Ukrainian Daily Industry
- Дата выхода отчёта: 02 ноября 2007 г.
- География исследования: Украина
- Период исследования: 2006 (актуализация по запросу)
- Язык отчёта: Английский
- Способ предоставления: электронный
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Содержание
Investment Thesis 5
Investment summary 6
Stock market monitor 7
Valuation summary 8
Comparative standing 10
MARket Overview 11
Ukrainian dairy market snapshot 12
Disposable income vs. dairy consumption* 12
Dairy consumption: product breakdown 12
by value-added, ths mt 12
Cheese 12
Yogurt* 12
Ice cream 12
Liquid milk 13
Butter 13
Annual consumption of dairy products in Ukraine, kg/per capita 13
Domestic consumption growth, ths mt 14
Products for individual consumption 14
B2B products 14
Products for individual consumption 15
WMP consumption, ths mt 15
WMP consumption growth by products 15
Cheese market structure by product, ths mt 16
Domestic cheese consumption, ths mt 16
B2B: Confectionaries as a growth driver 17
Confectionary production in Ukraine, ths mt 17
Ukraine's demand trends 18
Milk powder 18
Butter 18
Canned milk 18
Intense consolidation 19
Ten largest players by raw milk processing in 2006, ths mt 19
Top-3 players production share by segment, 2006 20
Export potential 21
International net exporters (+), net importers (-) of dairy, ths mt in 2006 21
Butter 21
Cheese 21
SMP 21
Export shares in Ukraine's dairy production 21
Export destinations of Ukrainian dairy products 22
Cheese 22
Butter 22
Skimmed milk powder 22
Canned milk 22
Export dynamics of hard cheese, 2005-2006, ths mt 22
Consumption, % of production in Russia 23
Chronology of Russia allowing Ukraine's dairy deliveries 23
Exports of major Ukrainian dairy products, ths mt 23
Net exports of dairy products, 2006-2016E CAGR 24
Production to ensure net export positions 25
Production growth by products, ths mt 25
Raw milk rush 26
Number of cows vs. milk yield 26
Milk yields, mt/per cow, 2006 27
Production shares, households vs. farms 27
Total domestic milk production, mln mt 27
Prices follow costs 28
Ukrainian prices for raw milk and butter, USD/mt 28
COMPANY PROFILES 29
Galakton 30
BUSINESS OVERVIEW
INVESTMENT CASE
MARKET INFORMATION
STOCK OWNERSHIP
CORPORATE GOVERNANCE
MARKET MULTIPLES
KEY RATIOS
BALANCE SHEET
INCOME STATEMENT
Key forecasts
DCF model
Shostka Milk 33
BUSINESS OVERVIEW
INVESTMENT CASE
MARKET INFORMATION
STOCK OWNERSHIP
CORPORATE GOVERNANCE
MARKET MULTIPLES
KEY RATIOS
BALANCE SHEET
INCOME STATEMENT
Key forecasts
DCF model
Zhytomyr Dairy 36
BUSINESS OVERVIEW
INVESTMENT CASE
MARKET INFORMATION
STOCK OWNERSHIP
CORPORATE GOVERNANCE
MARKET MULTIPLES
KEY RATIOS
BALANCE SHEET
INCOME STATEMENT
Key forecasts
DCF model
Kovelmoloko 39
BUSINESS OVERVIEW
INVESTMENT CASE
MARKET INFORMATION
STOCK OWNERSHIP
CORPORATE GOVERNANCE
MARKET MULTIPLES
KEY RATIOS
BALANCE SHEET
INCOME STATEMENT
Key forecasts
DCF model
Ukrproduct Group 42
BUSINESS OVERVIEW
INVESTMENT CASE
MARKET INFORMATION
STOCK OWNERSHIP
CORPORATE GOVERNANCE
MARKET MULTIPLES
KEY RATIOS
BALANCE SHEET
INCOME STATEMENT
Key forecasts
DCF model
Quarterly analysis 45
