Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<h2>Headlines­</h2><ul>
<li>In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres and CNY137.9 billion, respectively</li>
<li>Retail channel development drives volume and value sales growth</li>
<li>Current value sales of bottled water increase by 6% on-trade in 2016 compared with 11% off-trade</li>
<li>Shenzhen C’est Bon Food &amp; Beverage Co Ltd replaces Nongfu Spring Co Ltd and ranks as number one player in bottled water in 2016 with an off-trade value share of 9%</li>
<li>…</li>
</ul>

Headlines­
In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres and CNY137.9 billion, respectively
Retail channel development drives volume and value sales growth
Current value sales of bottled water increase by 6% on-trade in 2016 compared with 11% off-trade
Shenzhen C’est Bon Food &amp; Beverage Co Ltd replaces Nongfu Spring Co Ltd and ranks as number one player in bottled water in 2016 with an off-trade value share of 9%
…


Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

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<p>We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and alcoholic beverages will likely continue to rise at a healthy clip, offering outsize gains versus other, more-developed nations, we expect slowing gross domestic product growth, worsening demographics, and embedded cultural practices to cause much more muted gains over the next five years than many investors hope.</p><p>We anticipate soft-drink and beer volume growth to trail GDP gains. That said, we see pockets of opportunity for manufacturers as further premiumization leads to improving price points, profitability, and returns on capital. In particular, we think investors should keep international beverage behemoths #<a href="https://www.smartkarma.com/entities/979" target="_blank" data-smartkarma-citation="entities:979:1">Coca Cola Co/The (KO US)</a> and <a href="https://www.smartkarma.com/entities/865" target="_blank" data-smartkarma-citation="entities:865:1">Anheuser Busch Inbev Sa/Nv (ABI BB)</a> on their watch lists, given solid brand intangible assets, national distribution networks, and cost advantages. Conversely, we think local brewer <a href="https://www.smartkarma.com/entities/1296" target="_blank" data-smartkarma-citation="entities:1296:1">Tsingtao Brewery Co Ltd H (168 HK)</a> looks overvalued.</p><p><em>Analysts: Adam Fleck, CFA &amp; team</em></p>

We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and alcoholic beverages will likely continue to rise at a healthy clip, offering outsize gains versus other, more-developed nations, we expect slowing gross domestic product growth, worsening demographics, and embedded cultural practices to cause much more muted gains over the next five years than many investors hope.We anticipate soft-drink and beer volume growth to trail GDP gains. That said, we see pockets of opportunity for manufacturers as further premiumization leads to improving price points, profitability, and returns on capital. In particular, we think investors should keep international beverage behemoths #Coca Cola Co/The (KO US) and Anheuser Busch Inbev Sa/Nv (ABI BB) on their watch lists, given solid brand intangible assets, national distribution networks, and cost advantages. Conversely, we think local brewer Tsingtao Brewery Co Ltd H (168 HK) looks overvalued.Analysts: Adam Fleck, CFA &amp; team

China Unlikely to Quench Beverage Firms' Thirst for Growth

China

Yunnan Yuntou Ecology and Environment Technology Co Ltd provides landscaping services in China including design, construction and plantation services.

Maiquer Group Co., Ltd.'s primary businesses are production and marketing of dairy products and bakery chain operations. The company's main products are dairy beverages and bread, cake, pastry and moon cake.

Xinjiang Western Animal Husbandry Co., Ltd is a raw milk supplier. The Company's operation chain covers breeding, feed production and processing, cattle farming, slaughtering, fresh milk collection and sale and distribution.

Jiashili Group Limited produces biscuits, crackers, sandwich biscuits and wafers in China.

Yantai North Andre Juice Company Limited, through its subsidiaries, produces and sells apple juice concentrate.

Besunyen Holdings Company Ltd. processes and markets tea.  The Company produces both traditional and herbal teas.

Baiyang Investment Group, Inc. manufactures and sells aquatic products. The Company produces frozen tilapia and other related food additives, along with fish, shrimp, and livestock feeds. Baiyang Investment markets worldwide.

YuanShengTai Dairy Farm Limited operates dairy farms. The Company produces raw milk through the breeding, feed management and living conditions of its dairy cow herds.

Shanghai Xuerong Bio-Technology Co., Ltd. breeds, grows and sells fresh edible muschrooms and other related food products.

Shanghai Greencourt Investment Group Co., Ltd. manufactures feeds, raises chickens, and processes meat products. Through its subsidiaries, the Company also manufactures biopharmaceuticals and feeding machinery as well as provides food services.

TH Plantations Bhd is an investment holding company. The Company also cultivates palm oil, processes FFB, Markets CPO, PO, and FFB, as well as provides management services.

PT Inti Agri Resources Tbk sells and breeds Arowana fish.

Wakou Shokuhin Co., Ltd. is based in Hokkaido and produces and sells noodle soups and natural food essences primarily for commercial use.  The Company also produces food materials.

Lotus Chocolate Co. Ltd. manufactures cocoa and chocolate products. The Company sells its products domestically in India and abroad.

Teo Seng Capital Bhd. is an investment holding company principally involved in poultry farming. The Company is also involved in the manufacture and marketing of paper egg trays and animal feeds, along with the distribution of animal health products.

AgriPure Holding Public Company Limited is an agricultural holding company, through its subsidiaries, the Company produces, distributes and exports processed sweet corn, fresh and organic tropical vegetables.

Rimbunan Sawit Bhd cultivates oil palms and process palm oil.  The Company owns about 13,500ha of plantation land and operates its palm oil mill.

PT Eagle High Plantations Tbk is an Indonesian oil palm plantation company. The Company develops, cultivates, and harvests fresh fruit bunches, as well as extracts crude palm oil and palm kernel. Eagle High Plantations emphasizes environmental preservation and safety.

NAKAMURAYA CO., LTD. produces and sells Japanese cakes and crackers.  The Company also provides processed foods including Indian curry, pasta sauce and canned food under the NAKAMURAYA brand.

Del Monte Pacific Limited produces and markets packaged vegetable and fruit, beverage and culinary products. The Group has the exclusive right to use the Del Monte brand for packaged products in the USA, South America, Philippines, the Indian subcontinent and Myanmar, and the S&W brand for both packaged and fresh products globally except Australia and New Zealand.

Shenguan Holdings Group Ltd. manufactures edible sausage casings.

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Shenguan Holdings (829 HK)

Sector Capsule: Bottled Water in China

Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...

Euromonitor International Ltd.

China Unlikely to Quench Beverage Firms' Thirst for Growth

We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...

Morningstar, Inc.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sector Capsule: Bottled Water in China

Headlines­ In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...

Euromonitor International Ltd.

China Unlikely to Quench Beverage Firms' Thirst for Growth

We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...

Morningstar, Inc.

Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...