SAB - Investing to capture future market recovery - Analyst Meeting Note
  • 2021-08-06T19:35:12
  • Company Research
We attended SAB’s online investor briefing on August 6, 2021. Although our key takeaways from the meeting broadly align with our expectations, the worse-than-expected COVID-19 resurgence in Vietnam poses potential downside risk to our current forecasts, pending a more extensive review.