Koh Chang Hotel Market Update April 2020

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Koh Chang Hotel Market Update April 2020

Opposite travel patterns of domestic and international visitors result in balanced year-round hotel demand Island-wide tourism receipts total THB13.9 billion in 2019

Visitor Arrivals - Trat vs. Koh Chang No. of Visitors

“Koh Chang is an island hideaway in the Gulf of Thailand, within drivable proximity to Bangkok. The destination is highly leveraged with domestic tourists, mainly from Bangkok and nearby provinces. Thai visitors usually travel during the low season from April to September. During the peak period from December to February, most hotels run over 90% occupancy, with high demand coming from long-haul European visitors, with up to a two-week average length of stay.

2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 2017

In 2019, Koh Chang welcomed 1.3-million visitors in total. The Thai Baht appreciation last year affected hotel guests’ behavior and purchasing power, hence many hotels had to adjust room rates, resulting in a decline in RevPAR of 3%.

Trat

2019 Koh Chang

YTD Feb 2019

YTD Feb 2020*

Source: : Thailand Ministry of Tourism and Sports and C9 Hotelworks Market Research; *Projected

Looking forward post COVID-19, domestic demand is expected to see early recovery. Due to increasing hotel supply in the upscale and upper-upscale market segments in recent years, competition amongst four-star hotels is anticipated to mute average room rate growth in the short term.”

The COVID – 19 crisis in Q1 2020 has negatively affected hotel occupancy in terms of early check-outs, cancellations, and a flat trend in new bookings. As of February 2020, it is estimated that the number of visitors to Koh Chang dropped by 18% year-to-date.

Trends

2018

Bill Barnett, Managing Director, C9 Hotelworks

Forward Outlook

Tourism arrival growth in Koh Chang has been positive over the past few years, with a 5-year CAGR growth of 5.3%.

For hotel supply, registered properties will grow to 281 establishments with new 8,159 keys by the end of 2022.

Diversity in source markets is increasing, with the current primary mix being domestic travelers (69%), Europe (22%), and Asia (6%).

As part of the EEC, the development plan for Sattahip Commercial Port includes a new ferry service from Sattahip to Koh Chang via Pattaya.

Wholesale FITs from Europe is a major source of business. Other overseas demand comes from OTAs and Mainland Chinese tour series.

By 2022, there will be two hotel developments entering the market, namely Splash Hotel (40 keys) and Marriott Koh Chang Hotel (240 keys).


TOURISM Tourism Receipts

Domestic vs. International Tourism Demand

Others 10% Domestic 69%

Asia 20%

International 31%

13,426 million Domestic THB 6,748 million International THB 6,677 million Total

Europe 70%

Source: Thailand Ministry of Tourism and Sports and C9 Hotelworks Market Research. Data as of FY2018

Top 5 International Source Markets

Top Emerging Markets

No. of Visitors

%

50,000

50

40,000

40

30,000

30

20,000

20

10,000

10

0

0 German y

Russia

Mainland China

2018

Sweden

U.K.

Mainland China +45%

France +39%

USA +20%

Russia +19%

Germany +18%

Growth Rate

Source: Thailand Ministry of Tourism and Sports and C9 Hotelworks Market Research. Data as of FY2018

Visitor vs. Seasonality Trend No. of Visitors

Average Rainfall (mm) Highest

140,000

800 700 600 500 400 300 200 100 0

120,000 100,000 80,000 60,000 40,000 20,000

Lowest

0 Jan

Feb

Mar

Apr 2016

May 2017

Jun

Jul 2018

Aug

Sep

Oct

Nov

Dec

Average Rainfall

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

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C9 Koh Chang Hotel Market Update: April 2020


HOTEL MARKET Hotel Room Night Demand – Trat Province

% 100 90

82

COVID-19 Crisis

83

79

80

76

72

Occupancy

70

61

60 50

67 55

50

72

67

64

67

52

40 30 20 10 Jan.19 Feb.19 Mar.19 Apr.19 May.19 Jun.19 Jul.19 Aug.19 Sep.19 Oct.19 Nov.19 Dec.19 Jan.20 Feb.20 Source: Thailand Ministry of Tourism and Sports and C9 Hotelworks Market Research

Average Length of Stay

Hotel Supply Growth & Pipeline Number of Hotels

No. of Keys 8,500

300

8,000

250

3.2 days Thai 2.6 days International 4.6 days Average

200

7,500

150 7,000

100

6,500

50

6,000

0 2013

2014

2015

2016

2017

2018

Keys

2019 2020* 2021* 2022*

Hotels

Source: Ministry of Tourism and Sports and C9 Hotelworks Market Research

Source: Thailand Ministry of Tourism and Sports and C9 Hotelworks Market Research. *2020 – 2022 projected

Hotel Supply by Area

Accommodation by Type 5% 9%

25%

26%

White Sand Beach

Bungalows and Villas

Klong Prao Beach

Registered Hotels

Klong Son Beach Kai Bae Beach

15%

17%

Others

Guesthouses 86%

17%

Source: Ministry of Tourism and Sports and C9 Hotelworks Market Research

C9 Koh Chang Hotel Market Update: April 2020

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About C9 Hotelworks C9 Hotelworks is an internationally recognized consulting firm with extensive experience in the Asia Pacific region. Its core business focus includes: • • •

Hotel and Resort Development Asset Management / Ownership Representation Project Feasibility and Analysis

Key competencies include international hotel operator search, selection and contract negotiation, mixed use hotel and residential planning and operation reviews. A wide range of both institutional and private developers and a comprehensive portfolio of completed projects give C9 the skill set and background to focus on key issues, evaluate complex ones and assist clients in achieving solid results. Based in Phuket, Thailand and led by Managing Director Bill Barnett, who has 30 years of experience in Asia Pacific, the firm is well positioned to serve an increasing demanding marketplace.

C9 Hotelworks Company Limited 9 Lagoon Road, Cherngtalay, Thalang, Phuket, 83110, Thailand (Office located at the entrance of Laguna Phuket) T: +66(0)76 325 345 www.c9hotelworks.com info@c9hotelworks.com


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