Samui Hotel Market Update September 2018

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Samui Hotel Market Update September 2018

Foreign passenger arrivals via international flights doubled during five year period Climbing visitor numbers trigger hotel performance uplift

Samui International Airport Arrivals Number of Passengers 1,600,000

“Samui International Airport, as the major gateway to Koh Samui, is benefiting from a growing number of international flights and an expanded portfolio of codeshare partners. Following the doubling of international passenger arrivals in 2016, the number continued to increase with growth of 15% in 2017. Surat Thani Airport is increasingly an alternative access point to Samui, where aircraft arrivals rose significantly last year by 19% to 8,228 flights. Passenger arrivals at nearby Surat Thani also uplifted by 12% to 1.1 million.

Mainland China continue to be the fastest growing overseas source market, followed by Germany with 35% growth as of the second quarter of 2017. The market-wide hotel performance showed an increase in both average daily rate (ADR) and occupancy, which grew by 4.4% and 2.7% respectively as of Q2 2018 compared to the same period of previous year.

Trends

1,200,000 800,000 400,000 0 2013

2014

2015

International

2016

2017

Domestic

Source: The Civil Aviation Authority of Thailand (CAAT) and C9 Hotelworks Market Research

Future developments continue to focus on the upscale tier with a total of 9 hotels in the pipeline. As a growing trend in all of Thailand’s resort markets, the majority of the new properties will be affiliated with international brands.” Bill Barnett, Managing Director, C9 Hotelworks

Forward Outlook

Tourism revenue hit THB 31 billion for the first two quarters of 2017, representing a 16% yearon-year growth, with over 91% contributed by foreign visitors.

According to STR data, since the downturn in 2014, hotel performance showed an upward trend over the past three years. With demand sustained, this trend is expected to continue.

Average length of stay remains approximately 5 nights on the island with a shorter length of stay for Mainland Chinese and Thai visitors.

Wellness-focused properties are inducing tourism demand and attracting long-term stay travelers in this growth segment.

Bangkok Airways began codeshare service with El Al Israel Airlines this year and Thai Airways has ended their Bangkok – Koh Samui route from the beginning of September 2018.

The ongoing codeshare service with Bangkok Airways and future airport expansion is a solid predictor of maturation for the island’s tourism market.


TOURISM Demand Indicators A total number of 586,766 passenger arrivals for the year were recorded at Samui International Airport as of May 2018, representing 9% of growth compared to same period last year.

Samui International Airport & Surat Thani Airport Arrivals/Flights Number of Passengers

Number of Flights

1,600,000

16,000

1,200,000

12,000

800,000

8,000

400,000

4,000

-

2014

2015

2016

2017

YTD May YTD May 2017 2018

Samui Samui - Flight Arrivals

Surat Thani is becoming a key gateway for Mainland Chinese, given airlift by lowcost carriers

Surat Thani Surat Thani - Flight Arrivals Source: CAAT and C9 Hotelworks Market Research

Seasonality Number of Passengers

Rising number of passenger arrivals during low season reflects shift in geographic source markets

150,000 130,000 110,000 90,000 70,000 50,000 Jan

Feb

Mar

Apr

May

2018

Jun

Jul

2017

Aug

Sept

Oct

2016

Nov

Dec

2015

Source: CAAT and C9 Hotelworks Market Research

Top 5 Key International Geographic Source Markets Number of Guest Arrivals at Accommodation Establishments 160,000 120,000 80,000 40,000 Germany

Mainland China

UK

2017 Q2

Australia

France

2016 Q2

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

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C9 Samui Hotel Market Trends: September 2018

Mainland China and Germany, respectively spiked 58% and 35% y-o-y growth as of June 2017


HOTEL MARKET Hotel Supply Registered hotel inventory on the island has increased by 6% to 22,623 keys from Q2 2016 to Q2 2017, which represent 622 accommodation establishments.

Accommodation Establishments Number of Keys

Hotel supply recorded a compound annual growth rate of 3% from 2012 to 2016

%

25,000

50

22,000

40 30

19,000

20 16,000

10

13,000

0

10,000

-10 2010 2011 2012 2013 2014 2015 2016 Keys

2016 2017 Q2 Q2

Annual Growth Rate

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

Hotel Performance ADR (in THB)

Market-wide RevPAR increased by 7% y-o-y as result of growth in both ADR and occupancy as of June 2018

4,900 4,800 4,700

2018 Q2

4,600 4,500

2017 Q2

4,400 2017

4,300 2016

4,200

2015

4,100 70

72

74

76

78

80 Occupancy (%)

Source: Thai Hotels Association and C9 Hotelworks Market Research

Hotel Pipeline Hotel Name Avani Sunset Coast Samui Resort & Villas Unnamed Sofitel So Samui Sol Beach House Koh Samui* Unbound Collection Koh Samui (Hyatt) Holiday Inn Express Bophut Holiday Inn Resort Bophut Holiday Inn Express Samui Chaweng Hyatt Regency Koh Samui **Rebranding & upgrading of existing hotel

Location Taling Ngam Choeng Mon Choeng Mon Choeng Mon Chaweng Noi Bophut Bophut Chaweng Bophut

Keys 58 132 120 209 107 200 150 300 139

Opening Date Q1 2019 Q3 2019 2020 2020 2020 2021 2021 2027 N/A

Source: C9 Hotelworks Market Research

C9 Samui Hotel Market Trends: September 2018

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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

T: +66 (0)76 325 345 www.c9hotelworks.com info@c9hotelworks.com


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