Nrog Kev Siv Rau Tebchaws Europe, Yuav Suav Chav Ua Noj Thiab Chav Dej Hom Usher Nyob Hauv Ib Lub Sijhawm Loj Ntawm Cov Peev Nyiaj Txiag

Nrog Kev Siv Rau Tebchaws Europe, Yuav Suav Chav Ua Noj Thiab Chav Dej Hom Usher Nyob Hauv Ib Lub Sijhawm Loj Ntawm Cov Peev Nyiaj Txiag

Nrog rau kev ploj ntawm Tuam Tshoj cov nyiaj faib vaj tse thiab cov teeb meem kev sib kis, txhua lub tuam txhab hauv cov vaj tse vaj tse tau ntsib qhov tsaus ntuj tshaj plaws thiab lub sijhawm tsaus ntuj tshaj plaws.

Kev lag luam hauv tsev yog lub voj voog ntev, kev lag luam fragmented heev, uas suav nrog ntau pawg, lub tsev viv, upholstery, cov khoom siv hauv tsev, Khoom Siv Chav Ua Noj, lub tub rog, rooj tog thiab lwm yam. Xa mus rau European kev lag luam khoom vaj khoom tsev, cov neeg dim ntawm kev kub ntxhov ntau dua yuav tau txais kev mloog ntawm cov neeg ua lag luam.

Nyob rau hauv xyoo tas los, peb tau pom ntxiv kev sib sau ua ke hauv qee thaj chaw thiab kev siv zog ntawm lwm cov haujlwm uas tsis yog-core.

Ntawm lwm tus, Cov peev nyiaj ntiag tug loj loj tau ua kom nquag sib koom ua ke thiab tau txais hauv chav ua noj thiab da dej niche kev lag luam hauv cov teb chaws tsim kho xws li Europe. Ib yam li U.S. peev nyiaj Lone Star tau los ntawm lub tuam txhab glaze loj Altadia Group, Spanish ceramics Equipe Cerámica thiab Italian ceramics Italcer merger, KKR thiab Artá ​​ob qhov kev lag luam loj sib koom ua lag luam hauv Spain ci qhov rooj tsim khoom Alvic, lwm yam..

Tsis tas li ntawd, kev sib koom ua ke ntawm cov tuam txhab lag luam tau nrawm tsim cov oligopolies hauv cheeb tsam. Hauv 2018, Invest Industrial, ib pawg loj peev, tau kos npe rau daim ntawv cog lus sib koom ua lag luam nrog Carlyle Group ntawm Tebchaws Meskas los tsim lub tuam txhab tuav tshiab rau cov khoom tsim sab hauv high-end los tsim cov “LVMH ntawm cov khoom “. Cov khoom lag luam ntawm cov khoom lag luam suav nrog cov rooj tog zaum siab B&IB Italia, Flos thiab Louis Poulsen, nrog cov nyiaj tau los ntawm 500 lab euros. Ntxiv rau, kev sib koom ua lag luam aims kom nthuav dav hauv Asmeskas. thiab tshwj xeeb tshaj yog nyob rau hauv Asia thiab kom tau txais cov niches nyob ib sab hauv lub lag luam high-end sab hauv tsim.

01

Betting ntawm lub khw muag khoom hwm

Saib rov qab rau cov lag luam Esxias, pawg peev, feem ntau teev cov tuam txhab khoom vaj tsev, yog consolidating cov peev txheej zoo hauv kev lag luam. Cov khoom vaj tsev nyob ib ncig ntawm cov neeg siv khoom nyiam thiab cov cai xws li cov khoom siv me me, Ntse Tsev, thiab kev sib sau ua ke tau txais peev nyiaj, thiab cov tuam txhab uas muaj cov thev naus laus zis tseem ceeb thiab cov pab pawg paub tab tau nrov dua. Ntawm 2018, Cov khoom lag luam tawm ib pawg xws li cov chav dej ntse tau pom qhov nce hauv kev nqis peev hauv kev ua haujlwm, nrog kev muag khoom tsis tu ncua thiab M&Kev sib tham. Piv txwv, Solux tau txais BGT Group, Tubaobao tau nqis peev hauv Hilk, lwm.

Nrog rau qhov tshwm sim ntawm cov lem tshiab xws li hluav taws xob phuam racks, Ntse Si .., ntse khaub ncaws dryers, lwm yam., qhov no tau coj txog kev nthuav dav hauv chav ua noj thiab chav dej kev lag luam. Thiab nrog qhov tshwm sim ntawm qee yam tshiab nyob ze rau ib nrab-lub voj voog, thawj lub voj voog muaj zog, Cov yam ntxwv ntawm kev lag luam ntev kuj maj mam tsim ntau lub voj voog kev lag luam yam ntxwv. Kev sib tw yog thoob ntiaj teb thiab cov nyiaj faib vaj tse ploj mus. Cov kab mob sib kis cuam tshuam rau kev lag luam, thiab kev sib tw hnyav ua rau tsis muaj peev xwm tawm mus. Kev lag luam tab tom tsim ib qho kev sib koom ua ke thiab tab tom yuav nkag mus rau theem ntawm kev hla kev loj hlob mus rau kev loj hlob.

Tib lub sijhawm, Tuam Tshoj yog nyob rau theem ntawm kev hloov kho cov neeg siv khoom, thiab qhov kev thov rau cov hom high-end yog nce sai heev. Nyob rau theem kev loj hlob uas twb muaj lawm, Tuam Tshoj chav dej peev tau mus txawv teb chaws los ntawm kev nrhiav tau ntawm thoob ntiaj teb high-end hom thiab los ntawm kev ua tus neeg Esxias tus neeg sawv cev ntawm thoob ntiaj teb hom thiab lwm yam ntaub ntawv los txhim kho lub high-end kev ua lag luam qhia..

Xoo nruab nrhiav tau ntawm German khoom kim heev chav ua noj hom Poggenpohl, Fabkis cov khoom kim heev faucet hom THG, thiab BRAVAT tau los ntawm German high-end chav ua noj hom Rational, qhib daim ntaub thaiv ntawm Suav chav dej peev rau mergers thiab acquisitions ntawm hiav txwv. Ntxiv rau, Kev nrhiav tau ntawm Swiss FFL los ntawm Henglin, Siematic los ntawm Nison thiab lwm lub tuam txhab kho vaj tse kev cai kuj tseem ua haujlwm tsis tu ncua.

Muaj qhov tshwm sim uas cov tuam txhab khoom vaj khoom tsev hauv Suav tsim cov ntaub ntawv qhia txog kev lag luam tshiab los ntawm kev tau txais cov khoom lag luam thoob ntiaj teb uas muaj teeb meem loj hlob thiab los ntawm kev txhim kho lub tuam txhab kab lis kev cai thiab kev txiav txim siab los rhuav tshem cov qauv ntawm nws cov kev sib tw zoo kawg nkaus..

02

Suav peev mus txawv tebchaws

Bally, Gategroup, SR Technics, Swissport, Nyob mus ib txhis, Netstal, Siematic, Warendorf, GE thiab lwm lub tuam txhab European hauv zos tau maj mam dhau los ua cov tuam txhab European hauv Suav tes. Ntawm 2006 rau 2021, Suav tau txais thiab kev nqis peev txawv teb chaws tau txuas ntxiv mus.

Nws yog tsim nyog sau cia: Ntxiv rau qhov txaus siab tshaj plaws hauv kev lag luam hnyav, Suav peev tau nce nws txoj kev txaus siab rau cov neeg siv khoom tsim khoom xws li rooj tog.

Raws li Ernst & Cov ntaub ntawv hluas, tom qab qhov poob loj hauv kev yuav los ntawm Suav tuam txhab uas muag nyob rau hauv Europe nyob rau hauv 2020 vim muaj kab mob sib kis, tus naj npawb ntawm deals tau nce ntxiv nyob rau hauv 2021: ntawm 132 rau 155. Tus nqi ntawm deals kuj tau nce: tus nqi ntawm kev nqis peev thiab kev yuav khoom tau nce yim npaug los ntawm $1.5 billion rau $12.4 billion.

Hauv 2021, muaj 36 deals muaj feem xyuam rau industrial sector nyob rau hauv cov teb chaws Europe. Hauv qhov chaw thib ob yog cov neeg siv khoom tsim khoom lag luam (22 kev ua kam), tej txuj ci tshiab (20 kev ua kam) thiab kho mob (16 kev ua kam).

Nees nkaum-yim deals tau tshwm sim nyob rau hauv lub teb chaws Yelemees, 21 hauv UK, 17 nyob Fab Kis teb thiab 9 hauv Sweden. Hauv UK. thiab Fabkis, deal tsis kam ua haujlwm, thaum lub sij hawm tus naj npawb ntawm deals nyob rau hauv Sweden tsis hloov los ntawm lub xyoo dhau los.

Qhov loj tshaj M&Ib qho hauv Tebchaws Europe xyoo tas los yog qhov tau los ntawm Philips’ Kev faib khoom siv hauv tsev los ntawm Tuam Tshoj tus Hong Kong-based High Tide Capital rau $4.4 billion.

Nyob rau hauv retrospect, M&A tau ua lub luag haujlwm tseem ceeb hauv kev loj hlob thiab kev hloov pauv ntawm kev lag luam hauv tsev hauv ntiaj teb. Hauv M&Ib qho haujlwm yuav tsum nyob twj ywm tom qab qhov kawg ntawm kev sib kis, nrog conglomerates txuas ntxiv txhim kho lawv cov tswv yim sib sau ua ke thiab cov neeg tawm tshiab nrhiav kom nrawm nrawm thiab nce qib.