Professional
Added to YB: 2025-04-21
Pitch date: 2025-03-31
2502.T [bullish]
Asahi Group Holdings, Ltd.
-7.6%
current return
Author Info
No bio for this author
Company Info
Asahi Group Holdings, Ltd., together with its subsidiaries, manufactures and sells beer, alcohol and non-alcohol beverages, and food products in Japan, Europe, Oceania, and Southeast Asia.
Market Cap
JPY 2.9T
Pitch Price
JPY 1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.86
P/E
15.40
EV/Sales
1.41
Sector
Beverages
Category
growth
Oakmark International Fund New Position: Asahi Group Holdings, Ltd.
2502.T new position: Japan's top beer co poised to benefit from liquor tax reform & price increases after years of decline. Strong CEO & best-selling beer brand. High-margin positions in Australia/Central Europe support growth. Post-acquisition deleveraging complete, expect increased shareholder returns & global procurement benefits. Above-avg business at below-avg valuation.
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