Where is the non-alcoholic beer market heading to? Companies and brands. Baltika as a democratic leader. Heineken – how do you shake up the market and shove up the competitors. AB InBev Efes – premium corner. Non-alcoholic import beer. Non-alcoholic beer - Who drinks it? General conclusions. Summer beer. ...
“Catalogue of Russian Beer Producers 2020” includes 1285 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft breweries.This issue has 171 more breweries compared to 2018 (155 business have been excluded and 326 have been included).Starting from 2019, FTS has been publishing data on excise payments by brewers (delayed by 1.5 years), that can be translated into beer equivalent for most of producers.Depending on the volumes, we ranked the brewers that provided information by 6 groups (see pic.). At one end of the production spectrum there are 2/3 of breweries outputting less than 10 thousand decaliters. Their net share amounts to as little as 0.2% of the total beer output volume. On the other end there are 6 federal groups accounting for almost 80%. ...
Dmitry Nekrasov’s Philosophy — on the Past, Present and Future of Ukrainian Brewing IndustryA meeting with Dmitry Nekrasov always turns into a training course: “Introduction to brewing business“. We are talking to a clever “playing trainer“ a person that can be called a godfather of the Ukrainian craft. He has a dozen of successful projects to his name. Dmitry told us about craft beer in Ukraine, on market cycles, on specifity of operating in retail and HoReCa, on union of Ukrainian brewers and certainly, how a brewery of his own, First Dnipro Brewery is doing.
The market of import beer in Russia: review and databasesThe market of import beer is rapidly growing and changing. But while in the past years it was growing due to brands variety, in 2019 major and affordable brands from TOP-10 were developing actively. It seems that the fact of a brand origin from far abroad counties, even if it is not well known but has moderate price and good distribution provides for million liters of sales in the territory of Russia. Among distributors AB InBev Efes was far behind, yet the role of Baltika and suppliers of the second row got more important. The boom of German brands was followed by stagnation of import from other traditional regions (and Belarus) instead the supplies from Mexico, Lithuania and Asian countries grew considerably.
Asian tycoons near final battle in war for Singapore’s F&N
Thai billionaire Charoen Sirivadhanabhakdi appears to have the advantage going into a formal auction that begins on Monday to decide the fate of the 130-year-old company, which sold its prized Tiger Beer brand to Heineken NV for S$5.6 billion ($4.56 billion) last year.
The Thai gambit values F&N at nearly $11.3 billion and puts the pressure on a consortium led by Riady's Singapore-listed property firm Overseas Union Enterprise Ltd to counter the offer or withdraw from Southeast Asia's largest-ever corporate acquisition.
"This has extended Charoen's advantage. He has an upper hand over OUE because he's only about 10 percent away from gaining majority control of F&N," said Goh Han Peng, an analyst at DMG & Partners Securities in Singapore.
Monday's auction was triggered because neither bidder had declared a final offer by a deadline on Sunday set by Singapore's Securities Industry Council.
Thailand's TCC Assets Ltd, headed by Charoen, raised its offer last week to S$9.55 a share, above the S$9.08 bid by the Overseas Union-led consortium. F&N shares rose 1.4 percent to S$9.71 in early trade on Monday.
Charoen acquired an additional 90.8 million shares, or a 6.3 percent stake in F&N, at S$9.55 each on Friday and another 2.2 million shares on Saturday.
The move raised his total stake - held through TCC Assets Ltd and Thai Beverage PLC - to 40.6 percent including acceptances. Charoen's previous offer was S$8.88 per share.
The offers by Charoen and the Overseas Union group are conditional on getting more than 50 percent of F&N. If Charoen wins, F&N will have to pay a break fee of up to S$50 million to the Overseas Union group.
DRINKS AND PROPERTY
F&N has a property portfolio worth more than S$8 billion and soft drinks, dairy and publishing businesses. It sold Tiger Beer to Dutch brewing giant Heineken in September.
F&N's independent financial advisor JP Morgan has said its sum-of-the-parts valuation is S$8.58 to S$11.56 per share.
In the auction, each side can revise its offer by a minimum of one Singapore cent per share once a day. The revision must be unconditional and in cash.
The process will continue until neither side revises its offer or the securities watchdog stops the auction.
Forbes says Charoen is worth $6.2 billion. His rival, Riady, is also president of the Lippo group founded by his father Mochtar Riady.
Charoen has extended the deadline of his previous offer seven times and the Overseas Union group twice. The multiple extensions have tested the patience of F&N shareholders.
Kirin Holdings Co Ltd <2503.T>, F&N's second-biggest shareholder with a stake of around 14.8 percent, has given its conditional support to the Overseas Union group.
The Japanese brewer will offer to buy F&N's food and beverage business for S$2.7 billion if the Overseas Union group's bid is successful. JP Morgan's valuation of that unit is S$1.88 billion to S$3.82 billion.
If Charoen wins control of F&N, analysts say he is likely to use F&N's distribution network in Singapore and Malaysia to sell his other products and to market F&N brands in Thailand, where he already has an edge.
21 Янв. 2013