FACTBOOK 213 214 17 ( -1- -36-
22
215 s CF 2
(121231) 12 1.% 6.4% 23.5% 1.7% 15,791 58.4% 121231 29 H19. 6.22 1, 1.88% H26. 6.2 223CB H2. 5.29 35,144.% H35. 5.26 228CB H2. 5.29 35,.% H4. 5.26 31 H21. 7.17 1,.92% H26. 7.17 H22. 4.27 2,.63% H27. 4.27 1 H23. 1.21 3,.52% H28. 1.21 2 H23. 1.21 2,.76% H3. 1.19 3 H24. 7.13 18,.33% H29. 7.13 4 H24. 7.13 1,.55% H31. 7.12 2371 121231 R&I JCR A AA 3
121231 '8/12 '9/12 '1/12 '11/12 '12/12 2,165 1,727 1,83 1,724 1,944 1,41 1,118 1,427 1,314 1,625 483,585 483,585 483,585 483,585 483,585 18,762 18,577 18,22 17,95 17,611 EPS 96.3 12.5 114.1 118.4 122.8 2. 21. 23. 25. 28. 115,45 119,98 131,262 123,931 12,251 121231 1 8 6 4 2 1.4 2.2 2.9 3.2 2.5 16.5 16.3 16.2 16.2 16.7 16.7 16.8 17.2 16.5 15.8 25.6 26.9 25.9 26.5 28. 39.9 37.8 37.7 37.7 37. '8/12 '9/12 '1/12 '11/12 '12/12 25,28 5.2% 2,472 4.2% 18,785 3.9% 16,92 3.5% 16,683 3.4% 9,585 2.% 9,28 1.9% 8,949 1.9% 8,126 1.7% 7,384 1.5% 141,142 29.2% 17,611 4
(121231) 5
(1212) 1 3 4 2 5 3 4 2 8 3 211 487 448 96 64 114 13 - - 6
(1212) 9 1 1966 2 1972 3 1991 4 22 5 1973 6 1891 7 1998 8 1921 7 9 1934 1 196 11 1969 12 1977 13 1967 14 1959 15 1914 1 16-1 17-3 18 21 19 1994 2 199 21-22 - 4 23-24 - 25-26 - 3 27-28 - 29-2 3-31 - 2 32-33 - (1212) 1 1 13 12, NZ1) 2 1, NZ1) Permanis Sdn. Bhd.2 7
1889 23 M&A 1889(22) 11 1891(24) 1 1892(25) 1897(3) 196(39) 3 193() 1944(19) 1949(24) 9 1954(29) 8 1972(47) 3 198(55) 1982(57) 1983(58) 1985(6) 1 1986(61) 2 3 1987(62) 3 1988(63) 7 1 1989(64) 1 () 199( 2) 9 1992( 4) 3 9 1993( 5) 1994( 6) 1 3 1995( 7) 12 1996( 8) 7 1997( 9) 9 12 1998(1) 4 5 12 1999(11) 1 8 9 2(12) 21(13) 2 4 12 22(14) 1 7 8 9 1 12 23(15) 1 8
24 212 M&A 24(16) 25(17) 26(18) 27(19) 28(2) 29(21) 21(22 211(23 212(24 2 4 5 7 11 3 4 5 6 9 1 3 5 2 3 4 12 3 4 6 8 11 12 2 4 12 3 4 11 12 1 7 8 9 9 9 11 1 2 4 7 1 9
27 28 29 21 211 212 19 2 21 22 23 1,464,71 1,462,747 1,472,468 1,489,46 1,462,736 1,579,77 961,181 953,486 958,444 943,323 97,243 974,72 (494,663) (473,16) (451,11) (433,82) (414,327) (421,953) 52,89 59,261 514,24 546,137 555,493 64,375 415,934 414,741 431,247 45,787 448,33 495,937 (2,486) (3,994) (7,55) (7,723) (8,95) (13,991) 86,955 94,52 82,777 95,349 17,19 18,437-2,972-3,395-1,873-2,624-2,198-2,34 678 312 328 314 333 42 1,369 1,485 2,426 1,389 1,136 1,335-5,2-5,193-4,628-4,328-3,668-4,43 9,1 9,15 8,512 9,846 5,48 1,617 9,217 96,474 9,546 11,142 11,99 114,822 44,797 45,14 47,644 53,8 55,94 57,183 EBITDA 1 134,692 145,867 145,758 157,675 166,833 17,982 44,48 36,134 32,58 27,82 3,685 41,197 45,25 47,353 55,926 54,62 5,738 48,553 1,324,391 1,299,58 1,433,652 1,45,358 1,529,98 1,732,188 411,211 412,344 428,47 421,52 457,146 529,189 278,238 265,48 274,558 274,379 279,596 317,8 9,436 97,39 - - - - - - 97,442 95,358 12,631 113,519 913,179 886,714 1,5,65 984,35 1,72,762 1,22,998 622,718 66,791 599,18 557,1 536,236 583,399 596,796 516,61 573,78 499,874 62,166 68,68 197,813 248,369 282,169 292,813 283,943 325,24 332,457 32,259 391,876 311,423 39,92 456,234 529,872 534,627 577,72 612,67 643,799 726,879 514,666 521,594 573,472 612,191 641,733 723,819 69,573 16,94 16,358 125,68 18,513 19,292-117,828-58,235-18,637-41,79-171,235-134,32 36,126-46,365 78,545-9,828 67,9 43,2 11,741 12,697 18,82 1,813 16,137 34,32 2 28,17 65,378 67,121 95,463 81,919 68,952 1:2:± ROE 9.% 8.7% 8.7% 9.% 8.8% 8.4% ROA 6.9% 7.4% 6.6% 7.1% 7.6% 7.% EPS 94.9 96.3 12.5 114.1 118.4 122.8 BPS 1,89.3 1,122.1 1,233.3 1,315.5 1,378.2 1,553.4 2.% 2.8% 2.5% 2.2% 21.1% 22.8% 34.3% 34.8% 34.9% 36.7% 38.% 38.3% 5.9% 6.5% 5.6% 6.4% 7.3% 6.9% (9.%) (9.6%) (8.1%) (9.%) (1.2%) (9.4%) 6.2% 6.6% 6.1% 6.8% 7.6% 7.3% 3.1% 3.1% 3.2% 3.6% 3.8% 3.6% EBITDA 9.2% 1.% 9.9% 1.6% 11.4% 1.8% 1.12 1.12 1.8 1.5 1..97 3. 2.8 2.7 2.5 2.3 2.3 2.3 2.4 2.4 2.6 2.7 2.8 16. 15.6 15.1 15.5 14.8 14.6 5.3 5.4 5.5 5.4 5.3 5.3 38.9% 4.2% 4.% 43.6% 41.9% 41.8% 154.4% 146.6% 149.3% 129.5% 138.1% 138.9% 68.9% 79.9% 74.6% 84.2% 75.9% 77.8% 177.4% 17.% 175.4% 16.8% 167.2% 166.2% 128.2% 115.2% 117.5% 18.8% 115.9% 114.7% 13.4 2.4 23.1 3.7 32.4 32.7.65.58.68.51.61.63 1
212 1Q 2Q 2Q 3Q 4Q 1,775 +31 2,49 +47 4,183 +79 2,688 73 2,569 +1 9,44 +16 692 +75 984 +61 1,676 +136 1,8 +46 1,71 +275 3,754 +456 245 +9 261 +1 56 +2 243 +6 286 +8 1,35 +34 394 +188 353 +149 747 +337 356 +152 476 +148 1,58 +637 156 +12 195 +7 351 +19 193 + 21 +2 745 +39 153 8 28 +4 36 3 198 +13 25 29 763 19 (797) (36) (1,69) (36) (1,865) (72) (1,191) (26) (1,164) (3) (4,22) (76) 3,11 +38 3,993 +279 7,13 +586 4,289 +144 4,399 +433 15,791 +1,163 136 +49 269 +37 45 +86 361 21 367 +58 1,133 +123 36 28 67 3 32 31 39 34 32 +25 12 4 2 1 8 3 1 12 7 +4 22 +4 4 5 13 +8 4 +11 18 +2 2 +4 51 +17 7 +41 3 + 3 2 2 1 2 5 +3 6 2 3 3 35 34 65 64 27 +9 34 +1 127 54 36 17 35 16 71 33 33 15 35 3 14 51 46 28 281 9 328 37 349 54 48 +14 1,84 +12 3 21 55 +36 52 +15 22 1 32 +38 16 +51 4 65 318 +11 359 54 352 59 437 +152 1,148 +39 13 23 243 +117 256 +94 2 +3 116 76 572 +21 E B I T D A 24 46 499 +31 73 15 51 44 574 +114 1,71 +42 : 15,281 18 - - 15,698 +399 15,66 92 - - 17,322 +2,23 4,461 +56 - - 4,148 +247 3,747 41 - - 4,562 +661 1.5% 1.2% 7.%.8% 4.6% 1.% 8.1% 1.6% 9.3% +1.6% 6.9%.5% 2.% 1.6% 9.6% 1.2% 6.3% 1.5% 11.3% 2.5% 12.6% +1.9% 9.4%.9% 211 1Q 2Q 2Q 3Q 4Q 1,697 3 2,34 175 4,1 25 2,76 113 2,559 126 9,424 468 622 +28 93 +9 1,552 +118 962 5 796 +61 3,298 +176 242 +18 262 +7 54 +25 236 +5 278 +1 1,1 +27 27 36 24 31 411 67 24 38 328 +71 942 34 35 19 13 1 48 29 192 2 182 +12 76 +27 - - - - - - 211 +15 176 +9 744 +5 (761) (18) (1,33) (85) (1,794) (13) (1,216) (45) (1,133) (48) (4,143) (195) 2,82 39 3,714 119 6,517 157 4,145 137 3,966 +27 14,627 267 84 +83 224 8 38 +75 383 +55 39 +1 1,1 +138 8 +2 7 +3 62 +31 72 +7 8 8 142 +31 12 +8 11 4 23 +4 3 6 19 + 45 2 5 +1 7 +3 2 +13 3 +6 34 +22 29 +41 19 3 8 2 26 6 3 5 3 +2 8 4 - - - - - - 36 37 35 35 72 74 18 1 19 2 38 1 19 +1 33 12 89 12 74 +99 29 +19 364 +118 43 +22 34 21 1,72 +118 18 2 19 12 37 14 23 23 5 7 55 44 16 +124 37 +1 413 +134 411 4 285 32 1,19 +98 36 +36 126 29 163 +7 197 +89 192 76 551 +2 E B I T D A 224 +92 439 +13 663 +15 546 +6 459 2 1,668 +92 : 13,333 72 - - 13,576 478 14,56 +452 - - 15,299 +1,245 3,553 +438 - - 3,18 96 3,699 +585 - - 3,91 +787 7 +5 87 +38 157 +43 79 +7 176 +55 412 +15 119 13 117 12 236 25 119 5 131 +8 486 22 - - - - 315 +12 - - - - 1,93 +8 - - - - 244 142 - - - - 1,343 +369 - - - - 147 +234 - - - - 43 241 - - - - 217 +21 - - - - 182 +13 2.6% +3.5% 7.8% +.7% 5.6% +1.9% 9.7% +.8% 7.7%.6% 7.3% +.9% 3.6% +4.8% 1.8% +.8% 7.7% +2.5% 13.8% +1.1% 1.7% 1.1% 1.2% +1.2% 65 1 5 12 114 12 71 +12 121 +29 37 +29 131 7 13 8 261 14 124 14 123 1 57 39 314 13 - - 195 27 974 62 - - 1,85 171 72 +39 - - 12 +131 1,457 1,142 - - 1,712 1,294 463 +18 - - 87 +125 532 +1,35 - - 671 +1,579 78 +89 - - 6 +53 49 +13 - - 52 +125 11
12, 12 13 2/13 181 32 3,336 88 2 3,44 12 2 71 52 76 33 265 1 8 1,2 72 33 99 54 24 2 215 4 8 2 513 23 54 24 412 486 364 1 4 38 15 4 197 7 + 1 213 8 + 1 11 12 13 111 1 12 1 1,297 69 92 1,45 11 14 US 79.8 79.8 85. Permanis 155 6 15 188 8 17 82.4 82.7 88. 12.4 12.7 13. 25.9 28. 12 13 2/13 (3) (12) (5) (21) (66) (68) (16) (27) (1) (1) Permanis (8) (9) 12 12 1,656 1.% - 379 2 15 288 632 121 264 2 2 261 346 5-2 - 341 82 1.% 55 54 - - - 228 1.% - - - - - - 38 1.% 64 236 2 14 61 64227739 154 1.% 87 8 5 1 1 8671121 2,552 1.% 94 193 2 16 157 *1 (*2) 1,265 2 16-18 1,237 6 4-2 - 22 Permanis 335 1.% 1111 133 19 18 142 7 9 8 72-19.9% 91 5 2 17 435 - - 3.4% 44 297 2 12 14 - *1Asahi Holdings (Australia) Pty Ltd *2Asahi Beverages AustraliaCharlie's GroupIndependent Liquor Group119 12
12 19499 9,28 2 1,115 4,783 () 2117 1,196 9,855 9,633 1, 8, 6, 9,196 9,28 1,4 1,2 1, 8 4, 2, 993 1,115 911 785 847 8 9 1 11 12 6 4 2 12 3% 4% 14% 2% 3% 1% RTD 7% 65% 13
5 1 2 3 4 5 6 1,96 +11.3% 49.9% 1,313-2.5% 44.% 1,677-4.6% 49.7% 2,36 +5.2% 49.9% 1,43-18.7% 43.1% 2,79-11.% 5.3% 39 +13.3% 17.8% 58-16.% 17.% 54-18.2% 16.% 697-1.8% 17.1% 523-19.8% 16.% 66-2.% 14.7% 711 +15.5% 32.4% 1,163 +19.4% 39.% 1,16-12.6% 34.3% 1,35 +5.3% 33.% 1,332 +12.3% 4.9% 1,449-6.9% 35.% 2,196 +13.% - 2,984 +2.% - 3,377-9.8% - 4,83 +4.% - 3,258-8.6% - 4,134-11.1% - 7 8 9 1 11 12 2,52 +2.2% 53.2% 2,127-6.3% 51.9% 1,689-6.7% 46.% 1,657-4.5% 48.3% 1,939 +4.1% 53.1% 2,568-8.9% 55.6% 686-1.8% 14.5% 65-11.2% 14.8% 562-17.5% 15.3% 54-1.4% 15.8% 57-14.9% 13.9% 638-14.8% 13.8% 1,531 +3.4% 32.3% 1,366 +4.4% 33.3% 1,421-2.5% 38.7% 1,232 +.5% 35.9% 1,23 +1.7% 33.% 1,416-3.4% 3.6% 4,737 +.4% - 4,98-3.8% - 3,672-7.% - 3,429-3.8% - 3,649 +.2% - 4,621-8.2% - 1-3 4-6 4,86 -.1% 47.7% 5,518-8.% 48.1% 6,335-3.2% 5.7% 6,164-3.9% 52.7% 1,438-1.7% 16.8% 1,827-13.8% 15.9% 1,853-13.1% 14.8% 1,685-13.5% 14.4% 3,34 +4.% 35.5% 4,13 +2.7% 36.% 4,319 +1.7% 34.5% 3,851 -.6% 32.9% 8,557 -.7% - 11,475-5.5% - 12,57-3.2% - 11,7-4.4% - 1Q 2Q 3Q 4Q 9,64-4.8% 47.9% 12,499-3.6% 51.6% 22,13-4.1% 5.% 18.5% 25.% 28.7% 27.9% 3,264-12.5% 16.3% 3,537-13.3% 14.6% 6,82-12.9% 15.4% 21.1% 26.9% 27.2% 24.8% 7,164 +3.2% 35.8% 8,17 +.6% 33.8% 15,334 +1.8% 34.7% 19.8% 26.9% 28.2% 25.1% 2,32-3.5% - 24,27-3.8% - 44,239-3.7% - 19.3% 25.9% 28.3% 26.4% 2 3 4 5 6 7 8 9 1 11 12 48 74 91 89 77 92 144 128 116 94 92 121 469 694 1,163 +6.% +117.6% +97.8% +2.3% +22.2% +39.4% +46.9% +.% -26.1% +14.6% +21.1% +1.7% +5.3% +5.5% +19.9% 1-3 4-6 7-9 1-12 2,1 +6.1% 51.4% 2,763-1.3% 5.1% 3,248-3.3% 51.3% 3,5-6.2% 49.5% 384-1.6% 26.7% 448-12.8% 24.5% 44-1.% 23.8% 392-18.6% 23.3% 835 +2.8% 27.5% 1,37 -.5% 25.1% 1,15 +11.3% 25.6% 961 +.6% 25.% 3,318 +8.5% 38.8% 4,249-8.4% 37.% 4,793-1.% 38.3% 4,44-6.1% 37.6% 4,863-3.8% 5.6% 6,298-4.7% 5.4% 11,161-4.3% 5.5% 832-8.% 25.5% 832-14.2% 23.5% 1,664-11.2% 24.5% 1,872 +8.% 26.1% 2,67 +6.1% 25.3% 3,939 +7.% 25.7% 7,567-1.7% 37.8% 9,197-3.5% 38.% 16,764-2.7% 37.9% 2 3 4 5 6 7 8 9 1 11 12 +2.%.% -6.%.% -13.% -12.% -2.% -2.% -9.% -1.% -3.% -4.% -7.% -15.% -15.% -13.% -2.% -12.% -5.% -16.% -15.% -14.% -13.% -12.% +2.% +33.% -7.% +4.%.% -5.% +27.% +11.% -4.% +18.% 5.% +6.% +1.% +5.% -7.%.% -9.% -11.% +3.% -1.% -8.% +1.% -2.% -3.% -3 4-6 7-9 1-12 1,943-2.2% 2,713-8.5% 3,323-4.% 3,99-3.% 4,656-6.% 6,422-3.5% 11,78-4.6% 34-13.% 448-9.3% 449-11.7% 411-12.7% 788-1.9% 859-12.1% 1,648-11.6% 745 +7.4% 987 -.8% 1,147 +11.1% 1,8 +9.% 1,731 +2.6% 2,155 +1.1% 3,886 +6.6% 3,28-1.4% 4,148-6.9% 4,918-1.6% 4,518-1.6% 7,176-4.6% 9,435-1.6% 16,611-2.9% 2 3 4 5 6 7 8 9 1 11 12 5 6 4 1 2 2 1 1 1 1 17 9 26 +62.7% +76.4% -21.% -83.5% -97.5% -97.9% -84.% -95.% -93.9% -89.5% -87.8% -88.8% -44.% -91.3% -8.8% 14
5 1 2 3 4 5 6 1,44-4.7% 49.5% 1,269-3.3% 44.6% 1,874 +11.8% 51.1% 1,736-14.7% 47.9% 1,67 +19.% 47.% 2,199 +5.8% 51.1% 34-12.7% 16.1% 457-9.9% 16.1% 514-4.9% 14.% 569-18.4% 15.7% 511-2.3% 14.4% 572-5.7% 13.3% 724 +1.9% 34.3% 1,116-4.% 39.3% 1,282 +1.6% 34.9% 1,318-2.3% 36.4% 1,376 +3.3% 38.7% 1,531 +5.7% 35.6% 2,19-4.% - 2,843-4.7% - 3,671 +8.7% - 3,624-11.3% - 3,557 +9.2% - 4,33 +4.1% - 7 8 9 1 11 12 2,266-1.1% 52.7% 2,23 +3.6% 52.3% 1,643-2.7% 47.5% 1,783 +7.6% 49.4% 1,86-4.1% 51.3% 2,496-2.8% 55.5% 584-15.% 13.6% 575-4.9% 13.7% 58-9.6% 14.7% 527-2.5% 14.6% 496-2.1% 13.7% 612-4.1% 13.6% 1,447-5.5% 33.7% 1,434 +4.9% 34.% 1,311-7.8% 37.9% 1,31 +5.6% 36.% 1,269 +5.5% 35.% 1,391-1.8% 3.9% 4,296-9.3% - 4,213 +2.8% - 3,462-5.7% - 3,611 +5.3% - 3,625 -.7% - 4,498-2.7% - 1-3 4-6 4,187 +2.5% 48.6% 5,66 +1.6% 48.8% 6,113-3.5% 51.1% 6,139 -.4% 52.3% 1,312-8.8% 15.2% 1,652-9.5% 14.4% 1,667-1.% 13.9% 1,634-3.% 13.9% 3,123 +2.9% 36.2% 4,226 +2.3% 36.8% 4,192-2.9% 35.% 3,961 +2.9% 33.8% 8,622 +.8% - 11,484 +.1% - 11,971-4.3% - 11,734 +.3% - 1Q 2Q 3Q 4Q 9,793 +2.% 48.7% 12,251-2.% 51.7% 22,45 -.3% 5.3% 19.% 25.4% 27.7% 27.8% 2,964-9.2% 14.7% 3,31-6.7% 13.9% 6,265-7.9% 14.3% 2.9% 26.4% 26.6% 26.1% 7,349 +2.6% 36.6% 8,153 -.2% 34.4% 15,52 +1.1% 35.4% 2.1% 27.3% 27.% 25.6% 2,16 +.4% - 23,75-2.1% - 43,811-1.% - 19.7% 26.2% 27.3% 26.8% 2 3 4 5 6 7 8 9 1 11 12 55 149 93 126 135 146 172 19 148 124 18 141 74 883 1,587 +14.6% +11.4% +2.2% +41.6% +75.3% +58.7% +19.4% +48.4% +27.6% +31.9% +17.4% +16.5% +5.1% +27.2% +36.5% 1-3 4-6 7-9 1-12 2,122 +1.1% 5.7% 2,84 +2.8% 5.7% 3,17-4.4% 5.8% 3,81 +1.% 5.2% 313-18.4% 23.9% 425-5.2% 25.7% 412-6.4% 24.7% 416 +6.1% 25.4% 725-13.1% 23.2% 1,78 +3.9% 25.5% 961-13.% 22.9% 949-1.3% 24.% 3,161-4.8% 36.7% 4,343 +2.2% 37.8% 4,48-6.5% 37.4% 4,446 +1.% 37.9% 4,963 +2.% 5.7% 6,188-1.8% 5.5% 11,15 -.1% 5.6% 738-11.3% 24.9% 828 -.5% 25.1% 1,566-5.9% 25.% 1,83-3.7% 24.5% 1,91-7.6% 23.4% 3,714-5.7% 24.% 7,54 -.8% 37.3% 8,926-2.9% 37.7% 16,43-2.% 37.5% 2 3 4 5 6 7 8 9 1 11 12 +1.% -3.% +1.% -7.% +16.% +2.% -8.% +3.% -2.% +1.% +1.% -4.% -11.% -9.% -6.% -7.% -16.% -9.% -15.% +4.% -4.% +5.% +2.% -6.% +19.% -11.% -4.% -7.% +9.% +3.% -12.% +1.% -12.% -5.% -4.% -11.% +3.% -6.% +4.% -7.% +1.% +1.% -12.% +3.% -5.% +.% +.% -6.% -3 4-6 7-9 1-12 2,8 +3.3% 2,786 +2.7% 3,24-2.5% 3,62-1.2% 4,794 +3.% 6,32-1.9% 11,96 +.2% 311-8.6% 4-1.6% 423-5.8% 411 +.1% 712-9.8% 834-3.% 1,545-6.2% 726-2.5% 1,4 +1.8% 1,9-12.% 935-7.2% 1,73 -.1% 1,944-9.8% 3,675-5.4% 3,45 +.6% 4,191 +1.% 4,672-5.% 4,48-2.4% 7,236 +.8% 9,8-3.8% 16,315-1.8% 2 3 4 5 6 7 8 9 1 11 12 7 22 35 4 5 54 63 49 41 33 45 217 286 53-9.4% +1,42.3% +429.3% +3,223.2% +28,414.9% +38,715.9% +2,449.2% +3,623.7% +3,369.4% +3,98.8% +2,83.6% +2,921.4% +1,193.4% +3,21.% +1,838.1% 15
,, 5 6 5 1 14 21 33 77 17 124 25 ( 12/ 11 96% 176 23 4 79 96 1 114 22 185 139 151 139 153 155 125 122 112 12% 3 2 541 556 546 572 542 546 95 534 78 491 68 63 457 437 87% 1 386 344 312 37 282 277 274 256 239 23 221 22 96% 91 92 93 94 95 96 97 98 99 1 2 3 4 5 6 7 8 9 1 11 12 3, 2,5 2, 1,5 1, KL,, 782 746 721 698 645 637 637 249 243 249 258 274 298 329 9 84 82 89 13 13 15 64 66 642 657 725 751 754 99% 99% 16% 1% 14% ( 12/ 11 RTD 12 12 6% RTD 15% 28% 5% 5 1,48 1,33 1,24 1,16 977 956 949 98% 6 7 8 9 1 11 12 22 / ( 1/ 9 8% 3% 3% 1% 32% 7.8 9.1 8.9 1.7.2.4 16.9 +2.4 26.6.9 21% 11% 11% 1. 2.6 6.1.3 +.2 +.1 16
(5) 7 A B C 6 5 4 3 2 1 37.5 35.6 14.2 11.8 53 58 63 68 73 78 83 88 93 98 3 8 (121-12) (121-12) 12 12 11 14.7% 15.% 66.3% 66.6% 19.% 18.4% 96.5% 97.8% 11.3% 98.2% 96.5% 11.7% 1.4% 1.2% % 2% 4% 6% 8% 1% 12 21.6% 51.4% 26.9% 11 22.4% 5.7% 26.9% % 2% 4% 6% 8% 1% 96.% 1.2% 11.5% 99.7% 1.4% 99.1% 99.7% (121-12, ) DS 17.1% SM 26.3% CVS 1.1% SM 19.6% CVS 8.5% DS 14.9% DS 21.7% CVS 13.6% SM 4.5% 17
12 19823 3,336 111 88 2,872 () 3, 2, 2,736 2,744 2,916 3,19 3,336 15 1 PET5ml) 5ml 14 19ml) 19ml 115 1, 134 11 88 7 72 8 9 1 11 12 5 PET6ml) 6ml 14 12 PET5ml) 5ml 95 PET6ml) 6ml 115 18
121-12, 4,87 4,338 112.3% 18.4% 3,98 3,654 17.% 684 476 143.7% - 4,42 3,858 14.8% 1.3% 4,123 3,597 114.6% 8.3% 2,9 1,839 19.2% - 2,185 1,996 19.4% 1.4% 1,895 1,383 137.% - 1,617 1,339 12.8% 7.6% 862 823 14.8% - 25 177 141.4% - 1,345 1,156 116.4% - 19,293 17,283 111.6% 1.7% 121-12 8.7% 19.5% 21.4% 25.3% 121-12, 5,397 5,17 15.7% 9.2% 13,896 12,176 114.1% 11.4% SM 7,351 6,257 117.5% 11.1% CVS 2,585 2,264 114.2% 7.% 3,96 3,655 18.3% 2.4% 19,293 17,283 111.6% 1.7% CVS 13.4% 121-12 2.5% 28.% SM 38.1% 121-12, 495 465 16.4% 8.5% PET 1,37 9,19 11.2% 9.2% 5ml 4,45 4,27 19.4% - 2.L) 5,632 5,82 11.8% - 7,6 6,36 112.% 12.5% 356 248 143.6% 3.7% 1,345 1,156 116.4% - 19,293 17,283 111.6% 1.7% 121-12 8.8% 2.6% 36.6% PET 52.% 19
12 19171 13.6 1,137 57 1,4 47ml) 9 ()47ml 46 1,2 9 6 3-1,231 44 1,241 25 12 1,139 35 1,182 5 1,137 57 83 93 13 113 123 1% 5% 8% 6 4 2 5ml) () 5mlPET 14 (5ml) 4 3 () 5mlPET 14 Welch s 8ml) Welch s 1% ()38 1ml) LTP ()55 2
2, 15, 1, 174, 169,4 173,5 174,9 181, 41,5 39, 36,9 37,9 4,5 3,1 3,15 3,25 3,15 3,15 22,5 24,6 24,45 26,4 23,5 19,25 17,95 19, 19,3 21,4 ( 12/ 11 13% 12% 1% 18% 111% 22.7% 12 1.7% 27.5% 5, 39,65 39,15 38,45 38,6 39,2 5,5 48,75 5,3 49,35 49,8 12% 11% 14.6% 1.6% 23.1% 8 9 1 11 12 2, 15, 1, 174, 169,4 173,5 174,9 181, 19,8 18,8 18,6 18,45 19,4 35,2 34,5 35,1 36, 36,9 58,2 57,9 6,8 62,4 66,1 ( 12/ 11 13% 15% 13% 16% CVS 2.4% 12 1.7% 32.4% 5, 6,8 58,2 59, 58,5 58,6 11% SM 36.5% 8 9 1 11 12 2, 15, 1, 5, 174, 169,4 173,5 174,4 181, 1,5 6,1 9,55 9,75 9,85 9,45 5,8 5,95 5,95 5,8 6,9 58,9 56,8 56,5 56,45 96,5 94,8 1,9 13,15 19,2 ( 12/ 11 13% 11% 1% 1% 16% 12 5.4% 3.3% 32.4% PET 6.3% 8 9 1 11 12 21
12 195612 4.9 24 2 223 1ml, 5ml) 1ml 12 5ml 8 1ml) 3 229 225 237 213 24 15 1ml 148 2 1 1ml) 1 4 8 9 8 9 1 11 12 7 2 5 1951 1ml 12 12 (1ml) 1ml 12 125ml) 11 22
12 19943 32 513 23 422 ()1 () 15 6 5 4 3 2 1 388 13 441 1 471 489 21 2 513 23 8 9 1 11 12 12 3 2 1 () 2,48 2 () 1,5 29 3 46 116kcal () 3, 1 23
12 19531 29.2 364 1 499 () 4 3 2 1 344 17 362 366 371 22 21 17 364 1 8 9 1 11 12 12 712 25 2 15 1 5 (85) () 2,3 (8g) (9) () 165 (1 () 2 2 () 48 () 56 24
12 19475.7 197 7 736 ( 912 () 11 25 1 2 15 141 16 167 178 197 8 6 1 5 6 7 5 5 1 8 9 1 11 12 4 2 () 22 12 () 25 25
15% 1% 5% % - 5 % - 1 % (1212) 6.5% 9% 4% 3.4% 2% % % 29% 21112 2129 Permanis Sdn. Bhd. 1% Asahi Indofood Beverage Makmur 51% Indofood Asahi Sukses Beverage 49% Schweppes Australia 1% Asahi Beverages Australia 1% Charlie s Group 1% Mountain H2O 1% Independent Liquor 1% 15% 131% 113% 116% 93% 98% 11% 113% 114% 81% 628 51 545 553 472 491 444 339 228 259 12 7% 8% 16% 16% 13% 12 1% 73 23 24 25 26 27 28 29 21 211 212 9% 565 26
1994 2113 73KL 9 9% 245 2741KL 218 4% 291 29% 66 7 77 8 7 124 259 12% 28 29 21 211 212 7 22 93 89 1 11 12 6116 7 611 8 34 35 36 25 29 28 29 21 211 212 17 17 16 16 15 15 12 13 15 16 28 29 21 211 212 27
94 1931993 2 21 121-9 21,795 795 11 114% 4% 6 18 121-9 682 36 KL +12.9% +11.% 21,4 21,6 21,8 22, 22,2 22,4 22,6 22,8 23, 23,2 23,4 23,6 23,8 24, 1, 1,2 1,4 1,6 1,8 11, 11,2 11,4 11,6 11,8 12, 12,2 12,4 12,6 12,8 13, 13,2 13,4 13,6 13,8 14, 14,2 14,4 14,6 14,8 15, 15,2 15,4 15,6 15,8 16, 16,2 16,4 16,6 16,8 17, 17,2 17,4 17,6 17,8 18, 18,2 18,4 18,6 18,8 19, 19,2 19,4 19,6 19,8 2, 2,2 2,4 2,6 2,8 21, 21,2 1, 1,2 1,4 1,6 1,8 2, 2,2 2,4 2,6 2,8 3, 3,2 3,4 3,6 3,8 4, 4,2 4,4 4,6 4,8 5, 5,2 5,4 5,6 5,8 6, 6,2 6,4 6,6 6,8 7, 7,2 7,4 7,6 7,8 8, 8,2 8,4 8,6 8,8 9, 9,2 9,4 9,6 9,8 2 4 6 8 13,79 16,23 886 989 18,26 1,589 186 251 19,898 1,936 32 326 48 371 23,158 21,795 2,142 454 575 538 55 2,197 27 28 29 21 211 212 3Q KL 635 715 3, 2,5 2, 1,5 1, 5 11 17 25 3 31 35 35 37 56 1 9 91 92 93 94 95 96 97 98 99 1 2 3 4 5 6 7 8 9 1 11 111-12 111-12 46% 54% 28
KL Impact Data212 6 114% 11% 11% 112% 12% 18% 19% 14% 15% 14% 11% 5 1% 4 9% 15 1 11 111-12 L Impact Data212 3 2 1 25 28 31 34 38 41 43 45 49 8% 7% 6% 5% 5 36.4 16.7 91.1 72.4 73.3 44.3 23 24 25 26 27 28 29 21 211 4% 111-12 11 121 12 15 99 16 91 1 78 65 6 55 5 45 4 35 3 25 2 15 1 111-12 5 648 482 429 281 262 235 KL 165 61 1,24 11% 2.9% 266 3,325 6 8 SABMiller 715 112% 14.6% 231 2,888 17.4 218 566 19% 11.6% 551 19% 11.2% 121 1,513 8.2 13 18 17% 3.7% 3 375 128 17% 2.6% 36 45 1 6 18 17% 2.2% 27 338 1.5 19 Carlsberg 4,899 19% - - - 12.5 29
24 12 1 121-9 4,327 327US$ 18 8% 96 24 4,6 4,4 4,2 4, 3,8 3,6 3,4 3,2 3, 2,8 2,6 2,4 2,2 2, 1,8 1,6 1,4 1,2 1, 8 6 4 2 458 253 287 326 23 28 27 28 29 21 211 212 3Q AC 6 5 4 3 2 1 121-12 12% 12% 1% 1% 54% 1% 12% 47% 23% 28% 31% 8% 9% 22% 12% 18% 21% 4% 6% 7% 16% 26% 2% 3
KL 12 114% 113% 112% 113% 19% 17% 12% 11% 121-12 1% 9% 9% 41 46 51 58 63 67 8% 7% 6% 5% 91% 27 28 29 21 211 212 4% AC AC 121-121-12 22% 2% 3% 7% 8% 9% 21% 9% 19% 2% 5% 5% 15% 31% 18% 24% 31
294 2 2113P&N Bevegrages Charlie s212 H2O 121-12 3% 6% 3% 9% 4% 4% 8% 9% 31% 23% 121-12 121-12 3% 6% 3% 11% 6% 4% 9% 69% 11% 15% 5% 58% Schweppes Solo Sunkist Pepsi Frantelle Cool Ridge Gatorade Cottee s Monster Extra Juicy Spring Valley Charlie s 32
417 435 45 459 471 485 17 22 27 31 34 38 1,598 1,632 1,627 1,614 1,642 1,672 676 681 686 682 685 699 139 135 128 131 133 134 14 75 9 61 51 43 9 93 96 98 1 13 162 156 146 138 128 123 27 28 29 21 211 212 33 3,2 3,189 3,218 3,254 3,277 3,294 12% 1% 11% 11% 11% 11% 1 2 3 4 5 6 7 8 9 1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 31 32 33 34 35 36 37 38 39 4 41 42 43 44 45 46 47 48 49 5 51 52 53 54 55 56 57 58 59 6 61 62 63 64 65 66 67 68 69 7 71 72 73 74 75 76 77 78 79 8 81 82 83 84 85 86 87 88 89 9 91 92 93 94 95 96 97 98 99 1, 1,1 1,2 1,3 1,4 1,5 1,6 1,7 1,8 1,9 1,1 1,11 1,12 1,13 1,14 1,15 1,16 1,17 1,18 1,19 1,2 1,21 1,22 1,23 1,24 1,25 1,26 1,27 1,28 1,29 1,3 1,31 1,32 1,33 1,34 1,35 1,36 1,37 1,38 1,39 1,4 1,41 1,42 1,43 1,44 1,45 1,46 1,47 1,48 1,49 1,5 1,51 1,52 1,53 1,54 1,55 1,56 1,57 1,58 1,59 1,6 1,61 1,62 1,63 1,64 1,65 1,66 1,67 1,68 1,69 1,7 1,71 1,72 1,73 1,74 1,75 1,76 1,77 1,78 1,79 1,8 1,81 1,82 1,83 1,84 1,85 1,86 1,87 1,88 1,89 1,9 1,91 1,92 1,93 1,94 1,95 1,96 1,97 1,98 1,99 2, 2,1 2,2 2,3 2,4 2,5 2,6 2,7 2,8 2,9 2,1 2,11 2,12 2,13 2,14 2,15 2,16 2,17 2,18 2,19 2,2 2,21 2,22 2,23 2,24 2,25 2,26 2,27 2,28 2,29 2,3 2,31 2,32 2,33 2,34 2,35 2,36 2,37 2,38 2,39 2,4 2,41 2,42 2,43 2,44 2,45 2,46 2,47 2,48 2,49 2,5 2,51 2,52 2,53 2,54 2,55 2,56 2,57 2,58 2,59 2,6 2,61 2,62 2,63 2,64 2,65 2,66 2,67 2,68 2,69 2,7 2,71 2,72 2,73 2,74 2,75 2,76 2,77 2,78 2,79 2,8 2,81 2,82 2,83 2,84 2,85 2,86 2,87 2,88 2,89 2,9 2,91 2,92 2,93 2,94 2,95 2,96 2,97 2,98 2,99 3, 3,1 3,2 3,3 3,4 3,5 3,6 3,7 3,8 3,9 3,1 3,11 3,12 3,13 3,14 3,15 3,16 3,17 3,18 3,19 3,2 3,21 3,22 3,23 3,24 3,25 3,26 3,27 3,28 3,29 3,3 3,31 3,32 3,33 3,34 3,35 3,36 3,37 3,38 3,39 3,4 3,41 3,42 3,43 3,44 3,45 3,46 3,47 3,48 3,49 3,5 3,51 3,52 3,53 3,54 3,55 3,56 3,57 3,58 3,59 3,6 3,61 3,62 3,63 3,64 3,65 3,66 3,67 3,68 3,69 3,7 3,71 3,72 3,73 3,74 3,75 3,76 3,77 3,78 3,79 3,8 3,81 3,82 3,83 3,84 3,85 3,86 3,87 3,88 3,89 3,9 3,91 3,92 3,93 3,94 3,95 3,96 3,97 3,98 3,99 4, 4,1 4,2 4,3 4,4 4,5 4,6 4,7 4,8 4,9 4,1 4,11 4,12 4,13 4,14 4,15 4,16 4,17 4,18 4,19 4,2 4,21 4,22 4,23 4,24 4,25 4,26 4,27 4,28 4,29 4,3 4,31 4,32 4,33 4,34 4,35 4,36 4,37 4,38 4,39 4,4 4,41 4,42 4,43 4,44 4,45 4,46 4,47 4,48 4,49 4,5 4,51 4,52 4,53 4,54 4,55 4,56 4,57 4,58 4,59 4,6 4,61 4,62 4,63 4,64 4,65 4,66 4,67 4,68 4,69 4,7 4,71 4,72 4,73 4,74 4,75 4,76 4,77 4,78 4,79 4,8 4,81 4,82 4,83 4,84 4,85 4,86 4,87 4,88 4,89 4,9 4,91 4,92 4,93 4,94 4,95 4,96 4,97 4,98 4,99 5, 27 28 29 21 211 212 4% 5% 6% 7% 8% 9% 1% 11% 12% 3% 48% 21% 15% 4% 3% 5% 1% 13% 87% AC KL 121-11 KL 121-12 121-12 4% 39% 26% PB 14% 4% TBB 4% 1% 2% 6% 99 13 98 99 115 13 112 14
2119 Independent Distillers (Aust) 1Independent Distillers (Aust) Independent Liquor (NZ) Cruiser WOODSTOCK CODY S Independent Distillers (Aust) 121-12 121-12 26% 6% 7% 11% RTD 5% 2% 9% 1% 11% 12% RTD 65% RTD 2121-11 9% 27% 2% DB 5% 55% AC 2121-11 14% 12% 4% 16% 3% 24% Aztec 34
Impact Data212 Impact Data212 2 12%12%13% 16% 18% 13% 1%11% 12% 12% 12% 1% 8% 6% 14 143 147 156 176 182 158 171 176 177 4% 22 23 24 25 26 27 28 29 21 211 2% % Snow Bud Light Tsingtao Budweiser Scol Corona Brahma Heineken Coors Light Yanjing Super Dry 1511 Impact Data212 28 29 21 211 11/1 28 29 21 211 11/1 1 41.3 43.2 45. 49. 14% 11 2.8 2.9 2.9 3. 1% 2 24.2 23.7 23.3 22.9 98% 12 2.9 2.7 2.9 2.8 17% 3 1.4 1.5 11.6 12.3 111% 13 1.9 2.1 2.4 2.7 111% 4 11.1 1. 9.8 9.5 99% 14 2.3 2.3 2.3 2.3 12% 5 9.1 9. 8.8 8.8 98% 15 2.4 2.3 2.1 2. 92% 6 6.4 6.5 6.3 6.5 98% 15 132.9 132.6 134.6 138.7 12% 7 6.1 6. 5.8 5.6 97% 8 5.1 5. 4.7 4.5 93% 9 3.6 3.2 3.4 3.5 17% 15 42.9 43.6 42.8 43. 98% 1 3.3 3.3 3.3 3.3 1% 175.8 176.2 177.4 181.6 11% 1511 Impact Data212 11/1 11/1 1 Anheuser-Busch InBev 48. 11% 11 Guinness Brewing Worldwide 2.4 14% 2 SABMiller 22.9 11% 13 Efes Beverages Group 2.3 95% 3 Heineken 17.8 14% 12 San Miguel Corp. 1.7 11% 4 Carlsberg Breweries 11.9 14% 15 Suntory 1.5 16% 5 China Resources Enterprise 1.2 11% 14 Radeberger Gruppe(Oetker) 1.3 99% 6 Tsingtao Brewery 7.1 113% 15 147.8 13% 7 Molson Coors Brewing Co. 6.3 13% 8 Beijing Yanjing Beer Group 5.4 17% 9 Kirin Brewery Co. 5.1 98% 15 33.8 1% 1 Asahi Breweries 3.9 12% 181.6 12% 35
35ml 215 16 14 11 1 2 3 4 5 (5) (5.5) (5) 7 (4) (25) (37) (12) (15) (12) 11 1 1 1 1 8 7 16 24 44 36