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. ...
Vietnam. Habeco, Carlsberg deal not yet finalised: officials
At a meeting held yesterday between the Ministry of Industry and Trade and the Prime Minister’s working group, officials said that it would take a while to complete the deal due to its complexity and its involvement of other ministries and sectors.
“Habeco and Carlsberg have discussed the deal, however, the two sides have not come to a final agreement yet,” Dung said. “The negotiation was quite complicated and we need to handle it carefully.”
"The sale of the State’s stake in Habeco must be transparent and based on market rules. It requires a lot of time and procedures," he said.
The department has sent a request to the Ministry of Justice for consultancy on the contract between Habeco and Carlsberg, the official said.
According to the strategic co-operation agreement between the two companies, Carlsberg is obliged to support Habeco in its development. In return, the Danish brewer can be prioritised to purchase Habeco’s strategic shares in case the MoIT decides to sell its stake to a strategic partner.
Hebeco was traded on the Unlisted Public Company Market (UPCoM) with code BHN and the company was now finalising the proposal to be listed on the HCM Stock Exchange, where the Sai Gon Beer, Alcohol and Beverage Corporation (Sabeco) has recently completed its process for trading, Dung added.
The two local brewers were expected to be traded on the stock market by December 20 and their trading prices would be used for selling the State’s stakes in those firms, he said.
The Minister of Industry and Trade Tran Tuan Anh said that some other ministries and sectors had their stakes in the two brewers. “The deals cannot be speeded up” and “careful steps must be taken” to assure the Government receives a sufficient return and the companies will be able to retain their brand names.
The MoIT now owns nearly 81.8 per cent of Habeco’s chartered capital on behalf of the Government and Carlsberg owns nearly 17.1 per cent. However, the percentage of floating shares is just nearly 1 per cent, equal to 2.3 million shares. Total State’s capital in Habeco to be sold this year is about VND9 trillion (US$400 million).
15 Ноя. 2016