百威亚太(01876.HK):内地「原地过年」带动表现 销售渠道恢复对前景有信心
百威亚太(01876.HK)首席执行官杨克(Jan Craps)在业绩发布会时指,农历新年期间虽然内地部分地区出现零星确诊个案,但政府亦快速处理,加上沿海地区较多人选择「原地过年」,而公司在区内产品组合亦较高端,故带动业务表现强劲。他指出各地都陆续推出疫苗接种计划,而内地疫情相对其他地区亦受控,故对业务利好,之後前景亦较有信心,因为去年受疫情影响销售渠道受限制,现时大部分已回复正常。
他补充,去年2至4月受疫情影响销售渠道停摆,拖累公司表现,加上百威亚太在内地高端市场具领导地位,在社交距离措施下餐饮渠道受阻,所以受较大影响,不过现时确诊数字回落,加上当局亦有序控制疫情,故对未来看法较乐观。
他透露在中国以外地区包括印度、南韩等市场表现均令人兴奋,认为特别是东南亚市场亦有并购机遇,此外部分地区如泰国等在高端、及超高端市场方面仍未成熟,当地品牌缺乏类似产品,所以会针对城市地区力推高端及超高端化。
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