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....
Vietnam’s Masan eyes neighboring markets, targets $5 bln sales: report
Masan Consumer Holdings, an unlisted subsidiary of Masan Group Corporation, expects to achieve US$5 billion sales in Cambodia, Laos, Myanmar and Thailand, besides Vietnam in 2020, news website VnExpress quoted Seokhee Won as saying at the company's shareholder meeting this week.
That represents an increase of more than eight times from last year.
Masan would increase the marketing of its main product lines like fish sauce, seasoning and coffee in the five markets, which are home to 250 million people, Won said.
The company expects take over the region’s top position from Thai Beverage Plc in the near future, he said.
Masan plans to foray into Thailand first with the support of Singha Asia Holdings Pte Ltd, a Singapore-based unit of Thailand's Boon Rawd Brewery, the website reported.
Singha acquired 25 percent of Boon Rawd and 33.3 percent of Masan Brewery, a unit of Masan Group, for a total of $1.1 billion at the end of last year.
Masan Consumer reported over VND2.9 trillion ($130 million) in net profits last year, down 15.2 percent from 2014, while its revenues saw a marginal increase of 0.2 percent to more than VND13.39 trillion ($600.45 million).
28 Apr. 2016