TH TRNG BT NG SN BN L

CUNG, CU & CC D N TRNG IM

Trnh by:
Mr. Richard Leech Gim c
CB Richard Ellis (Vit Nam)
Ngy 14/ 01/ 2010

Th trng bn l Vit Nam

TIU IM
Doanh s bn l c thm mt nm tng trng lin
tip t khong 18% cho thy nhu cu i vi hng ha
v dch v trong nc vn gi mc cao.
Gi thu mt bng trong khu vc trung tm vn gi
mc n nh. Nhiu ca hng trn ph c nng cp
nhm p ng nhu cu ngy cng tng.
Rt nhiu cc thng hiu tm trung v cao cp
xut hin ti Vit Nam trong nm ngoi nh: Naf Naf,
Morgan de Toi, Mexx, Aldo, Hard Rock Caf,
Debenhams.
Nhiu TTTM bn ngoi khu vc trung tm vn ang gp
kh khn trong vic thu ht v duy tr khch thu v d
nh Saigon Paragon v The Gardens Hanoi.
Mt bng bn l ti khu vc trung tm c b sung
ng k trong nm 2009 vi vic khai trng 2 TTTM
ln l Vincom Galleries ti H Ni v Kumho Asiana
Plaza ti Tp. H Ch Minh. T l trng trong ngy khai
trng ca hai d n ny l di 20%.
CB Richard Ellis | Page 2

Th trng bn l H Ni
D BO
Cc din tch bn l t cc cn nh mt ph c nng cp
vn tip tc tng, gy p lc v gi thu mt bng bn l trong
cc trung tm thng mi, c bit l khu vc ngoi trung tm
thnh ph
Cc trung tm thng mi khu vc ngoi trung tm thnh
ph ang gp phi cc vn v c cu khch thu.
Nhiu d n s chuyn hng cho cc nh bn l chuyn
nghip thu li ton b hoc cc din tch ln (department store,
cc nh u t qun l trung tm thng mi)
ENT ( nh gi ch tiu kinh t)- cc yu cu bt buc i vi nh bn l c s hu nc ngoi trong
vic m thm ca hng th hai
Thm nhiu nh bn l cao cp s tham gia th trng
Nhu cu bn l theo tiu chun quc t : cc ca hng a thng hiu, cc m hnh khu m thc mi.
Chuyn i hnh thc ch truyn thng sang hnh thc TTTM mi.
Nhu cu ln v mt bng bn l c ghi nhn t:
Cc thng hiu bn l trong nc m rng hot ng trn quy m ton quc
Cc thng hiu m thc quc t & trong nc
CB Richard Ellis | Page 3

VIETNAM

HO CHI MINH CITY

Th Trng bn l HCMC Cc TTTM Hin i

Tng d tr din tch bn l ti TP HCM:
256.025 m2 Tng Din Tch Sn
(22 Shopping Center v Department Store)
9Department stores: 98.840 m2 Tng Din Tch Sn
9Shopping centres: 157.185 m2 Tng Din Tch Sn
T l lp y Trung Bnh: 95.3%
Gi thu
9Gi thu trung bnh ti cc v tr p (tng trt v tng 1)
ti khu vc trung tm : US$99,1/m2/thng
9Gi thu trung bnh ti cc v tr p (tng trt v tng 1)
ti cc khu vc nm ngoi khu trung tm:
US$46,6/m2/thng
9Gi thu cao nht ti khu vc trung tm:
ln ti US$ 250 m2/thng

CB Richard Ellis | Page 5

Ngun Cung Mt Bng Bn L ti TP HCM Cc D n Tiu Biu

CB Richard Ellis | Page 6

Ngun cung hin ti v mt bng bn l ti TP H Ch Minh

CUMMULATIVE
STO
CK AN D
N EWBNG
SUPPLYBN L T
TNG HCMC
D TR
V NGUN
CUNG
MT
TTTM
FRO M DEPARTMEN T STOCC
RES AN
D SHO PPIN G CEN TRES

300,000

sm
M2

250,000

200,000

150,000

100,000

50,000

0
1996

1997

1998

1999

2000

2001

Ngunsupply
cung
Existing

2002

2003

hin ti

2004

2005

2006

New
supply
Ngun
cung

2007

2008

2009

mi

Ngun cung mt bng bn l tng hn gp i trong vng 2 nm qua

CB Richard Ellis | Page 7

Tin Thu Mt Bng Bn L Trung Bnh Ti TP HCM

Th trng Hin ti
GI
THU
TRUNG
CC
VENTR
C
TI CC
TTTM
AVERAG
E PRIME
RENBNH
TS O F CHO
SH O PPIN
G C
TRES
AN DA
D EPARTMEN
T STO
RES
$100.00
$90.00
$80.00
$70.00
$60.00
$50.00
$40.00
$30.00
$20.00
$10.00

Gi thu trung
bnhrent
cho cc
v tr
Average
prime
in CBD
c i ti khu vc trung tm

CB Richard Ellis | Page 8

2009

2008

2007

2006

2005

2004

2003

2002

2001

2000

1999

1998

1997

1996

$0.00

Gi thu trung
bnhrent
cho cc
tr CBD
c i ti
Average
prime
outvof
khu vc nm ngoi khu trung tm

Cc TTTM c v tr trng ang buc phi gim gi tin thu

Ngun cung mt bng bn l ti TP HCM trong tng lai

Cc d n tnh n 2013
NGUN CUNG MT BNG BN L TRONG TNG
HCM C
SUPPLY
REGIO
LAIFUTURE
TI TP HCM
THEOBY
KHU
VCN
sm
M2
400,000
350,000
300,000
250,000
200,000
150,000
100,000
50,000
0
2010

2011
Khu vc Trung Tm
CBD

2012

2013

Khu Vc Ngoi Khu

Non CBD

Trung Tm

Tng ngun cung mt bng bn l n nm 2013: 740.000m2 - gp 3 ln ngun cung

hin ti
Ngun cung mt bng bn l khu vc ngoi trung tm s tng 50% trong nm 2010 v
tng gp 7 ln trong nm 2013
CB Richard Ellis | Page 9

Ngun cung mt bng bn l ti TP HCM trong tng lai

Cc d n tnh n 2013
D KIN NGUN CUNG MT BNG BN
EXPECTED
FUTURE
RETAIL
SUPPLY
L TRONG
TNG
LAI

2013

Promenada (Phase 2)
Binh Duong

38,000

Platinum Plaza
Binh Chanh

140,000
186,464

Berjaya Financial Tower

Dist 10
30,904

2012

Le Van Tam Underground Park

Royal Garden
Dist 7
SJC Tower
Dist 1
Vincom Eden
Dist 1

22,000
8,292
27,104

2010

2011

Tan Phong Shopping Complex

Dist 7

CB Richard Ellis | Page 10

Saigon M&C
Dist 1
Times Square
Dist 1

70,000
23,000
14,566

Promenada (Phase 1)
Binh Duong

44,000

The Crescent
Dist 7

44,000

Bitexco Financial Tower

Dist 1

11,090

Vincom Chi Lang

Dist 1
The Everich
Dist 11

53,960
24,000

Ngun cung mt bng bn l ti TP HCM trong tng lai

Cc d n tnh n 2013

CB Richard Ellis | Page 11

H Ch Minh-Ngun cung mt bng bn l tng lai

THE EVERICH
9 V tr: ng Ba Thng Hai, Qun 11
9 Ch u t: Phat Dat Corporation
9 GFA: 24.000 m2
9 Khch thu: Lotte Mart
9 M hnh: Siu th & Bn l
9 Tnh trng: ang thi cng ni tht
9 D kin khai trng: Q1, 2010

CB Richard Ellis | Page 12

H Ch Minh - D n bn l quy m ln t chun khu vc

VINCOM CENTER
V tr: 70-72 L Thnh Tn, Qun 1
Ch u t: Vincom JSC
Tng din tch sn: 48.000m2 (5 tng ni v
3 tng hm)
Ngy khai trng d kin: 30/ 04/ 2010
Tnh trng: ang thi cng - 80% din tch
cho thu

CB Richard Ellis | Page 13

H Ch Minh-Ngun cung mt bng bn l tng lai

BITEXCO FINANCIAL TOWER
9 a ch: 45 Ng c k, Qun 1 (3 mt ng Ng c
K, Hi Triu, H Tng Mu)
9 Ch u t: BitexcoLand
9 M hnh: Vn phng & Bn l hng A
9 Tng din tch bn l: 20.000m2 bao gm 3 tng trn
9 im thu ht: D n biu trng ca thnh ph HCM, Sky
lounge, VIP Club
9 Khai trng: Thng 10 nm 2010

CB Richard Ellis | Page 14

H Ch Minh-Ngun cung mt bng bn l tng lai

TIME SQUARE
9 a ch: 20- 38 Nguyn Hu - Q1 tp HCM ( hai mt tin
ng Nguyn Hu v ng Khi)
9 Ch u t: Time Square (Vietnam) Investment Joint
stock Co.
9 M hnh: Khu phc hp Khch sn 5 sao, cn h cao
cp, trung tm thng mi
9 Tng din tch bn l: 14,5662 phn b trn 5 tng
9 im thu ht: Ta thp i ng cp th gii hnh ch L,
ngay ti Trung Tm tp HCMC vi cc dch v khch sn,
cn h hin i, khu trung tm thng mi v cc dch
v tr cao cp
9 Khai trng: Qu 2 - 2011

CB Richard Ellis | Page 15

H Ch Minh-Ngun cung mt bng bn l tng lai

CANTAVIL HON CU
9 a ch : 600A in Bin Ph,P22, Qun Bnh Thnh, tp H Ch Minh
9 Ch u t : Cng ty TNHH Lin Doanh Pht trin Nh Daewon Hon Cu
9 M hnh : Cn h ng cp, sang trng, tin ch, an ninh v cc k hin i
9 Tng din tch bn l : 776 sqm ( 2 tng)
9 im thu ht: Cn h Cantavil lng ly nm ngay cnh mt h xanh thm bng bnh
sng sm.
9 Khai trng: qu 1 - 2009

CB Richard Ellis | Page 16

H Ch Minh-Ngun cung mt bng bn l tng lai

THE FLEMINGTON GIAI ON 2
V tr: ng L i Hnh, Qun 11
Ch u t: Paujar (i Loan)
Tng din tch sn: 7.500m2 (5 tng)
M hnh: m thc & Cc dch v h tr
vn phng
D kin hon thnh: Q4, 2010
Tnh trng: ang thi cng

CB Richard Ellis | Page 17

H Ch Minh-Ngun cung mt bng bn l tng lai

SAIGON M&C TOWER
V tr: Tn c Thng, Qun 1
Ch u t: JV of M&C Co. - Saigon
Tourist - Eastern Asia Commercial
Bank (VN)
Tng din tch sn: 23.000m2
Thi gian hon thnh d kin: 2010
Tnh trng: ang thi cng

CB Richard Ellis | Page 18

HCMC Future Retail Supply

SAIGON PEARL
Location: 92 Nguyn Hu Cnh, Qun Bnh
Thnh.
Ch u t: Vietnam Land SSG
Tng din tch bn l: 8.000 m2 (2 tng)
D kin hon thnh: TBC
Tnh trng: trong k hoch

CB Richard Ellis | Page 19

H Ch Minh - D n bn l quy m ln t chun khu vc

CRESCENT MALL
V tr: Ph M Hng, Qun 7
Tng din tch sn: 44.000m2
Thi gian hon thnh d kin:
Q4/2010
Tnh trng: ang thi cng
H tng: pht trin tt
V tr c a nm ngay trong
khu vc Trung tm Ti chnh

CB Richard Ellis | Page 20

H Ch Minh - D n bn l quy m ln t chun khu vc

PROMENADA
V tr: Bnh Dng
Ch u t: ECC Invest / Gucco Land
Tng din tch sn: 82.000m2 (2 giai
on)
Thi gian hon thnh d kin:
Q3/2011 & Q3/2012
Tnh trng: ang thi cng
H tng: pht trin tt
Nm cnh sn gn VSIP v Song Be
Golf Course

CB Richard Ellis | Page 21

H Ch Minh - D n bn l quy m ln t chun khu vc

SUNRISE CITY
V tr: Nguyn Hu Th,
Qun 7
Tng din tch sn: 70.000m2
Thi gian hon thnh:Q4 2012
Tnh trng: ang thi cng
Ch u t: Novaland
Cng ty qun l: Pacific Star

CB Richard Ellis | Page 22

H Ch Minh - D n bn l quy m ln t chun khu vc

METROPOLIS
V tr: Th Thim, Qun 2
Ch u t: BTA
Tng din tch xy dng: 600.000m2
Thi gian hon thnh d kin: 2012
Tnh trng: ang ln k hoch
H tng: Thng cu Th Thim ngy
09/ 01/ 2008

CB Richard Ellis | Page 23

H Ch Minh - D n bn l quy m ln t chun khu vc

SPORTS CITY
V tr: Phng An Ph, Qun 2
Ch u t: Keppel Land
Tng din tch sn: 80.000m2
Thi gian hon thnh d kin: 2012
Tnh trng: ang lp k hoch
Dn s: 133.257
H tng: Cu Th Thim c hon
thnh u nm 2008, Hm Th Thim
hin ang thi cng

CB Richard Ellis | Page 24

H Ch Minh - D n bn l quy m ln t chun khu vc

THAO DIEN PEARL
Ch u t: SSG2
V tr: 12 Quc Hng, Phng Tho
in, Qun 2
Tng din tch sn: 25.000m2
Thi gian hon thnh d kin: 2012
Tnh trng: ang lp k hoch
H tng: hin i, thun tin

CB Richard Ellis | Page 25

H Ch Minh - D n bn l quy m ln t chun khu vc

SAIGON FINANCIAL CENTRE
V tr: L Hng Phong, Qun 10
Ch u t: Berjaya (Malaysia)
Tng din tch sn: 186.464m2
Thi gian hon thnh d kin: 2013
Tnh trng: ang lp k hoch
H tng: pht trin

CB Richard Ellis | Page 26

VIETNAM

HANOI

Th trng bn l H Ni- Cc TTTM hin i

Tng d tr 103.576m2 tng din tch cho thu (13 TTTM)
9 Ch yu tp trung ti cc khu vc trung tm (Qun Hon Kim v Hai B Trng)
T l lp y 83,3%
9 Cc TTTM trong khu vc trung tm vn hot ng tt
(t l trng 0,38%)
9 Cc TTTM bn ngoi khu vc trung tm ang phi
i mt vi t l trng cao (t l trng 36,92%)
Gi thu bnh qun
9 Gi thu trung bnh ti cc v tr p (tng trt & tng 1) ti khu vc trung tm:
US$80/m2/thng (Q4 2009)
9 Gi thu trung bnh ti cc v tr p (tng trt & tng 1) ti khu vc ngoi trung tm:
US$35/m2/thng (Q4 2009)\
9 Gi thu cao nht ti khu vc trung tm ln ti US$146/m2/thng (Q4, 2009)

CB Richard Ellis | Page 28

H Ni- Ngun cung mt bng bn l hin ti

D TR V NGUN CUNG MT BNG BN L TI
CC TTTM TI H NI

Ngun d tr vo u qu

Ngun cung mi vo cui qu

Ngun cung mt bng bn l tng hn gp i trong vng 2 nm

CB Richard Ellis | Page 29

Ngun Cung Th trng Bn l H Ni - Cc D n Chnh

Cc d n hin ti

Cc d n tng lai
Khu
Trung
Tm

CB Richard Ellis | Page 30

H Ni - Ngun cung mt bng bn l tng lai n

2012
NGUN CUNG MT BNG BN L TI H NI
TRONG TNG LAI THEO KHU VC

Khu vc TT

Tng ngun cung mt bng tng lai n

nm 2012: 510.000 m2 - gp 5 ln ngun cung
mt bng bn l hin ti
Tp trung ch yu bn ngoi khu vc trung
tm (c bit l khu th mi pha Ty H
Ni)
Mt bng bn l vn cn rt hn ch trong
khu vc trung tm

Ngoi khu vc TT

NGUN CUNG MT BNG BN L

TI H NI TRONG TNG LAI

CB Richard Ellis | Page 31

Ngun cung TTTM ti H Ni trong tng lai

GRAND PLAZA HANOI
V tr: Trn Duy Hng, qun Cu Giy
Ch u t: IDJ Financial
Din tch t: 19.689m2
Tng din tch sn: 150.146m2 (Khch sn, Vn phng
& TTTM)
TTTM: 27,461m2 GFA
D kin hon thnh: Qu 2, 2010

CB Richard Ellis | Page 32

Ngun cung TTTM ti H Ni trong tng lai

SAVICO PLAZA HANOI

V tr: ng Nguyn Vn Linh, qun Long Bin

Ch u t: Savico JSC
M t: L t hp thng mi ln nht min bc c c trung tm thng mi v vn
phng
c im khu bn l: L mt trung tm thng mi vi khch thu i siu th
Din tch thc khu bn l: 52.000m2 (1 tng hm + 3 tng ni)
D kin hon thnh: 2011
CB Richard Ellis | Page 33

Ngun cung TTTM ti H Ni trong tng lai

HANOI CITY COMPLEX
V tr: ng o Tn, Liu Giai, qun Ba nh
Ch u t: Lotte
S tng: 63 (gm c 5 tng hm)
Din tch: 14,094m2
Tng din tch sn: 255.394,59m2 (TTTM, Vn phng, Cn h)
Din tch bn l (B5-F7): 34.682,07m2
L ng th: 22.10.2009
D kin hon thnh: 2012
M hnh: TTTM Lotte (Lotte Department Store)

CB Richard Ellis | Page 34

Ngun cung TTTM ti H Ni trong tng lai

KEANGNAM HANOI LANDMARK TOWER
V tr: ng Phm Hng, qun T Lim
Ch u t: Keangnam Enterprises Ltd.
Tng din tch sn: 579.000m2 (TTTM, Vn phng, Cn h
bn, Khch sn, Cn h dch v
Din tch bn l: 82.875m2 GFA (6 tng) TTTM Lotte
ng th: Qu 3, 2007
D kin hon thnh: 2012

CB Richard Ellis | Page 35

Ngun cung TTTM ti H Ni trong tng lai

YEN SO PARK SHOPPING MALL
V tr: Phng Yn S, qun Hong Mai
Ch u t: Gamuda Land Group
M hnh: Trung tm ca mi hot ng
thng mi, hi t c Trung tm thng mi,
vn phng, khch sn v phng hi ngh
Din tch t: 3,85ha
Din tch thc khu bn l: 49.253m2 (thp
4 tng)
D kin hon thnh: 2012

CB Richard Ellis | Page 36

HANOI
Ngun cung TTTM ti H Ni trong tng lai
CIPUTRA HANOI MALL
V tr: ng Lc Long Qun, qun Ty H
Ch u t: Citra Westlake
Quy m: Trung tm thng mi ca khu vc
Din tch thu thc: 114.000m2 (bao gm:
khu m thc, rp chiu phim, ca hng bch
ha, i siu th Big C)
D kin hon thnh: 2012

CB Richard Ellis | Page 37

Ngun cung TTTM ti H Ni trong tng lai

TIMES SQUARE HANOI
V tr: ng Phm Hng, qun T Lim
Ch u t: VinaCapital
Khch sn 5 sao (300 phng), Vn phng hng
A (20.000m2) & TTTM (30.000)
Din tch t: 4ha
Din tch cho thu thc khu bn l: 30.000m2
ng th: thng 12 nm 2008
D kin hon thnh: 2012

CB Richard Ellis | Page 38

Ngun cung TTTM ti H Ni trong tng lai

INDOCHINA PLAZA HANOI
V tr: ng Xun Thy, qun Cu Giy
Ch u t: Indochina Land
Cn h cao cp (2 thp, 25 & 30 tng), Vn
phng (15 tng) & TTTM (5 tng)
Tng din tch sn: 124.489m2
Din tch cho thu thc khu bn l: 19.929m2
ng th: Qu 4, 2008
D kin hon thnh: 2012

CB Richard Ellis | Page 39

Ngun cung TTTM ti H Ni trong tng lai

HANOI ROYAL CITY
V tr: 74 Nguyn Tri, Qun Thanh Xun
Ch u t: Vincom Jsc
Tng din tch t: 169.220m2 - Mt thnh ph
trong lng thnh ph vi khch sn, trng hc,
cn h cao cp, bn l & vn phng
Tng din tch bn l: 200.000m2
ng th: Thng 1, 2010
D kin hon thnh: Q4, 2012

CB Richard Ellis | Page 40

Ti sao cc nh bn l vn tip tc xem xt th trng

VIM?
CC IU KIN Lc quan
Tng trng dn s v tc th ha nhanh
Tng lp trung lu v thng lu ti cc th pht trin mnh
Cng ngh v cng nghip ha tip tc pht trin = S giu c
Thay i li sng = ci m tip nhn cc thng hiu v thi quen tiu dng phng Ty
CC IU KIN Cn nghi ngi
Mi trng kinh t khng bn vng
Cnh tranh t cc i th trong nc ln
Cn thm nhiu ngun vn v s kin nhn
C s h tng cha pht trin

CB Richard Ellis | Page 41

Cng ty TNHH CB Richard Ellis Vit Nam

Vn phng ti Tp. H Ch Minh

Vn phng ti H Ni

Tng 12, Thp M Linh Point

S 2 Ng c K
Qun 1

Tng 12A, thp B, Vincom

191 B Triu
Qun Hai B Trng

ng Richard Leech Gim c iu hnh

richard.leech@cbre.com

CB Richard Ellis | Page 42

www.cbrevietnam.com

XIN CM N!

2009 CB Richard Ellis, We obtained the information above from sources we believe to be reliable. However, we have not verified its
accuracy and make no guarantee, warranty or representation about it. It is submitted subject to the possibility of errors, omissions,
change of price, rental or other conditions, prior sale, lease or financing or withdrawal without notice. We include projections, opinions,
assumptions or estimates for example only, and they may not represent current or future performance of the property. You and your
tax and legal advisors should conduct your own investigation of the property and transaction.
CB Richard Ellis | Page 43