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)

<ul><li>Off-trade sales of RTD tea increased by 3% in current value terms to reach JPY1,519.4 billion and increased by 4% in volume terms to reach 6,490 million litres in 2017.</li><li>RTD tea reached its largest size ever in 2017, supported by consumers’ growing health awareness.</li><li>On-trade sales of RTD tea declined by 1% in both volume and current value terms in 2017, to JPY77.1 billion and 131 million litres.</li><li>ITO EN maintained its lead in RTD tea in 2017, with a 28% retail volume share.</li><li>Over the forecast period RTD tea will record off-trade CAGRs of 3% in both volume terms and at constant 2017 prices to reach JPY1,743.4 billion and 7,531 million litres in 2022.</li></ul>

Off-trade sales of RTD tea increased by 3% in current value terms to reach JPY1,519.4 billion and increased by 4% in volume terms to reach 6,490 million litres in 2017.RTD tea reached its largest size ever in 2017, supported by consumers’ growing health awareness.On-trade sales of RTD tea declined by 1% in both volume and current value terms in 2017, to JPY77.1 billion and 131 million litres.ITO EN maintained its lead in RTD tea in 2017, with a 28% retail volume share.Over the forecast period RTD tea will record off-trade CAGRs of 3% in both volume terms and at constant 2017 prices to reach JPY1,743.4 billion and 7,531 million litres in 2022.

Sector Capsule: Rtd (Ready to Drink) Tea in Japan

<ul><li>Sports drinks declined by 5% in off-trade volume terms to 1,344 million litres and declined by 6% in off-trade current value terms to JPY301.0 billion in 2017.</li><li>Sports drinks suffers due to the perception of limited consumption occasions.</li><li>Sports drinks are not sold via the on-trade channel in Japan.</li><li>Coca-Cola (Japan) maintained its lead in sports drinks in 2017, with a 44% retail value share.</li><li>Sports drinks to record negative off-trade CAGRs of 3% (volume) and 4% (at constant 2017 prices) over the forecast period for sales of 1,139 million litres and JPY250.1 billion in 2022.</li></ul>

Sports drinks declined by 5% in off-trade volume terms to 1,344 million litres and declined by 6% in off-trade current value terms to JPY301.0 billion in 2017.Sports drinks suffers due to the perception of limited consumption occasions.Sports drinks are not sold via the on-trade channel in Japan.Coca-Cola (Japan) maintained its lead in sports drinks in 2017, with a 44% retail value share.Sports drinks to record negative off-trade CAGRs of 3% (volume) and 4% (at constant 2017 prices) over the forecast period for sales of 1,139 million litres and JPY250.1 billion in 2022.

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one; DRINK! With the average temperature of 26 degree Celsius and 6-9 months of dry season, demand for tasty drinks and bottle water will only increase over time.<div class="content-highlight">Beverage business --&gt; formula + water/milk/alcohol = high margin new formulated drink</div>In this report we will discuss which alcoholic beverage company and non-alcoholic beverage company have historically played an important part in the shaping of the Indonesian taste for beverage over the years namely <a href="https://www.smartkarma.com/entities/11651" target="_blank" data-smartkarma-citation="entities:11651:1">Multi Bintang Indonesia Pt (MLBI IJ)</a>, <a href="https://www.smartkarma.com/entities/5585" target="_blank" data-smartkarma-citation="entities:5585:1">Delta Djakarta Tbk Pt (DLTA IJ)</a>, <a href="https://www.smartkarma.com/entities/13892" target="_blank" data-smartkarma-citation="entities:13892:1">Ultrajaya Milk Ind &amp; Trading (ULTJ IJ)</a> and why they could provide an exposure to the long term growth story to the growing middle class Indonesian.

Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one; DRINK! With the average temperature of 26 degree Celsius and 6-9 months of dry season, demand for tasty drinks and bottle water will only increase over time.Beverage business --&gt; formula + water/milk/alcohol = high margin new formulated drinkIn this report we will discuss which alcoholic beverage company and non-alcoholic beverage company have historically played an important part in the shaping of the Indonesian taste for beverage over the years namely Multi Bintang Indonesia Pt (MLBI IJ), Delta Djakarta Tbk Pt (DLTA IJ), Ultrajaya Milk Ind &amp; Trading (ULTJ IJ) and why they could provide an exposure to the long term growth story to the growing middle class Indonesian.

Beverage in Indonesia: Quench Your Thirst!

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time. The question, now, is whether this is set to continue, or whether we might have hit a turning point.

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good one for equities in general, it should be good for defensive stocks, because these are the most bond-like of equities and the switch almost defines a fixed income bull market. Japan may not have been particularly high growth or high interest rate in 2000, but it was certainly higher growth and higher interest rate than today, and it is no surprise that defensive sectors like foods (+210% relative to Topix since 1999) and pharmaceuticals (+160%) have done very well over this time.  The question, now, is whether this is set to continue, or whether we might have hit a turning point.

Japan


ITO EN, LTD. produces various types of Japanese tea and canned beverages.

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Ito En Ltd Preferred Shares (25935 JP)

Sector Capsule: Rtd (Ready to Drink) Tea in Japan

Off-trade sales of RTD tea increased by 3% in current value terms to reach JPY1,519.4 billion and increased by 4% in volume terms to reach 6,490...

Euromonitor International Ltd.

Sector Capsule: Sports Drinks in Japan

Sports drinks declined by 5% in off-trade volume terms to 1,344 million litres and declined by 6% in off-trade current value terms to JPY301.0...

Euromonitor International Ltd.

Beverage in Indonesia: Quench Your Thirst!

Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one;...

Henry Soediarko

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Death Rattle for Defensives?

While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...

Pelham Smithers Associates

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