Synes ellers deres regnskab for 2019 var flot, men blev straffet hårdt. Nok mest pga. forventningerne til 2020, som de satte til samme EBIT som 2019.
Hæver udbyttet til 12,20 og igangsætter tilbagekøb for 400 mio.
https://newsclient.omxgroup.com/cdsPublic/viewDisclosure.action?disclosureId=926382&lang=da
Hæver udbyttet til 12,20 og igangsætter tilbagekøb for 400 mio.
https://newsclient.omxgroup.com/cdsPublic/viewDisclosure.action?disclosureId=926382&lang=da
11/3 2020 16:34 Daytrader_DK 0
82544 Ja, det er helt gak. En eller anden større aktør vil åbenbart ud i dag (robot salg). Og det hele er jo alligevel billigere i morgen eller dagen efter igen etc. Jeg akkumullere ved et interval på ca. 5% fald i mine positioner nu, indtil videre en dårlig forretning :/
11/3 2020 17:05 tommycarstensen 182549 Når I laver en DCF, relativ vurdering ift peers/historisk eller lignende, hvilken rimelig værdi når I så frem til og hvordan? Jeg synes nemlig selv AB InBev er et væsentligt bedre tilbud. På forhånd tak for svar 
Tommy, som markedet er lige nu (meget stor usikkerhed om fremtiden), synes jeg det er meget svært at værdisætte aktier, i dette tilfælde Royal Unibrew. Ingen tvivl om at den var dyr på nøgletal, men de har leveret hver gang i en del år efterhånden.
Synes da også at InBev er attraktiv, men grunden til at den er noget billigere, bunder vel også i at de i okt. 2019 nedjusterede, og igen i feb. Så, lidt på forkant ift. Unibrew...
Deres Corona er ikke slået igennem...
Synes da også at InBev er attraktiv, men grunden til at den er noget billigere, bunder vel også i at de i okt. 2019 nedjusterede, og igen i feb. Så, lidt på forkant ift. Unibrew...
Deres Corona er ikke slået igennem...
12/3 2020 16:06 tommycarstensen 182590 AJE Jeg tænkte på din værdisætning før virus-udbrud og i en fremtid uden virus, hvis det kun er Q1, der lider skade. Lige nu bliver virksomheder med stor gæld som AB InBev muligvis straffet, fordi der skal indtjening til at betale renter og forfaldende gæld, og det er ikke så nemt, når udskænknings-stederne er lukkede og kun super-markederne er åbne.
RBC har opgraderet AB InBev i dag.
RBC har opgraderet AB InBev i dag.
30/10 2022 21:10 tommycarstensen 1107400 Jeg havde ikke set EBITDA for Royal Unibrew for 2022Q3 indtil nu. Hvad pokker er der sket der? Er der nogen, der foelger den, der kan forklare mig det? Ellers maa jeg igang med at laese.
https://investor.royalunibrew.com/news-releases/news-release-details/q3-2022-trading-statement
https://investor.royalunibrew.com/news-releases/news-release-details/q3-2022-trading-statement
31/10 2022 08:31 tommycarstensen 0107404 Det stod i de første par afsnit. De er noget efter inflations-kurven ift deres konkurrenter.
EBIT went down by DKK 119 million organically in Q3. The decline is primarily caused by an increase in marketing costs and continued investments in organizational capabilities and capacities totaling around DKK 50 million, around DKK 30 million higher logistic costs and the time-lag between increases in COGS and sales price increases. The increase in marketing costs were planned and committed before the war in Ukraine began, and the logistic cost increase, which is stemming from the International division is difficult to push on to customers, as we are up against local competition.
The time-lag between COGS inflation and sales price increases, in combination with a negative mix effect, impacted gross profit negatively by around DKK 40 million. Northern Europe explains a minor part of the negative mix effect, which is mainly driven by Western Europe because our CSD portfolio here has grown faster than our beer portfolio. That said, our super-premium beer offering has grown faster than the market (year-to-date approx. 10%) measured by sales out numbers, whereas destocking, which took place towards the end of Q3, also drove a negative mix effect.
The reported EBIT margin decreased by 7.2 percentage point to 14.0% in the period Q1-Q3 as a consequence of higher energy and other input costs, a negative impact from acquisitions and a base effect from the fact that we are raising sales prices to safeguard our absolute earnings per hectoliter.
EBIT went down by DKK 119 million organically in Q3. The decline is primarily caused by an increase in marketing costs and continued investments in organizational capabilities and capacities totaling around DKK 50 million, around DKK 30 million higher logistic costs and the time-lag between increases in COGS and sales price increases. The increase in marketing costs were planned and committed before the war in Ukraine began, and the logistic cost increase, which is stemming from the International division is difficult to push on to customers, as we are up against local competition.
The time-lag between COGS inflation and sales price increases, in combination with a negative mix effect, impacted gross profit negatively by around DKK 40 million. Northern Europe explains a minor part of the negative mix effect, which is mainly driven by Western Europe because our CSD portfolio here has grown faster than our beer portfolio. That said, our super-premium beer offering has grown faster than the market (year-to-date approx. 10%) measured by sales out numbers, whereas destocking, which took place towards the end of Q3, also drove a negative mix effect.
The reported EBIT margin decreased by 7.2 percentage point to 14.0% in the period Q1-Q3 as a consequence of higher energy and other input costs, a negative impact from acquisitions and a base effect from the fact that we are raising sales prices to safeguard our absolute earnings per hectoliter.
1/11 2022 11:24 tommycarstensen 0107430 Det var forresten den her figur, der fik mig til at undersoege Royal Unibrew.
