160508 Vietnam Hospitality Market - Final 10.5.2016

7/25/2019 160508 Vietnam Hospitality Market - Final 10.5.2016

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TH TRNG DU LCHNGH DNGVIT NAMDng Thu Dung, Gim cBP. Nghin cuv Tvn

Ngy 10/05/2016


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2 CBRE | TH TRNG DU LCH NGH DNG VIT NAM

NI DUNG

1. Th trng Bt ng sn Ngh dng ti Vit Nam

2. Cc yu t kch cu th trng ngh dng

3. Trin vng


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CN H BIT TH

Ngun cung hin hu *BT NG SN NGH DNG

(*): Sliulyk bao gmcc dn hon thnh, angxy dng, v angbn trn thtrng.

Ngun: CBRE VitNam, Q1/2106.

-Bnh dn: US$3,500/ m2

Tngcung btngsnnghdng

0

2,000

4,000

6,000

8,000

10,000

Nha Trang Nng Ph Quc Nha Trang Nng Ph Quc

S

cn


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Cho bn

Tiu th

Gi bn(Scp)

Nha TrangQ1/2016BT NG SN NGH DNG

Cnh Bitth

Cho bn

Tiu th

Gi bn(Scp)

Tltiu th* Tltiu th*

8.038 cnhcho bn+72.4% theo nm

5.472 cnhcbn

+56.3% theo nm

+510%theo nm

+5-10%theo nm

68.1%-7.0pttheo nm

(*) Tltiu thctnh bngtngscnbn trong nmchia cho tngscnmbn mitrong nmv scntntnmtrc.

Ngun: CBRE VitNam, Q1/2106

Cao cp Ton thtrng

680 BT cho bn-0% theo nm

618 bitthcbn

+57.7% theonm

-10%-15%theo nm

-5-10%theo nm

90.9%

+33.2 pttheonm

Cao cp Ton thtrng


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Cc dn micho bn tiNha TrangBT NG SN NGH DNG

Ngun: CBRE VitNam

DIAMOND BAY RESORT II1,410 cn

BUTTERFLYTOWER

590 cn

SYRENA NHATRANG490 cn

CHARM OASIS201 cn

ARIYANANHA TRANG

365 cn

VINPEARL EMPIRE1,3001,500 cn

OCEANUS

738 cn

ROYAL MARINA CENTER

1,052 cn


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Cho bn

Tiu th

Gi bn(Scp)

Nng Q1/2016BT NG SN NGH DNG

Cnh

Cho bn

Tiu th

Gi bn(Scp)

Tltiu th* Tltiu th*

4.936 cnhcho bn+41.9% theo nm

3.820 cnhcbn

+83.7% theo nm

+1.55.0%theo nm

+3%-5%theo nm

77.4%+17.6pttheo nm

(*) Tltiu thctnh bngtngscnbn trong nmchia cho tngscnmbn mitrong nmv scntntnmtrc.


Cao cp Ton thtrng

788 BT cho bn+25.5% theo

nm

571 bitthcbn

+75.2% theonm

-15%-20%theo nm

-10%-15%theo nm

77.2%

+21.6pttheonm

Cao cp Ton thtrng

Bitth


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Cc d n mi cho bn ti NngBT NG SN NGH DNG

Ngun: CBRE VitNam

MONARCHY SN TR120 cn

MNG THANH1,196 cn

NAM AN RESIDENCE18 cn

VINPEARL DA NANG122 cn


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Slngcnhv bitthnghdngbn tngngkBTNGSNNGHDNG

103 cn

2014

481 cn

2015

Nha Trang

Q1 2016

1.357 cn

Ph Quc

2014 2015 Q1 2016

0 cn

850 cn

185 cn7 cn

2014

180 cn

2015 Q1 2016

Nng

1.335 cn

Ngun: CBRE VitNam. Ngun: CBRE VitNam Ngun: CBRE VitNam


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KHCH DU LCH

Ngun: Ccthngk cc tnh thnh, Q1/2016.

Khch du lchquct

Khch du lchnia

-

200

400

600

800

2010 2011 2012 2013 2014 2015 Q1 2016

Nghnngi

Nng Nha Trang Ph Quc

-

700

1,400

2,100

2,800

3,500

2010 2011 2012 2013 2014 2015 Q1 2016

Nghn

ngi

Nng Nha Trang Ph Quc


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Cng sutphng angdnhiphcTNH HNH HOTNGKHCH SN

Cng sutphng (5 sao)


20%

30%

40%

50%

60%

70%

80%

90%

100%

2010 2011 2012 2013 2014 2015 Q1 2016

C

s

u

t

p

)

TP.HCM H Ni Nng Nha Trang Ph Quc


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TNH HNH HOTNGKHCH SN

Gi phng bnh qun (5 sao)


60

110

160

210

260

2010 2011 2012 2013 2014 2015 Q1 2016

U

S

p

m

TP.HCM H Ni Nng Nha Trang Ph Quc


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CC YU T KCH CU TH TRNGBt ng sn ngh dng


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BT NG SN NGH DNG

KINH TV M

C S HTNG

TSUTCHOTHU

NGUNCUNGTNG

LAI

CC YU T KCH CU

SN PHM& KHCHDU LCH


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TNG TRNG KINH T THC Y TH TRNG PHTTRIN

Ngun: Vietnam Capital PartnersBo co v tng lai ca BS hng bin VN

Xu

hngdulchv

ut

BS


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CHUYNBINR RTTCHU KGNNHT

GDP (%)

FDI NG K(T USD)

LM PHT (%)

LI SUT VAYMUA NH (%)

8.5

6.7

2007

2015

21

23

2007

2015

12.4

0.6

2007

2015 11.2

8.4

2007

20152007 2015

Ngun: Tngccthngk Vit Nam, Thng 1/2016.

77,4 tUSD

198,4 tUSD

Nhn hiuS xe bn c

trong nm 2015

So vi nm

2014

Mercedes-Benz 3.600 150%

Lexus 1.000 250%

BMW 1.500 115%

Ttc cc loi xe 244.914 156%


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NHNG CH S KINH T Q1/2016

FDI ngktng119% y-o-y ln 4 t

USD

CPItng1,7%y-o-y

GDPtng5,46%(Q1 2015: 6,12%)

Doanh thu bn ltng8,9% thc

Gi dutng5%y-o-y

DtrngoihitngnUSD 40 tTgi USD/VND n

nh

X

0

1,000

2,000

3,000

4,000

5,000

6,000

300

370

440

510

580

650

720

T1/14

T3/14

T5/14

T7/14

T8/14

T10/14

T12/14

T2/15

T4/15

T6/15

T8/15

T10/15

T12/15

T2/16

Gitrgia

odch(Tng)

VNIndex

Gi tr giao dch VN Index

0

5

10

15

20

25

2007 2008 2009 2010 2011 2012 2013 2014 2015

Lisu

t(%)

CPI trung bnh (y-o-y) Li sut cho vay Li sut tin gi


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LUTNH SAI

LUT NH MI NHNG THAY I CN LUNgi nc ngoi cnhiu quyn li hn trongvic mua, s hu v thubt ng sn ti Vit Nam

Tc c ngi nc

ngoic php

voVit Nam

BAONHIU

BAOLU

MCCH

PDNGCHO AI

TRC

SAU

Ngi nc ngoi

phi lm vic ti Vit

Nam ti thiu 1 nm

v p ng mt s

diu kin nht nh

01

Mt cn h

(Khng c mua

bt ng sn gn lin

vi t)

50 nm

Quyn s hu

trong 50 nm, c

th giahn

(s hu vnh vin i

vi ngi nc noi

kt hn vi ngi

Vit Nam)

.

Khngc cho

thuli

Ch c s dng

30% tng s cn

h trongmt ta

10% tng s nh

bit lp trong 1 d

n

KHNG QU CHO PHP

Nginc ngoi

c php cho thu,

cm c, dng gpvn,

lm qutng, tri n,traoi, v.v.. vi mt

s gii hn nht nh

50+ nm,

Ckh nng giahn ty

thuc volut quynh

(s hu vnh vin i vi

ngi nc noi kt hn vi

ngi Vit Nam

Hiu lc 1/7/2015


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KINH TV M

C S HTNG

TSUTCHOTHU

NGUNCUNGTNG

LAI

BT NG SN NGH DNGCC YU T KCH CU

SN PHM& KHCHDU LCH


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Nhu cubay tngso vingunphicng khan him

Ngnh hng khng nngngthm nhiuchuyn, nhiukhchBTNGSNNGHDNG

Hng hng khng tnhn Vitpht hnh lnura cng chng

Hng hng khng Vietstar chcpgiyphp kinh doanh vnchuyn

Nippon Airways mua 8,8% cphnVietnam

Airlines vigi $108 triu

Air New Zealand (theo ma) v Emirates mchuynbay thngnVitNam vo Q2


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C s h tng ng vai tr then chtBT NG SN NGH DNG

Ngun: CBRE Vit Nam, thu thpthng 1/2016.

1

60 120Tctithiu Tctia

2 3

45

6

Cao tc H Ni Hi Phng (105,5 km) Cao tc Long Thnh Du Giy

Ci to v xy mi h thng sn bay ti cc tnh thnh (Ph Quc, Nng)

Chc cc hng niahotngtisn bay QuctPh Quc(Vietnam Airline, Vietjet Air v Jetstar Pacific)

Cc ngbay quc t ti Ph Quc:

Ph Quc- Singapore: 2 chuyn/tunbtut2/11/2014(Airbus 321)

Ph QucSiem Reap: 3 chuyn/tunbtut18/12/2014(ATR-72)


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KINH TV M

C S HTNG

SN PHM& KHCHDU LCH

TSUTCHOTHU

NGUNCUNGTNG

LAI


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Thm nhiucc sn phm v tin ch phc v du lchBTNGSNNGHDNG

H thngcp di nhtthgiic mangligi tri cho ngnh du lchtiniFansipan?

Ngnh du lchscthc ybicc hotnggiitr?


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Minththcthc ydu lchBTNGSNNGHDNG

C hiulct2004

C hiulct2006

C hiulct2015*

*angthnghimThihn: t1530 ngyNgincngoi hocVit Nam c hchiuncngoi cminththcvooPh Quc(TnhKin Giang) khng qu 30 ngy.

Vietnam slashes visa fees in bid toboost tourismNgun: Thu thptinternet, thng 1/2016.

Ngun: CBRE Vit Nam, Q4/2015.


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KINH TV M

C S HTNG

TSUTCHOTHU

NGUNCUNGTNG

LAI

SN PHM& KHCHDU LCH


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Chnh sch cam kttsutlinhunbomdoanh sbnBTNGSNNGHDNG

Premier Village Danang Resort, Vinpearl Resort & Villas10 nmCam kttsutlinhun Thpnht9%/nm(VND) hoc Thpnht5%/nm(USD) hoc Hoc 85% doanh thu sau thu trong 10 nm

PH QUC Bitthk gik nghPhu Quoc Emerald Bay, Phu Quoc Premier Village,Vinpearl Paradise Villas

Cam kttsutlinhun9-10%/nm Hoc 85% doanh thu sau thu trong 10 nm

NNG - Bitthk gik ngh

TP.HCM - CnhnghdngLandmark Plus (VCP)

Cam kttsutlinhun10%/nmtrong 2 nm

Vinpearl Premium Nha Trang Bay, Vinpearl Premium GoldLand, CnhnghdngVinpearl Empire

Cam kttsutlinhun10%/nmtrong 5 nm

NHA TRANGCnhnghdng/bitth

Ngun: Thu thptinternet, Thng 1/2016.


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T sut cho thu cam kt hp dn hn so vi th trng cn hBT NG SN NGH DNG

T sut cho thu* ti mt vi d n cao cp** ti TP.HCM

BANGKOK4-6%

HCMC6-8%

SINGAPORE2-3%

HONGKONG2-3%

PHNOMPENH

10%

(*) T sut cho thu gp. T sut cho thu rng dao ng t4.5%-6.5%.(**) Cc d n chn lc:Qun 7: Sunrise City, Sky Garden, Panorama;Qun 2: Xi Riverview Palace, The Estella, The Vista.

Source: CBRE Vietnam, Q2 2015.

T sut cho thu* ti cc nc NA

Source: CBRE Vietnam, Q3 2015.

7.40% 7.50%

7.70% 7.70%7.8%

8.0%8.1%

8.2%

6.8%

7.0%

7.2%

7.4%7.6%

7.8%

8.0%

8.2%

8.4%

2012 2013 2014 2015

District 7 District 2


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KINH TV M

C S HTNG

TSUTCHOTHU

NGUNCUNGTNG

LAI

SN PHM& KHCHDU LCH


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Cc tn tuilngia nhpthtrngv mrngBTNGSNNGHDNG

Tponkhch snWYNDHAM utvo VnhHLong

NNG Marriot smrngthnghiuvimtkhch

sntrong thnh ph

PH QUC Movenpick, JW Marriot, Novotel,InterContinental gia nhpthtrng

CAM RANH Carlson Rezidor Hotel Group vo thtrngVitNam, nhdubnglk ktdn Radisson Blu VnhCam

Ranh

HI AN ONYX Hospitality Group lnuvo VitNam vidn New Hoi An Town

Ngun: Thu thptinternet, Thng 1/2016.


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BTNGSNNGHDNG

Centara Nha Trang BayResidence & SuitesTrn Ph, Nha Trang1,080 cn

Mvenpick Resort Cam RanhBi Di, Cam Ranh, Khnh Ha121 cn

NAMAN RESIDENCEV Nguyn Gip, NgHnh Sn16 bitth

A&B Saigon Tower44 Trn Ph, Nha Trang235 cn

Ngun: CBRE Vit Nam, Q1/2016.

Nguncung tnglaiNngv Nha Trang

NHA TRANG

NNG

BchngHotel Complex50 Bchng,Nng109 cn

Alphanam Luxury TradeAn Trung 2,Nng

232 cn

FuramaV Nguyn Gip,Nng500 cn

Tourane CondotelV Nguyn Gip,Nng400 cn


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Ph QucchuynmnhTHTRNGCNHNGHDNG

JW Marr iott Hotel

InterConti nental Hotel

Sunset Sanato

Grand World

Vinpearl Resort Vinpearl Safari

Novotel Hotel

202 giyphp ccpvo nm2015

25 dn angcxydng

54 dn nguncung

tnglaiNgun: SKhochuttnhKin Giang v BCI Chu


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NGUN CUT L BN/THUGI BN/THUNGUN CUNG

Nng Nha Trang Nng Nha Trang Nng Nha Trang Nng Nha Trang

KHCH SN

BITTH BN

CNH BN

TRINVNGTHTRNG BS NGH DNG


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XIN CM N!

2016 CBRE (Vietnam) Co., Ltd. All materials presented in this report, unless specifically indicated otherwise, is under copyright and proprietary to CBRE. Information contained herein,including projections, has been obtained from materials and sources believed to be reliable at the date of publication. While we do not doubt its accuracy, we have not verified it and make noguarantee, warranty or representation about it. Readers are responsible for independently assessing the relevance, accuracy, completeness and currency of the information of this publication.This report is presented for information purposes only, exclusively for CBRE clients and professionals, and is not to be used or considered as an offer or the solicitation of an offer to sell or buyor subscribe for securities or other financial instruments. All rights to the material are reserved and none of the material, nor its content, nor any copy of it, may be altered in any way,transmitted to, copied or distributed to any other party without prior express written permission of CBRE. Any unauthorised publication or redistribution of CBRE research reports is prohibited.CBRE will not be liable for any loss, damage, cost or expense incurred or arising by reason of any person using or relying on information in this publication.

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160508 Vietnam Hospitality Market - Final 10.5.2016