Vairāki Korejas milži pievienojās 8.3 Miljards juaņu “Hansena mājas iegādes karš”, Ķīnas tirgū ir nopietna lejupslīde.

Oriģinālā informācija par virtuvi un vannas istabu

The acquisition war for Korea’s largest home furnishing company is heating up.

With the addition of Korean retail giant, LX grupa, the competition for the acquisition of Hanson Home is intensifying. Iepriekš, Dienvidkorejas Shinsegae universālveikals, Hyundai Furniture (Hyundai Livart), Hyundai universālveikala meitas uzņēmums, and South Korea’s Lotte announced their intention to jointly acquire Hanson with South Korea’s private equity IMM PrivateEquity (IMM). But the acquisition camp is expanding with the addition of LXHausys, LX grupai piederošs būvmateriālu uzņēmums (kādreiz piederēja LG), viens no Korejas top 50 korporatīvās grupas.

If LX Hausys acquires Hansen, the top-ranked company in the interior design and building materials industry, the landscape of the Korean building materials and interior design industry will undergo a huge shakeup, and the market shares of the top companies will be recalculated.

Saskaņā ar Korejas medijiem, LX Hausys held a board meeting on September 6 and announced that it will invest 300 miljardu vonu (RMB 1.7 miljardu) as a strategic investor in a private equity fund that IMM plans to set up to acquire Hanson. Tomēr, galīgais ieguldījums vēl nav apstiprināts.

Lote, Shinsegae and Hyundai Department Store Group have announced their plans to participate in the acquisition. LX Hausys is considered to have the most competitive advantage considering the synergy with Hanson’s business.

With the recent spin-off of LX Group from LG Group, its business scope has expanded from traditional construction materials to the whole house. Building materials account for about 70% no LX Hausys’ pārdošanu, aizsedzot logus, durvis, grīdas segums, paneļi, artificial marble, utt. The division’s sales in the second quarter of this year were KRW 659.6 miljardu, uz augšu 25% gada griezumā. LX Hausys ir lielākā tirgus daļa nekustamo īpašumu projektu logu kategorijā Korejā. It also has strengths in high value-added product lines such as marble kitchen sinks and PF insulation materials.

And Hansen has an overwhelming advantage in the Korean retail market. Hansen started with kitchen furniture in 1970, then began supplying interior furniture in 1997 and has expanded its business to include building materials such as bathrooms, logi un grīdas segums. It is currently the No. 1 market player in kitchen furniture and interior furniture in Korea. Tās galvenie tirgotāji, quality stores and a number of stores are the most important reasons to attract the acquirer.

Saskaņā ar Korejas mediju ziņojumiem, Hansen has showrooms and mega experience centers in 15 key locations in the region, including Bangbae-dong, Seocho-gu, Seoul and Nunhyeon-dong, Gangnam-gu, Daegu, Pangyo-dong, and Hanam-si, Koreja. They exclusively supply Hansen products and have 550 online stores for re-house remodeling business, 240 kitchen furniture stores and 80 flagship interior design stores.

Hansen employs 8,000 remodeling construction professionals and 2,500 interior design sales associates. Uzņēmuma pārdošanas apjomi pagājušajā gadā (267.5 miljardu vonu) vairāk nekā četras reizes vairāk nekā iepriekšējā gadā (65 miljardu vonu), the highest performance since its founding. Tās tiešsaistes kanāls, Hansen Mall, kas sniedz informāciju par jaunu māju pielāgošanu, moving houses, children’s rooms, utt., has achieved positive sales growth since the first quarter of last year. Šobrīd tas piesaista 3 miljoniem klientu mēnesī.

Sales of its B2C (remodeling and kitchen) division increased by 23% gadā, salīdzinot ar gadu 2020. No šī, Pārkārtot māju, which provides total remodeling solutions, pieauga par 33.3%. No plkst 2020, Hansen’s kitchen sales for second-hand homes account for 27.5% no kopējā pārdošanas apjoma. Combined with 30.6 percent of online and offline sales from the sale of furniture and home furnishings, the B2C business accounted for 69.1 procentiem.

Hansen’s revenue for FY2020

Kitchen and bathroom information according to public data collation

Otrajā ceturksnī 2021, sales and operating profit increased 9.6 procenti un 22.6 procentiem, attiecīgi, compared with the prior year. Remodeling segment sales increased 24.6 procenti salīdzinājumā ar iepriekšējo gadu.

Hansen 2021 first half results

Kitchen and bathroom information according to public data collation

Neskatoties uz lieluma pieaugumu, Hansen’s overseas subsidiaries did not perform as well as expected. Sales growth at Hansen’s U.S. and China subsidiaries has also slowed each year for the past three years. Pagājušajā gadā, sales at the two subsidiaries declined 10.2 procenti un 3.9 procentiem, attiecīgi, while the China subsidiary experienced a double-digit decline. The decline also continued in the first and second quarters of this year with negative growth of 17.3 procenti un 45.7 procentiem.

Hansen has been in China since the early 1990s. In 1995, it set up Beijing Hansen Home Products Co., SIA. in Beijing and invested in a cabinet production plant to undertake engineering business, and joint with the head of the pan-home industry to develop some engineering projects.

Kitchen and bathroom information query enterprise search found that the shareholders of Beijing Hansen Home Products Co., SIA. Hansen (Ķīna) Investment Co., SIA. increased its registered capital in 2020, but this year Beijing Hansen Home Products Co., SIA. in February legal representative, direktori, shareholders and other members of the successive changes.

It is worth noting that earlier this year there were media reports that most of the Korean executives of Hanson Korea stationed in China have been withdrawn one after another at the end of 2018 un agri 2019. Some of the Chinese employees in China are looking for their next homes, and some have even found their next homes, pending only the arrival of significant layoff compensation.

Iepriekš paziņotais darījums par IMM iegādi a 30.21% tiek ziņots, ka ir vērts 1.5 triljoni uzvarēja (RMB 8.3 miljardu).

IMM pārskatīs Lotte’s un LX Hausys’ investments and identify partners as early as mid-September. Šobrīd, Lote oficiāli paziņojusi, ka tā ir “apsverot dalību” un LX Hausys ir paziņojis, ka investēs 300 billion won as a strategic investment. After the acquisition of Hanson is completed, IMM plāno to attīstīt par lielāko operatoru tiešsaistes un bezsaistes iekštelpu mājas tirgū.