【CARLSBG 2836交流专区】皇帽

弹煮

你去咖啡店看看喝tiger的人多还是Carlsbg多

scsiang82

Carlsberg: New product to boost premium mart share
By Adeline Paul Raj Published: 2008/07/29


CARLSBERG Brewery Malaysia Bhd is looking to gain a bigger share of the premium beer segment with the launch of a new product on Thursday.

The brewer currently has a market share of between 20 and 25 per cent in that segment and therefore has much more room to grow, managing director Soren Holm Jensen said.

"We are under-represented in the premium side and obviously we want to close the gap with our rival," he told Business Times in an interview.

There are also other new premium products in the pipeline, but whether these will be launched this year remains to be seen, he said.



Carlsberg needs to work hard to regain market share in the overall beer and stout market after rival Guinness Anchor Bhd (GAB) recently overtook its lead position.

Focusing on the premium beer segment will allow the company to gain back market share profitably.

Carlsberg's overall market share now stands at about 45 per cent, Jensen said.

"A majority of our efforts is in the premium sector, where our market share has been historically quite low. But now, with recent products like Tuborg and Corona, and the newest one - Carlsberg Gold - coming out, we're quite heavily going after the premium end," he said.

The new product, Carlsberg Gold, is similar to Carlsberg's recent anniversary brew which was produced only over a three-month period.

"There was enormous demand for it, so we took a simple decision to relaunch it as a long-term thing and rename it," he said.

With an alcohol content of 5.5 per cent, it is already available in the market this week and costs around RM13 a quart bottle.

"Carlsberg needs a premium brand to go head-on with that of GAB," Vincent Khoo, analyst and head of research at Aseambankers, said of the new product.

He expects the company to post a net profit of RM93.2 million this year compared with RM78.5 million last year.

The company performed well in the first quarter of this year, given the festive period, posting a net profit of RM26.5 million.

The Euro Cup 2008, which fell during the second quarter helped improve the company's branding efforts tremendously but did not quite translate to much stronger sales, Jensen said.

The second quarter results should be out soon.

At least four analysts have a "buy" call on Carlsberg's shares, liking it mainly for its high dividend yield, while two others have recommended a "sell".

Target prices ranged from as low as RM3.64 to as high as RM5.

The shares last closed unchanged at RM3.80.

http://www.btimes.com.my/Current_News/BTIMES/Tuesday/Nation/carlby2-2.xml/Article/

scsiang82

Brewers seen hit with another round of excise duty hike
By Adeline Paul Raj Published: 2008/07/29


Research house Aseambankers says it has a conservative forecast of an excise duty increase of 10-15 per cent under Budget 2009


MARKET expectations are high that the excise duty on beer and stout will be raised by 10-15 per cent this year, which brewers say will be detrimental to the industry.

Brewers can, at best, manage an excise duty increase of under five per cent, Carlsberg Brewery Malaysia Bhd managing director Soren Holm Jensen said.

"Even if the increase is less than five per cent, we think it is still a problem. It will have an impact on volume and profit, but it's manageable," Jensen told Business Times.

The added cost will have to be passed on to consumers, he said.



Ideally, brewers Carlsberg and Guinness Anchor Bhd want the government to freeze excise duty increase, at least until 2011, to allow them some breathing space after being hit by a cumulative 50 per cent increase between 2004 and 2006.

Consumption of tax-paid beer fell 14 per cent during that three-year period as their product prices increased and consumers turned to cheaper and black-market alternatives.

Research house Aseambankers said it has a conservative forecast of an excise duty increase of 10-15 per cent under Budget 2009, adding, however, that it hopes that any increase will be more moderate.

At present, the excise duty of RM7.40 a litre is the second highest in the world, after Norway.

"If it's a 10 per cent to 15 per cent duty increase, it is very serious. Our hopes are, of course, for no duty increase. But if there is one, we hope for less than 10 per cent," Jensen said on the sidelines of a business forum yesterday on the food and beverage (F&B) industry.

The industry was given a break from higher duties for 2007 and this year. Still, Malaysia continues to have the lowest consumption of beer per capita in the region, at 19.9 litres.

Every one per cent increase in the excise duty could see 0.8 per cent increase in the retail price of beer, Jensen said.

"So, if there's a 10 per cent increase in duty, it will result in probably an eight per cent price increase to the consumer, assuming everybody acts rationally throughout the value chain."

As it stands, retailers and pubs tend to sell beers at lower prices given the fierce competition to attract consumers. This results in many having to deal with very low margins, F&B representatives said at the forum.

"Any increase in excise duty coupled with high inflation would impact business and beer sales by 10 per cent to 40 per cent and subsequently affect employment," said Geoffrey Siddle, managing director of Sid's Pubs Sdn Bhd which runs a chain of neighbourhood pubs in Kuala Lumpur.

An excise duty increase this year will be a major blow to brewers and other F&B outlets as they are already struggling to deal with high inflation and triple-digit increases in the prices of raw materials, Jensen said.

Both Carlsberg and Guinness have had to raise product prices by around four per cent earlier this year.

According to the Confederation of Malaysian Brewers Bhd, a duty increase of 5-25 per cent would result in a decline in beer and stout consumption of 6.5-20.8 per cent.

While this is bad news for the brewers, it also means that the government stands to lose up to RM29.3 million in potential revenue through duties, it pointed out.

Last year, growth in consumption of beer and stout was flat.

http://www.btimes.com.my/Current_News/BTIMES/Tuesday/Nation/brewy.xml/Article/

海贼火影猎人

原帖由 弹煮 于 25-7-2008 08:48 PM 发表
你去咖啡店看看喝tiger的人多还是Carlsbg多

STOUT（黑啤）＝GUINESS STOUT 70％－80％ market share
LAGER（白啤）
低价＝TIGER 雄霸
高价＝Heineken 领先
Carlsberg 死在不高不低价。。。

傻人最有傻福

Entitlements (Notice of Book Closure)

Reference No CB-080730-43043

Company Name	:	CARLSBERG BREWERY MALAYSIA BERHAD
Stock Name	:	CARLSBG
Date Announced	:	22/08/2008

EX-date	:	24/09/2008
Entitlement date	:	26/09/2008
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Interim Dividend
Entitlement description	:	Interim Dividend of 5 sen per 50 sen share, less 26% income tax for the year ending 31 December 2008.
Period of interest payment	:	to
Financial Year End	:	31/12/2008
Share transfer book & register of members will be	:	to closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Symphony Share Registrars Sdn Bhd Level 26, Menara Multi-Purpose Capital Square, 8, Jalan Munshi Abdullah 50100 Kuala Lumpur. Tel: 2721 2222
Payment date	:	08/10/2008
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	26/09/2008
b. Securities deposited into the Depositor's Securities Account before12:30 pm in respect of securities exempted from mandatory deposit	:	24/09/2008
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.	:
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	RM
Entitlement in RM (RM)	:	0.05
Remarks :
cc. Securities Commission

傻人最有傻福

Financial Results

Reference No CB-080731-56636

Company Name	:	CARLSBERG BREWERY MALAYSIA BERHAD
Stock Name	:	CARLSBG
Date Announced	:	22/08/2008

Financial Year End	:	31/12/2008
Quarter	:	2
Quarterly report for the financial period ended	:	30/06/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

Q2 2008 Interim Report.pdf

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/06/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2008	30/06/2007	30/06/2008	30/06/2008
		RM'000	RM'000	RM'000	RM'000
1	Revenue	198,990	196,144	488,423	449,134
2	Profit/(loss) before tax	20,684	21,845	56,175	35,971
3	Profit/(loss) for the period	16,439	16,637	42,939	27,276
4	Profit/(loss) attributable to ordinary equity holders of the parent	16,439	16,637	42,939	27,276
5	Basic earnings/(loss) per share (sen)	5.38	5.44	14.04	8.92
6	Proposed/Declared dividend per share (sen)	0.05	0.05	0.05	0.05
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent (RM)	1.4600		1.5400

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

kensai

dividend 0.05sen??
有没有打错？？

应该是 5sen 或者 rm0.05 吧？

kensai

Tiger beer 在 bursa malaysia 有上市吗？

傻人最有傻福

BURSA 的错.....哈啊哈哈哈

傻人最有傻福

tiger beer不是跟 “ 黑狗” 一样公司吗？？？

red_wolf

原帖由 kensai 于 22-8-2008 05:56 PM 发表
Tiger beer 在 bursa malaysia 有上市吗？

Tiger beer 是 under Guiness 的。。

kensai

oh,原来是这样，

但是据我所知，guiness 是 ireland的， tiger 是 singapore 的，不是吗？

[ 本帖最后由 kensai 于 22-8-2008 06:10 PM 编辑 ]

90765119

不是，我记得tiger, guiness, anchor , skol全都是under guiness 的

free2010

请问5sen per 50sen share 是几多呢？

傻人最有傻福

公布时是SEN 就不用理他是50sen，RM1，或者是10sen的股.......
只有在公布时是%才要计算回50sen，RM1，或者是10sen......
如果我没错的话啦

弹煮

原帖由 90765119 于 22-8-2008 11:47 PM 发表
不是，我记得tiger, guiness, anchor , skol全都是under guiness 的

SKOL不是Guinness产品。
Heineken就是

弹煮

我还没看过0.05sen的股息
很大可能是bursa的失误。
股东们赶快去问清楚啊～

k_c_chan

http://www.kwongwah.com.my/news/2008/08/22/146.html

皇帽业绩全面扬升
二零零八年八月二十二日 晚上十时十八分


（吉隆坡22日讯）皇帽酿酒厂（马）有限公司（CARLSBG，2836，主板消费产品组）于截至2008年6月30日止首6个月的净盈利，从去年同时期的2727万6000令吉，挺升至4293万9000令吉。

税前盈利达5617万5000令吉，比之前的3597万1000令吉来得高。

与此同时，其收益也由4亿4913万4000令吉，增加到4亿8842万3000令吉。

不过，按季比较，皇帽酿酒厂的次季净盈利却由去年同季的1663万7000令吉，稍减至1643万9000令吉。

而税前盈利则有2068万4000令吉，比较之前是2184万5000令吉。

季度收益从1亿9614万4000令吉，晋至1亿9899万令吉。

马可冒险家

是 5 仙 没错！！

carlsberg 通常在 八月份都会给的比较少的，2 月给的比较多因为年终报告。。。

绝对没有财务问题。。。

scsiang82

成本漲市佔率流失‧皇帽獲利能力料受壓   
大馬財經 業績評論  2008-08-25 19:02




（吉隆坡）皇帽釀酒廠（CARLSBG,2836,主板消費品組）首半年業績與預期一致，但分析員預計，原料成本高漲、市佔率流失等潛在因素，獲利能力料持續受壓，預見未來之路將顛簸難行。

上半年業績增長57.42%

皇帽釀酒廠截至2008年6月30日止首半年，淨利較前期的2727萬6000令吉增長57.42%至4293萬9000令吉；營業額為4億8842萬3000令吉，比前期的4億4913萬4000令吉增加8.74%。

此外，隨著財政預算案將在本週五（8月29日）揭盅，市場對政府調整啤酒稅呼聲不一，據知大馬釀酒業聯合會也在早前向政府提呈維持稅務至2011年的計劃書。

分析員認為，政府欲推廣大馬為旅遊勝地，因此有很好的理由考慮上述計劃書建議。目前，大馬啤酒稅每公升為7令吉45仙，位局亞洲之冠，全球僅屈居挪威之後。

皇帽釀酒廠未來盈利主要風險來自於原料成本以及包裝費用高漲，但若政府上調啤酒稅，將促使私酒問題日趨增加，進一步衝擊公司盈利表現。

因此，聯昌研究估計，政府不會在財政預算案上調啤酒稅，畢竟任何調漲將衝擊市場的需求，令原已疲弱不堪的市場需求雪上加霜。

不過，亞歐美研究卻持相反態度，料政府將在財政預算案上調啤酒稅10%，但將為公司提供在不損及需求的情況下，轉嫁成本至消費者空間。

聯昌指出，雖然皇帽釀酒廠上半年業績高於預期，但預計隨著歐洲盃以及佳節季節的到來，廣告和促銷開銷將在下半年見頂，加上高原料價格將侵蝕盈利賺益，以及需求低迷和競爭激烈等因素困擾，預見其未來之路將顛簸難行。

配合歐洲杯等體育盛事，皇帽釀酒廠次季廣告與促銷開銷顯著增加，促使次季攤銷前盈利（EBITDA）按季下跌0.9%。

第三季營業額看高一線

皇帽釀酒廠現市佔率持續處於弱勢，加上新皇帽GOLD產品面市，品牌推廣工作料需進一步增強，將繼續為盈利施壓，但預見第三季營業額將出現上揚，主要是財政預算案前的囤貨活動增加所致。

達證券則認為，隨著皇帽釀酒廠重組計劃在去年完成後迅速調整步伐，相信此公司應可重新市佔率至約50%。

目前，皇帽釀酒廠忙於開拓頂級啤酒、品牌和擴充旗下產品組合，估計健力士英格（GUINESS,3255,主板消費品組）將繼續鞏固城池，防止皇帽釀酒廠成功侵吞市佔率，而Jazz則試圖融入市場，預見市場競爭將日趨緊張和激烈。

儘管啤酒業將迎來生氣勃勃的1年，但需注意的是，過度的競爭恐侵蝕賺益。此外，啤酒消費與可支配收入息息相關，由於汽油價格和通膨隱憂高漲，預計將拖累消費信心，令領域成長放緩。

亞歐美認為此公司下半年盈利表現將持續疲弱，但今年4月調高售價4至5%將足以抵銷下半年銷售些微走低影響。不過，2009和2010財政年盈利將繼續受制於市佔率流失和成本壓力。

儘管挑戰重重，但達證券行仍各別維持皇帽釀酒廠2008至2009年淨利為8470萬和9670萬令吉目標。

星洲日報／財經‧2008.08.25

http://biz.sinchew-i.com/node/15972