CARLSBERG BREWERY MALAYSIA BHD
KLSE (MYR): CARLSBG (2836)
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Last Price
19.52
Today's Change
-0.16 (0.81%)
Day's Change
19.50 - 19.70
Trading Volume
61,700
Financial
Market Cap
5,968 Million
NOSH
306 Million
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%
Revenue | NP to SH
2,369,711.000 | 342,306.000
RPS | P/RPS
775.08 Cent | 2.52
EPS | P/E | EY
111.96 Cent | 17.43 | 5.74%
DPS | DY | Payout %
96.00 Cent | 4.92% | 85.75%
NAPS | P/NAPS
0.86 | 22.70
QoQ | YoY
4.59% | 10.66%
NP Margin | ROE
14.63% | 130.19%
F.Y. | Ann. Date
30-Sep-2024 | 08-Nov-2024
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
Revenue | NP to SH
2,260,899.000 | 333,240.000
RPS | P/RPS
739.49 Cent | 2.64
EPS | P/E | EY
109.00 Cent | 17.91 | 5.58%
DPS | DY | Payout %
93.00 Cent | 4.76% | 85.33%
NAPS | P/NAPS
0.79 | 24.71
YoY
5.11%
NP Margin | ROE
15.08% | 137.96%
F.Y. | Ann. Date
31-Dec-2023 | 07-Feb-2024
Revenue | NP to SH
2,385,570.666 | 344,384.000
RPS | P/RPS
780.27 Cent | 2.50
EPS | P/E | EY
112.64 Cent | 17.33 | 5.77%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
2.91% | 3.64%
NP Margin | ROE
14.58% | 130.98%
F.Y. | Ann. Date
30-Sep-2024 | 08-Nov-2024
Show?
| 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 | 262,935 | 262,934 | 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 | 264,973 | 293,515 | 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 | 262,935 | 262,934 | 241,540 | 152,874 | 217,081 | 174,276 | 155,931 | 180,391 | 311,862 | 330,207 | 342,427 | 330,207 | -3.41% | |
| NOSH | 305,738 | 305,737 | 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 | 130.98% | 130.19% | 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 | 780.26 | 775.08 | 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 - 305,738 | ||||||||||||||
| 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 | 780.27 | 775.08 | 739.49 | 789.06 | 579.85 | 583.83 | 738.08 | 648.38 | 578.35 | 549.32 | 542.93 | 534.80 | 3.66% | |
| EPS | 112.64 | 111.96 | 109.00 | 103.70 | 65.74 | 53.05 | 95.19 | 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 | 19.62 | 19.62 | 19.44 | 23.44 | 22.30 | 22.50 | 38.94 | 21.58 | 16.66 | 14.74 | 12.12 | 12.86 | - | |
| P/RPS | 2.51 | 2.53 | 2.63 | 2.97 | 3.85 | 3.85 | 5.28 | 3.33 | 2.88 | 2.68 | 2.23 | 2.40 | 1.02% | |
| P/EPS | 17.42 | 17.52 | 17.84 | 22.60 | 33.92 | 42.42 | 40.91 | 23.81 | 23.03 | 21.99 | 17.16 | 18.58 | -0.45% | |
| EY | 5.74 | 5.71 | 5.61 | 4.42 | 2.95 | 2.36 | 2.44 | 4.20 | 4.34 | 4.55 | 5.83 | 5.38 | 0.46% | |
| DY | 4.42 | 4.89 | 4.78 | 3.75 | 2.51 | 1.78 | 2.57 | 4.63 | 5.22 | 4.88 | 5.94 | 5.52 | -1.58% | |
| P/NAPS | 22.81 | 22.81 | 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 1,925 comments
dam82...Its bullish reversal time. lets remain optimistic for the 2nd quarter of the year
2024-07-18 17:18
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.
2 months ago
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
2 months ago
not too bad actually considering CNY already over and this Qtr is "off peak"
2 months ago
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
2 months ago
One of the few stocks which yet to rally but with good fundamentals slowly can collect .
2 months ago
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
@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
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
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
Because funds have been diversified and many companies are listed on Bursa Malaysia
2 months ago
Hong Leong IB said it can go to RM30...so RM19.50 is still verly low to buy
1 month 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!!
3 weeks ago
No sin taxes and Oktoberfest is also happening. Carlsberg will move up RM21 soon or later
3 weeks ago
Here are the highlights of the 2025 budget: -
https://theedgemalaysia.com/node/730555
2 weeks 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 week ago
If based on forward eps 111x21 pe, the fair value should be rm 23.31 , today closing 19.52, think about that ....................
2 hours ago
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sheldon
I collect and drink Carlesberg!
2024-07-16 05:46