“Milking It? Emerging Market Dairy Companies (2018)” – Kigoda Consulting – July 2018

In July 2018 Kigoda Consulting published a report entitled, “Milking It?  Emerging Market Dairy Companies (2018).”

The executive summary reads as follows:

“Increasing consumer demand for quality dairy products continues to indicate attractive growth prospects for investors in emerging market dairy businesses. Rising incomes are underpinning growing demand for animal protein and dairy, and emerging market governments are promoting the health benefits of including dairy in the daily diet.

This report considers a number of material risk factors at emerging dairy companies, including environmental issues, food safety and animal welfare. It also assesses the emerging issue of added sugar, and which companies are best positioned to maximise the opportunity of shifting their portfolio from liquid milk to higher value dairy products.

The emerging market companies considered in the report are: China Mengniu Dairy Company Limited; Clover Industries Limited; Dutch Lady Milk Industries Berhad; Fan Milk Limited; Grupo LALA SAB de CV; Juhayna Food Industries; Parag Milk Foods Ltd; Vietnam Dairy Products Joint Stock Company (Vinamilk); and Inner Mongolia Yili Industrial Group Co Ltd (Yili).”

You can download the report from the reports page of the Kigoda Consulting internet site.