SAB - Earnings remained broadly flat YoY despite a major summer event
SAB recorded broadly flat YoY results in 2Q26, with net revenue reaching VND 6,888 billion (+1.2% YoY), 11% below our estimate.
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Primer: Saigon Beer Alcohol Beverage (SAB VN) - Aug 2026
Saigon Beer Alcohol Beverage (SABECO) is Vietnam's leading beer producer, commanding a dominant market share of approximately 35%. The company...
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Saigon Beer - Alcohol - Beverage Corporation (SAB VN) - Rising Selling Expenses Pressure Profits
As Saigon Beer - Alcohol - Beverage Corporation (SAB VN) is a dominant domestic brewer, we used the market-based valuation method to value SAB stock.
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Budweiser APAC (1876 HK): Weak 2Q2024. Premium Beer, Cheap Valuations
Worst could be past - expect a likely recovery in China premium beer market in 2H2024 and ongoing commodity tail winds to uplift company's...
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SAB - Growth rebounded from a low base and favorable seasonality
Net revenue in Q1/26 reached VND 6.457bn (+11.1% YoY). Beer revenue accounted for 93.6% of total revenue at VND 6.046bn (+11.0% YoY).
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