CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

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Last Price

20.46

Today's Change

+0.06 (0.29%)

Day's Change

20.30 - 20.48

Trading Volume

83,000

Financial

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Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 2,385,570 2,369,711 2,260,899 2,412,465 1,772,821 1,785,000 2,256,581 1,982,342 1,768,223 1,679,494 1,659,945 1,635,096 3.66%
PBT 462,222 443,386 420,360 444,405 259,573 209,780 382,237 361,260 294,792 283,843 283,632 274,252 4.85%
Tax -114,338 -96,717 -79,518 -119,544 -55,208 -43,595 -81,853 -74,503 -62,414 -73,178 -63,394 -57,331 3.69%
NP 347,884 346,669 340,842 324,861 204,365 166,185 300,384 286,757 232,378 210,665 220,238 216,921 5.14%
-
NP to SH 344,384 342,306 333,240 317,046 200,988 162,180 291,024 277,154 221,165 204,978 215,913 211,582 5.17%
-
Tax Rate 24.74% 21.81% 18.92% 26.90% 21.27% 20.78% 21.41% 20.62% 21.17% 25.78% 22.35% 20.90% -
Total Cost 2,037,686 2,023,042 1,920,057 2,087,604 1,568,456 1,618,815 1,956,197 1,695,585 1,535,845 1,468,829 1,439,707 1,418,175 3.42%
-
Net Worth 262,943 262,943 241,540 152,874 217,081 174,276 155,931 180,391 311,862 330,207 342,427 330,207 -3.41%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div 264,981 293,518 284,345 269,058 171,218 122,299 305,748 305,748 266,000 220,138 220,132 217,081 3.04%
Div Payout % 76.94% 85.75% 85.33% 84.86% 85.19% 75.41% 105.06% 110.32% 120.27% 107.40% 101.95% 102.60% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 262,943 262,943 241,540 152,874 217,081 174,276 155,931 180,391 311,862 330,207 342,427 330,207 -3.41%
NOSH 305,748 305,748 305,748 305,748 305,748 305,748 305,748 305,748 305,748 308,078 305,739 305,748 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 14.58% 14.63% 15.08% 13.47% 11.53% 9.31% 13.31% 14.47% 13.14% 12.54% 13.27% 13.27% -
ROE 130.97% 130.18% 137.96% 207.39% 92.59% 93.06% 186.64% 153.64% 70.92% 62.08% 63.05% 64.08% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 780.24 775.05 739.46 789.04 579.83 583.81 738.05 648.36 578.33 549.31 542.93 534.79 3.66%
EPS 112.64 111.96 108.99 103.70 65.74 53.04 95.18 90.65 72.34 67.04 70.62 69.20 5.17%
DPS 86.67 96.00 93.00 88.00 56.00 40.00 100.00 100.00 87.00 72.00 72.00 71.00 3.04%
NAPS 0.86 0.86 0.79 0.50 0.71 0.57 0.51 0.59 1.02 1.08 1.12 1.08 -3.41%
Adjusted Per Share Value based on latest NOSH - 305,748
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 780.24 775.05 739.46 789.04 579.83 583.81 738.05 648.36 578.33 549.31 542.91 534.79 3.66%
EPS 112.64 111.96 108.99 103.70 65.74 53.04 95.18 90.65 72.34 67.04 70.62 69.20 5.17%
DPS 86.67 96.00 93.00 88.00 56.00 40.00 100.00 100.00 87.00 72.00 72.00 71.00 3.04%
NAPS 0.86 0.86 0.79 0.50 0.71 0.57 0.51 0.59 1.02 1.08 1.12 1.08 -3.41%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 19.68 19.68 19.28 22.88 20.08 23.24 29.40 19.68 15.30 13.92 11.70 11.74 -
P/RPS 2.52 2.54 2.61 2.90 3.46 3.98 3.98 3.04 2.65 2.53 2.15 2.20 1.91%
P/EPS 17.47 17.58 17.69 22.06 30.55 43.81 30.89 21.71 21.15 20.76 16.57 16.96 0.46%
EY 5.72 5.69 5.65 4.53 3.27 2.28 3.24 4.61 4.73 4.82 6.04 5.89 -0.46%
DY 4.40 4.88 4.82 3.85 2.79 1.72 3.40 5.08 5.69 5.17 6.15 6.05 -2.49%
P/NAPS 22.88 22.88 24.41 45.76 28.28 40.77 57.65 33.36 15.00 12.89 10.45 10.87 9.39%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 08/11/24 08/11/24 07/02/24 23/02/23 17/02/22 18/02/21 21/02/20 14/02/19 14/02/18 21/02/17 26/02/16 27/02/15 -
Price 19.52 19.52 19.44 23.44 22.30 22.50 38.94 21.58 16.66 14.74 12.12 12.86 -
P/RPS 2.50 2.52 2.63 2.97 3.85 3.85 5.28 3.33 2.88 2.68 2.23 2.40 1.02%
P/EPS 17.33 17.44 17.84 22.60 33.92 42.42 40.91 23.81 23.03 21.99 17.16 18.58 -0.45%
EY 5.77 5.74 5.61 4.42 2.95 2.36 2.44 4.20 4.34 4.55 5.83 5.38 0.46%
DY 4.44 4.92 4.78 3.75 2.51 1.78 2.57 4.63 5.22 4.88 5.94 5.52 -1.58%
P/NAPS 22.70 22.70 24.61 46.88 31.41 39.47 76.35 36.58 16.33 13.65 10.82 11.91 8.39%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
5 people like this. Showing 50 of 1,928 comments

smartly

https://www.orientaldaily.com.my/news/business/2024/07/09/664315

2024-07-18 21:33

dam82

That’s why don’t collect so fast

2024-07-19 10:44

JunHoHoHoHo

Slow slow collect

2024-07-19 16:37

JunHoHoHoHo

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

dam82

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

BenjaminSS14

mantapppppp

2024-08-08 17:23

Cryptolover

heim result is good, most likely carlsbg will do well too! anyway still very undervalued

2024-08-09 11:31

dam82

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

ryoyagod

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

dam82

result not good ...long way to go ... to recover

2024-08-19 17:25

All_in_2021

not too bad actually considering CNY already over and this Qtr is "off peak"

2024-08-19 17:28

Cryptolover

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

ryoyagod

Carlsberg's Q2 performance is typically bleak ..

2024-08-19 22:40

ryoyagod

Share price is going up regardless. Vry nice

2 months ago

dam82

One of the few stocks which yet to rally but with good fundamentals slowly can collect .

2 months ago

ryoyagod

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

2 months ago

DividendGuy67

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-09-04-story-h468201655-CARLSBG_When_will_the_Consolidation_End

2 months ago

smartly

yum seng

2 months ago

sheldon

Turbo power!

2 months ago

JunHoHoHoHo

People drink more Carlsberg during red market. ha

2 months ago

dam82

Thanks to dividend guy hahah

2 months ago

dam82

Still long way to catch up heim

2 months ago

DividendGuy67

@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.

2 months ago

dam82

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

2 months ago

Willtolive

I owned this stock in 2021 when it was much lower and sold with some profits, the volume and price action were too slow

2 months ago

JunHoHoHoHo

Because funds have been diversified and many companies are listed on Bursa Malaysia

2 months ago

sheldon

Why on earth would anyone buy a ton of C'berg shares at 19.50??

2 months ago

JunHoHoHoHo

Because retailers like to buy high ? 😁

1 month ago

dam82

because we trust in carlsberg ..😁

1 month ago

JunHoHoHoHo

Good point 😁
Now it seems like going back up to RM20

1 month ago

BenjaminSS14

Hong Leong IB said it can go to RM30...so RM19.50 is still verly low to buy

1 month ago

Cryptolover

easy buy and keep company that pays good & CONSISTENT dividend

1 month ago

ryoyagod

Oktoberfest. Carlsberg's next QR will be superb

1 month ago

ivanlau

Insider news, confirm no sin tax increase for beers, good news for Carlsberg

1 month ago

BenjaminSS14

Ivanlau..hehe..thanks bro.

1 month ago

All_in_2021

what happen? a sudden jump

1 month ago

sheldon

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!!

1 month ago

JunHoHoHoHo

No sin taxes and Oktoberfest is also happening. Carlsberg will move up RM21 soon or later

1 month ago

Income

掌握一项技能

1 month ago

sheldon

Where do you get the news of no sin tax in budget 2025?

1 month ago

ryoyagod

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

1 month ago

BenjaminSS14

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

1 month ago

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

2 weeks ago

dam82

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

1 week ago

All_in_2021

Nice QR and higher dividend. Cheers everyone!

1 week ago

dam82

today we go 🍺🍺🍺🍺🍺🍻🍻🍻🍻🍻🍻

1 week ago

ivanlau

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

1 week ago

Cryptolover

finally moving ya!

1 week ago

JunHoHoHoHo

Breaking RM20 soon 🍾🍻

1 week ago

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

1 week ago

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