vietnam industrial & logistics real estate market update...vsip ii ip 8ha (tata coffee) hiep...
TRANSCRIPT
Vietnam Industrial & Logistics
Real Estate Market Update
Mr. Greg OhanDeputy CEO
September 2018
AGENDA
01
02
03
04
05
BW Industrial Development Intro
Recent Headlines - Industrial & Logistics
Market Update
How ‘BW Industrial’ is driving
Vietnams 4.0 Industrial Revolution
Regional Case Study
Source: BW Industrial 2018
BW Industrial Development – Company Overview
• TOKYU Corporation, a major Tokyo-based
infrastructure developer and residential developer.
• Vietnam Singapore Industrial Park platform
("VSIP”), a JV between Sembcorp, (a Temasek-
sponsored industrial group) widely recognized as
the most successful industrial park developer
in Vietnam with over $10 billion of investments to-
date.
• ESR - largest "pure-play" pan-Asia logistics
warehouse developer, owner and manager with an
AUM of over US$12 billion.
• D&J China - leading industrial and business parks
developer in China with AUM of over US$4 billion.
• Embassy Industrial Parks one of India's fastest
growing logistics and industrial park developers.
• ZTO Express China's largest express delivery
company.
Industrial & Logistics Highlights in
2017-2018
14th largest country in the world
Over 92 million people
Huge consumer market
Progressive domestic policy and global integration
Vietnam Industrial Boom - The Drivers
Cost Effective
Labor, real estate,
skilled labor
Vietnam Industrial Boom - The Reality = FOOTWEAR
From: ‘China Plus Many’ to ‘China Plus Vietnam Plus Many,’”
(‘US Fashion Industry Association’ noted in a 2017 survey
Vietnam Industrial Boom - The Reality = FOOTWEAR
Todays Typical sourcing portfolio
30-50 % from China,
11-30 % from Vietnam
& the rest from others
Vietnam Industrial Boom – TRADE WAR
Future Supply
Nghe An: Hemaraj Industrial City 3200 ha _ By Hemaraj
Da Nang HTP 550 ha
Binh Duong: VSIP III Industrial park 1000 ha _ By VSIP
Vinh Phuc: Thang Long III (213ha) _ By Sumitomo Coporation
Bac Ninh: VSIP Bac Ninh II (500 ha) _ By VSIP
Quality Supply Increases – Especially Foreign Invested Parks
High Demand for Industrial Land across Vietnam
Recent
Transactions
AutomotiveDinh Vu IZ 335ha
(Vinfast)
Trang Due IP1.5ha (KR EMS)
Dinh Vu IZ 2.7ha (Top
Solvent)
VSIP Quang Ngai 14ha (Hebei, Xindadong)
VSIP Quang Ngai 8ha (Wanek Furniture)
VSIP II IP 8ha (Tata Coffee)
Hiep Phuoc IP 7ha (CJ Cau Tre)
Electronics
Oil & Gas
FMCG
FMCG
Sector Origin
TENANTS BY INDUSTRY IN THE NORTH
(Source: BW Industrial 2018)
Tenant Mix of Logistics Warehouse/Factory User in the North
TENANTS BY INDUSTRY IN THE SOUTH
(Source: BW Industrial 2018)
Tenant Mix of Logistics Warehouse/Factory User in the South
The North
The South
Large-Scale Foreign Investors
(Source: BW Industrial 2018)
Hai Phong Port ~ 5.0m TEU/year
(Source: https://haiphongport.com.vn)
(Source: https://saigonnewport.com.vn)
High Concentration Logistics Hub in Hai Phong & HCMC
Saigon New Port Cat Lai~ 4.54m TEU/year
95%
Rising Aviation handling cargo
Ha Noi
Noi Bai Airport
Ho Chi Minh
Tan Son Nhat
Airport
Dong Nai
Long Thanh AirportExpected to be completed in 2025
25% Total Export turn over In Viet Nam
“The Samsung Effect”
“The E-Commerce Effect”
Well developed highway
network in the North
Transportation network for
the key Southern economic
region
Our objective is to support the drive of manufacturing
Source: BW Industrial 2018
MADE IN CHINA
FROM: TO:
MAKE IN VIETNAM
Leapfrog china …
• We learn from the best to be the best. Our regional expertise will transfer
best in class practices so we can deliver the same quality in Vietnam
Premium Quality Built-to-suit/Ready-built Warehouse & Factory
Over 2Milion SQ.M
In 60Days
Bac Ninh Proximity to largest
Queen bee and Noi Bai Airport
Hai Phong Maritime gateway of North
Binh Duong Highest GDP growth in Viet Nam
Dong Nai The aviation gateway of the South
PRODUCT & SERVICE
SALES AND
LEASEBACK
READY-
BUILT
FACTORIES
LOGICTICS
WAREHOUSES
BUILT-TO
SUIT-
FACILITIES
WE ARE THERE TO HELP YOU FROM DAY ONE!
WE HAVE THE EXPERTS THERE FOR YOU
Regional Case Study
- Our Regional Expertise
e-Shang Cayman Ltd (“e-Shang”)- founded in 2011 by Warburg Pincus
Redwood Group Asia, Pte. Ltd. (“Redwood”)
2016
A LEADER - 3.5 million square
meters of projects in operation and
under development across Asia
Major Tenants
Amazon Warehouse in ESR
Jjangsu Province
Jiangsu, China
Lease Area: 36,000 sqm
Guangzhou Conghua
Distribution Centre
Guangzhou, China
To lead the 4.0 Industrial Revolution … we will need help!
Changing the way we
look at Logistics Real
Estate Solutions
Infrastructure
Policy International &
Domestic
THANK YOU
bwidjsc.com
Floor 17, Becamex Tower
230 Binh Duong Boulevard,
Phu Hoa Ward, Thu Dau Mot City,
Binh Duong Province, Vietnam
BW Industrial Development JSC