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.
Russia: Positions of Brewing CompaniesThe review contains an analysis of interim performance of brewers in the first half of 2019. There are rather dynamic changes behind a modest industry growth. Baltika is again experiencing a stage of volumes and market share slid due to competition with AB InBev Efes. Because of the price competition and presence expansion in the modern trade company #2. has come close to the leading position. At the same time sales of Heineken Russia have continued growing which makes the premium part of the portfolio heavier. The market premiumization trend had been also confirmed by import brands. MBC and Zavod Trekhsosenskiy have been the most successful among federal market players. The market share of independent regional brewers and Ochakovo have continued falling as they are being squeezed out by the market leaders at their competitive fields.
Ukrainian beer market 2019: companies and brandsIn 2019 beer production and market have been still fluctuating about zero point. However, the past season was successful for brewers judging by the sales profitability. The price mix has improved due to rapid general market premiumization, as well as its particular aspect, the growth of import beer sales. By the season end AB InBev Efes improved its positions considerably. It turned out that consumers had not forgot Efes brands that had to leave the market, but started to recover rapidly. Against the stagnating market that meant sales decline of other companies, in the first place Carlsberg Group that most of all beneficiated from Efes exiting the market. PPB turned out to be stable to branding activity of its competitor and Obolon kept the same volumes and at the moment it is the absolute leader of the economy segment. The share growth of independent producers took place thanks to leading craft breweries, that so far do not have a big market weight, but they are rapidly gaining it.
Brewing industry in Kazakhstan 2019During the first half of 2019, the majority of Kazakh brewers made their contribution into positive dynamics. Yet it was companies of the lower division, not the two transnational leaders that raised their production and sales. The shares of draft beer and aluminum can which is rapidly squeezing glass bottle out of the market, have been growing. The price segmentation has remained stable despite the substantial rise of retail prices and fluctuations of brand market shares, while the borders between segments have become blurred. The main events in the industry have been: the announced revision of the beer excise policy, launch of BeerKhan brand in the strong beer segment, and most important – purchasing assets of Shymkentbeer by Arasan.
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. ...
Singha Uses Beer Cashflow to Fund Diversification in Thailand Property, Foreign Assets
Singha, also known as Boon Rawd Brewery Co., Ltd., was set up in 1933 as Thailand's first brewer by Piti's great-grandfather. The closely-held family company, had a 68% share of Thailand's beer market in 2015. The company produces beer under the Singha, Leo and Singha Light brands. Singha Beer is also exported to over 50 countries around the world.
Singha's property affiliate, Singha Estate PCL, was formed in September 2014 through takeover of a listed property firm and consolidation with Singha's existing property assets, including the Santiburi Beach Resort and Spa, a five-star hotel on Koh Samui, one of Thailand's top tourist destinations.
Singha Estate is fast expanding and controls a range of commercial, residential and hotel business, including 26 hotels in the United Kingdom. Singha Estate is listed on the Stock Exchange of Thailand, or SET, under the trading symbol "S".
"We will continue to diversify and beyond Singha Estate we are preparing to spinoff another 8 or 9 other businesses," said Piti, addressing the recent 'Forbes Thailand Forum 2016: The Next Tycoons' seminar. "If we considered to be only in the beer business it would too narrow."
In the beer business, Singha will focus on maintaining profit margins, rather than market share, in order to fund diversification, Piti said.
In the past five years the number of employees of the group rose from 5,000 to around 20,000.
Piti was born in 1979, the second son of Santi Bhirom Bhakdi, the President & CEO of Singha Corp. Santi and family ranked 7th in Forbes list of Thailand's 50 Richest 2015, with a net worth of $2.9 billion.
Piti, who goes by the nickname 'Todd', attended high school as Wilbraham & Monson Academy, before studying Industrial Engineering at Worcester Polytechnic Institute, both institutions located in Massachusetts, USA.
After graduating in 2002, Piti first worked in the US at Wyman-Gordon, a components manufacturer for the aerospace and energy sectors. Piti then came back to Thailand and started moving up the echelons in the family business, successively looking after advertising then marketing at Boon Rawd Trading, before taking his current position. He is also a director at Singha Corp.
Besides beer, water and electrolyte drinks, the group has close to a hundred affiliates involved in businesses including hotel and hospitality, food such as Thai jasmine rice and snacks, packaging, restaurant chains, such as Est.33 by Singha, and fashion, under the Singha Life brand, which is now expanding into sport apparel.
Singha also supports social and community enterprise through its famed Singha Park in Chiang Rai, a province in Thailand's Northern region.
26 Апр. 2016