《藍籌業績》百威亞太(01876.HK)首季扭虧為盈賺2.33億美元 內地銷量升逾84%
百威亞太(01876.HK)公布未經審核業績,截至今年3月底止首季業績,收入按年上升63.7%至16.26億美元,純利2.33億美元,去年同期錄虧損4,100萬美元,每股盈利1.76美分;而股東應佔正常化溢利為2.36億美元,去年同期為虧損600萬美元。季內正常化每股基本盈利為1.79美分。
季內銷量按年大增64.6%,由於集團於主要市場成功實行高端化策略及舉辦農曆新年活動,以及上年的基數較低。正常化除息稅折舊攤銷前盈利增192.9%至5.28億美元,而正常化除息稅折舊攤銷前盈利率為32.5%。毛利率為52.8%,按年上升8.6個百分點。
期內集團在亞太地區西部的收入增加87.4%,主因為銷量增加79.5%及每百升收入增加4.4%。正常化除息稅折舊攤銷前盈利增加336.3%。當中中國市場,首季實現銷量增長84.6%,主因為春節營銷活動為整個季度帶來強勁增長動力,加上去年的基數較低所致。集團估計今年首季的總市場份額有所擴大,同時保持渠道存貨處於健康水平。
至於韓國方面,疫情相關限制令整體銷量錄得低個位數跌幅,但估計仍在零售及餐飲渠道方面擴大了市場份額,以致總市場份額在不利的渠道組合影響下依然有所提升。
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