百威亞太(01876.HK):內地「原地過年」帶動表現 銷售渠道恢復對前景有信心
百威亞太(01876.HK)首席執行官楊克(Jan Craps)在業績發布會時指,農曆新年期間雖然內地部分地區出現零星確診個案,但政府亦快速處理,加上沿海地區較多人選擇「原地過年」,而公司在區內產品組合亦較高端,故帶動業務表現強勁。他指出各地都陸續推出疫苗接種計劃,而內地疫情相對其他地區亦受控,故對業務利好,之後前景亦較有信心,因為去年受疫情影響銷售渠道受限制,現時大部分已回復正常。
他補充,去年2至4月受疫情影響銷售渠道停擺,拖累公司表現,加上百威亞太在內地高端市場具領導地位,在社交距離措施下餐飲渠道受阻,所以受較大影響,不過現時確診數字回落,加上當局亦有序控制疫情,故對未來看法較樂觀。
他透露在中國以外地區包括印度、南韓等市場表現均令人興奮,認為特別是東南亞市場亦有併購機遇,此外部分地區如泰國等在高端、及超高端市場方面仍未成熟,當地品牌缺乏類似產品,所以會針對城市地區力推高端及超高端化。
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