i can be wrong

2025-02-20 10:12

observatory

Inclusive of dividends, Carlsberg outperformed Heineken in year 2012,13,14,15,19,20, and 2025 too (measured from first trading day). Heineken outperformed during other years.
From 2015-2025, inclusive of dividends, Carlsberg CAGR is 10.7%, Heineken 12.2%.
The question is, why would one outperform the other in certain years but not the other years? What are the driving factors?

2025-02-20 12:18

JunHoHoHoHo

Thanks, dam82. Hopefully they will create certain catalyst, like promotion on 3.3 or something to boost the revenue

2025-02-27 17:09

dam82

looks like no hope for now ...

2025-03-07 10:24

Investor22

The upcoming Q1 2025 net profit should hit at least RM100m in order to convince the stock price to be driven up. Thus far, I have not seen the net profit hitting surpassing RM100m.

2025-03-17 17:21

ryoyagod

If Carlsberg can achieve a profit of RM100 million, it will be a record high

2025-03-19 11:00

dam82

with no CNY sales catalyst no way it can repeat even 2024 Profit ,, no hope for 2025 had to wait till 2026 or more for now no hope ...

2025-03-23 10:44

ryoyagod

Its dividend yields are very attractive though

2025-04-02 19:26

dam82

Carlsberg impacted by the gas supply might impact Q1

2 months ago

ryoyagod

Malaysia Boleh

https://www.nst.com.my/business/corporate/2025/04/1204647/carlsberg-hails-malaysia-strategic-stronghold-asia

2 months ago

4086

Report when out

1 month ago

dam82

29th let’s see any progress or stil will disappoint

1 month ago

sheldon

I think being the CNY quarter, it would show a fairly good result & hopefully a nice dividend

1 month ago

dam82

last quater result was bad only saving grace sri lanka contributed due to exchange rate ... hope to see improvement but doubt anytime soon .. may be i am wrong lets wait till 2morow .

1 month ago

JunHoHoHoHo

I think you are right about the improvement because there are so many festivals at the beginning of the year

1 month ago

Investor22

Q1 2025 profit = MYR 94.52 million was considered historical high, just short of MYR 6 million to reach MYR 100 million/quarter that could potentially trigger an exponential uptrend in its share price. Yesterday's (3 June) highest was 20.08 before soften to 19.70.

1 month ago

JunHoHoHoHo

got the recognition of additional deferred tax liabilities from foreign withholding tax in Lion Brewery in q1

1 month ago