-- 根據《日經亞洲》週五報導，朝日集團控股（TYO:2502）對東非啤酒公司的大手筆投資可能代價高昂，引發投資人擔憂。 報道稱，這家日本飲料公司計劃收購圖斯克啤酒生產商，其企業價值與息稅折舊攤銷前利潤（EBITDA）之比高達17倍，高於發達經濟體中類似交易的水平。 《日經亞洲》指出，此次收購計畫也讓該公司股東回報計畫蒙上陰影，因為該公司仍有剩餘股份需要回購，以配合其在2020年收購澳洲卡爾頓聯合啤酒公司（Carlton & United Breweries）的計畫。 報道還稱，該公司仍在努力應對網路攻擊的影響，該攻擊導致其發貨中斷數月。 報告稱，朝日集團計劃斥資30億美元收購東非啤酒公司65%的股份，旨在佔據非洲市場的重要份額。 報導稱，這筆交易能否成功，部分取決於以大象為標誌的Tusker啤酒的市場表現，該啤酒在該地區廣為人知。 報告也指出，朝日啤酒將藉鑒以往在不同地區進行的大規模交易經驗，這些交易不會出現重大虧損，且其強大的海外業務將為其提供支撐。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
Related Articles
Asia
Yamato's Profit Plunges Down 64% in Fiscal Year 2025
Yamato (TYO:1967) profit attributable to owners of the parent plunged 64% to 13.7 billion yen in fiscal year 2025 from 37.9 billion yen a year earlier.The Japanese general contractor's basic earnings per share decreased to 43.07 yen from 111.87 yen a year ago, according to a Tokyo bourse filing on Thursday.Operating revenue increased 5.8% to 1.865 trillion yen for the year ended March 31, from 1.762 trillion yen in the previous fiscal year.Yamato declared a final dividend of 23 yen per share.For fiscal year 2026, the company expects attributable profit of 24 billion yen, basic EPS of 75.79 yen and operating revenue of 1.920 trillion yen.Shares of Yamato rose more than 3% at market close.
$TYO:1967
Asia
Mirae Asset Securities Upgrades Mphasis to Buy from Add; Price Target is INR2,690
Mphasis (NSE:MPHASIS, BOM:526299) has an average rating of overweight and mean price target of 2,716.19 Indian rupees, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
$BOM:526299$NSE:MPHASIS
Mining & Metals
Real Matters Q2 Consolidated Revenues of US$47.2M, up 27% YoY
$REAL.TO