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3-2019

Russia: Positions of Brewing Companies

The 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 brands

In 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 2019

During 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.

India. Liquor stocks slide on likely ban in Tamil Nadu

Shares of two liquor makers, United SpiritsBSE -1.56 % and United Breweries , fell on Wednesday as investors became jittery ahead of Tamil Nadu election results. The expectation that DMK will come to power in the State made investors nervous as the party has promised a complete ban on alcohol in its election manifesto.

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United Spirits (USL), the world's second-largest spirits company by volume, fell over 3% to end at Rs 2,541.05 on Wednesday. United Breweries dropped almost 2% to close at Rs 733.10. Other liquor makers, such as Pioneer Distilleries (a subsidiary of USL), Associated Alcohol and Breweries and Empee Distilleries, all rose between 1% and 5% on the same day.

Analysts feel that this could be because these are relatively smaller companies. However, they warn that prohibition will not spare any company.

"Prohibition looks like it is on the cards if the DMK wins," said Abneesh Roy, associate director at Edelweiss Capital. "But the timeline for the prohibition and the kind of liquor that is going to be banned is awaited. Apart from the Tamil Nadu election results, another factor that is causing concern is the talk of Maharashtra cutting water supply to liquor companies," Roy said.

His top pick is United Spirits. In April, the Aurangabad bench of Bombay High Court ordered the Maharash ..

Some feel that it is too early to take a call on these stocks. "We'll have to wait for the results," said Gautam Duggad, head of research - institutional equities, Motilal Oswal Financial Services. "It is tough to comment on whether the proposed restrictions will have an impact unless there is clarity on how prohibition is going to be achieved — whether through a staggered or a blanket ban." Even with these setbacks, analysts feel United Spirits is an attractive bet. "We have a positive outlook on United Spirits as it is the leader and the industry is placed favourably on a long term basis," said Duggad.

19 мая. 2016

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