Global Slowdown Looms Large Over a Decade-Long Profit Growth Spurt
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Show Notes
Charles Ireland, Managing Director of Guinness Anchor Bhd discusses:
- Outlook for earnings;
- Slowing economy and consumption outlook;
- Mitigating factors, catalysts - Rugby World Cup, Olympic games and Euro 2012 ;
- Weakening USD, currency fluctuations, impact;
- Branding - A&P;
- Market share;
- Black market - East Malaysia;
- Government clampdown on smuggled beer;
- Volume, percentage contribution from East Malaysia;
- Size of potential opportunity;
- Rising raw material costs, outlook;
- Price outlook;
- Hedging;
- Taxes and duties, outlook;
- Budget outlook;
- Competition;
- Dividends - policy, outlook;
- Malaysian International Chamber of Commerce and Industry concerns, business outlook;
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