19 August 2026 | 8:29AM BST Equity Research Carlsberg (CARLb.CO): First Take: H1 beat on profitability with strong FCF generation reducing leverage Carlsberg reported Q2 organic volume growth of +0.8%, in line with company collected consensus. Q2 organic sales growth of 2.1%, vs. consensus of 2.6%, was due to more pronounced weakness in China, affected by adverse weather that looks set to continue in Q3. South East Asia was strong, particularly Vietnam at +20% in H1. Western Europe saw a -0.7% volume declin ...

ab 17 August 2026 First Read Cosan 2Q26 conference call highlights Neutral call, reiterating the company's focus on continue improving corporate and liability structure and harvesting the fruits of such efforts via higher ICR and lower G&A. (=) According to CEO Marcelo, CFO and Legal Officer departure converge with the holding's path to decrease expenses (=) Cosan continues discussing the divestment of Rumo with potential buyers (=) Management considers that market conditions and Moove's developing recovery ...