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. Liquor stock dizzy as Tamil Nadu may follow Bihar on liquor ban
Bihar's total prohibition comes on the back of a similar ban in Gujarat and a partial ban in Kerala. Now, even Tamil Nadu and Goa are considering phased rollout of liquor ban in their respective states.
Shares of United Spirits, United Breweries, Globus Spirits, Pioneer Distelleries and others fell as much as 9 per cent at close. "The reaction may not be to the same extent as ITC, but one could generalise this as a sort of a negative for the spirits stocks or liquor stocks," said Dhananjay Sinha, Emkay Global Financial Services.
Scrips of United Spirits ended lower by 3.91 per cent, United Breweries (0.25 per cent), Empee Distilleries (9.2 per cent), and Pioneer Distilleries (5 per cent).
12 Apr. 2016