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QUARTERLY MARKET REVIEW · Park Hill –Vinhomes Times City. APARTMENT 7 Supply 13 new & 16 phase...
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QUARTERLY MARKET REVIEW Ha Noi Q3/2017 Savills Vietnam October 2017
Transcript of QUARTERLY MARKET REVIEW · Park Hill –Vinhomes Times City. APARTMENT 7 Supply 13 new & 16 phase...
QUARTERLY MARKET REVIEW
Ha Noi Q3/2017
Savills Vietnam
October 2017
OVERVIEW
Mortgages
11% stable YoY
Retail Sales
~$96 bil 11% YoY
Arrivals
>9.4 mil 28% YoY
Trade Deficit
$0.4 bil
Credit Growth
11% 0.5ppts
CPI
~3.8% 1.7ppts
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FDI
34% YoY registered
GDP
6.4% 0.4% YoY
13% YoY disbursed
Goldmark City
RETAIL
3
Supply
1.3 million m², +0.4% QoQ, +7.4% YoY
o Dept. Store: 10%
o Shopping Centre: 57%
o Retail Podium: 10%
Performance
Avg Occupancy: 95% +6 ppts QoQ +11 ppts YoY
Avg GF gross rent: US$37/m²/mth +3% QoQ -6% YoY
o Dept Store: US$45/m²/mth - 5% QoQ -13% YoY
o Shopping Centre: US$39/m²/mth +5% QoQ - 4% YoY
o Retail Podium: US$26/m²/mth +5% QoQ - 8% YoY
Outlook
Q4/2017: 4 projects + 39,000 m²
2018: 8 projects + 196,000 m²
o Supermarket: 18%
o Wholesale Centre: 5%
Vinhomes D’ Capitale
Supply
Stock: ~1.6 million m², -1.7% QoQ, -1.2% YoY
o Grade A: 27% Grade B: 45% Grade C: 28%
Performance
Avg. occupancy: 93%, +1 ppt QoQ,+7 ppts YoY
Avg. gross rent: US$19/m2/mth, - 0.1% QoQ, +1% YoY
o Grade A: US$27/m²/mth, +0.1% QoQ, -1% YoY
o Grade B: US$18/m2/mth, +3% QoQ, +7% YoY
o Grade C: US$12/m2/mth, - 1% QoQ, +0.4% YoY
Outlook
Q4/2017: 2 projects + ~46,000 m²
2018: 10 projects + ~195,000 m²
Eurowindow Office Building
OFFICE
4
Legend Tower
HOTEL
5
Intercontinental Landmark 72
Kuretake Inn
Supply
New: one 5-star two 3-star (509 rooms)
~ 9,840 rooms +5% QoQ +8 % YoY
5-star (16) 4-star (16) 3-star (35)
Performance
Avg. occupancy: 69% - 5 ppts QoQ +7 ppts YoY
ARR: US$108/room/night -1% QoQ +26% YoY
o 5-star: US$151/room/night -1% QoQ +38% YoY
o 4-star: US$73/room/night -2% QoQ +9% YoY
o 3-star: US$48/room/night -2% QoQ +5% YoY
Outlook
36 projects
Upscale: Hilton (2) Accor Marriott Four Seasons
SERVICED APARTMENT
6
Supply
4,203 units +2% QoQ +10% YoY
o Grade A (13+1) Grade B (23) Grade C (14-1)
o Tay Ho (27%) Ba Dinh (26%) Tu Liem (15%)
Performance
Avg. occupancy: 90% -1 ppt QoQ +3 ppts YoY
Avg. gross rent: US$25/m2/mth +1% QoQ -2%YoY
o Grade A: US$32/m2/mth +1% QoQ +3% YoY
o Grade B: US$19/m2/mth 0% QoQ -8% YoY
o Grade C: US$16/m2/mth +2% QoQ +3% YoY
Outlook
Q4/2017: 1 project 400 units
2018 on: 11/14 projects 1,485 units
Somerset West Point HaNoi
Park Hill – Vinhomes Times City
APARTMENT
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Supply
13 new & 16 phase launches 6,167 units - 10% QoQ
Grade C: 48% share
Primary: 23,920 units, - 3% QoQ + 41% YoY
Secondary: 170,200 units + 18% YoY
Performance
Sales: 5,655 - 17% QoQ stable YoY
Absorption: 24% - 4ppts QoQ - 11 ppts YoY
Demand:
o Grade A: - 5% QoQ 12% share
o Grade B: - 13% QoQ - 15% YoY 45% share
o Grade C: + 20% QoQ - 8% YoY 43% share
Outlook
Q4/2017: 24,720 units
Grades: A: 24% B: 42% C: 34%
Pent Studio
Skypark
VILLA | TOWNHOUSE
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Supply
Total: 39,126 +3.5% QoQ +16.9% YoY
Primary: 3,774 - 4.8% QoQ +63% YoY
Secondary: 35,352 +4.5% QoQ +13.4% YoY
New: 1,107
o 5 new & 4 new phase launches
o Notable: Vinhomes The Harmony
o Townhouse: 62%
o Long Bien top district 66% share Hoang Mai 10%
Outlook
Q4/2017-2018: 17 projects ~ 2,800+ dwellings
Eurowindow River Park
Vinhomes The Harmony
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