is there something which retailer don't know bout carlsberg which pushing the price to this level .. now i am expecting below 17 worse case scenoria ..
In Summary... The fact that shareholders are sitting on a loss on the value of their shares in the past few years is certainly disconcerting. A huge lag in share price growth when earnings have grown may indicate there could be other issues that are affecting the company at the moment that the market is focused on. Shareholders would probably be keen to find out what are the other factors could be weighing down the stock. The upcoming AGM will be a chance for shareholders to question the board on key matters, such as CEO remuneration or any other issues they might have and revisit their investment thesis with regards to the company.
CEO compensation is an important area to keep your eyes on, but we've also need to pay attention to other attributes of the company. That's why we did our research, and identified 2 warning signs for Carlsberg Brewery Malaysia Berhad (of which 1 shouldn't be ignored!) that you should know about in order to have a holistic understanding of the stock.
Beer is supposedly bad (moderate amounts should be good for health actually) but tobacco is much worst health-wise. Hence world-wide crackdown - particularly noticeable is in adverts. Beer brands still sponsor major soccer clubs.
Core mainstream beer volumes grew by 1%, with growth in Western Europe and Asia partly offset by lower volumes in CEEI. The volume growth was supported by local brands such as Dali, Chongqing and Wusu in China, Feldschlösschen in Switzerland, and the international brands Carlsberg and Tuborg in mainstream markets such as Malaysia, the UK and Denmark.
The Carlsberg brand grew by 15%, driven by very strong growth in premium markets such as China, India, Vietnam and Ukraine. Volumes also grew in the large UK and Malaysian mainstream markets.
Volumes grew in markets such as China, Laos and Malaysia and were flat in Vietnam, despite the market being down by a mid-single-digit percentage.
Don’t listen to those ppl buying call for tech shares which are trading at expensive levels coz fundamentals yet to change to better and purely stirring the overpriced tech stock markets… haha…
Based on past Carlsberg’s dividend payouts analysis, best guess would give another 30-40 cents dividends depending on the recovery of Carlsberg products’ sales!
If milk gets bad, it becomes yoghurt. Yoghurt is more valuable than milk. If it gets even worse, it turns to cheese. Cheese is more valuable than both yoghurt and milk.
And if grape juice turns sour, it transforms into wine, which is even more expensive than grape juice.
Of course, if water added on to malts and yeast, and let them fermented for a period of time, they will change to wonderful beers of different flavors, which are even more expensive than equal amount of mineral water!
If milk gets bad, it becomes yoghurt. Yoghurt is more valuable than milk. If it gets even worse, it turns to cheese. Cheese is more valuable than both yoghurt and milk.
And if grape juice turns sour, it transforms into wine, which is even more expensive than grape juice.
Of course, if water added on to malts and yeast, and let them fermented for a period of time, they will change to wonderful beers of different flavors, which are pricier than equal amount of mineral water!
Oh my ... +70 sen. Such a long green candle on high volume, notwitstanding the longer downtrend since peaking at RM25 in Feb 15 months ago.
Thanks to CARLSBG and strong KLCI to make more greens than reds, my portfolio made new all time highs again today for 4 consecutive days this month!
I'm happy with my position size (targetting 2.5%-3% capital since I also owned HEIM and very diversified portfolio) - I continue to add on weakness the past months, my last add was at RM18.28. Easy average down strategy here.
If you missed out, no need to chase. My guess is majority odds it'll rise and not higher than RM20, then, fall back down to RM19 where you should be able to collect near there.
Remember, it's still downtrending since RM25 peak 15 months ago, so, majority bias is still lower prices, notwithstanding that if it does get to near RM20, that bottom we saw at 18.26 is maybe the swing bottom already.
When it was 18.28, the dividend yield was a ridiculous 5.1% for a superior stock like this! Today at 19.4, the dividend yield is still attractive 4.5% per annum. If patient, will beat that long term downtrend line - see my quick blog post on the chart I'm looking at.
Wow, when huge green candle sticks, many ppl will prop up to gossip. Haha. Anyway, comrades, hold tight on Carlsberg tickets! It would break 20 today and all the way to 25-30 very soon! F&N could go up from 20 to 32, Dutchlady from 21 to 34, how come Carlsberg could not claim back the previous glory?! With Carlsberg, we love! Cheers!
Carlsberg financial QR going to be released in a couple of days. I guess Carlsberg going to declare very good dividends! 50 cents or more would be a great surprise! Remember “Taylor Swift effect”, “Visit Malaysia Visa-Free effect” and coming “Euro 2024 effect” would bring great profits to Carlsberg! Haha!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ccpool
333 posts
Posted by ccpool > 2024-04-16 17:57 | Report Abuse
When dump?