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ST西发拟全控拉萨啤酒:或与嘉士伯化干戈为玉帛,重整有望加速推进?
Tai Mei Ti A P P· 2025-07-23 10:47
(图片系AI生成) 庭内重整,庭外重组的路线,让ST西发(000752.SZ)走出了三连板。 昨日,ST西发公告称,计划从嘉士伯国际有限公司(以下简称"嘉士伯")手中购买拉萨啤酒剩余50%股权,若交易成功落地,ST西发将全资控股拉萨啤 酒。 这对正处于预重整阶段的ST西发而言相当重要。要知道,ST西发预重整因"历史问题情况复杂,部分债务涉及历史遗留问题等"已延期超过20次,其与嘉士 伯之间持续数年的股权拉锯战若能圆满落幕,就意味着预重整将免去"历史遗留问题"的干扰。 而且拉萨啤酒是ST西发核心资产,2024年为上市公司贡献了上亿元利润。ST西发如果完全掌握拉萨啤酒,就能显著缓解预重整期间的财务压力。不过,这 些利好最终能否实现,还要取决于此次收购接下来会走向何方。 多年股权纷争或迎来终局? ST西发这项重大资产重组的筹划背后,或许是嘉士伯寻求"脱身"多年未果的无奈选择。 公开资料显示,2004年,嘉士伯与西藏发展合资成立西藏拉萨啤酒有限公司,拟共同发展啤酒业务,双方各持股50%。 而ST西发方面则明确表明反对西藏道合或其他未经公司认可的受让人受让目标股权,并拒绝向西藏道合签发出资证明书以及办理股东信息变更登记 ...
一纸公告,让ST西发走出二连板!背后却是与嘉士伯的两年司法“拉锯战”
Mei Ri Jing Ji Xin Wen· 2025-07-22 08:08
每经记者:熊嘉楠每经编辑:赵云 7月21日晚11点,ST西发一纸公告引发市场高度关注。 公司拟以现金收购嘉士伯国际有限公司(以下简称"嘉士伯")持有的西藏拉萨啤酒有限公司(以下简 称"拉萨啤酒")50%股权,交易预计构成重大资产重组。 今日(22日)开盘,ST西发股价一字涨停,录得2连板。 这反映了拉萨啤酒对ST西发的重要价值。2024年拉萨啤酒营收占ST西发整体营收的93%,可以说是后 者避免退市的"唯一支柱"。若交易完成,ST西发将100%控股拉萨啤酒,彻底掌控核心资产。而对嘉士 伯而言,出售股权看似是战略收缩的理性选择,2025年一季度,其在亚洲市场销量下滑2.36%,中国市 场同样略显乏力。 然而,《每日经济新闻·将进酒》记者调查发现,这场表面"双赢"的交易,实则是两年司法"拉锯战"的 苦涩收场。 ST西发在公告中称,此次收购是"为更好地聚焦实业、突出主业、专注专业"。若交易完成,ST西发将 100%控股拉萨啤酒,实现"资产的完整"和"突出主业"。 但仍需注意的是,目前该交易正处于筹划阶段,存在不确定性,交易双方除就《西藏拉萨啤酒有限公司 50%股权转让及其他事项的条款清单》初步达成共识并签署外,未签 ...
ST西发:拟现金收购嘉士伯持有的拉萨啤酒50%股权 预计构成重大资产重组
news flash· 2025-07-21 15:23
ST西发(000752.SZ)公告称,公司拟筹划以现金方式收购嘉士伯国际有限公司持有的西藏拉萨啤酒有限 公司50%股权,预计构成重大资产重组。目前交易双方仅就《西藏拉萨啤酒有限公司50% 股权转让及其 他事项的条款清单》初步达成共识并签署,未签署其他具有法律效力的协议或文件,交易方案和交易条 款仍需进一步论证和沟通协商。此外,公司目前处于预重整阶段,存在因重整失败而被宣告破产并被实 施破产清算的风险,公司股票可能面临被终止上市的风险。 ...
Are Consumer Staples Stocks Lagging Altria Group (MO) This Year?
ZACKS· 2025-07-14 14:42
For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Altria (MO) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Altria is a member of the Consumer Staples sector. This group includes 178 individual stocks and currently holds a Zacks Sector Rank of #14. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Z ...
Carlsberg (CABGY) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-06-20 17:00
Investors might want to bet on Carlsberg AS (CABGY) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual invest ...
嘉士伯中国牵手廣順興,拓展高品质粤菜餐酒新场景
Di Yi Cai Jing· 2025-06-19 09:40
Core Insights - Carlsberg China has signed a strategic cooperation agreement with Guangshunxing, a top 100 restaurant company in China, to establish a deep partnership aimed at enhancing market penetration of Carlsberg's brands in high-quality Cantonese dining channels [1][4] - The collaboration will focus on product synergy, scene creation, and marketing linkage, aiming to provide a more quality-driven and scenario-based dining experience [1][4] Group 1: Partnership Details - Carlsberg China will become the core beer supplier for Guangshunxing's nationwide stores, covering a diverse brand portfolio including Carlsberg, Lebo, 1664, Wusu, and Jing A [4] - The partnership will leverage star IP collaborations, customized meal packages, seasonal menus, and co-created dining experiences to enhance various dining scenarios such as formal meals, late-night snacks, and social gatherings [4][7] Group 2: Strategic Goals - The cooperation is seen as a significant move for resource complementarity and mutual benefits, with Carlsberg aiming to create more enjoyable moments for consumers by integrating beer culture with culinary experiences [4][7] - Future plans include deepening the partnership through consumer experience, brand influence, and product innovation, with a commitment to invest high-quality resources and professional teams [4][7] Group 3: Company Backgrounds - Guangshunxing, founded in 2017, has expanded to 650 stores nationwide and aims to be a leading brand in Cantonese cuisine, focusing on fresh, healthy, and high-quality dining experiences [7] - Carlsberg China is one of the top five beer companies in China, operating a network of 27 breweries and a comprehensive market sales network, offering a mix of local and international brands to meet diverse consumer needs [7]
Best Momentum Stocks to Buy for June 18th
ZACKS· 2025-06-18 15:01
Group 1: European Wax Center, Inc. (EWCZ) - European Wax Center is a franchisor and operator of out-of-home waxing services with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings increased by 96.8% over the last 60 days [1] - The company's shares gained 30.8% over the last three months, outperforming the S&P 500's advance of 5.3% [1] - European Wax Center possesses a Momentum Score of A [1] Group 2: Carlsberg A/S (CABGY) - Carlsberg is a producer of beer and other beverage products with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 6.1% over the last 60 days [2] - Carlsberg's shares gained 41.2% over the last six months, significantly outperforming the S&P 500's advance of 1.9% [2] - The company also possesses a Momentum Score of A [2]
New Strong Buy Stocks for June 18th
ZACKS· 2025-06-18 10:26
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services has seen the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.Carlsberg A/S (CABGY) : Th ...
Has Carlsberg (CABGY) Outpaced Other Consumer Staples Stocks This Year?
ZACKS· 2025-06-05 14:45
Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Carlsberg AS (CABGY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Carlsberg AS is one of 178 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #13 in the Zacks Sector Rank. The Zac ...
嘉士伯新获“山城啤酒”商标注册证 此前称拥有“山城”品牌完整所有权
Jing Ji Guan Cha Wang· 2025-05-25 03:34
Core Viewpoint - The ongoing trademark dispute between Carlsberg's Chongqing Brewery and Chongqing Jiawei Brewery over the "Shancheng Beer" brand has intensified, with recent trademark registrations by Carlsberg indicating a strategic move to solidify its ownership and market position [1][3][5]. Group 1: Trademark Registration and Ownership - Carlsberg's Chongqing Brewery has recently obtained multiple trademark registrations for "Shancheng Beer" between May 6 and May 19, 2025, asserting its complete ownership of the brand [1]. - The trademark registrations include various designs and names associated with "Shancheng Beer," highlighting Carlsberg's commitment to securing its brand identity [4][5]. - Chongqing Jiawei claims that the agreement to use the "Shancheng" trademark was intended to provide them with permanent usage rights, which they argue is essential for their sustainable development [5]. Group 2: Legal Disputes and Market Dynamics - The legal battle between Chongqing Brewery and Chongqing Jiawei has been ongoing, stemming from Jiawei's role as a contract manufacturer for "Shancheng Beer" [1][2]. - Following a legal defeat, Chongqing Brewery emphasized that it has sufficient production capacity and criticized the partnership with Jiawei as detrimental to its interests [1][5]. - Chongqing Jiawei contends that the collaboration has significantly benefited Carlsberg and Chongqing Brewery, enhancing their market position and brand authority in the region [2]. Group 3: Future Implications - The recent trademark registrations by Carlsberg may lead to renewed conflicts with Chongqing Jiawei, as the latter's rights to the "Shancheng" brand are closely tied to the existing sales agreements, which are set to expire in January 2029 [5]. - The ongoing trademark battle and the associated legal disputes could have significant implications for both companies' market strategies and brand positioning in the competitive beer industry [5].