BÁO CÁO QUÝ - Sách Marketing -...

Phng 16, T ng 14, Vincom Center, ng B n Ngh, Qu n 1,

T.p. H Ch Minh Tel: +(84-8) 3823 7968 www.cushmanwakefield.com

Lin h :

+(84) 93 986 4192 [email protected]

The market terms and definitions in this report are based on NAIOP standards. No warranty or representation, express or implied, is made to the accuracy or completeness of the information contained herein, and same is submitted subject to errors, omissions, change of price, rental or other conditions, withdrawal without notice, and to any special listing conditions imposed by our principals. 2012 Cushman & Wakefield, Inc. All rights reserved.

KINH T c th ng k ng

6,04%, do v y c ng 5,42% so vth c tiu 5,

c (5,25%). Ch s gi tiu dng c ghi nh n t 6,6% v l m c th p nh t trong 10

m tr l

T ng ngu n v tr c ti p c ngoi FDI vo Vi t Nam b sung thm trong t 21,6 t USD so v i cng k c). G n 80% t ng s v l c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh

n 60.737 doanh nghi p ,9% so v i cng k nc.

T TR

Trong Q4 2013, khng c d n ng m i no gia nh p th ng. Hi n c 10 cao c ng h ng A v 46 cao c

ng h ng B, l t cung c 2 v 618,000m2 di n tch sn. 100% ngu n cung ng h ng A v 60% ngu n cung ng h ng B t p trung t i khu v c trung tm thnh ph .

T

Gi cho thu trung bnh v ng h ng A ti p t c bnh n so v i Q3 2013, tuy nhin gi i cng k n

c t m c 965.000 VND /m2 i USD 45,7/m2 ng h ng B ti p t c gi m, th i qu tr c v 7% so v i cng k

t m c 518.000VND/m2 i USD 24,56/m2/thng.*.

T l l y c a c hai kh ng h ng A v h u trong qu ny. Di n tch l ng h t

g n 2% so v i qu tr 2,5% so v i cng k c n tch l ng h ng

t g 1% so v i qu tr 3% so v i cng k c.

T ng di n tch h p th c a c hai h ng A v B trong qu ny t kho ng 11,300 m2 h t kho ng 3,100 m2

v h t kho ng 8,200 m2.

(*)GI THU BAO G M PH D CH V M VAT

TRI

Tng di n tch h p th c ng ht x p x 80.000 m2, so v c.

Di n tch h p th n cung h n ch d bo gi thu cho th i gian t i.T l l y c a H ng A t 90% khi khng bao g m hai ta nh m i ng

trong 2013 l Times Square v Lim Tower. y, c th ni cc ta nh H ng A c v n duy tr c t l l y v do

gi cho thu lo ng ny s v n n m trong vng ki m sot. Bitexco Financial Tower n 80% t l l n gi thu.

Sunny Tower s l ta nh v ng m i duy nh t gia nh p th ng Q1 2014, cung c p kho ng 12.000 m2 di n tch

ng h ng B. V i m t sn trung bnh g n 550 m2, Sunny Tower s l m t trong s t cc ta nh v ng c th ng nhu c u m t b ng 1.000 m2 trn m t ho c nhi u sn lin ti p. T i ph ng h ng A v B, m t b ng trn 1.000 m2 v cng h n ch .

Hi n nhu c i v i di n tch ng t i khu trung tm v n duy tr m c cao so v i cc khu v c khc. Tuy nhin, di n tch tr ng t i khu v c trung tm ngy cng gi m,bu c cc khch thu ph i tm n cc khu v c km tr m

nhi i c tung ra t cc ch i khu v c ny nh m thu ht khch thu.

QU 4 2013 H CH MINH, VI T NAM

PHNG BO CO QU

Theo nghin c u c a Cushman & Wakefield
http://www.cushmanwakefield.com/

Phng 16, T ng 14, Vincom Center, ng B n Ngh, Qu n 1,

T.p. H Ch Minh Tel: +(84-8) 3823 7968 www.cushmanwakefield.com

Lin h :


This report contains information available to the public and has been relied upon by Cushman & Wakefield on the basis that it is accurate and complete. Cushman & Wakefield accepts no responsibility if this should prove not to be the case. No warranty or representation, express or implied, is made to the accuracy or completeness of the information contained herein, and same is submitted subject to errors, omissions, change of price, rental or other conditions, withdrawal without notice, and to any special listing conditions imposed by our principals. 2012 Cushman & Wakefield, Inc. All rights reserved..

QU 4 2013

KINH T c th

6,04%, do v y c kho ng 5,42% so v c

c tiu 5,5% c (5,25%). Ch

s c ghi nh t 6,6% v l m c th p nh t trong 10 l

T ng ngu n v c ti c ngoi FDI vo Vi t b t 21,6

t i cng k c). G n 80% t ng s v c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh

n 60.737 doanh nghi11,9% so v i cng k n c.

NGU N CUNG Trong Q4 2013, ba trung tm bn l gia nh p th ng, cung c p kho ng 32.000 m2 di n tch bn l ra th ng, nng t ng di n tch b n l i qu tr c. Hi n t i, c 8 kh bn l , 8 trung tm bch ha, 23 trung tm mua s m, 64 siu th v 3 trung tm bn s trn ton thnh ph , v i t ng di n tch bn l ln t i 818.300 m2. Chi m

ng ngu n cung, Qu n 1 c th ng bn l si ng nh t ton thnh ph .

HO NG TH NG

Khu v c trung tm thnh ph lun ho ng t t, v i t l l y cao nh t, kho ng 89% d gi cho thu t

m c cao nh t, kho ng 2.236.000VND/m2/thng (106USD /m2/thng)(*) c n i thnh kho ng 1,8 l n m c 1.245.000 VND/m2/thng.(59 USD/m2/thng)(*) v cao g p 3 l n so v i gi thu t i khu v c ngo t 717.200VND/m2/thng (34USD/m2/thng)(*). Gi thu t i khu trung tm v n n nh, trong khi gi thu t i khu v c n i thnh gi m 9%, v khu v c ngo i thnh gi m 4% so v i qu

c.

T l l y gi m t i ton b ba khu v c, c th , t l l p t 89%, gi m - 2% so v i qu tr c,

trong khi t l l y khu n i thnh v khu ngo i thnh l n t 88% v 80%, u gi m -1% so v i qu tr c.

V lo i hnh bn l , trung tm mua s m c gi cho thu trung bnh cao nh t 1.361.000VND/m2/thng (64,5 USD /m2/thng)(*), gi m 2% so v i qu tr c. Gi cho thu c a lo i hnh trung tm bch ha gi m m nh t i 7% so

v i qu tr c, m c 1.287.000VND/m2/thng (61USD/m2/thng)(*). Gi cho thu kh bn l l 970.300/m2/thng (46 USD /m2/thng)(*), gi m 2% so v i qu tr c.

T l l y c a t t c cc lo i hnh bn l u gi m so v i qu tr cgi m - i v i kh bn l v trung tm mua s m, l t 88% v 85%, l l y c a trung tm bch ha t 87%, gi m - 1% so v i qu tr c.

(*)GI THU BAO G M PH D CH V M VAT

TRI N V NG

Trong vng 5 a, kho ng 1,5 tri u mt vung di n tch bn l s gia nh p th ng cung ln g ngu n cung m i ny c th c th

ng tiu th h rng s t o p l c ln gi thu. N n kinh t Vi cho th y nhi u d u hi u ph c h i, t o ti kch c u trong trung h n. Tuy nhin, m t s m t b ng v n cn l r nhi u y u km, khng c m t b ng v thi t k thch h p v i nhu c u c a khch thu.

T i thnh ph H Ch Minh, nhu c u thu m t b ng bn l khu trung tm s cn cao trong trung v ng n h n. Tuy

n tnh tr ng khan hi m ngu t cao, ph n l ng di n tch bn l ra m t trong th i gian t i s t p trung ch y u t i khu v c ngo i trung tm v khu v c ngo i .

H CH MINH, VI T NAM

M T B NG BN L BO CO QU


Phng 16, T ng 14, Vincom Center,

ng B n Ngh, Qu n 1, T.p. H Ch Minh Tel: +(84-8) 3823 7968 www.cushmanwakefield.com

Lin h :


This report has been produced by Cushman & Wakefield LLP for use by those with an interest in commercial property solely for information purposes. It is not intended to be a complete description of the markets or developments to which it refers. The report uses information obtained from public sources which Cushman & Wakefield LLP believe to be reliable, but we have not verified such information and cannot guarantee that it is accurate and complete. No warranty or representation, express or implied, is made as to the accuracy or completeness of any of the information contained herein and Cushman & Wakefield LLP shall not be liable to any reader of this report or any third party in any way whatsoever. All expressions of opinion are subject to change. Our prior written consent is required before this report can be reproduced in whole or in part. Should you not wish to receive information from Cushman & Wakefield LLP or any related company, please email [email protected] with your details in the body of your email as they appear on this communication and head it Unsubscribe. 2012 Cushman & Wakefield LLP All rights reserved.

1


BN


KINHT c th ng k



tr l

T ng ngu n v tr c ti p c ngoi FDI vo Vi t Nam b t 21,6 t

i cng k c). G n 80% t ng s v l c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh

n 60.737 doanh nghi i cng k nc.

NGU

T ng ngu n cung trn th p i qu t c. Khng c d n h ng A no gia nh p th ng, trong

, h ng B v 1. h ng C t 7 d n m i; v h h ng C t 3 d n

bn c tung ra trong qu ny. h ng C v n l s n ph m c t li, chi m t i 66% t ng ngu n cung.

ng ngu p t p trung cc qu n ngo i thnh. Qu n 7, Qu n 2 v Bnh Tn l ba qu n c ngu n cung l n nh t, chi m t i 51% t ng cung.

GI GI C H b u c nh ng d u hi u l c quan v s ph c h i c a

th ng, nh i v gi th p khi s ng giao d ch lo t . Trong

ba , H ng C c s ng giao d ch cao nh t v i t l h p th 11% v m c gi cho bn trung bnh (TB) kho ng 14.930.000 VND/m2 688 USD/m2)(*), i so v i Q m 4% so v i cng k n Kho ng 83% c h p th trong qu ny l cc c h ng C.

T l h p th H ng A trong qu ny t kho ng 2,3%, v h ng B kho ng 6%. Gi cho bn TB h ng A l 37.040.000 VND/m2 (1.756 USD/m2)(*), i so v i qu

m m nh kho ng 10% so v i cng k nngoi. Gi cho bn TB h t 29.218.000 VND/m2 (1.385 USD/m2)(*) gi m 1,4% so v i qu tr c v gi m m nh 9% so v i cng k n

(*) GI CHO BN, M THU VAT

TRI v u

gi kch c u h p d n, km theo ti thanh ton linh ho t nh i mua. c hi u qu bn hng t t nh t, cc ch ng tung bn cc d

hon thi n thay v cc d ng.

4 c d ti p t c l th ng thu c v ng gi gi c d n ti p

t c di n ra.

BO CO QU



Lin h :



1


D CH V

BO CO QU


KINHT c th

6,04%, do v y c ng 5,42% so vth

c (5,25%). Ch s gi tiu dng c ghi nh t 6,6% v l m c th p nh t trong 10

l

T ng ngu n v c ti c ngoi FDI vo Vi t b t 21,6 t

i cng k c). G n 80% t ng s v c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh


NGU N CUNG NH Khng c d n d ch v m i no gia nh p th ng trong qu ny. T ng ngu d ch v H ng A v B

t kho 29 d h H H ng B, chi m l t 26% v 74% t ng ngu n cung. Qu n 1 chi n 45% t ng ngu n cung.

T L L Y GI M M NH SO V

T l l d ch v h t 85%, nh so v i qu tr m kho ng -5% so v i cng k

nh c d ch v h ng A t 615.000 VND/m2/thng (29 USD/m2/thng), nh so

v i qu tr c v gi m 2% so v i cng k n

Gi cho thu trung bnh c d ch v h t 473.200 VND/m2/thng (22,6 USD/m2/thng), gi m x p x 1% so v i qu tr i cng k n

cho thu c a ngu n d ch v m i trong 2013 cao. T l l d ch v h i qu tr m m nh -8% so v i cng k n

H ng A v B Qu n 1 lun ho ng t t, t l l y trong qu ny v n duy tr m c cao, g n 84% d c gi cho thu cao nh t, kho ng 583.140 VND/m2/thng ( USD/m2/thng)(*). (*)GI THU BAO G M PH D CH V M VAT

TRI D tnh, th d ch v s n 500

trong vng hai n i. Do th bn tr m l ng (d n nhi u ch ng chuy i m d cho thu), gi thu s cn

c p l c gi m m nh trong th i gian t i.

Do tnh hnh kinh t m, nhi c gia lin t c c t gi m tr c p nh cho nhn vin. Nh d ch v di n tch nh , c gi c ph s ti p t c tm ki m nhi u nh t trong trung h n v ng n h n.

Ph n l n khch thu chng ny s cn ti p t c trong th i gian t i.



Lin h :




KHU CNG NGHI P

BO CO QU


KINHT c th ng k ng 6,04%,

do v y c ng 5,42% so vm c tiu 5, c (5,25%). Ch s gi tiu d c

ghi nh n t 6,6% v l m c th p nh l i

T ng ngu n v tr c ti p c ngoi FDI vo Vi t Nam b t 21,6 t USD

i cng k c). G n 80% t ng s v n l c s n xu t. M c d t t c cc ch

s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh


NGU N CUNG I Khng c ngu n cung m ng trong qu ny. Hi n TP HCM c 18 khu cng nghi ng v i t ng di n tch c th cho thu chi m kho ng 62% t ng di Th i h n s d t cn l i c a cc KCN kho ng 28 - hay th i h n s d t trung bnh cn l i kho H u h t cc KCN n m cc qu n ngo i thnh, v ch y u t p trung cc qu n/ huy n pha ty. C c xem l hai qu n m i n i cho cc d n KCN do qu t tr ng cn t i l n.

HO NG TH NG Gi cho thu trung bnh Q t 2.568.000 VND/m2/th i h n thu (122 USD/m2/th i h n thu)(*), gi m g n 2% so v i qu tr c v 4% so v i cng k n Gi thu ny cao

p hai l n so v i Long An, Bnh D ng Nai. Ph n l n cc KCN TP HCM c t l l y trn 90% nh qua nhi p v v n hnh. Tuy nhin, m t s KCN t i huy n Bnh Chnh v C Chi v ng gnn t l l y v n cn th i 50%, ko t l thu trung bnh ton th ng ch kho ng 73%, kh i so v i qu

c i cng k n Hi n nay, cc ch ng chuy n t cho thu di h t cng nghi p sang xy d ng nh ng cho thu v i di n tch kho ng 2000 - 3000 m2. V c n ti p t c quan tm l chnh sch h tr t

(*) M VAT

TRI N V NG Ho ng cho thu tr m l c d ti p t c di n ra trong nh i do ngu n v ng gi u ny s l gy p l c ln gi thu.

T ng ngu c tnh s kho i ngu n cung hi n t i. V s

ng cc KCN, s c kho ng 30 KCN m i l n cc KCN m r vo ho ng i ngu n cung t i th i

m Q4 2013.

n cc d nh gi i phng m t b c ph duy t.

Phng 602, Ta nh Chu S 6 Nh Th , Qu n Hon Ki m H N i Tel: +(84-4) 3938 1786 www.cushmanwakefield.com/knowledge

Lin h :



KINH T c th ng k ng



m tr l

T ng ngu n v tr c ti p c ngoi FDI vo Vi t Nam b sung thm trong t 21,6 t USD so v i cng k c). G n 80% t ng s v l c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh

n 60.737 doanh nghi p ,9% so v i cng k nc.

NGU N CUNG M I VO TH NG M t d n h ng B gia nh p th ng; do v y, t ng s ngu n

ng h ng B qu ny 2013 ( t g n 645.000 m2). T ng ngu ng h i nh trong kho ng 330.000 m2,

n cung n m khu trung tm (Qu n Hon Ki m).

GI CHO THU GI H So v i q cho c ng h ng A v

ng h ng B qu ny l t gi m kho ng 0,5% v 1%. Gi thu trung bnh ng h ng A gi m nh , xu ng cn 657. (31,2 USD/m2/thng). Trong khi

n ng h ng B x p x 392. 18,6 USD/m2/thng) (*).

T l l y c ng h t gkho ng 1% so v i qu tr c. T l l y c a ng

h t kho ng 75%, gi m 1% so v i qu tr c b sung thm m t d n m i. (*)GI THU BAO G M PH D CH V M VAT

TRI

Gi cho thu trung bnh cho t t c cc h c k v ng s gi m trong ng n v trung h n do m t s ng cung l n gia nh p th c bi t l cc ta v ng n m ngoi khu trung tm thnh ph .

D c kho ng 675. ng cc h ng s gia nh p th ng ngu n cung s n m ngoi khu v c trung tm. V i gi thu c nh tranh v nhi i t pha Ch a vphng n m pha Ty H N i s v n thu ht khc hng v

c k v ng s ti p t c gi m THNG TIN

Q4 2013 I THEO QU

THAY I

THEO

TRI N V NG

2014

T l tr ng h ng A 22% -1% -2%

Gi thu h ng A 31,2 USD -1% -1%

H p th h ng A 2.764 m2 -60% -8%

CH S KINH T

VI T NAM 2011 2012 2013

ng GDP 5,89% 5,6% 5,42%

Ch s CPI 18,58% 10% 6,6%

T l th t nghi p 5% 5% 2,2%

NGU N: GSO, IMF

GI THU V T L TR NG

QU 4 2013 H N I, VI T NAM

NG BO CO QU


0%5%10%15%20%25%30%35%40%

30

32

34

36

38

40

42

4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13

US$

/sqm

/mth

Gi thu trung bnh h T

Phng 602, Ta nh Chu S 6 Nh Th , Qu n Hon Ki m H N i Tel: +(84-4) 3938 1786 www.cushmanwakefield.com/knowledge

Lin h :



H N

KHU V NGUCUNG (M2)

TTR D 2)

HON THNH TNH

T

DI

TH 2)

GI THU BNH QUN

(USD/M2/TH)

USD

EURO

Q3 2013 Q4 2013 Q4 2013 Q4 2013

H T/TM 152.000 15% 0 0 1.460 38,24 37,6 41,9 30,4

H B T/TM 60.000 22% 21.000 0 2.989 26,64 26,07 29,08 21,1

TT/TM

212.000 16% 21.000 0 4.449 35 34,32 38,27 27,8

H K/V NGOI T/TM

178.000 28% 205.000 0 1.304 25,75 25,7 28,66 20,8

H K/V NGOI T/TM

585.000 24% 412.000 56.000 21.782 17,8 18.38 20,5 14,8

T NG KHU V C NGOI T/TM

763.000 25% 617.000 56.000 23.086 19,8 19,7 21,97 15,95

* VI

THNG TIN N

Giao d /2013

TN TA NH QU KHCH THU H DI Cornerstone VCCI Tower PVI Tower BIDV Tower

Hon Ki

C Hon Ki m

Columbia BIDV Samsung Electronics

M

A B+ B+ A

234

3.000 10.000

948

D y d

TN D KHU V DI THNH

HI

EVN Twin Towers nh 45.261 2014

Apex Tower M nh 26.000 2014

Handico Tower M nh 17.400 2014

Lotte Center Hanoi B nh 43.835 2014

Cushman & Wakefield Vietnam Phng 602, Ta nh Chu S 6 Nh Th , Hon Ki m H N i www.cushmanwakefield.com/knowledge

This report contains information available to the public and has been relied upon by Cushman & Wakefield on the basis that it is accurate and complete. Cushman & Wakefield accepts no responsibility if this should prove not to be the case. No warranty or representation, express or implied, is made to the accuracy or completeness of the information contained herein, and same is submitted subject to errors, omissions, change of price, rental or other conditions, withdrawal without notice, and to any special listing conditions imposed by our principals. 2012 Cushman & Wakefield, Inc. All rights reserved..

QU 4 2013

KINH T c th

6,04%, do v y c kho ng 5,42% so v c

c tiu 5,5% c (5,25%). Ch

s c ghi nh t 6,6% v l m c th p nh t trong 10 l

T ng ngu n v c ti c ngoi FDI vo Vi t b t 21,6

t i cng k c). G n 80% t ng s v c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh

n 60.737 doanh nghi11,9% so v i cng k n c.

NGU N CUNG L N VO TH NG Trong qu 4 2013, Vincom Megamall City Times C khai p ra th ng t ng di n tch 200.000 m2 t ng di n tch m t b ng bn l c a thnh ph ln x p x 984.000 m2 (bao g i, t bn l , siu th n my, v ch bn bun). Trung

i d n u v th ph n v i kho ng 71%. GI CHO THU GI M Do ti p nh n ngu n cung l n t m t d n ngoi khu v c trung tm, gi cho thu trung bnh cho t ng tr t t i Trung

i qu ny gi m xu ng cn 844.000 VND/m2/thng (40 USD), gi m 9% so v i qu 3 2013.

, gi cho thu cho t bn l gi m kho ng 10% xu ng cn 1.306.000 VND bao g m ph d ch v m VAT). Do Royal City v Times City khng c t ng tr t nn hai t ng h u s

c dng so snh. Qu ny ti p t c ch ng ki n xu ng Ch a trn ph n tr m doanh

thu, thay v p gi thu c nh, nh t l l y. Kho ng 87% cc trung tm mua s c thu m i trong qu v a r i, gi m 3% so v t b ng t bn l l i c s s t gi m r r t khi t l l y gi m t i 18% so v i qu 3 2013. T l di n tch tr ng ch y u l do H Thnh Plaza c t l l y th p. TRI N V NG

H N i s ti p t n ngu n cung m n 2015 khi c nhi u d n m i s c hon thnh v i t ng s di n

tch t i 1,5 tri u m2 t i cu i 2015. H u h t cc m t b ng bn l n m ngoi khu v c trung tm. T ng cung s ti p t t t ng c u v r t t khch thu trn th ng hi n h u mu n m r ng thm di n tch; do v y, gi thu v t l l y m t b ng t i H N c d bo s ch u p l c v ti p t c s t gi m.

CC CH S KINH T VI 2011 2012 2013

5,89% 5,03% 5,42%

Ch 18,6% 9,2% 6,6%

Doanh thu bn l 24,2% 16% 12,6%

GI THU M T B NG BN L Q4 2013 NH PH TRI

M2/THNG EURO

SF/THNG US$

SF/THNG QU

Trng Ti 1,6 4,2 5,4 14,2 7,1 -18,6 0,0% 0,0%

B Tri 1,05 1,6 3, 5 14,2 4,6 -18,6 0,0% -20%

Ph 1,05 1,6 3,5 -14,2 4,6 -18,6 0,0% -20%

Thi H 1,05 1,6 3,5 14,2 4,6 -18,6 0,0% -20%

Lng H 0,8 1,2 2,67 4,04 3,5 5,3 0,0% -30%

TRUNG TM

TRI M2/THNG

EURO

USD QU

Vincom City Towers Trng Ti

2,05

4,6

79,8

164,8

108

222,9

0%

0%

-18%

-

Parkson Viet Tower VincomMega Mall Royal city Vincom Mega Mall Times City

2,16 0,74

0,63

85 28,7

25,0

115 39

33

0% 0%

-

0% -

-

Ch : (*) gi cho thu trung bnh

D N HNH N KHAI D V M2

THNH Cho Mo Plaza Lotte Center Hanoi

nh

23.000

34.682

2014

2014

H N I, VI T NAM

M T B NG BN L BO CO QU


Phng 602 Ta nh Chu S 6 Nh Th , Qu n Hon Ki m Tel: +(84-4) 3938 1786 www.cushmanwakefield.com

Lin h :



1


BN


KINH T c th

6,04%, do v y c ng 5,42% so vth


tr l




M

T ng ngu n cung bn trn th ng cho t t c cc h ng vo qu 4 2013 ng trong kho ng kho ng trn

ng B chi m th ph n l n nh t (54% t ng ngu n ng C (42%) v h ng A (4%). Trong qu ny, th bn H N i

c thm m t d n h ng B gia nh p th ng l D.Le Pont Dor t i ph Hong C u, cung c p cho th ng trn

, v i 18 phong cch thi t k khc nhau. T ng cung hi n h u v n l ng c u trn th ng.

TH NG KH 4 V i nh i g a Ch

h c khi thu ti n t khch hng, chi t kh u, mi n ph qu n l

v ph d ch v ho c gi m gi tr c ti p, th ghi nh n m t k t qu t 4 2013.

Gi cho bn trung bnh cho c h ng A l trn 50 tri u ng B c gi

kho ng 30 trikho ng 16 tri

h ng C (Gi cho bao g m VAT)

Hong Thnh Tower, m t d n h ng A, bn t t trong qu ny nh v a v hon thnh ti xy d ng h ng B v h ng C ti p t c bn t t, v i kho h h c bn ra. Ch h h c bn trong qu ny.

TRI V i nh ng d bo v tnh hnh kinh t sng s i nh ng chnh sch kch c u c a Chnh ph , th

c k v ng s ch ng ki n s ph c h i.

Tuy nhin, gi cho bn c d bo v n s ti p t c gi m trong ng n h n do ng cung hi n h u trn th ng v n cn l n. Nh ng d n c v tr t t v gi h p l v n s thu ht

i mua.

BO CO QU

Phng 602 Ta nh Chu S 6 Nh Th , Qu n Hon Ki m Tel: +(84-4) 3938 1786 www.cushmanwakefield.com

Lin h :



2


BN


CH VI 2011 2012 2013F

GDP 5.89% 5.03% 5.42% CPI 18.13% 9.21% 6.6%

HO H Q4 2013

0

10

20

30

40

50

60

70

80

90

100

H ng A Hang B H ng C

mil VND/sqm

Gi cho bn th

Gi cho bn cao nh

0

1000

2000

3000

4000

5000

6000

7000

8000

H H H

S

Ngu S

THNG TIN TH NG

CC D N N I B T

NG

QU N

CH S

C TNH THNH D

TNH

Water Mark

Berriver Long Bin

C u Gi y

T Lim

Long Bien

Refico

Viglacera Land

Handico 9

128

1,000

900

Q1 2014

Q2 2014

2015

Golden Land Building

Discovery Complex

Ha Do Park View

Thanh Xun

C u Gi y

C u Gi y

T

TTCI

T

730

500

307

Q1 2014

2016

Q4 2014

Cushman & Wakefield Vietnam Phng 602, Ta nh Chu S 6 Nh Th , Qu n Hon Ki m H N i www.cushmanwakefield.com/knowledge

Lin h : Jon +(84) 93 986 4192 [email protected]


1


D CH V

BO CO QU


KINH T c th

6,04%, do v y c ng 5,42% so vth


l




KHNG C NGU N CUNG M I T ng ngu d ch v cho c h ng A v B qu ny gi nguyn so v i qu 3 2013, l t vo kho ng 1.750 v

d ch v .

T ng cung cho t t c cc h t ng 23% so v i cng k n

gi nguyn so v i qu tr c. Qu n Ty H chi m th ph n cao nh t (27%), ti nh (25%) v T Lim (19%).

GI CHO THU GI M NH

d ch v h ng A v h ng B qu ny u gi m nh , l t kho ng 0,3% v 1%. Gi cho thu cho h ng A vo kho ng 33 USD) bao g m ph d ch v m VAT. Gi cho thu cho h ng B v n gi m c 464.000

bao g m ph d ch v m VAT.

C d ch v h t t l l y kho ng 1% so v i . t l l y c a h ng B l i gi m 4% so v i qu tr c.

Nhn chung, phn khc c d ch v kh t t so v i cc phn khc khc H N i. V i cc th i h n thu linh ho v gi c h d ch v v n c khch hng r t quan tm.

TRI Th d ch v c d bo s c ng chuy i t cho thu trong th i gian t i n cung c mong ch s ti p ttrong ng n h n.

D bo cu d ch v s c thm x p x gia nh p th ng ngu n cung s n m qu nh. Vi c ny s ng khng th trnh kh n vi c gi m t l thu.

GI CHO THU Q4 2013 TH GI TRUNG BNH

VND/M2/TH % I TRI N V NG

N THEO QU

THEO

H A

K/V 698,000 -1% 8%

NGOI TT 702,000 0% 1,7%

H B

K/V 400,000 0% -2%

NGOI TT 472,000 -0,2% -3,5%

Cushman & Wakefield Vietnam Phng 602, Ta nh Chu S 6 Nh Th , Qu n Hon Ki m H N i www.cushmanwakefield.com/knowledge

Lin h : Jon +(84) 93 986 4192 [email protected]


2


D CH V

BO CO QU


THNG TIN TH NG

NGU N CUNG HI N T I THEO H NG QU 4/2013

H NG SL TA NH

A

B

C

13

20

17

1.750

1.054

246

CC D I B T

TA NH QU N DEVELOPER S C TNH

D HON THNH

Elegant Suite Westlake

Lotte Center Hanoi

Viet Tower

Ty H

nh

Cng ty Duy Hong Minh

Lotte Coralis

T ng cng ty Ha Bnh

128

240

50

Q1 2014

2014

2014

Vietinbank Tower

Le Roi du Soleil

HD Westlake

T Lim

Ty H

Ty H

Vietinbank

T Tn Hong Minh

T HD

N/A

N/A

N/A

2015

T 2015 tr

T 2015 tr

H ng A & B Gi Thu v T L L y Q4 2013

50%

55%

60%

65%

70%

75%

80%

85%

90%

95%

100%

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

H - Gi thu H - Gi thu

H - T H - T

-

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2,000

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013F

S

Ngu - H

H H

Phng 602, Ta nh Chu S 6 Nh Th , Qu n Hon Ki m H N i Tel: +(84-4) 3938 1786 www.cushmanwakefield.com

Lin h :




KHU CNG NGHI P

BO CO QU


KINH T c th ng k ng



tr l

T ng ngu n v tr c ti p c ngoi FDI vo Vi t Nam b t 21,6 t

i cng k c). G n 80% t ng s v l c s n xu t. M c d t t c cc ch s kinh t ng doanh nghi p ph s n ho c ng ng s n xu t do nh c tnh


NGU N CUNG H N i hi n c 9 khu cng nghi p v i t ng di n tch cho thu

t x p x t ng di t cn tr cho thu trong qu 4 2013 chi m kho i so v i qu 3 2013.

Su trong chn khu cng nghi c l p y. Ba khu v n cn t cho thu l Khu cng ngh cao Ha

L c, KCN Ph Ngh i Bi ( n 2). Khu cng ngh cao Ha L c v n c t l t tr ng cao nh t trong cc khu cng nghi ng t i H N i, v i x p x t tr ng cho thu.

HO NG TH NG Gi cho thu t i cc Khu cng nghi p H N i trong Qu 4 v n gi m c kho ng 2,25 tri i h n thu (*)

i hg m VAT. Ph qu n l cc khu cng nghi ng t 0,4USD t i 1USD/m2/thng. Gi cho thu trung bnh cc khu cng nghi p H N i v t nh t so v i cc t nh thnh ln c n khu v c pha B c Vi t Nam. n nay, cc khu cng nghi p H N thu ht c t ng c ng 545 d n, v i t ng s v USD.

(*) TH I H N S D T

TRI N V NG

i s c 33 khu cng nghi p v i di n tch kho ng 8.000 ha. Cc l m

ngnh cng nghi p ph tr , cc ngnh cng ngh cao v thn thi n v ng. n 1 khu cng nghi p HANSSIP c d bo s ng.

THNG TIN TH NG

KHU V C T NG DI N

TCH (ha)

DI N TCH CHO THU

(ha)

S NG KCN

Gia Lm 97 78 1

Long Bin 40 32 1

100 70 1

M Linh 344 240 1

T Lim 30 24 1

170 111 1

274 206 1

Th ch Th t & Qu c Oai 705 619 2

D N N I B

TN KCN

Hanssip

HUY N

Ph Xuyn

DI N TCH (ha)

640

TNH TR NG

ang kh i cng

Phng Hi p 401 Gi i phng m t b ng

B ng Tn ng Tn 470 Gi i phng m t b ng

470 ho ch

HO NG THEO QU N

0%20%40%60%80%100%120%

$0$20$40$60$80

$100$120$140$160$180

US

$/sq

m/te

rm

Gi cho thu T
http://www.cushmanwakefield.com/TNG NGUN CUNG DUY TR N NHt L LP Y TNGtriN VNG

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