UPDATE: Anheuser-Busch InBev, Tsingtao Brewery, China Resources Eye Kingway Brewery Assets - Sources
February 10 2012 - 6:12AM
Dow Jones News
HONG KONG (Dow Jones)--Bids for the brewery operations of beer
maker Kingway Brewery Holdings Ltd.(0124.HK) are due by the third
week of February, with several parties, including Anheuser-Busch
InBev NV having expressed interest in the Guangdong
province-focused assets, people familiar with the situation said
Friday.
Once bids are in, there will be a six- to eight-week due
diligence period, one of the people said.
Kingway said in late January it was inviting bidders as part of
a strategic review.
One person said Kingway, which had a market capitalization of
HK$4.28 billion (US$550 million) as of Friday, plans to sell the
Kingway brand and brewery assets.
Other bidders for the assets include Hong Kong-listed
brewers--Tsingtao Brewery Co. (0168.HK), maker of Tsingtao Beer,
and China Resources Enterprise Ltd.(0291.HK), whose beer brands
include Snow, the people said. Anheuser-Busch, whose flagship brand
is the Budweiser beer, already has a stake in Harbin Brewery, which
is focused on the north-eastern part of China.
"This is one of the few independent beer assets available to
buyers in China, so there is a wide range of interest," said one
person familiar with the deal.
Kingway beer is popular in Guangdong province, which borders
Hong Kong, and is one of the wealthiest provinces in China. Kingway
is estimated to be the third largest player in Guangdong province
with approximately 15% market share, according to a Feb.3 Piper
Jaffray report.
AB InBev, Kingway Brewery, and China Resources declined to
comment Friday, while Tsingtao Brewery couldn't immediately be
reached for comment.
Increasing labor and raw-material costs are likely to put
pressure on small breweries, and regional players, prompting
loss-makers to find a way of exiting the market either by selling
assets or brands, analysts have said. They added this is likely to
be a year wit a lot of consolidation.
China Resources Snow Breweries Ltd., a joint-venture between
China Resources and SABMiller PLC, has been actively acquiring
smaller brewers recently. CR Snow in August acquired the stakes it
didn't already own in both Hangzhou Xihu Beer and Huzhou Brewery in
Zhejiang province for CNY 300 million.
Foreign brands, too, are keen on China. In 2004, London-based
SABMiller, the brewer of the Miller brand, battled rival
Anheuser-Busch for China's Harbin Brewery Group Ltd. Anheuser-Busch
eventually won.
On Jan. 20, Kingway said in an announcement that it has
established a committee to conduct a strategic review of the
company, in particular to look at ways to improve profitability and
create new income streams. As part of that process, Kingway said it
would invite third-party entities to submit proposals and
indicative offers for some of its brewery businesses and
assets.
Kingway reported that half-year revenue rose 14% to HK$892
million, while earnings were down 84% to HK$1.5 million as costs
rose.
The Kingway assets could widen the acquiring party's
distribution network in China and help to lower fixed and input
costs, analysts said.
-By Prudence Ho and Nisha Gopalan, Dow Jones Newswires;
852-2802-7002; prudence.ho@dowjones.com
-Mike Esterl contributed to the story.
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