SET Opportunity Day # 4/2011
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- Bertram Jenkins
- 6 years ago
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1 SET Opportunity Day # 4/211 & Performance & Outlook 17 November 211 1
2 The views expressed here contain some information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information. Any forward looking information in this presentation has been prepared on the basis of a number of assumptions which may prove to be incorrect. This presentation should not be relied upon as a recommendation or forecast by The Erawan Group PLC. Nothing in this release should be construed as either an offer to sell or a solicitation of an offer to buy or sell shares in any jurisdiction ERAWAN. All rights reserved.
3 Tourist Arrivals Solid Growth in Millions Q1 Q2 Q3 Q (9 Months) Source : Department of Tourism as of Sep ERAWAN. All rights reserved.
4 Monthly Arrivals Continue Beating All Records +29% y-y 28 YTD 11.3 M 29 YTD 9.9 M (Millions) 21 YTD 11.2 M 211 YTD 14.4 M % +13% +21% +38% 8% 7% % +7% +57% +21% +25% 6% 5% 4% 3%.9 2%.7 1%.5 Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec % Source : Department of Tourism as of Sep ERAWAN. All rights reserved.
5 Arrivals by Nationality Growth Seen Across All Source Markets Y-Y Change (All Ports) FY1 Weight FY1 1Q11 2Q11 YTD-11 East Asia 51% +12% +18% +73% +35% +38% China 7% +44% +32% +161% +49% +62% Europe 28% +7% +17% +27% +23% +21% Russia 4% +8% +45% +143% +71% +55% The Americas 5% +1% +13% +32% +24% +21% South Asia 7% +27% +5% +49% +2% +24% India 5% +31% +7% +45% +24% +28% Oceania 5% +1% +11% +37% +16% +21% Middle East 4% +23% -1% +39% +1% +1% Africa 1% +19% -4% +33% +14% +13% Grand Total 1% +11% +16% +54% +28% +29% Source : Department of Tourism as of Sep ERAWAN. All rights reserved.
6 Our Guest by Country of Residence YTD Room Revenues By Country of Residence % Revenue Contribution Revenue Growth y-y United States 13% +33% Thailand 11% +5% Hong Kong 6% +29% Singapore 6% +45% China 6% +65% India 5% +44% Australia 4% +44% Germany 4% +47% Russia 4% +257% UAE 4% +11% Great Britain 4% +17% Japan 3% +38% Korea 3% +33% Netherlands 3% +33% Others 25% +3% Total Room Revenue 1, % ERAWAN. All rights reserved.
7 Our Asset Performance in A Glance Hotel Properties Room Stats Ho te l Pro p e rtie s Ro o ms Occup a ncy ARR (Bt/ro o m/nig ht) Re vpar (Bt/ro o m/nig ht) YoY 3Q1 3Q1 +/- LY 3Q1 +/- LY 3Q1 +/- LY Luxury BKK % 75% 8.4% 4,361 4, % 2,921 3, % 5-star BKK CBD % 69% 12.5% 4,346 4, % 2,458 3, % Mid s c a le % 79% 18.5% 1,934 2, % 1,168 1, % 4-star BKK CBD % 82% 3.6% 2,583 2, % 1,315 2, % 4-star Pattya % 69%.2% 2,232 2, % 1,534 1, % Re na issa nce Ko h Sa mui % 8% 24.9% 4,497 4, % 2,478 3, % 5-star Samui % 7% 11.7% 5,77 6, % 3,346 4, % Six Se ns e s Sa nc tua ry Phuk e t % 6% -5.2% 2,6 19, % 2,171 1, % Ec o no my 1,438 1,74 56% 64% 7.6% % % T o ta l Gro up 3,81 3,347 59% 69% 1.% 2,259 2, % 1,337 1, % Ho te l Pro p e rtie s Ro o ms Occup a ncy ARR (Bt/ro o m/nig ht) Re vpar (Bt/ro o m/nig ht) YoY 9M1 9M1 +/- LY 9M1 +/- LY 9M1 +/- LY Luxury BKK % 72% 14.2% 4,526 4,611.9% 2,622 3, % 5-star BKK CBD - - 5% 67% 16.7% 4,569 4, % 2,33 3,7 3.6% Mid s c a le % 8% 26.8% 2,8 2,28 9.6% 1,14 1, % 4-star BKK CBD % 77% 28.1% 2,766 2, % 1,358 2, % 4-star Pattya % 73% 3.6% 2,546 2,77 6.3% 1,765 1, % Re na issa nce Ko h Sa mui % 7% 13.% 4,945 4, % 2,795 3, % 5-star Samui % 61% 2.1% 6,18 6, % 3,644 4, % Six Se ns e s Sa nc tua ry Phuk e t % 18%.8% 22,25 22, % 3,81 4,83 7.4% Ec o no my 1,438 1,74 6% 69% 8.5% 1,14 1,23.9% % T o ta l Gro up 3,81 3,347 57% 71% 13.8% 2,342 2,342.% 1,336 1, % ERAWAN. All rights reserved.
8 Our Asset Performance in A Glance Hotel Properties Revenue Structure 3Q 9M MB 1, % MB 3, 2,39 2, % % 2, % 6 Others F&B % 2, 1,5 Others F&B ,22 +28% 4 2 Room % 1, 5 Room 1,126 1, % 3Q1 9M ERAWAN. All rights reserved.
9 Our Asset Performance in A Glance Rental Property Operating Stats Re nta l Pro p e rtie s Era wa n Ba ng ko k (EB) YoY and QoQ 3Q1 2Q11 Qo Q Yo Y Rentable sqm 6,192 6,231 6,264 +1% +1% Occupancy 81.5% 87.5% 9.7% +3% +9% Average Rental (Bt/sqm/mth) 1,338 1,22 1,252 +3% -6% Re nta l Pro p e rtie s Era wa n Ba ng ko k (EB) YoY 9M1 Yo Y Rentable sqm 6,192 6,264 +1% Occupancy 86.7% 87.6% +1% Average Rental (Bt/sqm/mth) 1,363 1,242-9% ERAWAN. All rights reserved.
10 Our Revenue Breakdown Revenue 816 MB 3Q1 927 MB +14% By Segment By Destination 1% 9% 8% 7% 6% 5% Rental &Other Economy Midscale Luxury Resort 4% 12% 13% 1% 17% 13% 5% 4% -59% +49% +45% +7% 1% 9% 8% 7% 6% 5% Phuket Samui Pattaya 5% 5% 4% 3% 11% 13% -12% +22% +37% 4% 3% Luxury BKK 6% 61% +16% 4% 3% Bangkok 8% 79% +11% 2% 2% 1% 1% % 3Q1 % 3Q1 * Revenue only excl. gain from asset sale, real estate sales and other income ERAWAN. All rights reserved.
11 EBITDA By Segment 175 MB 3Q1 Our EBITDA Breakdown 226 MB By Destination +29% 1% 9% 8% 7% 6% 5% 4% 3% 2% 1% % Rental 6% -71% 8% 25% +396% Economy 19% Midscale 2% +91% 12% 2% Luxury Resort +23% 2% Luxury BKK 66% 59% +4% 1% 9% 8% 7% 6% 5% 4% 3% 2% 1% % 3Q1 For Illustration Purpose Only Exclude Six Senses Sancuary Phuket % above are calculated without taking non-property-specific expenses into account. Group of assets that combined to generate losses are not included Phuket Samui Pattaya Bangkok 1% 1% 2% 2% 1% 14% 87% 3Q1 83% -5% +18% +79% +2% ERAWAN. All rights reserved.
12 Profit and Loss In Baht Millions 3Q1 %YoY 9M1 %YoY Operating Income % 2,33 2,92 +25% Gain from Asset sale Other Income % % To tal Inco me % 2,365 3, % Operating Expenses (647) (71) (1%) (1,811) (2,146) (18%) EBITDA % 554 1, % Depreciation (172) (158) +8% (58) (488) +4% Operating Pro fit ,337% ,7% Interest Expenses (91) (13) (13%) (263) (34) (16%) Pre-Tax Pro fit/(lo ss) (88) (36) +6% (217) 685 N/A Taxes (3) (19) (478%) (1) (55) (469%) Minority Interest (5) (13) (138%) (4) (38) (893%) Net Pro fit/(lo ss) (97) (68) +3% (231) 592 N/A ERAWAN. All rights reserved.
13 Improving Balance Sheet In Baht Millions Sep-1 Dec-1 Mar-11 Jun-11 Sep-11 Cash & Cash Equivalent PP&E - Net 12,222 12,11 11,183 11,133 11,143 Others , To tal As s ets 13,35 12,95 13,91 12,584 12,464 Short-term Debts , Long-term Debts 7,97 7,83 7,247 7,111 6,996 Others 979 1,77 1, To tal Liabilities 9,73 9,677 9,762 8,665 8,596 Shareho lders Equities 3,35 3,273 3,33 3,92 3,867 Financ ial Ratio To tal Liabilities/Equities 2.9x 3.x 2.9x 2.2x 2.2x To tal Debt/Equities 2.6x 2.6x 2.6x 2.x 2.x Net Debt/Equities 2.6x 2.6x 2.5x 1.8x 1.8x ERAWAN. All rights reserved.
14 211 Occ +12% RevPAR +18% y-y Hotel Revenue +24% y-y 212 Occ +7% RevPAR +17% y-y Hotel Revenue + 2% y-y 5, 4, 3, 2, 1, # rooms Weighted OCC % 1Q9 2Q9 3Q9 4Q9 1Q1 2Q1 3Q1 4Q1 1Q11 2Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1% 9% 8% 7% 6% 5% 4% 3% 2% 1% % 29a 21a 211f 212f # hotels # rooms 3,89 rooms 3,347 rooms 3,347 rooms 3,89 rooms OCC 58% 58% 7% 77% RevPAR 1,63 1,4 1,651 1, ERAWAN. All rights reserved.
15 Appendix Review
16 5, Operating Stats - Luxury BANGKOK 67% 75% 57% 69% Occupancy 4, 3, 4,361 4,434 4,346 4,418 ARR 28, PHUKET 2, 1, 2,921 3,342 2,458 3,52 RevPAR 24, 2, 11% 6% Occupancy 8, 7, 6, 5, 4, SAMUI 3Q1 3Q1 Other BKK CBD Luxury 7% Occupancy 58% 55% 8% 5,77 4,497 4,141 6,615 ARR 16, 12, 8, 4, 2,6 19,968 2,171 1,135 3Q1 ARR RevPAR 3, 2, 1, 2,478 3,314 3,346 4,611 RevPAR 3Q1 3Q1 Other Samui Luxury ERAWAN. All rights reserved.
17 Performance - Luxury Revenue EBITDA (32%) EBITDA & EBITDA Margin Others F&B Room (27%) EBIT 3Q1 3Q Others F&B Room Q1 3Q (15%) 3Q1 5 (13%) EBITDA & EBITDA Margin ERAWAN. All rights reserved.
18 Operating Stats & Performance - Midscale 3, 2,5 2, 6% 79% 2,269 Occupancy ARR 1,5 1, 5 1,934 1,168 1,79 RevPAR 3Q1 Revenue EBITDA Others F&B (26%) 54 (34%) EBITDA & EBITDA Margin Room 2 22 EBIT 3Q1 3Q ERAWAN. All rights reserved.
19 Operating Stats & Performance - Economy 1,5 1, 56% 64% Occupancy ARR RevPAR 3Q1 Revenue EBITDA Others F&B Room (3%) 23 (19%) EBITDA & EBITDA Margin 3Q1 3Q ERAWAN. All rights reserved.
20 Operating Stats & Performance Rental Properties 8, 6, 1,338 1,252 Average Rent /Sq.m. /month Vacant Occupied 4, 82% 91% 2, 3Q1 Revenue EBITDA Others (65%) 17 (67%) EBITDA & EBITDA Margin Retail EBIT 3Q1 3Q ERAWAN. All rights reserved.
21 Appendix Review
22 Our Revenue Breakdown Revenue 2,33 MB 9M1 2,92 MB +25% By Segment By Destination 1% 9% 8% 7% 6% 5% Rental Economy Midscale Luxury Resort 27% 12% 1% 3% 12% 14% 17% 2% -39% +4% +57% +12% 1% 9% 8% 7% 6% 5% Phuket Samui Pattaya 7% 7% 4% 2% 1% 14% +13% +8% +5% 4% 3% 2% Luxury BKK 49% 56% +29% 4% 3% 2% Bangkok 79% 76% +23% 1% 1% % 9M1 % 9M1 * Revenue only excl. gain from asset sale, real estate sales and other income ERAWAN. All rights reserved.
23 EBITDA By Segment 555 MB 9M1 Our EBITDA Breakdown 813 MB By Destination +47% 1% 9% 8% 7% 6% 5% 4% 3% 2% 1% % Rental & Other Economy Midscale Luxury Resort Luxury BKK For Illustration Purpose Only 26% 12% 1% 3% 49% 9M1 Exclude Six Senses Sancuary Phuket Exclude gain from asset sale 1% 14% 18% 2% 57% -46% +65% +133% -8% +59% 1% 9% 8% 7% 6% 5% 4% 3% 2% 1% % above are calculated without taking non-property-specific expenses into account. Group of assets that combined to generate losses are not included % Phuket +37% Samui 7% 7% -16% 4% 2% Pattaya 1% +15% 14% Bangkok 79% 76% 9M1 +34% ERAWAN. All rights reserved.
24 5, 4, 3, Operating Stats - Luxury BANGKOK 72% 58% 5% 67% Occupancy 4,611 4,482 4,526 4,569 ARR 28, 2, 24, 3,324 3,7 2,622 RevPAR 2,33 1, 2, PHUKET 17% 18% Occupancy 9M1 9M1 Other BKK CBD Luxury 16, 12, 22,25 22,896 ARR 8, 7, 6, 5, SAMUI 57% 7% 59% 6,18 61% 6,783 Occupancy ARR 8, 4, 3,81 4,84 9M1 RevPAR 4, 4,945 4,751 3, 2, 1, 2,795 3,35 3,644 4,142 RevPAR 9M1 9M1 Other Samui Luxury ERAWAN. All rights reserved.
25 Performance - Luxury Revenue EBITDA 1,8 1,6 1,4 1,2 1, , M1 1, Others F&B Room (26%) 135 9M1 529 (32%) 337 EBITDA & EBITDA Margin EBIT Others F&B Room M1 9M (21%) 17 (16%) 3 2 9M1 EBITDA & EBITDA Margin EBIT ERAWAN. All rights reserved.
26 Operating Stats & Performance - Midscale 3, 2,5 2, 53% 2,8 8% 2,28 Occupancy ARR 1,5 1, 1,82 RevPAR 5 1,14 9M1 Revenue EBITDA M Others F&B Room (26%) 9M1 164 (35%) 68 EBITDA & EBITDA Margin EBIT ERAWAN. All rights reserved.
27 Operating Stats & Performance - Economy 1,5 1, 6% 1,14 69% 1,23 Occupancy ARR 5 RevPAR M1 Revenue EBITDA M Others F&B Room (25%) 9M1 131 (31%) 37 EBITDA & EBITDA Margin EBIT ERAWAN. All rights reserved.
28 Operating Stats & Performance Rental Properties 8, 6, 1,363 1,242 Average Rent /Sq.m. /month Vacant Occupied 4, 87% 88% 2, 9M1 Revenue EBITDA Others (66%) 47 (67%) EBITDA & EBITDA Margin Retail EBIT 9M1 9M ERAWAN. All rights reserved.
29 Corporate Social Responsibilities Assets Protection Cost Savings Business Continuity Procedures Hotel Special Rate to Clients & Public Donations to General Public Meal Box & Survival Kits to Flood Centers Preparation for Cleaning Day Social & Community Government Shareholders Employees Customers Complimentary Rooms Flood Relief Funds Guest Safety Measures Competitors Suppliers Creditors Participate in THA Corporation with other Hotels Payment to Creditors and Suppliers as per Schedule ERAWAN. All rights reserved.
30 3 211 ERAWAN. All rights reserved. success with integrity
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