AB InBev 2022Q2

tommycarstensen

AB InBev er kommet med Q2-regnskab foer Carlsberg og Heineken. Jeg har lavet et par figurer, der opsummerer kvartalet. Klik for at goere dem stoerre. Bemaerk de faldende margener.

Omsaetning +11,3%
Rumfang +3,4%
Normaliseret EBITDA +7,2%
Normaliseret profit -2,6%

Beer Prices Are Lagging Global Inflation, AB InBev CEO Says
https://www.bloomberg.com/news/articles/2022-07-28/beer-prices-are-lagging-global-inflation-ab-inbev-ceo-says#xj4y7vzkg

AB InBev boosts profit on higher prices, Latam drinkers
https://www.reuters.com/business/retail-consumer/ab-inbev-reports-higher-than-expected-q2-earnings-2022-07-28/

Transcript - BUD earnings call for the period ending June 30, 2022.
https://www.fool.com/earnings/call-transcripts/2022/07/28/anheuser-busch-inbev-nv-bud-q2-2022-earnings-call/

Her de kommentarer fra telekonferencen jeg bed mest maerke i:

28:14
"And because of that, we had our plans in place. we look globally to date, I would say that it's clear that beer prices are lagging inflation while I just said before that we are carefully balancing consumer demand, value proposition of our brands and input costs as we build our revenue management strategy. But globally, prices that is likely below inflation."

38:55
"And then second question, you've made some really good progress on deleveraging in H1. And you usually generate much more cash in H2. Would it be fair to to assume that you could end the year closer 3.5 times net debt to EBITDA. And from a cash flow perspective, would you be willing to reinstate the the interim dividend as you've done in past on top of the final dividend? Thank you."

41:37
"But what I can tell you is that right now, we can create more value from the leveraging than anything else. So that should be more of the leveraging to come."

Den sidste saetning er transkriberet forkert. Han siger deleveraging og ikke leveraging.

tommycarstensen

Denne gang med figurer...

Aktie-Zlatan

Måske af interesse.

Absolicon (solfanger istedet for solceller) er muligvis et fremtidigt svenskt Vestas. Bryggerier viser et stort interesse da de benytter meget hedvand.

AB InBev
Carlsberg
Asahi
muligvis Heineken

https://www.absolicon.com/applications/brewery/

https://www.absolicon.com/ab-inbev-invests-in-solar-thermal-energy-to-meet-ambitious-sustainability-goals/

https://www.absolicon.com/absolicon-news-update-march-2022/

https://www.absolicon.com/selected-projects-by-absolicon/carlsberg-group-brewery-solar-plant-greece/

https://www.absolicon.com/birra-peroni-go-for-zero-carbon-production-with-concentrated-solar-heat-from-absolicon/

https://www.facebook.com/photo/?fbid=10225904091164310&set=gm.576789520288592

Absolicon sælger primært produktionslinier (ikke solfanger) og det er en årsag til at Absolicon muligvis kommer at ekspandere hurtigere end konkurrenter.

https://www.absolicon.com/absolicon-teams-up-with-global-automation-leader-abb-for-development-and-service-of-absolicon-production-line/

Hyst

Fjernvarmeværker i landområdet har længe brugt det. Problemet er lagring af energien til vintermånederne.
Store underjodiske lagringstanke har været er blandet fornøjelse.

Damvarmelager

https://www.vestfor.dk/nyheder-og-presse/nyheder/nyt-damvarmelager-skal-mindske-co2-udledning/

Aktie-Zlatan

Jo, jeg ved at solvarme benyttes af flere danske fjernvarmeværker (Silkeborg og andre), men det nye er Absolicons effektivitet (>76 %), men først og fremmest de robotiserede produktionslinierne, som muliggør hurtig ekspansion. Danmark og Sverige er ikke prio 1 uden Afrika, Latinamerika, Middelhavet, USA og andre.

"Absolicon T160 har den högsta uppmätta optiska effektiviteten någonsin för en kommersiellt tillgänglig koncentrerande solfångare, över 76 %."

https://www.absolicon.com/sv/#:~:text=Absolicon T160 har den högsta uppmätta optiska effektiviteten,koncentrerande solfångare%2C över 76 %25. Absolicon T160 Solfångare