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....
Thailand. Thai Beverage posts 2016 full-year profit of 18.9b baht
The group, which has changed its financial year-end from Dec 31 to Sept 30, recorded a net profit of 26.5 billion baht for the 12-month 2015 financial year in comparison.
Revenue for the nine months ended Sept 30 came in at 139.2 billion baht, while it stood at 172 billion baht for the 12 months ended Dec 31, 2015.
The group said that there was an increase in sales revenue from all segments in the nine months, compared to the previous year, as the Thai economy continued to expand at a gradual pace.
Thai Bev has declared a dividend of 0.6 baht per share for the 2016 financial year, compared with a dividend of 0.61 baht per share for 2015.
18 Nov. 2016