Rayong Hotel Market Update April 2018

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Rayong Hotel Market Update April 2018

EEC-related development in Rayong set to supercharge hotel and tourism sectors Total Visitors and Annual Growth

U-Tapao Airport airlift binges with 26 overseas destinations “With the development of the Eastern Economic Corridor (EEC), Rayong is increasing its presence as a regional hub for transportation and logistics. New pipeline mega-project plans include the expansion of Map Ta Phut and Laem Chabang, highspeed trains, and growing U-Tapao International Airport. The EEC is expected to result in an economic leap forward for Rayong in the medium to long term. The underlying principle behind the EEC development is that the industrial sector will drive the province’s economic structure. That said, the hospitality industry is drawing segmented demand from business visitors during the weekdays and leisure families and seminar groups during the weekends and holidays. Visitor numbers in 2017 hit 7 million with a year-on-year rise of 4%.

Number of Visitors

%

8,000,000

10

6,000,000

8

4,000,000

5

2,000,000

3

0

0

2012 2013 2014 2015 2016 2017 Visitors

% Growth

Source: Thailand Department of Tourism and C9 Hotelworks Market Research

Aligning with the industrial estate expansion, the hotel market is expected to tap into this economic prosperity. Much of the fuel in the growth is a spillover from China’s ‘Belt and Road’ initiative which is becoming a global phenomenon.” Bill Barnett, Managing Director, C9 Hotelworks

Trends

Forward Outlook

Hotel supply expanded with a 4% compound annual growth rate for 5 years, led by international hotel brands namely Holiday Inn and the upcoming Hyatt Regency.

Three phases of infrastructure development in the EEC will bring 169 projects through 2022 onwards with a combined investment value of THB988 billion.

Number of expatriates working in Rayong substantially grew to 45,051 in December 2017, reflecting year-on-year growth of 45%.

U-Tapao International Airport added airlift which saw passenger arrivals to surge to 692,096 in 2017, with year-on-year growth of 75%.

Korean and Japanese visitors have significantly risen with a 5-year CAGR of 8% and 7%, respectively, due to expansion of the industrial estates.

Major investment by Chinese groups into industrial estates and logistic ports in Rayong will draw more Chinese expatriates and broaden market demographics.


TOURISM Demand Indicators International arrivals achieved a record high monthly figure of 62,881 passengers in December 2017. A key factor in airlift is growing international charter and scheduled direct flights from China and Russia, with AirAsia, Shenzhen Airlines, and Azur Air being leading carriers.

U-Tapao Rayong Pattaya International Airport Arrivals %

Number of International Passengers 75,000

600

60,000

470

45,000

340

30,000

210

15,000

80

-

(50) Jan Feb Mar Apr May Jun 2016

Jul

Aug Sep Oct Nov Dec

2017

% Growth

Aircraft movements led by international flights significantly rose in year-onyear growth of 47% in 2017

Source: U-Tapao Rayong Pattaya International Airport and C9 Hotelworks Market Research

Seasonality April has demand spiked by the annual Songkran festival/Thai school holidays and peak month for the fruit season that attracts domestic and Chinese visitors. While November and December are high season for beach areas and coastal islands. Number of Visitors

In THB (Billion)

800,000

6

600,000

5

400,000

3

200,000

2

-

Jan

Feb Mar Apr May Jun

Jul

Aug Sep Oct Nov Dec

Tourism Revenue 2017

Total Visitors 2017

Tourism revenue achieved a record THB33 billion last year and is forecasted to increase in 2018

Source: Thailand Department of Tourism and C9 Hotelworks Market Research

Top 5 Key Geographic Source Market Performance Thai visitors are the dominant geographic source market, accounting for 91% of total hotel guest arrivals in 2016. A gradual influx of European visitors from Pattaya, led by Germany, Russia, and France is a growing trend. The data below shows a comparison between 2016 vs. 2015: Top 5 Source Markets 1. Thai 6% 2. China -4% 3. U.S.A. -2% 4. Japan 3% 5. Korea 8%

Top 5 European Markets 1. U.K. 4%

Top 5 Asian Markets 1. China

2. Russia 3. Germany

2. Japan 3. Korea

4. France 5. Netherlands

14% 19% 9% 9%

4. Malaysia 5. Myanmar

-4% 3% 8% -9% -16%

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

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C9 Hotel Market Trends: April 2018


HOTEL MARKET Hotel Supply Year-on-year market growth in hotel occupancy substantially increased 12% in 2014. However, after the government cracked down on zero-baht tours, annual demand declined to 3% in 2016 and 1% in 2017. It is expected to stabilize and return to positive growth this year.

Demand and Supply Growth

%

Rayong’s market-wide occupancy averaged 68% in 2017. It is expected to grow given the EEC initiative

15 12 9 6 3 0 2013

2014

2015

Demand %

2016

2017

Supply %

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

Accommodation Establishments Hotel supply of registered accommodation establishments in Rayong province was 14,606 keys at the end of 2017. In the Rayong City Center it is primarily clustered along Sukhumvit Road, Beach Road, and Ratbumrung Road. More broadly, its key areas include Klaeng, Koh Samet, and Rayong beach areas namely Rim Pae, Laem Mae Phim and Mae Rumphueng. Number of Keys

%

15,000

7 6

14,000

Others 23%

5

13,000

4

12,000

3 2

11,000

1

10,000 2013

2014

Room Supply

2015

2016

Klaeng 17%

Koh Samet 23%

0 2012

Rayong City Center 20%

Rayong Beach 17%

2017

% Growth Source: Thailand Department of Tourism and C9 Hotelworks Market Research

Hotel Pipeline Hotel Name

Location

Keys

Opening Year

Aksorn Rayong Resort

Pae-Klaeng-Kram Road

123

2018

Hyatt Regency Rayong

Pae-Klaeng-Kram Road

201

2022

*Additional keys for existing hotel

Source: C9 Hotelworks Market Research

C9 Hotel Market Trends: April 2018

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Scheduled/Non-Scheduled Int’l Flights U-Tapao International Airport EASTERN EUROPE Key Cities: Khabarovsk Moscow Yekaterinburg Krasnoyarsk

GREATER CHINA Key Cities: Nanchang Linyi Macao Baotou Changsha Zhengzhou

Primorsky Novosibirsk Kemerovo Irkutsk

Yichang Hangzhou Haikou Haikou Pudong

Nanning Yinchuan Sanya Guangzhou Shenzhen

MIDDLE EAST

SOUTHEAST ASIA

Key City: Doha

Key City: Kuala Lumpur

Source: U-Tapao Rayong Pattaya International Airport and C9 Hotelworks Market Research

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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