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Ukrainian Beer: Sun Interbrew and Slavutych

Автор: Конкорд Консалтинг - 02.03.2007 - 13 стр.
ID (номер): 2591
Версия для печати


Дата выхода:02.03.2007
Количество страниц:13
Язык отчета:Английский
Способ предоставления:В электронном виде
Цена:1000 грн.
Оплата:безналичные
Доставка:бесплатно, e-mail



TABLE OF CONTENTS

1. Investment Case
2. Beer market maturing
3. Outlook for 2007
Slavutych to bet on pricing and volumes
Preference on premium products at Sun Interbrew
Exposure to consumer goods segment
Exemplary corporate governance

4. Valuation

5. Market Trends
Production expectations for Ukraine’s Big-4 in 2007
Production growth to normalize at 5-6% yoy
Per capita consumption to grow at 6% CAGR in 2006-10
Premium segment to develop at fastest pace
Exports to grow, imports to shrink
Regulation to become stricter

6. Slavutych
Turnaround awaited in 2007
Pepsi to get more attention
Asset consolidation expected in 2008
Investments in capacity expansion
SHARE PRICE PERFORMANCE – chart
MARKET INFORMATION – table
STOCK OWNERSHIP – table
MARKET MULTIPLES - table
KEY RATIOS - table

7. Sun Interbrew
Price-driven growth targeted
Margins improve after consolidation
Investing in distribution
SHARE PRICE PERFORMANCE – chart
MARKET INFORMATION – table
STOCK OWNERSHIP – table
MARKET MULTIPLES - table
KEY RATIOS - table

CHARTS

SUNI & SLAV vs PFTS
Performance YTD
Valuation summary – SUNI
Valuation summary - SLAV
Production share dynamics, % of total
2003-07Eproduction 4Y CAGR
Beer production in Ukraine
Per capita beer consumption in 2005, L.
Ukraine’s foreign trade in bber vs domestic consumption, mln dal
Excise tax USD/ L of beer

TABLES

Slavutych – Income Statement Summary
Slavutych - Balance Sheet
Slavutych – Quarterly Analysis
Sun Interbrew – Income Statement Summary
Sun Interbrew - Balance Sheet
Sun Interbrew – Quarterly Analysis

 





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