Stellar Q1 Sets Up Fine 2012 and Possible Divdend Repeat

In this 2012 interview, Carlsberg Brewery Malaysia Bhd MD Soren Ravn discusses:

- Q1 earnings - expectations - rest of year;
- Market share update;
- Update - performance - luxury beer brands - Asahi - Kronenburg 1664;
- Raw material costs;
- Group EBITDA margin - update;
- Outlook - prices increases this FY;
- Outlook for malt - marketing - distribution costs this FY;
- Singapore - contribution - dropping - details - outlook;
- Strategies to address;
- Whether needs to spend more time - Singapore;
- Dividend policy;
- Expected payout this year;
- Prime Minister - budget - Sept 28 -- expectations, wish list;
- Fear - UMNO - “give up” - Chinese vote - focus Malay rights - repercussions;
- Effect on marketing - Positioning;
- Implications - licensing, taxes, publicity;
- Global recession - impact;
- Russia - issues - 40 per cent of total group sales - political changes - Malaysia read-across;
- Russia - issues - pressure on Carlsberg’s profitable regions to channel more profits HQ’s way;
- Ambassadors  - Peter Schmeichel - quantifying his value.