CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

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Last Price

20.78

Today's Change

-0.02 (0.10%)

Day's Change

20.68 - 20.80

Trading Volume

25,800

Financial
Market Cap

Market Cap

6,353 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 | 18.56 | 5.39%

DPS | DY | Payout %

96.00 Cent | 4.62% | 85.75%

NAPS | P/NAPS

0.86 | 24.16

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 | 19.07 | 5.25%

DPS | DY | Payout %

93.00 Cent | 4.48% | 85.33%

NAPS | P/NAPS

0.79 | 26.30

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 | 2.66

EPS | P/E | EY

112.64 Cent | 18.45 | 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

JunHoHoHoHo

Slow slow collect

2024-07-19 16:37

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

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

2024-08-27 19:44

dam82

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

2024-08-28 17:18

smartly

yum seng

2024-09-05 14:48

sheldon

Turbo power!

2024-09-05 15:18

JunHoHoHoHo

People drink more Carlsberg during red market. ha

2024-09-05 17:58

dam82

Thanks to dividend guy hahah

2024-09-05 19:03

dam82

Still long way to catch up heim

2024-09-05 19:04

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.

2024-09-05 22:11

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

2024-09-06 08:12

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

2024-09-06 08:19

JunHoHoHoHo

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

2024-09-06 19:14

sheldon

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

2024-09-20 21:55

JunHoHoHoHo

Because retailers like to buy high ? 😁

2024-09-24 11:33

dam82

because we trust in carlsberg ..😁

2 months ago

JunHoHoHoHo

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

2 months ago

BenjaminSS14

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

2 months ago

Cryptolover

easy buy and keep company that pays good & CONSISTENT dividend

2 months ago

ryoyagod

Oktoberfest. Carlsberg's next QR will be superb

2 months ago

ivanlau

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

2 months ago

BenjaminSS14

Ivanlau..hehe..thanks bro.

2 months ago

All_in_2021

what happen? a sudden jump

2 months 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!!

2 months ago

JunHoHoHoHo

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

2 months ago

Income

掌握一项技能

2 months ago

sheldon

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

2 months ago

ryoyagod

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

2 months ago

BenjaminSS14

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

2 months 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

1 month ago

dam82

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

1 month ago

All_in_2021

Nice QR and higher dividend. Cheers everyone!

1 month ago

dam82

today we go 🍺🍺🍺🍺🍺🍻🍻🍻🍻🍻🍻

1 month 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 month ago

Cryptolover

finally moving ya!

1 month ago

JunHoHoHoHo

Breaking RM20 soon 🍾🍻

1 month 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 month ago

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🍻🍺

4 weeks ago

mf

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