Ashai Bier WKN: 853764 ISIN: JP3116000005 Forum: Aktien User: BobMarley108

Due to the system disruption caused by the cyberattack that occurred on September 29, Asahi Group Holdings has postponed the disclosure of sales performance for its operating companies in Japan since September. We plan to announce the figures promptly once the systems are fully restored. In the meantime, we would like to provide the following overview for December, based on the data compiled as of today

https://asahigroup-holdings-ir-umb.azurewebsites.net/media/seyfqebe/2512e.pdf

Der schwache Yen zeigt hier deutlichen Einfluss. Wenn man jetzt auf starke Verwerfungen am Anleihemarkt annimmt und dadurch der Yen weiter abwerten kann man vermutlich noch günstiger einsteigen. Dadurch wird asahi aber nicht schlechter und langfristig ein guter pick

Although order placement and shipping operations continued to be handled manually in November, Asahi Group Foods resumed system-based ordering on December 2, followed by Asahi Breweries and Asahi Soft Drinks on December 3. While some restrictions remain, including on delivery lead times, the Group aims to normalize overall logistics operations by February 2026

https://asahigroup-holdings-ir-umb.azurewebsites.net/media/cqsbxdlo/2511e.pdf

https://www.meininger.de/getraenke-zeitung/bier/asahi-brands-germany-steuert-weiteres-rekordjahr

https://www.asahigroup-holdings.com/en/newsroom/detail/20251127-0204.html

System restoration ・ Following the cyberattack, we spent approximately two months containing the ransomware attack, restoring systems, and enhancing security to prevent recurrence. ・ Following forensic investigation by external experts—which include a detailed analysis to identify the causes and pathways of unauthorized access or virus infections on computers and networks—along with integrity checks and additional security measures, we will proceed with the phased restoration of systems and devices confirmed to be secure. ・ We will continue to monitor, make improvements, and implement enhanced security measures to prevent recurrence and ensure safe operations.

2. Total number of shares purchased 19,357,600 shares 3. Total cost of purchase 33,450,330,123 JPY 4. Repurchase period From October 1, 2025 to October 31, 2025 .... https://www.asahigroup-holdings.com/en/newsroom/detail/20251104-0102.html

6-P ack wird gesternt, ehrlich? Wegen dem Pack?

Kleines Six-Pack nachgekauft für 9,47 🍺🍹

https://www.asahibeverages.com/news-and-media/escape-work-embrace-the-outdoors-great-northern-fires-up-in-sydneys-botanic ---- "At just 2% ABV and half a standard drink per 330 ml serve, this new release is Great Northern’s first-ever light beer - brewed for those who want the taste of a Great Northern with less alcohol. "

https://www.staradvertiser.com/2025/10/06/breaking-news/japans-asahi-restarts-beer-production-following-cyberattack/

https://japan-forward.com/asahi-struggles-after-massive-cyberattack-beer-production-grinds-to-halt/ ..... "Production and shipments of Asahi Super Dry have restarted on a limited basis, with orders processed manually by phone."

Wenn man sich die Aktie ansieht seh ich hier eher eine Turnaround wette. Der Kurs steht da wo er vor 5 Jahren gestanden ist. Die Dividende mit 3% ist zwar schön aber reicht halt bei weitem nicht Wobei man sagen muss der Nettogewinn Umsatz ist in der selben Zeit um 50% angestiegen. Die Schulden um 30% gesenkt. Verschuldungsgrad immer noch zu hoch bei 2,8 aber früher bei 5-6 verrückt

Gerade Einstieg zu 9.72€/Stück geglückt. Für mich eine aktie, die ich wohl mehrere Jahre/Jahrzehnte halten werde. Sparplan läuft zusätzlich auf diesem Niveau.