全面行动管控令(FMCO)期间,啤酒厂被勒令停工2周,分析员预测,FMCO每延长2周,啤酒领域今财年营收和净利将分别减少3.8%和7.4%。
根据日前政府发布文告指,啤酒不被视为必需品,因此,14天FMCO期间,啤酒制造和任何实体营销将被禁止。
联昌国际投行研究分析员在报告中指,对于上述负面消息感到意外,并预计两大啤酒业者喜力大马(HEIM,3255,主板消费股)和皇帽(CARLSBG,2836,主板消费股)的盈利将受到影响,因为产量减少,以及营销活动较少导致销量下降。
分析员点出,如果FMCO延长超过2周,而非当场消费的销售渠道的库存又全部售罄,不排除消费者可能别无选择,转向购买走私啤酒。
“尽管如此,在销量逐渐复苏的背景下,我们相信这两大啤酒业者在今财年仍可按年录得强劲业绩。”
分析员说,这是基于两大啤酒业者,能在再次停工的情况下,持有更多成品库存、能满足消费者非即饮消费渠道需求,及即将举行的全球体育赛事的推动。
“目前,我们维持2021至2023财年每股盈利预测,并等待进一步更新。”
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