Analysis of beer market in China (on Russian)
Beer market of Ukraine: big three losing weightIn 2016, fast increase of excises and resulting price spike stood in the way of the beer market stabilization. Most of competition (as well as mass sorts) moved to the economy segment of the market. The biggest losses were incurred by the leading three, especially Obolon, which again experienced pressure after reallocation of Efes market share. However, one should already speak of TOP-4. Group Oasis CIS (PPB) became a strong player and competitor to transnational companies. Besides the net sales of many regional medium breweries look rather good and 16-fold cost reduction wholesale trade license for craft brewers opens up a possibility of rapid growth in 2017.
Analysis of beer market in China
China’s transition to a “new normal” reality backfired on the brewing industry unexpectedly. Stagnation and subsequent market decline resulted from dynamic social and economic changes. There has emerged a “two speed” market where the medium class significance is growing, yet the share of main beer consumers, “blue collar” is decreasing. Also the inflow of consumers is shrinking, as demographics stopped being a growth driver. Finally, beer is giving way to other alcohol drinks....
India. Confusion over what happens to ‘Kingfisher’ trademark persists
Yesterday, SBICAP had seized Kingfisher Airline brand as part of loan recovery. However, the UBL management has made it clear that the company has sole right to the trademark.
Vijay Mallya directly or indirectly holds 32.8 percent stake in UBL, which is valued at over Rs 6500 crore. He is also the chairman of UBL. However, most of his shares are pledged to banks and some are even offered as security to Diageo.
The shares pledged as security to Diageo are part of loan guarantees extended to F1 team Force India.
Heineken, which holds around 42 percent stake in UBL wants to know what will be strategy for the company going forward – on whether Mallya remains Chairman? Of he has to forgo his stake?
11 Mar. 2016