2012-04-04 HTNG Chicago
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Nick Price CEO, NetSys Technology Ltd HTNG 2012 North American Conference & Members’ Meeting @ Chicago, USA, 4 April 2012 the long term perspective hotel technology 2 the genesis of HTNG the past 3 industry challenges 2002 technology ¨ to achieve enterprise-scale reliability hospitality technology companies need to adopt modern technologies vendor partnerships ¨ customers want a comprehensive and integrated solution built from best of breed components ¨ vendor cooperation needed delivery model ¨ products deployed today require multiple capital expenditures – a pay per use ‘services’ model is better adapted to our industry 4 common application application stovepipes infrastructure Application Application Application Application Application Application Database Database Database Database Operating Operating Operating Operating System System System System Network Network Network Network Server Server Server Server Security Security Security Availability Availability Availability Security Availability Manageability Manageability Manageability Manageability IntegrationIntegration??? ??? Integration 5 enterprise issues: product n room is an important product - but NOT the only one Hotel room n distribution is rooms-centric - other products - spa and F&B are difficult to sell Entertainment F & B Golf question : Hotel room why do packages exist? Transport Meeting / conference 6 enterprise issues: distribution Entertainment F & B Golf Hotel room Transport Meeting / conference poor representation of product to customer poor representation of customer to hotel n GDS Green Screen n GDS PNR difficult to link to guest database n ADS selling unapproved inventory n reduced ability to cross/up sell n loss of price/rate integrity n contributes to low repeat guest ratio n customer information unavailable to 3 rd parties (travel agent/representation company) 7 modern CE technology technologies that reflect the values of hotel brand not contradict them 8 hotel cable plant high cost of separate networks. low utility no shared information Phone CCTV TV Mobile 9 key customer trends 1. younger and more mobile 2. communicate broadly (work, family, friends) using a variety of methods (phone, cell-phone, email, IM, fax) 3. carry laptop, pda, digital camera, dv -cam, i -pod/mp3 etc which they expect to connect up in the room quickly and easily 4. stays are short with little time for rest and relaxation so personal time is precious 5. want to stay ‘informed’ and ‘entertained’ 6. spend on CE Technology is increasing 10 the HTNG “vision statement” HTNG mission statement the mission of HTNG is to provide leadership that will facilitate the creation of one (or more) industry solution set(s) for the lodging industry that: are modeled around the customer and allow for a rich definition and distribution of hotel products, beyond simply sleeping rooms comprise best -of -breed software components from existing vendors, and enable vendors to collaboratively produce world-class software products encompassing all major areas of technology spending: hotel operations, telecommunications (PABX), in-room entertainment, customer information systems, and electronic distribution properly exploit and leverage a base system architecture that provides integration and interoperability through messaging ; and that provides security, redundancy, and high availability target the needs of hotel companies up to several hundred properties, that are too small to solve the issues themselves will reduce technology management cost and complexity while improving reliability and scalability can be deployed globally, managed remotely, and outsourced to service providers where needed 11 tthehe present 12 HTNG achievements meeting place integration model vendor partnerships industry consolidation better products 13 suppliers hotel chains iimbalancedmbalanced industry 14 hotel pipeline 2010 - 2020 EUROPE N. ASIA China EUEU Korea Macau ME HK N. AMERICA S. ASIA India Indonesia USA SNG 15 hospitality vendors 4 3 2 US$ billion US$ 1 0 Sabre Infor Micros Agilysys LodgeNet 16 hospitality vendors vs customer scale 14 12 10 8 US$ billion US$ 6 4 2 0 Sabre Infor Micros Agilysys LodgeNet Marriott Hilton Accor Carlson Starwood Wyndham Hyatt IHG Rezidor 17 vendor scale and reach EUROPE N. ASIA N. AMERICA S. ASIA LNET 18 vendors growth micros 2012 USD1bn micros 2002 USD367m 19 but still undersized? Oracle USD12bn micros 2012 USD1bn micros 2002 USD 367m 20 but still undersized? SAP USD18bn Oracle USD12bn micros 2012 USD1bn micros 2002 USD 367m 21 HTNG vision achieved? HTNG Hype Cycle HTNG 2012 n not yet global n no certified testing n interoperability not yet guaranteed n still too many different systems with proprietary interfaces that require development, testing, support and cost hotels $$ n percieved to be dominated by large hotel brands 22 china 23 china hotel industry – robust growth 24 western brands rush to china 100 IHG Hualuxe Hotels and Wyndham 442 hotels Resorts in 15 in China and 47 in Spain’s Melia years China pipeline hotels heading to Swiss International Hotels China IHG - 25% of / HuaYuan Group global pipleline partnership in China Kempinski - 30 hotels by 2015 MGM Resorts Accor Pullman International / brand - strong Suning Group JV China pipeline Regent hotels Vivanta by Taj & Resorts Starwood Sheraton - 80 new hotels by 2015 Louvre / Jin Jiang Partnership Hard Rock Accor Grand Mercure Casinos Wyndham / Mei Jue hotels Tryp hotels 4000 room Sheraton Accor Pullman Macau brand - strong China pipeline 25 10 leading hotel groups in asia pacific as of Q3 2011 (by number of rooms) Home Inns 147,524 Jin Jiang Hotels 93,520 IHG 92,804 Accor* 85,870 7 Days Inn 83,470 China Lodging Group 65,524 Starwood 62,964 Wyndham 61,700 Toyoko Inn 43,128 Marriott 41,186 - 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 Notes: 1. * Denotes figures are as of 30 June 2011 2. Room inventory of Jin Jiang Hotels is inclusive of subsidiary Interstate Hotels & Resorts’ Asia Pacific portfolio; figures of the Group’s budget hotels are as of 30 September 2011, whereas figures of star-rated hotels are as of 30 June 2011. 3. Room inventory of Home Inns is inclusive of Motel 168 acquisition completed on 30 September 2011 Source: HVS Research 26 addition stock total hotels hotel group 2011 2012 listing asia Home Inns Nasdaq 1,426 306 300-360 Jin Jiang HK 700 + 7 Days Inn Nasdaq 944 376 360 China Lodging Group Nasdaq 639 201 278 27 2011 financials 1,400 1,196 1,200 1,000 800 628 US$ million US$ 600 400 318 357 258 163 200 111 66 54 22 0 MOHG Home Inns 7 Days China Lodging Jin Jiang Revenues EBITDA 28 Hotel Group PMS CRES POS Home Inns in house dev in house dev in house dev Jin Jiang Inns in house dev in house dev in house dev 7 Days Inn in house dev in house dev in house dev China Lodging Group in house dev in house dev in house dev Green tree Inn in house dev CTS ( China Travel Service group) BTG ( Beijing Jianguo Tourism group ) JingLing Group Super 8 Pegasus () Furama International Pegasus () 29 aannuallynnually china spends US$10bn on government cars ––mostlymostly foreign 30 cchinahina government to ban officials from buying foreign cars BBC 7 thth Mar 2012 31 32 Milan HuaXia Hotel @ Milan 33 cchinahina outbound 34 Accueil en mandarin, thé vert, et plats asiatiques... Un hôtel "Campanile" mieux adapté à la clientèle chinoise va bientôt voir le jour à Nice , rapporte Europe 1. Selon la radio, le groupe français Louvre Hotels - qui possède la chaîne Campanile - s'est associé avec le groupe Jin Jiang Inn, un leader du tourisme en Chine. Leur accord prévoit le réaménagement à la sauce chinoise de 15 hôtels français, désormais appelés "Campanile -Jin Jiang". La moitié de ces hôtels seront situés autour de Paris . Les autres à Bordeaux , Lyon, Marseille et... Nice , "villes préférées des touristes chinois ", précise Europe 1. Nice compte deux hôtels Campanile, l'un près de l'aéroport , l'autre à proximité de l'Acropolis. On ne sait pas encore lequel deviendra un "Campanile - Jin Jiang". Plats chinois En tout cas, celui-ci sera spécialement aménagé pour satisfaire la clientèle chinoise. "A la réception, les touristes chinois trouveront un mot de bienvenue en mandarin, du thé vert dans la chambre , a détaillé Pierre-Frédéric Roulot, le patron de Louvre Hotels, sur Europe 1. "Il y aura aussi une proposition de plats chinois (…) qui leur permettra d’être un peu rassurés ." Surtout, les clients bénéficieront d'une information dans leur langue 24h24 35 36 tthehe future 37 % brand penetration by region 75% 35% 18% 38 % brand penetration by region 75% 60% 40% 39 tthehe rise of the new middle class 40 china’s middle class small, but growing Source: OECD DEVELOPMENT CENTRE 41 numbers (millions) & share (percent) of the global middle class 2009 2020 2030 North America 338 18% 333 10% 322 7% Europe 664 36% 703 22% 680 14% Central & South America 181 10% 251 8% 313 6% Asia Pacific 525 28% 1,740 54% 3,228 66% Sub-Saharan Africa 32 2% 57 2% 107 2% Middle East & North Africa 105 6% 165 5% 234 5% World 1,845 100% 3,249 100 4,884 100% Source: OECD DEVELOPMENT CENTRE 42 spending by the global middle class 2009 to 2030 (millions of 2005 ppp dollars) 2009 2020 2030 North America 5,602 26% 5,863 17% 5,837 10% Europe 8,138 38% 10,301 29% 11,337 20% Central & South America 1,534 7% 2,315 7% 3,117 6% Asia Pacific 4,952 23% 14,798 42% 32,596 59% Sub-Saharan Africa 256 1% 448 1% 827 1% Middle East & North Africa 796 4% 1,321 4% 1,966 4% World 21,278 100% 35,045 100% 55,680 100% Source: OECD DEVELOPMENT CENTRE 43 india &