The Point for Latin America Point | Monday, 06 July 2026 Company | Industry | Global | Key Rating and Target Price Changes Company Ambev (ABEV3.SA) - 2Q26 Preview: Recovery Set to Gain Traction We expect 2Q26 to mark another step toward a more constructive operating backdrop for Ambev. Brazil Beer volumes should return to healthy growth, supported by exceptionally easy June comparisons and the global football tournament. That said, our Weather Tracker suggests climate conditions were broadly neutral versus ...

abc 2 July 2026 First Read Dashenlin Pharmaceutical Healthcare virtual tour takeaways: recovering SSSG and accelerating expansion Q2 SSSG improved sequentially; confident on >20% profit growth this year Dashenlin (DSL) mgmt. attended our virtual healthcare tour this week (register here). Mgmt. remains confident in delivering 20%+ earnings growth this year, supported by accelerated store expansion in existing markets, continued GPM expansion across both retail and franchise businesses, and efficiency improve ...