资料名称: | 高盛-2007全球食品饮料行业深度研究报告 |
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上传作者: | 胡圣浩 | 资料类别: | 研究报告 |
资料格式: | PDF文档 | 下载次数: | 1247 |
更新时间: | 2008-11-15 15:29:32 | ||
所需C币: | 6C币/年 (备注:包年会员不需C币) | ||
所属学院: | 企业商学院 |
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高盛-2007全球食品饮料行业深度研究报告
It can pay to lead on ESG
We have introduced ESG frameworks for four
sectors to date. In each case, we have found that
ESG framework leaders have outperformed their
peers: Energy ESG +4% since Oct 2006; Media
ESG +6% since Feb 2006; Mining ESG +2% since
Jul 2006; and Steel ESG +11% since Jul 2006.
Cash returns have driven performance
Valuation and cash return spreads over the past
15 years for the global food & beverages sector
have been highly correlated (R2=.66). We find that
portfolios constructed based on cash return
spreads have consistently outperformed those
based on traditional metrics, including P/E,
dividend yield and EV/EBITDA.
New products, new markets key to returns
Food & beverage companies are maintaining and
re-energizing brand portfolios through product
innovation; global players are increasingly
focused on introducing their brands to new
middle-income consumers in emerging marke
It can pay to lead on ESG
We have introduced ESG frameworks for four
sectors to date. In each case, we have found that
ESG framework leaders have outperformed their
peers: Energy ESG +4% since Oct 2006; Media
ESG +6% since Feb 2006; Mining ESG +2% since
Jul 2006; and Steel ESG +11% since Jul 2006.
Cash returns have driven performance
Valuation and cash return spreads over the past
15 years for the global food & beverages sector
have been highly correlated (R2=.66). We find that
portfolios constructed based on cash return
spreads have consistently outperformed those
based on traditional metrics, including P/E,
dividend yield and EV/EBITDA.
New products, new markets key to returns
Food & beverage companies are maintaining and
re-energizing brand portfolios through product
innovation; global players are increasingly
focused on introducing their brands to new
middle-income consumers in emerging marke
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