CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

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Last Price

19.14

Today's Change

0.00 (0.00%)

Day's Change

0.00 - 0.00

Trading Volume

0

Financial
Market Cap

Market Cap

5,852 Million

NOSH

306 Million

Latest Quarter

Latest Quarter

31-Dec-2023 [#4]

Announcement Date

07-Feb-2024

Next Quarter

31-Mar-2024

Est. Ann. Date

09-May-2024

Est. Ann. Due Date

30-May-2024

QoQ | YoY

10.63% | 39.75%

T4Q Result

Revenue | NP to SH

2,260,899.000 | 333,240.000

RPS | P/RPS

739.46 Cent | 2.59

EPS | P/E | EY

108.99 Cent | 17.56 | 5.69%

DPS | DY | Payout %

93.00 Cent | 4.86% | 85.33%

NAPS | P/NAPS

0.79 | 24.23

QoQ | YoY

7.73% | 5.11%

NP Margin | ROE

15.08% | 137.96%

F.Y. | Ann. Date

31-Dec-2023 | 07-Feb-2024

Latest Audited Result

Latest Audited Result

31-Dec-2022

Announcement Date

16-Mar-2023

Next Audited Result

31-Dec-2023

Est. Ann. Date

16-Mar-2024

Est. Ann. Due Date

28-Jun-2024

Annual (Unaudited)

Revenue | NP to SH

2,260,899.000 | 333,240.000

RPS | P/RPS

739.46 Cent | 2.59

EPS | P/E | EY

108.99 Cent | 17.56 | 5.69%

DPS | DY | Payout %

93.00 Cent | 4.86% | 85.33%

NAPS | P/NAPS

0.79 | 24.23

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

2,260,899.000 | 333,240.000

RPS | P/RPS

739.46 Cent | 2.59

EPS | P/E | EY

108.99 Cent | 17.56 | 5.69%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

0.28% | 5.11%

NP Margin | ROE

15.08% | 137.96%

F.Y. | Ann. Date

31-Dec-2023 | 07-Feb-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
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 36.43% 41.44%
Average Net Profit Margin 15.24% 14.37%

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 2,260,899 2,260,899 2,260,899 1,921,286 2,097,553
NP to SH 333,240 333,240 333,240 243,527 260,895
Dividend 284,345 284,345 284,345 238,177 230,533
Adjusted EPS 108.99 108.99 108.99 79.65 85.33
Adjusted DPS 93.00 93.00 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 13.07% -5.26% -6.28% 2.71% -0.62%
NP to Owner 10.63% 39.75% 5.11% 0.85% 3.36%
Dividend 63.16% 24.00% 5.68% 33.33% 37.02%
Adjusted EPS 10.63% 39.78% 5.10% 0.85% 3.37%
Adjusted DPS 63.16% 24.00% 5.68% 33.33% 37.02%

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 0.00% 7.79% 17.68% 0.00% 7.79% 17.68% -6.28% 7.79% 17.68%
NP to Owner 0.00% 27.73% 36.84% 0.00% 27.73% 36.84% 5.11% 27.73% 36.84%
Dividend 0.00% 23.34% 19.38% 0.00% 23.34% 19.38% 5.68% 23.34% 19.38%
Adjusted EPS 0.00% 27.73% 36.84% 0.00% 27.73% 36.84% 5.10% 27.73% 36.84%
Adjusted DPS 0.00% 23.34% 19.38% 0.00% 23.34% 19.38% 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 1,716 comments

DividendGuy67

Looks like resistance zone around 19.4-19.6 held the past 3-5 trading days. Hopefully, price will dip down to around 19+ to allow accumulation again.

1 month ago

ryoyagod

Did it dip to the price that you wanted today, DividendGuy67?

1 month ago

goldenhope

19.00

1 month ago

ryoyagod

Catch some at 18.98 to ride with CNY wave 😉

1 month ago

dam82

support strong

1 month ago

All_in_2021

wonder why HEIM performs better than CARLS..

1 month ago

dam82

HEIM brand much stronger then Calrsberg .. Tiger and Stout however in premium market Carlsberg is catching up ... eventually if no politics issue its just matter of time ... will wait patient ... Friday so go buy carlsberg happily top up today

1 month ago

dam82

Don’t miss the boat last chance before CNY rally

1 month ago

INVEST_AA

Good stock to collect prior to CNY yum seng …and also with decent dividend yield

Carlsberg will move soon…

1 month ago

dam82

This year CNY is in Feb which sales volume will be increasing ....... Tourist growth will sustain the sale later while olympic on July will help on Blanc sale .. provided carlsberg don't ovespend on marketing and cost does not increase it shouold be a good year .

1 month ago

DividendGuy67

@ryoyagod, yes, added 18.94 recently.

1 month ago

DividendGuy67

More than 50% chance to get lower prices, if RM18.9 support is broken. No rush. If support breaks, then, the long term buyer is happy to be able to accumulate more at lower prices.

I'm not a fan to sell near CNY. This is too short a period. My time horizon is measured in multi years. After adding at 18.94, my CARLSBG on market value basis is only 2.4% of my entire portfolio. As it is small, it didn't stop my portfolio to make new all time highs 4 times already this month.

1 month ago

DividendGuy67

Over the past 10 years, CARLSBG EPS grows by around 6% per annum. DPS by around 4% per annum growth. It think FYE2023 DPS can be around 85 sen or higher. This is 4.5% dividend yield growing say 4% p.a. long term which is not a bad thing. For some reason, market is feeling fearful right now.

The benchmark is MAYBANK which gives higher dividend yield around 6.5% but slower dividend growth rate say around 1% per annum, but this kind of numbers varies a lot depending on the day that you measure.

In short, stocks like these are good to buy when it is on sale, as these businesses are decent (not the best but decent) quality business. They should give returns slightly higher than EPF long term average returns of 6% per annum or so.

These kind of stocks are not get rich quick, but get rich slow stocks. I love them.

1 month ago

DividendGuy67

Some primer on EPF rates, FD rates, inflation rates and bear in mind, inflation is really your silent tax man.

http s://dividendguy67.blogspot.com/2024/01/historical-epf-and-fd-returns.html

1 month ago

DividendGuy67

Buy decent quality stocks when it is unpopular. I bought GENM and GENTING silently when it was unpopular. So, I manage to accumulate decent sizes. Today, my portfolio made new all time highs because of GENM, GENTING and 18 other unpopular stocks that I bought when nobody was excited.

Excitement and Expenses are the Chief Enemies of Investors. If you buy stocks feeling excited of prospects of gains and chase them and pay high prices with large % of your portfolio, you may feel excited for a while, until the reversion and you may then feel sad later. Don't get caught in these kind of emotional roller coaster.

1 month ago

DividendGuy67

http s://dividendguy67.blogspot.com/2024/01/carlsbg.html.
For your reading pleasure.

1 month ago

himbaan

sapporo in the house.....

1 month ago

ryoyagod

Pretty sure it will break RM20 during CNY 😀

1 month ago

dam82

I think the catalyst will be Q4 2023 and Q1 2024 … I expect around this year it will reach its previous best 23 at least short term indeed 20

1 month ago

ryoyagod

After CNY then for its Q4 2024

1 month ago

Xcalibre

Good time to collect…Buy buy buy.. CNY rally coming

4 weeks ago

dam82

aiyoo tidur lah carlsberg biler nak bangun wei

3 weeks ago

hhhiii123

heim up 8%, this one up 1%, terrible

3 weeks ago

INVEST_AA

Yum Seng… CNY rally coming soon… Make sure onboard before regret…

3 weeks ago

dam82

only upcomig QR will set the direction Q4 2023 and Q1 2024 ... waiting patiently ...

2 weeks ago

smartly

q4 must show at least 600m revenue, then final div will have 25sen minimum

2 weeks ago

ryoyagod

I got the same estimation like you, smartly. Mine one was RM620 mil - RM640 mil to be exact

2 weeks ago

dam82

MALAYSIA AND SINGAPORE The beer markets in Malaysia and Singapore were challenged by the macroeconomic slowdown. In Malaysia, volume development was better than the market and our market share improved. In Singapore, market share was flat, supported by share gains in all categories except premium, which was subject to high promotional pressure in the market. -- Q4 for from parent company

2 weeks ago

smartly

ok la. as long as Singapore's ex.rate remain high at 3.55, revenue would remain steady for q4.

2 weeks ago

dam82

with the SD is strong should help MYR result ... but memang slow for this to move up compared to heineken

2 weeks ago

smartly

"because of heim's undemanding valuations and the company's cumulative 5.5% dividend yield, backed by relatively inelastic demand for its products...", so can run faster. :p

2 weeks ago

smartly



2836 CARLSBG CARLSBERG BREWERY MALAYSIA BHD
Quarterly rpt on consolidated results for the financial period ended 31/12/2023
Quarter: 4th Quarter
Financial Year End: 31/12/2023
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
31/12/2023 31/12/2022 31/12/2023 31/12/2022
RM '000 RM '000 RM '000 RM '000
1 Revenue 580,533 612,754 2,260,899 2,412,465
2 Profit/Loss Before Tax 96,719 89,114 420,360 444,405
3 Profit/(loss) attributable to ordinary equity holders of the parent 84,018 60,121 333,240 317,046
4 Net Profit/Loss For The Period 85,756 62,444 340,842 324,861
5 Basic Earnings/Loss Per Shares (sen) 27.48 19.66 108.99 103.70
6 Dividend Per Share (sen) 31.00 25.00 93.00 88.00
As At End of Current Quarter As At Preceding Financial Year End

2 weeks ago

dam82

so how ... still got hope ?

2 weeks ago

smartly

lower revenue at 581m but higher net profit 84m

2 weeks ago

smartly

31sen dividend. higher then last corresponding Q

2 weeks ago

smartly

dividend increased by 20+% which is very good indeed

2 weeks ago

dam82

This year, the Group has planned capital expenditure (CapEx) of RM92 million for a new canning line and filtration system which aims to deliver higher production automation, flexibility and capacity. This initiative will reduce energy and water consumption as aligned with the Group’s Together Towards Zero and Beyond (TTZAB) agenda.

2 weeks ago

hhhiii123

Good Good Good,hehe

2 weeks ago

smartly

Carlsberg's FY2023 profit hits record high on absence of one-off prosperity tax, recommends 31 sen final dividend
https://theedgemalaysia.com/node/700220

2 weeks ago

Cakes Moon

Result so good!!!
Lets break new high today!!!

2 weeks ago

dam82

don't think so lor heim is so so far ahead i would expect at least to catch up -1 RM eventually lets cross finger ya

1 week ago

smartly

HLIB maintained its target price (TP) at RM30.31 !!! wow!

1 week ago

smartly

yum seng !!!

1 week ago

ryoyagod

Cheers ! Drink carlsberg until we have gone into oblivion 😁😁

1 week ago

dam82

damn ... terrible lah this carslberg still lagging ..

5 days ago

hhhiii123

This year got two big sport event, need patient for rebound, hmm

5 days ago

williamh

Present price 19.22 dividend 0.31,bat 9.03 dividend 0.15,both good dividend

3 days ago

ryoyagod

CNY isn't over yet. People are still yumsheng-ing

2 days ago

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