高力国际（Colliers）：2022Q3-Q4亚洲酒店资产洞察报告（英文版）（8页）.pdf

1、Hospitality InsightsHotels&Leisure|AsiaQ3&Q4 202232ContentsIntroductionKey takeawaysThe repricing of hotel assets the impact of the hike in interest ratesHospitality in the era of technology metaverse and NFTs in hotels.Whats the hype?Co-living the opportunity across Asia3Change in RevPAR YTD Septem

2、ber 2021 vs 2022Asia Pacific22.4%Central&South Asia77.0%Southeast Asia120.4%Oceanic47.3%IntroductionGovinda SinghExecutive Director|Asia Hotels&LeisureNortheast Asia-2.6%Source:STRWhat a difference a day makes,a saying well known in hospitality and now it appears politics!As we head into 2023,it app

3、ears that despite numerous headwinds,the pandemic has heightened the need for travel to such an extent that there are little signs of demand abating in the near term,especially from the leisure segment.Perhaps enforced lockdowns have refocused the importance of not taking too much for granted and th

4、e genuine need for person-to-person interactions as the recent share prices of Zoom and Meta will show.According to the latest(May 2022)data from IATA,international air travel was up to 78.6%of 2019 levels,with only Africa and Asia(mainly North Asia)the only regions lagging in their recovery.The exp

5、ectation is that a full recovery will be circa 2025 as China continues with its zero-Covid policy,combined with a slower recovery in business travel as economic headwinds take centre stage.In terms of hotel performance,year-to-date September 2022,room occupancies across Asia increased to 53.3%,with

6、ADR improving to US$89.07,a recovery in RevPAR of 64.9%.However,there remains a great divide between the more open Southern countries versus the slowly opening Northern region,with China especially remaining closed for the foreseeable future(and in our view,largely remaining so through to 2024,if no