Specialist
Senior Executive, Sales & Marketing at Betagro Group Co Ltd
Agenda
- Market structure, growth prospects and drivers
- Poultry and pork production volume
- Competitive landscape
- 2019-20 sector outlook
Questions
1.
How has the Thai poultry and pork market advanced in the last couple of years?
2.
What other structural or cyclical trends are impacting Thailand’s poultry and pork market in 2019?
3.
You say the chicken sector is not doing well in 2019 so far. What is your outlook for H2 2019 and beyond? Why might it improve or not improve?
4.
Are you aware of any structural or cyclical trends for the pork market?
5.
If we look at consumer behaviour for poultry and pork, has there been any shift in consumption patterns over the last year or so?
6.
Are consumer preferences on pricing of poultry and pork changing? Are consumers opting for more expensive, premier, mid-range or economical ones?
7.
Who are the key producers of poultry and pork in Thailand?
8.
What were the trends in poultry and pork volume growth in 2018, if you could put it to a percentage?
9.
What is your outlook on poultry and pork volume in 2019 and beyond?
10.
There is a shift in consumer trends to cage-free, organic and antibiotic-free chicken, from battery caged. I understand that CP Foods and Saeng Thong, Saha Farm also launched a cage-free egg line back in 2017. What growth rates do you expect for the healthier options of cage-free, organic and antibiotic-free chicken?
11.
How has the swine flu in China impacted Thai export volumes of pork?
12.
Can you break down the end product category of poultry and pork and the percentage mix of the end product category at the catalogue?
13.
How much of the poultry and pork end products are being consumed domestically?
14.
What’s the mix of branded end product vs private label in supermarkets, roughly speaking?
15.
What are the growth dynamics between private label and branded poultry and pork?
16.
What have you seen in pricing dynamics for 2018 across the various categories?
17.
What would you say is the range of price points between producers in poultry and pork? Excluding Betagro. If we compare CP Food with another producer or other players, what would be the range of price points for antibiotic-free vs normal chicken, for example?
18.
What has been the discounting activity and has there been any change compared to last year?
19.
Do you expect any risk in pricing pressure for chicken and pork in 2019 over the next half-year, for the end consumer?
20.
How are poultry and pork producers and retailers shifting their product portfolio to match consumer preferences, given the pricing differentials across chicken and pork?
21.
Do you think key players, such as CP, and other producers are at risk from supermarkets or premium markets’ pricing promotional strategy?
22.
What’s the producer and retailer dynamic in the value chain? I’m asking about the major distribution channels for poultry and pork in Thailand?
23.
What are the major distribution regions in Thailand, would you say?
24.
Has there been any change to how poultry and pork are distributed or purchased?
25.
How do you view the competitive positioning of the major players within the poultry and pork space in Thailand?
26.
Would you say that CP Food is expanding outside of Thailand? I understand that CP Foods will be acquiring Canadian pork producer HyLife investment to expand its presence in North America and investing more than USD 200m to create an export hub for its poultry and pork business.
27.
Thaifoods Group announced its partnership with Pas Reform to expand its chicken production operations by investing in a new broiler hatchery in Sa Kaeo Province in the east of Thailand. Why do you think CP is not expanding in Thailand, whereas another player is?
28.
Does the OPEX and supply chain from farm to table differ across producers?
29.
Looking at the OPEX, what are the costs involved for labour, feed, vaccines and farm equipment as a percentage?
30.
What are the trends in EBITDA margins for poultry and pork?
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