Q2 FY24 – overly reserved outlook - AlphaValue Independent Equity Research

Q2 FY24 – overly reserved outlook

01/08/24 -"Primarily due to the weak performance in China, ABI missed top-line expectations. Although ABI stabilised its market share in the US during Q2, an upturn in market share is not yet apparent. Thanks ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

01/08/24

Download

You may also be interested by these reports :

18/09/25

Suedzucker

We have revised our model to reflect the increase in sugar inventories in Brazil during August, which came in above expectations and is driving ...

02/09/25

Nestlé

Autumn approaches (again) and Nestlé changes the CEO once more

01/09/25

Diageo

We have updated our DCF valuation to reflect slightly stronger than expected FY24/25 EBITDA of USD 7,422m (+15% vs. forecast), resulting in modest ...

28/08/25

Pernod Ricard

Pernod Ricard reported stronger-than-expected profits despite an organic decline in recurring operations. Challenges are anticipated in H1 26, ...

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue

Anheuser-Busch Inbev