The trend of complication of Russian beer market is going on and in several directions at the same time. The range has got wider, the import and small segments are growing, namely craft beer, alcohol-free beer and special flavor beer. At the same time, all ex-mega brands and light lagers by Russian brewers are experiencing a decline of their shares. AB InBev Efes, Heineken, MBC and Pivzavod Trekhsosenskiy have exceeded the market, Carlsberg was developing slower than the market and Ochakovo as well as some other mid-sized breweries have been cutting down their volumes. To a big extent brewers’ performance was connected to their ability to reach agreement with networks, sacrifice their margin and enter new markets. Craft brewers are facing a serious danger of producers’ registration introduction – de facto licensing. ...
The global outlooks of the legal market of cannabis are excellent. It is possible to simultaneously imagine dry law repeal and craft brewing boom but not in one but in several consumer categories. For alcohol is contained in liquids and cannabis derivatives can be in three physical forms.The value of legal market of cannabis and its products can reach 10% of the world beer market in five years, and in 2030-2040 even reach the same scope provided the current rates of legalization and development of market infrastructure remain at the same level. Cannabinoids are actively integrating into the food industry from chewing gum to beverages deforming the pharmaceutical and alcohol markets, they influence the trends of healthy lifestyle and beauty. ...
Beer market of Kazakhstan acquired both traits of East European countries and South Eastern Asia taking a transitional position between them by many criteria and consumption style. Yet there is a positive trend in beer production which differs Kazakhstan from most of the neighboring countries. The market has remained consolidated in the hands of two international players because of its small size. However, it faces dynamic processes such as fast growth of draft beer sales, up and downs of regional companies and Carlsberg Group’s ultimate expansion. Excessive mainstream segment has declined over the recent years, yet, Zhigulevskoe and national brands with regional links have yielded their positions to a range of new products. In our review special attention was paid to regional analysis of the markets. In 14 regions of Kazakhstan we compared the companies’ positions, the market price segmentation and DIOT channel development. Besides we have compared the beer market of Kazakhstan to neighboring countries. ...
China. Barley cost crimps Tsingtao Brewery profit growth
* Price of barley has risen more than a third this year
Tsingtao Brewery , China's second-largest brewer by volume, posted slower profit growth in the first half of 2011 as soaring barley prices hit margins.
Tsingtao, of which Japan's Asahi Breweries Ltd holds some 19 percent, said net profit rose 22 percent to 989.9 million yuan ($155 million) in the six months ended June, from 813 million a year ago. Net profit rose 30 percent in the first half of 2010.
The market had expected Tsingtao to post net profit of 994.2 million yuan for the first half, according to an average forecast of six analysts.
The price of barley, a basic ingredient for brewing beer, has risen by more than a third this year.
In the first quarter, Tsingtao raised the price of some products by about 5 percent, driving up sales and earnings as distributors stocked up ahead of the increase.
Rising per-capita income has driven up beer consumption in the world's most populous country.
Tsingtao Brewery's Hong Kong-listed shares have gained 20 percent this year, against a 15 percent drop in the Hang Seng Index .
Tsingtao competes in China with CR Snow, a joint venture between China Resources Enterprise Ltd and SAB Miller Plc . China Resources Enterprises' shares have gained 2 percent this year.
It also competes with Heineken NV , Carlsberg AS (CARLb.CO) and Kingway Brewery Holdings Ltd in the world's biggest beer market.
Prior to the first-half earnings, of 22 analysts tracked by Thomson Reuters, eight rated Tsingtao as a "buy" or "strong buy", seven had a "hold" recommendation, four rated it as an "underperform" and three called the company a "sell".
One of China's oldest beer makers, Tsingtao was founded in 1903 by German and British merchants under the name Nordic Brewery Co Ltd Tsingtao Branch.
($1 = 6.389 Chinese Yuan)
13 Авг. 2011