Chiang Mai Hotel Market Update March 2017

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Chiang Mai Hotel Market Update March 2017

Low-cost carriers push total airport arrivals to Chiang Mai past 4.5 million threshold Thai travelers made up 71% of hotel demand last year

Thai Provincial Airport Passenger Arrivals Number of Passengers 8,000,000

“Chiang Mai trails only Phuket in airport traffic compared to other Thai destinations outside of Bangkok. In 2016, it hosted a total of 4,664,938 inbound passengers which highlighted year-on-year growth of 13%. The uptrend in airlift has been stimulated by international demand, which showed a compound annual growth rate of 44% for the past five years. This segment began to surge in 2011, with traction coming from Greater China. A strong shift in overseas source markets was due to media exposures in 2012, which popularized the destination amongst Chinese visitors due to the success of the Lost in Thailand film. Although domestic arrivals expanded at a more moderate pace with CAGR averaging 18% from 2012 to 2016, the sector featured 439,561 incremental travelers last year. This is largely attributed to the increase of low-cost carriers, which added a total of 903 flights during the year.

Trends

7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 2012 Chiang Mai

2013

2014

Phuket

2015

Krabi

2016 Surat Thani

Source: Chiang Mai Provincial Office and C9 Hotelworks Market Research

We foresee solid demand from the broader market, with LCCs expected to add new routes to the destination. As we move through early 2017, the impact of Thailand’s crackdown on zero-baht Chinese tours is expected to ease and foreign arrivals normalize.

Bill Barnett, Managing Director, C9 Hotelworks

Forward Outlook

Thailand’s Ministry of Tourism and Sports estimated total tourist arrivals grew 3.65% last year, with strong domestic uplift offset by a slight contraction in foreign travelers.

Plans for the upgrading of Chiang Mai International Airport includes runway expansion and terminal extension, which will increase total capacity to 20 million passengers by 2030.

In 2016, Hong Kong, Shanghai, Chongqing and Chengdu were amongst the top feeder cities from Greater China, with 5,346 direct flights routed between the region and Chiang Mai.

An intercity motorway project connecting Chiang Mai to Chiang Rai is currently under review by the Highway Department, with a potential commencement by 2020.

Hotel average daily rate market-wide increased to THB3,385 according to STR, as occupancy was slightly down due zero-baht tourism crackdown.

Increasing flights from domestic airports and new international routes will enhance Chiang Mai as a leading gateway for the Mekong region.


TOURISM Airline Indicators • In 2016, a total of 4,664,938 passengers arrived at Chiang Mai International Airport, 77% of which were from domestic routes and 23% from international flights. Chiang Mai Airport Domestic & International Arrivals Number of Passengers

Number of Flights

400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0

3,000 2,500 2,000 1,500 1,000 500 0 Jan

Feb

Mar Apr May 2016 Domestic Arrivals 2016 Domestic Flights

Jun

Jul

Aug Sep Oct Nov 2016 International Arrivals 2016 International Flights

Dec

Source: Airports of Thailand and C9 Hotelworks Market Research

Top 5 Key Geographic Source Market Trend Number of Passengers 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 Mainland China

Malaysia

South Korea

Hong Kong

United States

2014

2015

Top 5 overseas source markets accounted for 78% of total arrivals last year

2016

Source: Chiang Mai Airport Immigration and C9 Hotelworks Market Research

Airport Arrivals and Inbound Flights from Greater China Number of Passengers

Number of Flights

1,200,000

10,000

1,000,000

8,000

800,000

6,000

600,000

4,000

400,000

2,000

200,000 0

0 2012

2013

2014

Arrivals from Greater China Inbound Flights from Greater China

2015

2016

Total International Arrivals Total International Inbound Flights

Source: Airports of Thailand and C9 Hotelworks Market Research

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C9 Hotel Market Update: March 2017

Arrivals from Greater China saw the highest growth in 2013 by 235% due to impact of Chinese film Lost in Thailand


HOTEL OVERVIEW Hotel Performance RevPAR increased to THB2,502 despite lower occupancy due to a 6% uplift in ADR

Performance Comparison 2016 vs. 2015 In THB

%

4,000

77 76 76 75 75 74 74 73 73 72

3,500 3,000 2,500 2,000 1,500 1,000 500 0 2016

2015 RevPAR

ADR

Occupancy Source: STR

Hotel Supply • Currently, Chiang Mai has a total of 33,593 keys in 831 registered and unregistered tourist accommodation establishments. An additional 524 keys are expected to come on stream by 2019, with the majority of pipeline properties concentrated in the Old City catchment area. Hotel Supply Growth

Room inventory per hotel is scaling down with trend towards boutique hotels and hostels

In THB

%

40,000

10 5

30,000

0

20,000

-5

10,000

-10

0

-15 2012

2013

2014

2015 Total Keys

2016 Growth Rate

Source: Thailand Ministry of Tourism and Sports

Hotel Name

Location

Keys

Opening Date

Suriwongse Hotel Chiang Mai

Changklan Road

36*

2018

X2 Chiang Mai Riverside

Charoen Rat Road

33

Nov-17

Shama Chiang Mai

Huaykaew Road

45

Apr-17

Icon Park Hotel

Manee Nopparat Road

60

Nov-17

U Nimman Chiang Mai

Nimmanhaemin Road

150

Mar-17

Dusit Princess / Dusit Residence

Nimmanhaemin Road

200

2019

*Additional keys for existing hotel

Source: C9 Hotelworks Market Research

C9 Hotel Market Update: March 2017

3


Chiang Mai’s Tourism: A 10 Year Perspective (2007-2016) 10 Year Growth in Domestic and International Passenger Arrivals Number of Passengers

%

Between 2008-09, international tourism dropped temporarily due to political issues

4,200,000 3,600,000 3,000,000 2,400,000 1,800,000 1,200,000 600,000 0

80 60 40 20 0 -20 -40

2007

2008

2009

2010

2011

2012

Domestic Arrivals Domestic Arrivals Growth Rate

2013

2014

2015

2016

International Arrivals International Arrivals Growth Rate

Passenger Arrivals on Full Service Carriers vs. LCCs

38% Full Service Carriers 62% Low-Cost Carriers

Over the past 10 years, total passenger arrivals to Chiang Mai have increased by nearly

3X

Data as of FY2016

CAGR from 2007 to 2016 for hotel room supply averaged 5% while airport arrivals grew by 12% per year

Top 5 Markets at Tourist Accommodation Establishments

2015

2007

1.

Thailand

1.

Thailand

2.

Mainland China

2.

Malaysia

3.

Japan

3.

France

4.

United States

4.

Germany

5.

France

5.

United States

Source: Thailand Ministry of Tourism and Sports, Airports of Thailand and C9 Hotelworks Market Research


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