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. Asahi, Kirin may fight over Vietnam brewer Sabeco
The Vietnamese government holds an 89.6% interest in Sabeco, as well as 82% of Hanoi Beer Alcohol Beverage, or Habeco. Together, the two breweries control roughly 60% of the country's beer market.
As a part of its state-enterprise reform efforts, the government aims to unload its entire holdings in the two by the end of 2017. A 53.6% interest in Sabeco, to be divested by the end of the year, will be sold off first.
Vietnam, a nation of 90 million people with growing beer consumption, is one of the few promising beer markets in the world today. For this reason, many major foreign breweries are showing interest in the planned sale of the Sabeco stake, which is predicted to raise around 200 billion yen ($1.93 billion).
Facing a shrinking domestic market, Asahi and Kirin have stepped up expansion of overseas operations. Kirin's foreign business strategy focuses on Asia. In line with this, the company acquired Myanmar Brewery, the Southeast Asian country's No. 1 beer maker, last year.
Asahi is seeking a broader market presence. It is considering purchasing a beer business covering five East European countries from the U.K.'s SABMiller, which itself was bought by world leader Anheuser-Busch InBev this month. The price tag for the East European operations, currently estimated at about 500 billion yen, could go higher if a bidding war erupts.
20 Oct. 2016