Monday, May 06, 2013

Big Deals in Thailand and Asia

- CP bought 280,000 million baht of Ping An Insurance's stake from HSBC, making it the biggest shareholder of Ping An. This is the largest sale of a Chainese company to a foreign buyer. Ping An business is not only an insurance company but financial service provider, so the company has the potential to earn from the local chinese as well as business owners in China. Partnering with an insurance company is not something new for CP as it once partnered with Allianz, but later opted out.

- ThaiBev bought 300,000 million baht of F&N's stake, making it the biggest deal in Asia. The company is preparing to dominate the beverage sector in South East Asia region, so it is no longer a single-country business. In the future we may see Beer Chang, EST and Oishi brands expand its markets to South East Asia countries. F&N also owns real-estate businesses and big department stores in Singapore.

- CP took over Siam Makro with 180,000 million baht in order to raise its negotiating power with its suppliers of consumer products, against competitors such as Big-C, Top Supermarket and Family Mart. This in turn could raise its negotiating power against its customers as well. Makro is a wholesaler selling consumer products to groceries and restaurants through its membership network. This deal could therefore complete CP's line of supply chain for consumer products: animal feed, livestock, food processing, wholesalers and retailers of consumer products.

(พูดง่ายๆ อาจบีบ supplier สักรายหนึ่งให้ขายสินค้าให้กับ Makro เพียงรายเดียวทำให้มีอำนาจต่อรองเหนือผู้บริโภคเช่นกัน แต่ถ้าฐานการกระจายสินค้าไม่ครอบคลุมจริงก็เท่ากับทุบหม้อข้าวตัวเองเปล่าๆ ดังนั้นจึงต้องให้แน่ใจก่อนว่าตนเองมีอำนาจต่อรองเหนือผู้ผลิตและผู้บริโภคหรือไม่โดยเร่งสร้างเครือข่ายและช่องทางระบายสินค้าให้ได้มากกว่าคู่แข่งและมากที่สุด)










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