SAB [BUY +34.6%] - Hedging, Easing Distribution Disruption to Support Earnings - Update

144 Views08 Jan 2026 09:23
Broker
We raise our target price (TP) for SAB by 1.7% to VND59,000/share as we roll our TP horizon forward to end-2026 while maintaining a BUY rating.
What is covered in the Full Insight:
  • Update on SAB Target Price
  • 2025F Outlook and Sabibeco Consolidation
  • Beer Volume and Price Projections
  • Impact of Taxation and Competition
  • Catalysts and Risks Analysis
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  • SAB [BUY +34.6%] - Hedging, Easing Distribution Disruption to Support Earnings - Update
    08 Jan 2026
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