Malaysia Food and Drink Report Q1 2010

Executive Summary ......................5
SWOT Analysis..............................6
Malaysia Food Industry SWOT..................... 6
Malaysia Drink Industry SWOT.................... 7
Malaysia Mass Grocery Retail Industry SWOT .................................. 8
Asia Pacific Business Environment Ratings....... 9
Table: Regional Food & Drink Business Environment Ratings – Q1 2010.............................. 11
Malaysia Food & Drink Business Environment Rating .................... 12
BMI’s Core Global Industry Views.................. 13
Table: BMI’s Core Views For The Food & Drink Industry .............. 13
Macroeconomic Outlook.................................. 14
Table: Malaysia – Economic Activity ......... 16
Food........17
Industry Forecast Scenario.............................. 17
Food Consumption...................................... 17
Table: Food Consumption Indicators – Historical Data & Forecasts ..................................... 18
Confectionery........ 18
Table: Sales Of Confectionery Sub-Sector – Historical Data & Forecasts.............................. 19
Trade .................... 20
Table: Malaysia Food & Drink Trade Indicators – Historical Data & Forecasts................... 20
Industry Developments..................................... 21
Market Overview ....... 24
Agriculture............ 24
Food Production......................................... 24
Halal..................... 25
Dairy..................... 25
Drink .......26
Industry Forecast Scenario.............................. 26
Hot Drinks ............ 26
Table: Malaysia Beverage Sub-Sector Value Sales – Historical Data & Forecasts ................ 26
Alcoholic Drinks ......................................... 27
Table: Malaysia Beverage Sub-Sector Value Sales – Historical Data & Forecasts ................ 28
Soft Drinks............ 28
Table: Malaysia Beverage Sub-Sector Value Sales – Historical Data & Forecasts ................ 29
Industry Developments..................................... 29
Market Overview ....... 32
Soft Drinks............ 32
Alcoholic Drinks ......................................... 32
Mass Grocery Retail....................33
Industry Forecast Scenario.............................. 33
Table: Malaysia Mass Grocery Retail Sales – Sales Value By Format – Historical Data & Forecasts......................... 35
Table: Grocery Retail Sales By Format – Historical Data & Forecasts (%) ........................... 35
Industry Developments..................................... 36
Market Overview ....... 37
Table: Structure Of Malaysia’s Mass Grocery Retail Market By Estimated Number Of Outlets ................................... 38
Table: Structure of Malaysia’s Mass Grocery Retail Market – Value Sales By Format (US$bn) .................................. 38
Table: Structure Of Malaysia’s Mass Grocery Retail Market – Value Sales By Format (MYRbn) ................................ 39
Table: Average Sales Per Outlet By Format – 2008 ......................... 39
Competitive Landscape..............40
Key Players................ 40
Food And Drink .......................................... 40
Table: Key Players In Malaysian Food & Drink Sector – 2008......... 40
Mass Grocery Retail ................................... 41
Table: Key Players In Malaysia’s Mass Grocery Retail Sector, 2008 ..................................... 41
Company Analysis...... 42
Food ..................... 42
Nestlé Malaysia .......................................... 42
Yeo Hiap Seng (Malaysia) Berhad (YHS) ......................................... 43
Drink..................... 44
Guinness Anchor Berhad (GAB)................. 44
Carlsberg Malaysia .................................... 45
Mass Grocery Retail ................................... 46
Carrefour.............. 46
AEON (M) Bhd ..... 47
Appendix ......................................48
Country Snapshot: Malaysia Demographic Data............48
Section 1: Population.................................. 48
Table: Demographic Indicators, 2005-2030..................................... 48
Table: Rural/Urban Breakdown, 2005-2030 .................................... 49
Section 2: Education And Healthcare......... 49
Table: Education, 2000-2003 ..................... 49
Table: Vital Statistics, 2005-2030............... 49
Section 3: Labour Market And Spending Power ............................... 50
Table: Employment Indicators, 2001-2006....................................... 50
Table: Consumer Expenditure, 2000-2012 (US$) ............................. 50
Table: Average Annual Manufacturing Wages, 2000-2012 .............. 51
Food & Drink Business Environment Ratings ................52
Ratings Methodology ....................................... 52
Ratings Overview....... 52
Ratings System...... 52
Indicators.............. 52
Table: Limits Of Potential Returns ............. 53
Table: Risks To Realisation Of Potential Returns............................. 54
Weighting.............. 55
Table: Weighting ........................................ 55
BMI Food & Drink Industry Glossary ...............................56
Food & Drink ............ 56
Mass Grocery Retail ........................................ 56
BMI Methodology ........................58
How We Generate Our Industry Forecasts ...... 58
Sourcing..................... 59