Leading Indicators for Corporate in Asia · Africa-5.8% Global RevPAR % Change USD, Europe in EUR,...
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Bernard Kee Regional Manager - STR © 2017 STR, Inc. All Rights Reserved. Any reprint, use or republication of all or a part of this presentation without the prior written approval of STR, Inc. or STR Global, Ltd. trading as STR (collectively “STR”) is strictly prohibited. Any such reproduction shall specifically credit STR as the source. This presentation is based on data collected by STR. No strategic advice or marketing recommendation is intended or implied. [email protected] www.str.com Leading Indicators for Corporate in Asia CAPA Asia Summit 2017
Transcript of Leading Indicators for Corporate in Asia · Africa-5.8% Global RevPAR % Change USD, Europe in EUR,...
Bernard Kee
Regional Manager - STR
© 2017 STR, Inc. All Rights Reserved. Any reprint, use or republication of all or a part of this presentation without the prior written approval of STR, Inc. or STR Global, Ltd. trading as STR (collectively “STR”) is strictly prohibited. Any such reproduction shall specifically credit STR as the source. This presentation is based on data collected by STR. No strategic advice or marketing recommendation is intended or implied.
www.str.com
Leading Indicators for Corporate in AsiaCAPA Asia Summit 2017
STR, collecting data since 1985
Occ, ADR, RevPARSupply/DemandRevenueP&L
Existing supplyFuture supplyPipelineCharacteristics
Main KPIsMacro economic inputMicro economic input5 years/6 quarters/18 months
+58K Hotels+7.9M Hotel Rooms+182 Countries+2K Markets
STR Coverage – Our Sample
Performance Reports Supply Reports Forecast Reports
STR Locations – World Map
STR Coverage – Our Sample
Hotels & Hotel Rooms, September 2017
Hotels
Rooms
+35.9K
+4,244K
+1.2K
+181K
+10.3K
+1,403K
+861
+154K
+879
+218K
+9.2K
+1,669K
MiddleEast
SouthernAfrica
NorthernAfrica
-5.8%
Global RevPAR % Change
USD, Europe in EUR, Constant Currency, September 2017 YTD
Europe
Asia
+2.9%
+3.0%
+6.5%
+41.8%
+4.4%
-6.4%
+3.4%
Australia & Oceania
+3.4%
NorthAmerica
CentralAmerica
SouthAmerica
Asia Pacific
Asia Pacific Under Contract Pipeline
Top 10 Countries by Total Number of Rooms
As of August 2017
+5% +5% -13% +36% +0% +19% +26% +5% +14% +20%0
30000
60000
90000300000
330000
China Indonesia India Australia Malaysia Vietnam Thailand Japan Philippines SouthKorea
Asia Pacific Hotel Performance
Main KPIs % Change – What’s driving growth?
Supply DemandOccupancy ADR RevPAR
YTD September 2017, CC, USD
+3.0% +3.2%+3.4%
+6.3%
+0.4%
Asia Pacific Hotel Performance
90
100
110
120
2012 2013 2014 2015 2016 2017
Australia & Oceania
Central & South Asia
Northeastern Asia
Southeastern Asia
Sub-Continent RevPAR Performance (Indexed to 2012)R12 September 2012 – 2017, CC, USD
Asia Pacific Hotel Performance
Supply and Demand Growth by Sub-ContinentYTD September 2017
3.5% 3.1% 3.1% 1.6%7.3% 5.7% 5.2% 2.3%
Northeastern Asia Southeastern Asia Central & South Asia Australia & Oceania
Supply Demand
Around this Region
In Focus
Northeast Asia
Northeast Asia Cities Performance
Supply & Demand GrowthYTD September 2017
4.3% 3.2% 2.6% 2.1% 1.2%5.6% 4.2% 6.4% 0.2% 4.2%
Tokyo Shanghai Hong Kong SAR Taipei Beijing
Supply Demand
Northeast Asia Hotel Performance
Occupancy, ADR, RevPAR GrowthYTD September 2017, LC
3% 4%
-2%
3%
-3%
-6%
-4%
-2%
0%
2%
4%
6%
8%
Beijing Hong Kong SAR Shanghai Tokyo Taipei
Occupancy ADR RevPAR
Northeast Asia Hotel Performance
ADR Performance – Selected Key CitiesYTD September 2017, ADR in USD, Growth in LC
-3% +1% +0% +2% +3%$50
$70
$90
$110
$130
$150
$170
$190
$210
Taipei Hong Kong SAR Tokyo Shanghai Beijing
In Focus
Southeast Asia
Southeast Asia Cities Performance
Supply & Demand GrowthYTD September 2017
4.3% 4.1%
3.1% 2.7%
1.1% 0.8%11.9% 4.3% 3.6% 2.8% 8.5% 9.7%
Kuala Lumpur Bangkok Jakarta Singapore Ho Chi Minh City Hanoi
Supply Demand
Southeast Asia Hotel Performance
RevPAR Performance (index to 2011)R12 September 2011 – 2017, LC
90
100
110
120
130
140
2011 2012 2013 2014 2015 2016 2017
Indonesia
Malaysia
Philippines
Singapore
Thailand
Vietnam
Southeast Asia Hotel Performance
Occupancy, ADR, RevPAR GrowthYTD September 2017, LC
9% 7% 7%
8%
-4%
-5%
0%
5%
10%
15%
20%
Hanoi Ho Chi Minh City Kuala Lumpur Bangkok Jakarta Singapore
Occupancy ADR RevPAR
Southeast Asia Hotel Performance
ADR Performance – Selected Key CitiesYTD September 2017, ADR in USD, Growth in LC
-4% +8% +1% +2% +1% -4%$50
$70
$90
$110
$130
$150
$170
$190
$210
Singapore Hanoi Ho Chi Minh City Bangkok Kuala Lumpur Jakarta
Singapore vs Hong Kong Hotel Performance
Monthly R12 RevPAR GrowthJan 2012 – Sep 2017, LC
-20%
-10%
0%
10%
20%
30%
2012 2013 2014 2015 2016 2017
Singapore Hong Kong SAR
Asia Hotel Performance
ADR Performance for Occupancy <90%Daily Data – R12 September 2017, USD
$50
$70
$90
$110
$130
$150
$170
$190
$210
$230
Tokyo Taipei Singapore Hong KongSAR
Ho ChiMinh City
Hanoi Bangkok Shanghai Beijing KualaLumpur
Jakarta
11 cities of Asia
Asia Hotel Performance
Total Nights & ADR Premium for Occupancy 90%+Daily Data – R12 September 2017, LC
+16%
+5%
+20%
+16%
+10%
+5%
+9%
0 50 100 150 200
Hong Kong SAR
Hanoi
Tokyo
Shanghai
Beijing
Singapore
Ho Chi Minh City
7 cities with ADR Premium@ >90% Occupancy
Asia Hotel Performance
Total Nights & ADR Premium for Occupancy 95%+Daily Data – R12 September 2017, LC
+7%
+30%
+31%
+22%
0 10 20 30 40 50 60
Hanoi
Hong Kong SAR
Tokyo
Shanghai Only 4 cities with ADR Premium
In Focus
Sydney & Melbourne
Sydney Hotel Performance
Monthly R12 Supply & Demand GrowthJan 2012 – Sep 2017
-3%
0%
3%
6%
2012 2013 2014 2015 2016 2017
Supply Demand
Melbourne Hotel Performance
Monthly R12 Supply & Demand GrowthJan 2012 – Sep 2017
0%
3%
6%
2012 2013 2014 2015 2016 2017
Supply Demand
Sydney vs Melbourne Hotel Performance
Occupancy & ADR PerformanceFY 2012 – YTD Sep 2017, AUD
$140
$160
$180
$200
$220
$240
76%
78%
80%
82%
84%
86%
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 YTD Sep 2017
Sydney ADR Melbourne ADR Sydney Occ Melbourne Occ
Compression - High / Low Yield Cities
New Entrants - More Options
Rates - Book Early
Useful Reports for Corporate Buyershttp://www.str.com/products/industry-partners
Global Hotel Studyglobal year-end review of the hotel industry. The report includes regional overviews, ranking which markets had the strongest and weakest performances in 2016, and also includes analysis on how supply growth is impacting performance.
http://www.str.com/products/global-hotel-study
Market Forecastdrawn upon the complete historical data on a market, the supply pipeline, key hotel demand drivers (e.g. events), and economic indicators at the market, national and international level to project future performance.
http://www.str.com/products/market-forecast/en-us
Destination Reportsoccupancy, ADR and RevPAR for your chosen regions, customizable allowing you to choose from different templates to display key performance data for your chosen segments and timeframes.
http://www.str.com/products/destination-reports/en-us
Thank You!
Bernard Kee
Regional Manager - STR
© 2017 STR, Inc. All Rights Reserved. Any reprint, use or republication of all or a part of this presentation without the prior written approval of STR, Inc. or STR Global, Ltd. trading as STR (collectively “STR”) is strictly prohibited. Any such reproduction shall specifically credit STR as the source. This presentation is based on data collected by STR. No strategic advice or marketing recommendation is intended or implied.
www.str.com
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