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Growth Driven by Investment in Cold Chain Equipment, Storage and Transport Coupled with Significant Demand for – GlobeNewswire

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Gurugram, India, Oct. 11, 2021 (GLOBE NEWSWIRE) — Indonesia News

Key Findings

  • The manufacturers intend to use small packaging, notably for the single-serving, due to the rising popularity of the dairy products among households. Indonesians consumers prefer single size products as they can be consumed on the go.
  • Investment opportunities lie in scaling up production, introducing modern technology and improving farming methods. Greater capacity in cold storage and transportation is also needed to transport dairy products across the archipelago.
  • Collaboration with the local Indonesia dairy cooperatives that have already established sourcing and distribution networks will prove to be a convenient way for foreign companies to enter the market and get access to farmers.

Efficiency in Manufacturing and Procurement to provide a Competitive Advantage: Domestic demand for fresh milk and its by-products (such as butter, cheese and cream) has not always been fully met in Indonesia by local companies. As a result, numerous international players such as Nestle and Royal Friesland entered the market. Increased awareness of quality products and flavor variants, higher personal disposable incomes and adoption of a healthy lifestyle has forced manufacturers and retailers to intensify their efforts to improve accessibility towards natural, organic healthy friendly dairy based products in future thus, believing it to be more nutritious and lower levels of fat.

Growth in Dairy Derivatives over Long Term Supported by Population Growth and Consumer Shift towards Modern Retail Channels: According to the Inside Story News Article, Indonesia’s per capita milk consumption was evaluated at 11.7 liters per annum during 2018 (which is quite compared to other Southeast Asian countries such as the Philippines and Vietnam) and it is anticipated to grow in the near future. Along with rising internet penetration in the country, dairy food manufacturers have been adopting to sell their products on several online portals. In order to further diversify the demand, international standard players over the long term are planning to improve production and distribution standards by respective investment and tie-ups in transport and cold chain infrastructure within Indonesia.

Dairy products such as Milk powder, cheese, butter and coffee whiteners are 80-85% imported in Indonesia from major countries and a small portion of 15-20% is produced domestically. Most of the raw materials were imported from Netherlands, Philippines, Germany, China and other neighboring Countries. The market is greatly affected by the trade halts from China due to pandemic situation caused in the year 2020. Due to Corona Virus infection, dairy consumption pattern changed to a great extent. All the major players shifted their product distribution either through internet retailing or via home delivery. All sectors except the ice cream market have been showcasing a major depression in their growth curve.

The report titled Indonesia Dairy Food Market Outlook to 2025 – Rise in Demand and Use of New Distribution Channels to Drive Market by Ken Research suggested that Indonesia Dairy Food Market is further expected to grow in future majorly due to changing Urban Lifestyle of the Indonesia and alteration in the preferences of the purchasing platform. Indonesia dairy food market is expected to register a positive six year CAGR of 6.1% and 3.7% in terms of revenue and sales volume respectively during the forecast period 2019P-2025F.

Key Segments Covered:-

  • Product Type
    • Drinking Milk Product
      • Flavoured Milk Drinks
        • Dairy only Flavored Milk Drinks
        • Flavored Milk Drinks with Fruit Juices
      • Powdered Milk
      • UHT/Fresh/Liquid Milk
        • Shelf Stable Milk
          • Full Fat Shelf Stable Milk
          • Semi Skimmed Shelf Stable Milk
        • Fresh Milk
          • Full Fat Fresh Milk
          • Fat Free Fresh Milk
          • Semi Skimmed Fresh Milk
      • Milk Alternatives
        • Soy Drinks
        • Other Milk Alternatives (Almond Milk, Cashew Milk and Rest)
    • Condensed Milk Products
      • Plain Condensed Milk
      • Flavoured Condensed Milk
    • Yoghurt and Sour Milk Products
      • Yoghurt
        • Drinking Yoghurt
        • Plain Yoghurt
        • Flavoured Yoghurt
      • Sour Milk
    • Ice Cream and Frozen Desserts
      • Impulse Ice Cream by Type
        • Single Portion Dairy Ice-Cream
        • Single Portion Water Ice-Cream
      • Impulse Ice Cream by Format
        • Sticks
        • Cones
        • Others (Single Serving Cups, Family Pack Tubs, Ice-Cream Cakes and Rest)
      • Take Home Ice Cream
        • Bulk Dairy Ice Cream
        • Multi-Pack Dairy Ice Cream
        • Take-Home Water Ice Cream
    • Cheese
      • Processed Cheese
        • Spreadable Processed Cheese
          • Reconstituted Cheese
          • Cream Cheese
        • Other Processed Cheese
      • Unprocessed / Packaged Hard Cheese
        • Cheddar Cheese
        • Others (Mozzarella, Provolone, Parmesan, Emmental, Romano, Ricotta and Rest)
    • Cream
      • Fresh Whipped Cream
      • Fresh Half/ Single Cream
      • Long Life/ UHT Whipped Cream
    • Butter and Spreads
      • Butter
      • Margarine and Spreads
    • Coffee Whiteners
      • Product Form
        • Concentrated/ Thick liquid non dairy creamer
        • Powdered non dairy creamer
        • Liquid non dairy creamer
      • Fat Type
        • Medium Fat
        • Low / No Fat
        • High Fat
      • Application
        • Coffee
        • Tea
        • Baking Items
        • Other Applications (Drinks, Candy and Remaining Concentrated Beverages)
  • Distribution Channel
    • Hypermarkets
    • Supermarkets
    • Independent Small Grocers
    • Convenience stores
    • Other grocery retailers
    • Non store retailing
    • Health and beauty specialist retailers

Key Target Audience:-

  • Dairy food manufacturers
  • Milk Processors
  • Dairy Association
  • Milk Importers, Distributors and Manufacturers
  • Condensed Milk Manufacturers and Distributors
  • Ice-Cream Manufacturers
  • Frozen Dessert Manufacturers
  • Yoghurt Manufacturers
  • Sour Milk Manufacturers
  • Butter and Spreads Manufacturers
  • Cheese Manufacturers and Distributors
  • Dairy Cream Manufacturers
  • Coffee Whiteners Producers

Time Period Captured in the Report:-

  • Historical Period: 2013-2019P
  • Forecast Period: 2019P–2025F

Companies Covered:

  • Drinking Milk Products –
    • Nestlé SA
    • Royal FrieslandCampina NV
    • Ultrajaya Milk Industry & Trading Co Tbk PT
    • Indofood Sukses Makmur Tbk PT
    • Greenfields Indonesia PT
    • Diamond Cold Storage PT
    • Cisarua Mountain Dairy PT
    • Fonterra Cooperative Group Ltd
  • Condensed Milk Products –
    • Royal FrieslandCampina NV – Frisian Flag Indonesia PT
    • Indofood Sukses Makmur Tbk PT
    • Indofood Sukses Makmur Tbk PT
  • Yoghurt and Sour Milk Products –
    • Yakult Honsha Co Ltd
    • Cisarua Mountain Dairy PT
    • Asahi Group Holdings Ltd
    • Royal FrieslandCampina NV
    • Salim Group
    • Yummy Food Utama PT
    • Diamond Cold Storage PT
    • Heavenly Nutrition Indonesia PT
  • Ice-Cream and Frozen Desserts –
    • Unilever Group
    • Campina Ice Cream Industry PT
    • Alpen Food Industry PT
    • Diamond Cold Storage PT
    • Indofood Sukses Makmur Tbk P
  • Cheese –
    • Kraft Heinz Co
    • Mulia Boga Raya PT
    • Rokko Butter Co Ltd
    • Megsnow Milk Brand Co Ltd
    • Mondelez International Inc
    • Bel, Groupe
  • Cream –
    • Sukanda Djaya – Roselle Whipped Cream
    • Fonterra Brands Indonesia PT – UHT Anchor
    • Greenfields Indonesia PT – Whipping Cream
    • Haan Indonesia – Wippy Cream
    • Savencia Fromage & Dairy – Elle and Vire – Crème Liquid – Whipping Cream
    • Pondan Food Creations – Whip Cream
    • BrookFarm – Whipping Cream
    • ConAgra Brands – Reddi Wip
    • Kraft Foods – Cool Whip
    • Organic Valley – Heavy Whipping Cream
  • Butter and Spreads –
    • Upfield Holdings BV / Unilever Group
    • Indofood Sukses Makmur Tbk PT
    • Fonterra Cooperative Group Ltd
    • Golden Agri-Resources Ltd
    • Wysman & Zonen BV, HJ
  • Coffee Whiteners –
    • Sari Incofood Corp PT – Max Creamer
    • Nestle Indonesia – Coffee Mate
    • PT. Santos Premium Krimer / Kapal Api – Fire Boat Kream Café
    • PT Lautan Natural Krimerindo – Fiber Crème

Key Topics Covered in the Report:-

  • Executive Summary – Indonesia Dairy Food Market
  • Need, Opportunity and Industry Size of Dairy Food Market
  • Demand & Supply Side Ecosystem, Preferences & Trends across End Users Market
  • Dairy Food Market Segment by Product Type, 2013-2019P
  • Ecosystem for Dairy Food Industry in Indonesia
  • Value Chain Analysis
  • Indonesia Drinking Milk Products Market
  • Indonesia Condensed Milk Market
  • Indonesia Yoghurt and Sour Milk Products Market
  • Indonesia Ice-Cream and Frozen Desserts Market
  • Indonesia Cream Market
  • Indonesia Butter and Spreads Market
  • Indonesia Coffee Whiteners Market
  • Trade Scenario in Indonesia Dairy Food Market, 2014-2018
  • Comparative Landscape in Indonesia Dairy Food Market
  • Regulatory Landscape in Indonesia Dairy Food Market
  • SWOT Analysis
  • Indonesia Dairy Food Market Future Outlook and Projections, 2019P-2025F
  • Online Portals Dairy Product Indonesia
  • Dairy products Demand Indonesia
  • Dairy Product Preference Indonesia
  • Hypermarket Chains Indonesia
  • Dairy Product Specialist Retailers Indonesia
  • Dairy Product Business Outlets Indonesia
  • Indonesia Dairy Product Market Growth
  • Consumer Shift Produk Susu Indonesia
  • Consumer Shift Dairy Products Indonesia
  • Drink Milk Product Sales Indonesia
  • Indonesia Milk Consumption per Capita
  • Indonesia Health Awareness
  • Powdered Milk Sales Indonesia
  • Prospective of UHT Milk Indonesia
  • Major Distribution Centers in Indonesia
  • Grocery Retailers in Indonesia
  • Hypermarket and Supermarket Chains
  • Indonesia Milk Market Supply Demand Gap
  • Penjualan Es Krim Indonesia
  • Condensed Milk Product Sales Indonesia
  • Penjualan Produk Minuman Susu Indonesia
  • Indonesia Flavored Condensed Milk Market
  • Major Entities Involved in SCM Market
  • Brand Share in Condensed Milk Market
  • Limited Milk Production in Indonesia
  • Technological Innovation in Indonesia
  • Tie-Ups of Dairy Cooperatives Indonesia
  • Flavored Yoghurt Sales in Indonesia
  • Growing Trend of Yoghurt
  • Butter Sales Indonesia
  • Ice-Cream Sales Indonesia
  • Single Service Ice-Cream Indonesia
  • Popular Take-Away Ice-Cream Indonesia
  • Margarine Sales Indonesia
  • Coffee Whiteners Sales Indonesia
  • Cream Sales in Indonesia
  • Cheese Sales in Indonesia
  • Processed Cheese Sales Indonesia
  • Popular Dairy Product Brands Indonesia
  • Major Dairy Product Categories Indonesia
  • Dairy Product Innovations Indonesia
  • Online Distribution Future Indonesia

For more information on the research report, refer to below link:-

Indonesia Dairy Food Market Outlook to 2025

Related Reports:-

Vietnam Nutraceutical Market Outlook to 2025 – By Dietary Supplements (Herbal Supplements, Vitamin and Minerals, Probiotics, Protein and Amino Acid Supplements, Omega 3 Fatty Acids, Others), By Functional Beverages (Energy Drinks, Plant based and Malt based Hot Drinks Hot Drinks, and Sports Drinks), By Functional Foods (Dairy, Baby Food, Breakfast Cereals, Confectionery, Hi-Fiber Biscuits, Snack Bars and Fruit Snacks)

Vietnam Nutraceutical market grew at a higher single digit growth rate over the review period 2014-2019. The market growth was supported by the increasing health awareness, government initiatives, growth in the personal disposable income of the people, rise in ageing population, and preventive nature of the age group (25-45 years). The market was observed in the growth stage and will continue to remain so in the forecasted period, 2019-2025. A change in consumption trend has been observed in the Vietnam health and wellness industry, wherein the consumers are focusing more on the preventive healthcare from taking health supplements in the old age to a shift in increasing consumption of supplements in the earlier ages in order to prevent them from permanently depending on pharmaceutical drugs. Nutraceutical are positioning itself as natural and healthy alternative to traditional medicine in the country.

UAE Nutritional Supplements Market Outlook to 2023 – by Vitamins & Dietary Supplements (Protein Supplements, Non-Herbal Dietary Supplements Composites, Fish Oils/Omega Fatty Acids, Glucosamine, Co-Enzyme Q 10, Herbal Dietary Supplements Composites, Yeast, Garlic, Ginko Biloba), Functional Foods (Dairy, Baby Food, Breakfast Cereals, Cooking Oil Confectionary, Sweet Biscuits, Snack Bars and Fruit Snacks) and Functional Beverages (Energy Drink, FF Concentrates, Sports Drink, and Bottled Water)

UAE Nutritional Supplements market grew at a higher single digit growth rate over the review period 2013-2018. The market growth was supported by the increasing health awareness, government initiatives, growth in the personal disposable income of the people, rise in ageing population, and preventive nature of the age group (25-45 years). The market was observed in the late growth stage and will continue to remain so in the forecasted period, 2018-2023. A change in consumption trend has been observed in the UAE health and wellness industry, wherein the consumers are focusing more on the preventive healthcare from taking health supplements in the old age to a shift in increasing consumption of supplements in the earlier ages in order to prevent them from permanently depending on pharmaceutical drugs. Nutritional Supplements are positioning itself as natural and healthy alternative to traditional medicine in the country.

Saudi Arabia Nutraceuticals Market Outlook to 2023 – By Vitamins and Dietary Supplements, Functional Foods (Dairy, Baby Food, Breakfast Cereals, Edible Oil, and Confectionary) and Functional Beverages (Energy Drinks, Concentrates, Fruit/Vegetable Juices, and Sports Drinks)

Saudi Arabia’s nutraceuticals market grew at a slower single-digit growth rate over the review period 2013-2018. The KSA market was evaluated at a growing varying from one product to another. Also, the market has attained maturity for prescription based vitamins and dietary supplements but the potential exists for many functional food and beverage players which can easily make their entry in the FMCG sector. Nutraceutical ingredients have positioned as a natural and healthy alternative to traditional medicine. Baby food remains the most dominant segment of the market and demand for energy drinks was negatively impacted by the imposition of sin tax (100%) and ban of sales in schools and government institutions and a complete ban on advertising.

More Dairy Food Market Research Reports:- https://www.kenresearch.com/productsearch.php?searchKey=Dairy+Food

Contact Us:-
Ken Research
Ankur Gupta, Head Marketing & Communications
support@kenresearch.com
+91-9015378249


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Micron Urges Government Investment with R&D Spend – The Next Platform

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Over the last twenty years, memory has risen from 10% of the semiconductor market to almost 30%, a trend that is expected to continue, propelled by compute at the edge all the way up to datacenter. To meet these demands, memory giant, Micron, has announced it will make $150 billion in internal investments, ranging from manufacturing and fab facilities to R&D to support new materials and memory technologies.

The nature of the announcement serves two purposes. The first is obvious, Micron is putting a stake in the ground around its bullish view for edge to datacenter growth and their role as a primary component maker. The second is only slightly less obvious: to compel the U.S. to match funds or continue new investment strategies to support U.S. fabs and semiconductor R&D.

While $150 billion is a sizable investment, the fab component of Micron’s plans will gobble up a significant fraction. While no fab is created equally, consider TSMC’s investments in new facilities, which are upwards of $9 billion. Such investments can take two to three years to yield but the time is certainly right. Gartner, for instance, estimates the costs for leading-edge semiconductor facilities to increase between 7-10%.

While DRAM and NAND are less expensive than leading edge technologies, Micron will need to choose carefully as it sets its plans in motion. Luckily, there is ample government support building in the U.S. for all homegrown semiconductor industry, although it is unclear how federal investments, including the $52 billion CHIPS Act, will augment Micron’s own ambitions.

Micron is seeking the attention of government with its broad R&D and manufacturing investment, pointing to the creation of “tens of thousands” of new jobs and “significant economic growth.” In a statement, Micron explained that memory manufacturing costs are 35-45% higher than in lower-end semiconductor markets, “making funding to support new semiconductor manufacturing capacity and a refundable investment tax credit critical to potential expansion of U.S. manufacturing as part of Micron’s targeted investment.”

“The growth of the data economy is driving increased customer demand for memory and storage,” said Executive Vice President of Global Operations Manish Bhatia. “Leading-edge memory manufacturing at scale requires production of advanced semiconductor technology that is pushing the laws of physics, and our markets demand cost-competitive operations. Sustained government support is essential for Micron to ensure a resilient supply chain and reinforce technology leadership for the long term.”

Micron CEO, Sanjay Mehrotra says the company will “look forward to working with governments around the world, including in the U.S. where CHIPS funding and the FABS Act would open the door to new industry investments, as we consider sites to support future expansion.” The subtext there is that the U.S. is only one country in the running, among others making investments.

Increasing government support will likely align with fabs and facilities but Micron says it’s working on next generation technologies set to keep pace with growing demand.

This is part of the company’s 2030-era plan for memory technology. Micron sees edge and cloud deployments expanding but also points to AI as the leading workload across deployment types. The company’s senior VP and GM for Compute and Networking, former Intel HPC lead, Raj Hazra, says that by 2025, 75% of all organizations will have moved beyond the AI experimentation stage into production.

To support this more practically, Micron has set forth some ambitious near-term targets, including reaching for 40% improvements in memory densities over existing DRAM, double SSD read throughput speeds over current 1TB SSDs, 15% power reductions over existing DRAM and 15% better performance for mixed workloads over existing NAND.

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Walmart allowing some shoppers to buy bitcoin at Coinstar kiosks

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Walmart Inc said on Thursday customers at some of its U.S. stores will be able to purchase bitcoin using ATM-like machines installed by  Coinstar.

Coinstar, known for its machines that can exchange physical coins for cash, has partnered with digital currency exchange CoinMe to let customers buy bitcoin at some of its kiosks.

There are 200 Coinstar kiosks located inside Walmart stores across the United States that will allow customers to buy bitcoin, a Walmart spokesperson said.

Walmart was subject to a cryptocurrency hoax in September when a fake press release was published announcing a partnership between the world’s largest retailer and litecoin. The news had briefly sent prices of the little known cryptocurrency surging.

 

(Reporting by Uday Sampath in Bengaluru; Editing by Devika Syamnath)

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Here’s What Makes Intuit (INTU) A Meaningful Investment – Yahoo Finance

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Cooper Investors, an investment management firm, published its “Cooper Investors Global Equities Fund (Hedged)” third quarter 2021 investor letter – a copy of which can be downloaded here. For the rolling three months to one year, the Fund returned 5.7% and 28.24% respectively, while its benchmark, by comparison, returned -0.42% and 26.57% over the same period. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.

Cooper Investors, in its Q3 2021 investor letter, mentioned Intuit Inc. (NASDAQ: INTU) and discussed its stance on the firm. Intuit Inc. is a Mountain View, California-based software company with a $156.4 billion market capitalization. INTU delivered a 50.80% return since the beginning of the year, while its 12-month returns are up by 72.12%. The stock closed at $572.80 per share on October 19, 2021.

Here is what Cooper Investors has to say about Intuit Inc. in its Q3 2021 investor letter:

“The other meaningful deal during the quarter was Intuit’s acquisition of Mailchimp for $12bn. Intuit has reinvented itself over the last decade and thrived with a leadership position in QuickBooks Online, the financial accounting software for small businesses (effectively the ‘Xero of the US’). We originally invested in Intuit in February 2020, excited by the QuickBooks prospects.

Management have executed exceptionally well on the opportunity set which has seen the shares double since our initial purchase. However, the company has now conducted two meaningful deals in Mailchimp and Credit Karma worth a combined US$20bn over the last 12 months. The investment proposition has shifted from a focus on QuickBooks to now being a financial and small business software conglomerate. We continue to very much admire the company, but with Intuit now trading on 50x forward earnings we no longer see such attractive latency on offer, nor the rewards for the level of execution risk and thus we have exited the position.”

Software

Software

Based on our calculations, Intuit Inc. (NASDAQ: INTU) was not able to clinch a spot in our list of the 30 Most Popular Stocks Among Hedge Funds. INTU was in 66 hedge fund portfolios at the end of the first half of 2021, compared to 68 funds in the previous quarter. Intuit Inc. (NASDAQ: INTU) delivered an 11.34% return in the past 3 months.

Hedge funds’ reputation as shrewd investors has been tarnished in the last decade as their hedged returns couldn’t keep up with the unhedged returns of the market indices. Our research has shown that hedge funds’ small-cap stock picks managed to beat the market by double digits annually between 1999 and 2016, but the margin of outperformance has been declining in recent years. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by 115 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that underperformed the market by 10 percentage points annually between 2006 and 2017. Interestingly the margin of underperformance of these stocks has been increasing in recent years. Investors who are long the market and short these stocks would have returned more than 27% annually between 2015 and 2017. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter.

At Insider Monkey, we scour multiple sources to uncover the next great investment idea. For example, lithium mining is one of the fastest-growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best EV stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage.

Disclosure: None. This article is originally published at Insider Monkey.

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