BUD APAC

01876

6.5806.67% ( -0.470 )

Delay Closed: Jul 31, 16:08:00

BUD APAC

01876

6.5806.67% ( -0.470 )

Delay Closed: Jul 31, 16:08:00

Open: 6.980
High: 7.000
Low: 6.530
Prev. Close: 7.050
Volume: 58.67M
Turnover: 389.94M
Avg Price: 6.646
Bid/Ask Ratio: 39.85%
Amplitude: 6.67%
52wk High: 8.978
Volume Ratio: 4.67
Turnover Ratio: 0.44%

BUD APAC Analyst Rating

Forecast & Rating

Jul 30, 2026

Price forecast

HK$8.5930.60%

Forecast & RatingBuy

26analysts

Strong buy57.69%
Buy23.08%
Hold19.23%
Sell0.00%
Strong sell0.00%

Daily Events

Jul, 31
Budweiser APAC declined over 3% on July 31, with morning session falling from 6.790 to 6.670 HKD and afternoon closing at 6.580, as analyst views on the H1 2026 earnings released the previous day diverged sharply. While the financial results announced on July 30 showed Q2 net profit surging 40.98% year-over-year to HKD1.936 billion, revenue growth remained muted at just 0.06%, indicating profit expansion was driven by margin improvement rather than demand strength. On July 31, brokers issued mixed reactions: CLSA maintained Outperform but cut the target to HKD8.7, Nomura also trimmed to HKD8.6, Daiwa took a more cautious stance downgrading to Hold with a target of HKD7, and Citi noted China's disappointing performance was offset by strong results in India and South Korea. The stock remains under pressure, down 15.32% year-to-date and over 30% from its 52-week high of HKD9.42, currently trading below its 60-day moving average of HKD6.88.
Jul, 30
Budweiser APAC closed at HKD7.05, up 1.73% from the previous close, but exhibited a classic 'fade' pattern intraday—the stock surged to HKD7.64 in the morning session after the company reported 1H26 net profit up 15.6% year-over-year to USD473 million, then pared gains and retreated to HKD6.95 in the afternoon. Analyst sentiment reflects mixed regional signals: CLSA acknowledged slightly better-than-expected China performance while maintaining an Outperform rating, yet Citigroup cited China underperformance but praised strong momentum in Korea and India operations, maintaining a Buy rating. Goldman Sachs previously cut its target price to HKD7.6, citing lingering concerns about mainland China's demand trajectory. From a valuation perspective, the stock has declined 9.27% year-to-date from HKD7.77, trading 25.16% below its 52-week high of HKD9.42 but 17.5% above the 52-week low of HKD6.00; the PE multiple of 21.5x and dividend yield of 6.28% remain relatively modest. However, the slowdown in China's beer consumption continues to weigh on the medium-term outlook, with near-term profit-taking pressuring the stock despite the earnings beat.
Jul, 28
Budweiser Asia Pacific climbed 3.0% to HK$6.79, rebounding from July 1's 52-week low of HK$6.00 as the market reprices expectations for operational stabilization. Q1 2026 results show revenue growth of 2.95% year-over-year to HK$11.7 billion, while the company posted net profit of HK$1.77 billion with a 15.14% margin, a sharp recovery from Q4 2025's net loss of HK$816 million. Though EPS and net profit declined 3.27% and 2.7% respectively year-on-year, the quarter-over-quarter turnaround signals bottoming momentum. Analyst sentiment remains divided: JPM cut its price target to HK$6.7 with Neutral rating, Goldman Sachs to HK$7.6, both citing weak mainland China demand and rainfall headwinds in Q2, while Macquarie targets HK$10.8 and DBS maintains Buy. Year-to-date the stock is down 12.61%, trading 27.92% below its 52-week high of HK$9.42, though a 6.52% dividend yield provides some buffer for income-focused investors.
Jul, 27
BUD APAC rose 2.17% to HKD 6.59 today, rebounding off oversold levels after recent analyst downgrades and weak mainland demand. JPMorgan, Goldman Sachs, and Macquarie trimmed their price targets to HKD 6.7, 7.6, and 10.8 respectively and lowered EPS forecasts; Q1 2026 revenue grew 2.95% YoY to HKD 11.7 billion, but net profit declined 2.7% YoY to HKD 1.77 billion, pressured by cost inflation and softer demand. The stock has fallen over 30% from its 52-week high of HKD 9.42 and sits just 9.83% above the 52-week low of HKD 6.0, now supported by MA20 (6.375) and trading between its 20- and 60-day moving averages; YTD performance is down 15.19%. The elevated dividend yield of 6.71% may attract value investors, though analyst sentiment remains cautious on China recovery.
Jul, 24
Budweiser APAC fell roughly 2% today, pressured by recent analyst downgrades. JPMorgan, Macquarie, and Goldman Sachs cut their price targets to HKD 6.7, HKD 10.8, and HKD 7.6 respectively, all citing weak mainland demand and rainfall impact on Q2 performance. Q1 earnings showed revenue of HKD 11.7 billion (+2.95% YoY), but EPS declined 3.27% and net profit fell 2.7%, indicating profit margin pressure. Intraday weakness prevailed as the stock fell from the 9:30 open at 6.54, rebounded to 6.50 at the 13:00 afternoon open but weakened again to close at 6.47 by 16:00. However, DBS maintained a Buy rating showing market divergence, while Corona ranked as the world's most valuable beer brand for the third consecutive year. The stock has fallen 31.5% from its 52-week high of HKD 9.42 and is down 16.99% year-to-date, trading near relative lows.

News

Posts

Bullish vs. Bearish — Last 3 Months

2.3k followers · 0 opinions

▲Bullish50%

50%Bearish▼

D
Dolphin ResearchOct 10, 2025 at 07:44 AM
Dongpeng Beverage: After the energy drink, where is the 'next billion-dollar secret'?
A good company also needs a good price.
+13
Dongpeng BeverageDeep ResearchAppraisal value

Open: 6.980
High: 7.000
Low: 6.530
Prev. Close: 7.050
Volume: 58.67M
Turnover: 389.94M
Avg Price: 6.646
Bid/Ask Ratio: 39.85%
Amplitude: 6.67%
52wk High: 8.978
Volume Ratio: 4.67
Turnover Ratio: 0.44%

BUD APAC Analyst Rating

Forecast & Rating

Jul 30, 2026

Price forecast

HK$8.5930.60%

Forecast & RatingBuy

26analysts

Strong buy57.69%
Buy23.08%
Hold19.23%
Sell0.00%
Strong sell0.00%

Daily Events

Jul, 31
Budweiser APAC declined over 3% on July 31, with morning session falling from 6.790 to 6.670 HKD and afternoon closing at 6.580, as analyst views on the H1 2026 earnings released the previous day diverged sharply. While the financial results announced on July 30 showed Q2 net profit surging 40.98% year-over-year to HKD1.936 billion, revenue growth remained muted at just 0.06%, indicating profit expansion was driven by margin improvement rather than demand strength. On July 31, brokers issued mixed reactions: CLSA maintained Outperform but cut the target to HKD8.7, Nomura also trimmed to HKD8.6, Daiwa took a more cautious stance downgrading to Hold with a target of HKD7, and Citi noted China's disappointing performance was offset by strong results in India and South Korea. The stock remains under pressure, down 15.32% year-to-date and over 30% from its 52-week high of HKD9.42, currently trading below its 60-day moving average of HKD6.88.
Jul, 30
Budweiser APAC closed at HKD7.05, up 1.73% from the previous close, but exhibited a classic 'fade' pattern intraday—the stock surged to HKD7.64 in the morning session after the company reported 1H26 net profit up 15.6% year-over-year to USD473 million, then pared gains and retreated to HKD6.95 in the afternoon. Analyst sentiment reflects mixed regional signals: CLSA acknowledged slightly better-than-expected China performance while maintaining an Outperform rating, yet Citigroup cited China underperformance but praised strong momentum in Korea and India operations, maintaining a Buy rating. Goldman Sachs previously cut its target price to HKD7.6, citing lingering concerns about mainland China's demand trajectory. From a valuation perspective, the stock has declined 9.27% year-to-date from HKD7.77, trading 25.16% below its 52-week high of HKD9.42 but 17.5% above the 52-week low of HKD6.00; the PE multiple of 21.5x and dividend yield of 6.28% remain relatively modest. However, the slowdown in China's beer consumption continues to weigh on the medium-term outlook, with near-term profit-taking pressuring the stock despite the earnings beat.
Jul, 28
Budweiser Asia Pacific climbed 3.0% to HK$6.79, rebounding from July 1's 52-week low of HK$6.00 as the market reprices expectations for operational stabilization. Q1 2026 results show revenue growth of 2.95% year-over-year to HK$11.7 billion, while the company posted net profit of HK$1.77 billion with a 15.14% margin, a sharp recovery from Q4 2025's net loss of HK$816 million. Though EPS and net profit declined 3.27% and 2.7% respectively year-on-year, the quarter-over-quarter turnaround signals bottoming momentum. Analyst sentiment remains divided: JPM cut its price target to HK$6.7 with Neutral rating, Goldman Sachs to HK$7.6, both citing weak mainland China demand and rainfall headwinds in Q2, while Macquarie targets HK$10.8 and DBS maintains Buy. Year-to-date the stock is down 12.61%, trading 27.92% below its 52-week high of HK$9.42, though a 6.52% dividend yield provides some buffer for income-focused investors.
Jul, 27
BUD APAC rose 2.17% to HKD 6.59 today, rebounding off oversold levels after recent analyst downgrades and weak mainland demand. JPMorgan, Goldman Sachs, and Macquarie trimmed their price targets to HKD 6.7, 7.6, and 10.8 respectively and lowered EPS forecasts; Q1 2026 revenue grew 2.95% YoY to HKD 11.7 billion, but net profit declined 2.7% YoY to HKD 1.77 billion, pressured by cost inflation and softer demand. The stock has fallen over 30% from its 52-week high of HKD 9.42 and sits just 9.83% above the 52-week low of HKD 6.0, now supported by MA20 (6.375) and trading between its 20- and 60-day moving averages; YTD performance is down 15.19%. The elevated dividend yield of 6.71% may attract value investors, though analyst sentiment remains cautious on China recovery.
Jul, 24
Budweiser APAC fell roughly 2% today, pressured by recent analyst downgrades. JPMorgan, Macquarie, and Goldman Sachs cut their price targets to HKD 6.7, HKD 10.8, and HKD 7.6 respectively, all citing weak mainland demand and rainfall impact on Q2 performance. Q1 earnings showed revenue of HKD 11.7 billion (+2.95% YoY), but EPS declined 3.27% and net profit fell 2.7%, indicating profit margin pressure. Intraday weakness prevailed as the stock fell from the 9:30 open at 6.54, rebounded to 6.50 at the 13:00 afternoon open but weakened again to close at 6.47 by 16:00. However, DBS maintained a Buy rating showing market divergence, while Corona ranked as the world's most valuable beer brand for the third consecutive year. The stock has fallen 31.5% from its 52-week high of HKD 9.42 and is down 16.99% year-to-date, trading near relative lows.

News

Posts

Bullish vs. Bearish — Last 3 Months

2.3k followers · 0 opinions

▲Bullish50%

50%Bearish▼

D
Dolphin ResearchOct 10, 2025 at 07:44 AM
Dongpeng Beverage: After the energy drink, where is the 'next billion-dollar secret'?
A good company also needs a good price.
+13
Dongpeng BeverageDeep ResearchAppraisal value

BUD APAC

BUD APAC

BUD APAC (01876)

BUD APAC Analyst Rating

Forecast & Rating

Daily Events

News

Posts

Bullish vs. Bearish — Last 3 Months

Dongpeng Beverage: After the energy drink, where is the 'next billion-dollar secret'?

BUD APAC (01876)

BUD APAC Analyst Rating

Forecast & Rating

Daily Events

News

Posts

Bullish vs. Bearish — Last 3 Months

Dongpeng Beverage: After the energy drink, where is the 'next billion-dollar secret'?