Stellar Q1 Sets Up Fine 2012 and Possible Divdend Repeat
from The Breakfast Grille Hosted by BFM Media
In this 2012 interview, Carlsberg Brewery Malaysia Bhd MD Soren Ravn discusses: - Q1 earnings - expectations - rest of year; - Market share update; - Update - performance - luxury beer brands - Asahi - Kronenburg 1664; - Raw material costs; - Group EBITDA margin - update; - Outlook - prices increases this FY; - Outlook for malt - marketing - distribution costs this FY; - Singapore - contribution - dropping - details - outlook; - Strategies to address; - Whether needs to spend more time - Singapore; - Dividend policy; - Expected payout this year; - Prime Minister - budget - Sept 28 -- expectations, wish list; - Fear - UMNO - “give up” - Chinese vote - focus Malay rights - repercussions; - Effect on marketing - Positioning; - Implications - licensing, taxes, publicity; - Global recession - impact; - Russia - issues - 40 per cent of total group sales - political changes - Malaysia read-across; - Russia - issues - pressure on Carlsberg’s profitable regions to channel more profits HQ’s way; - Ambassadors - Peter Schmeichel - quantifying his value.
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