On June 12, Budweiser APAC rose 4.58% in regular trading, trading at HKD 7.31/share, with turnover of HKD 147 million. The stock rebounded sharply from its 6-year low as the FIFA World Cup officially kicked off, providing a direct catalyst for beer consumption expectations.

As a multi-edition official World Cup beer sponsor, Budweiser launched its World Cup 40th Anniversary Limited Series and offline commemorative exhibitions. The tournament, running from June 12 to July 20, spans the peak summer consumption season. Research from Kaiyuan Securities noted that 2025 formed a low base for beer sales due to dining consumption restrictions, setting the stage for recovery growth. Additionally, El Nino-driven high temperatures in the second half are expected to drive beer demand across all scenarios.

Within the Brewers sector, China Resources Beer rose 1.28%, Tsingtao Brewery rose 0.77%, and San Miguel HK was flat. Budweiser APAC significantly outperformed peers, reflecting its unique positioning as the official World Cup partner. The company indicated that non-on-premise and O2O channels have been contributing increasingly to sales, supporting growth momentum heading into the tournament period.

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