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. ...
Beer market of Russia 2018
- General market picture
- Foreign trade setting records
- Demography as challenge to branding
- Aged consumer
- Declining of youth brands
- Nostalgia on trend
- DIOT feels at home
- 5.0 Original is the new face of import
- Positions of Market Leaders
- Carlsberg Group
- AB InBev Efes
- AB InBev
Ukrainian beer market 2018
- Better than yesterday
- Performance by value
- Positions of Ukrainian brewers
GLOBAL: Carlsberg will hold edge over rivals in 2013 — analyst
The Danish brewer's stock price has suffered from its exposure in its key market of Russia, Bernstein analyst, Trevor Stirling, said in a note yesterday (8 January). But though 2013 is “unlikely to be a bumper year for Carlsberg”, a stabilised Russian market and the brewer's reversal of a two-year market share lose there mean its stock will outperform, Stirling said.
Its rival, Heineken, should also see a jump in share price as Mexico drives fresh growth and its recent Asia Pacific Breweries deal adds to earning, he added.
Carlsberg and Heineken will both be boosted this year due to lower barley and aluminium costs and better cost savings, Stirling suggested. “We expect that this improved earnings outlook will also lead to a further modest re-rating, resulting in the end of the double discount that we believe afflicts both stocks,” the note said.
Meanwhile, Anheuser-Busch InBev's share growth is expected to be held back by its exposure to the US, Stirling said. But he added: "US beer volumes are improving as unemployment in key demographics is slowly but steadily declining and the rate of consumer deleverage is slowing."
For SABMiller, currency fluctuations in its core emerging markets will damage profits, Stirling predicted.
Meanwhile, the analyst branded 2012 “a year of two halves” for Europe's beverage shares, with H1 out-performance giving way to a 2% under-performance in H2.
“We expect this (H1) pattern to continue into 2013,” Stirling said, adding that investors are likely to take funds from beverages to invest in higher-risk shares.
The note added: “We are likely looking at several more months of subdued broadly-neutral relative performance.”
8 Янв. 2013