Interview Synopsis

Thai poultry & pork market

  • Multi Asset
  • Consumer
  • Global

Following on from the coverage that Third Bridge Forum has conducted on the impact of African Swine fever (ASF) and its impact on the global pork market, we interviewed a director at Betagro Group Co Ltd. The specialist shed light on the pork and poultry market within Thailand, making it an invaluable Interview for equity and private equity investors attempting to understand the far-reaching consequences of the epidemic.

ASF Impact: Poultry vs. Pork

The director at Betagro Group began by outlining the advancements in the Thai poultry and pork market, focusing specifically on the past couple of years. The specialist detailed the structural and cyclical trends that have impacted the market, paying close attention to ASF and its affect on chicken imports. He continued by outlining his viewpoints and outlook for the Thai chicken market in H2 2019 and beyond, paying close attention to the repercussions that increased demand from countries in Asia would have on the sector.

Food conglomerate CP Foods is looking to expand overseas, stated the specialist. He explored different regions in which the company could be looking to increase its presence, namely Canada, the US and Russia, as well as the potential strategies that could be used to improve the company’s position within the markets. The specialist concluded the Interview by exploring OPEX and EBITDA margins within the pork and poultry markets, explaining the vast differences between the two different types of meat and the approach types for each.

To access all the human insights from Third Bridge’s Interview on Thailand’s Poultry & Pork Market, click below to view the full transcript.

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The information used in compiling this document has been obtained by Third Bridge from experts participating in Forum Interviews. Third Bridge does not warrant the accuracy of the information and has not independently verified it. It should not be regarded as a trade recommendation or form the basis of any investment decision.

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