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Vietnam Food and Drink Report Q4 2011 Published on August 2011
Report Summary The State Bank of Vietnam's aggressive monetary tightening measures in H111 are expected to take the steam out of domestic demand over the coming quarters. While there are encouraging signs that inflationary pressures are beginning to cool, we remain concerned about the impact of monetary tightening on consumer spending. However, given the positive dynamics of low unemployment, strong tourism growth and increasing remittance inflows, there is still considerable scope for optimism in the country's domestic demand picture in the near term. Over the longer term, the domestic demand picture for Vietnam looks bright. A massive youthful population, sector immaturity and a plethora of macroeconomic driving factors make the Vietnamese consumer goods sector a high-growth prospect. Headline Industry Data ' 2011 Per Capita Food Consumption = +10.0%; CAGR Forecast to 2015 = +9.6% ' 2011 Alcoholic Drinks Sales = +9.6%; CAGR Forecast to 2015 = +11.2% ' 2011 Soft Drinks Sales = +10.7%; CAGR forecast to 2015 = +7.5% ' 2011 Mass Grocery Retail Sales = +15.1%; CAGR forecast to 2015 = +11.6% Key Company Trends Massive Potential Attracts Regional and Equity Players: Japanese dairy product manufacturer Meiji Holdings is planning to double its sales in the region from JPY9.7bn (US$120.0mn) to JPY20bn (US$247.4mn) through a five-year investment plan with its joint venture partner Charoen Pokphand Group. As the dairy markets of Thailand and Malaysia gradually mature over the next decade, it is the opportunities on offer in the relatively underdeveloped dairy markets of Indonesia, Vietnam and the Philippines that catch the eye, and CP-Meiji can look to increase its exposure in these markets to boost its long-term growth. Ramping Up Investments In The Drinks Sector: The outlook for Vietnam's alcoholic drinks industry remains very strong as it continues to attract considerable interest from foreign investors. A number of industry majors such as Diageo, Asia Pacific Breweries (APB) and Carlsberg have been attracted by the alcoholic drinks sector's bright outlook. APB, the joint venture of Singapore's Fraser & Neave and Dutch giant Heineken, will invest SGD90mn in expanding production at its Ho Chi Minh brewing joint venture by 50%, which will help it cater for rapid growth in Vietnamese beer consumption that we expect, both in 2011 and throughout our forecast period to 2015.
Table of Content BMI Industry View ... 5 SWOT Analysis 6 Vietnam Food Industry SWOT .. 6 Vietnam Drink Industry SWOT . 7 Vietnam Mass Grocery Retail Industry SWOT .. 8 Business Environment ... 9 BMI's Core Global Industry Views 9 Table: BMI's Core Views For The Food & Drink Industry 16
Vietnam Food and Drink Report Q4 2011 (From Issuu)
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>> Get this Report Now by email! Asia Pacific Risk/Reward Ratings 17 Table: Asia Pacific ' Food & Drink Risk/Reward Ratings Q4 2011 21 Vietnam Food & Drink Business Environment Rating . 22 Macroeconomic Outlook . 23 Table: Economic Activity 26 Industry Forecast Scenario ... 27 Consumer Outlook ... 27 Food. 31 Food Consumption .. 31 Table: Food Consumption Indicators ' Historical Data & Forecasts . 32 Canned Food .. 33 Table: Value/Volume Sales of Selected Food Sub-Sectors ' Historical Data & Forecasts .. 33 Confectionery.. 34 Table: Value/Volume Sales of Selected Food Sub-Sectors ' Historical Data & Forecasts .. 36 Table: Sugar Confectionery 37 Trade .. 38 Food & Drink Trade Indicators ' Historical Data & Forecasts .. 39 Drink 40 Alcoholic Drinks . 40 Table: Drinks Indicators . 41 Hot Drinks .. 41 Table: Drinks Indicators . 42 Soft Drinks .. 42 Table: Soft Drinks Indicators .. 43 Table: Carbonated Soft Drinks ... 44 Mass Grocery Retail 45 Table: MGR Indicators ' Value Sales by Format ' Historical Data & Forecasts ... 47 Food 48 Key Industry Trends And Developments .. 48 Massive Potential Attracts Regional and Equity Players 48 A Positive Agricultural Outlook .. 49 Market Overview . 50 Agriculture .. 50 Food Processing . 50 Food Consumption .. 51 Drink ... 52 Key Industry Trends And Developments .. 52 Ramping Up Investments In The Drinks Sector... 52 Bullish Coffee Production In Both Near Term and Long Term 53 Market Overview . 53 Soft Drinks .. 53 Alcoholic Drinks . 54 Mass Grocery Retail .. 56 Key Industry Trends And Developments .. 56 Retail Opportunities Attract Regional Players 56 Retailers Scouting For New Retail Locations . 56 Immense Retail Growth Sparks Speculation ... 57 Market Overview . 57
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>> Get this Report Now by email! Table: Mass Grocery Retail Market by Estimated Number of Outlets . 59 Table: Mass Grocery Retail Market ' Sales Value by Format (US$bn)... 59 Table: Mass Grocery Retail Market ' Sales Value by Format (VNDbn) . 59 Table: Average Sales Per Outlet ' 2010 . 60 Table: Grocery Retail Sales By Format ' Historical Data & Forecasts (%) ... 60 Competitive Landscape 61 Table: Key Players in Vietnam's Food Sector ' 2011 . 61 Table: Key Players in Vietnam's Food & Drink Sector ' 2011 ... 62 Table: Key Players in Vietnam's Mass Grocery Retail Sector ' 2011 . 63 Company Analysis 64 Food. 64 Unilever Vietnam 64 NestlĂŠ Vietnam 66 Masan Consumer 68 Vietnam Dairy Products Joint Stock Company (Vinamilk) . 70 San Miguel Pure Foods Vietnam Co Ltd . 72 Drink 74 Hanoi Beer Alcohol Beverage Corp (Habeco) 74 Saigon Beer Alcohol and Beverage Corporation (Sabeco) . 76 Carlsberg 78 Mass Grocery Retail 80 Metro Cash & Carry ... 80 Saigon Co-op .. 82 BMI Food & Drink Methodology 84 Table: Returns 85 Table: Risks 86 Weighting . 86 Table: Weighting 87 BMI Food & Drink Industry Glossary ... 88 Food & Drink . 88 Mass Grocery Retail ... 88 BMI Food & Drink Forecasting and Sources ... 90 How We Generate Our Industry Forecasts . 90 Sources ... 91
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