1. RETAIL BUSINESS ENVIRONMENT Southeast Asia
Through the Journey of A Regional Retailer

2. POPULATION Southeast Asia 646Million Indonesia 264 Million
Philippines Million
Vietnam Million
Thailand Million
Myanmar Million
Malaysia Million
Cambodia Million
Laos Million
Singapore Million
Brunei Million
Southeast Asia 646Million
Source : World Population Review

3. Source: Asian Development Outlook 2017 Update
2017 GDP GROWTH
Myanmar
7.7%
Malaysia
5.4%
Cambodia
7.1%
Indonesia
5.1%
Southeast Asia 5%
Singapore
2.7%
Laos
6.9%
Thailand
3.5%
Philippines
6.5%
Vietnam
6.3%
Brunei 0%
Source: Asian Development Outlook 2017 Update

4. PARKSON’S JOURNEY 1987 PARKSON MALAYSIA PARKSON CHINA 1994
PARKSON LAOS
2018
PARKSON VIETNAM
2005
PARKSON CAMBODIA
PARKSON MYANMAR
2013
PARKSON INDONESIA
2011
PARKSON MALAYSIA
1987

5. MAJOR MARKETS Philippines Thailand
Metro Manila 24 mil people
Crowded with Local Retailers
SM Group, Robinsons, Rustans, Gaisano,
Brands Controlled By A Few Groups
Retail Growth Very Strong
SM : Mall, dept.store, grocery retailing
$5.6 B Sales
Dominant player, 60% market share
Robinsons: Mall, dept.store
$2 B Sales
Rustans:
High-end dept. store, agency brands
Thailand
35 mil tourist arrivals
Strong And Dominant Local Players
Central, Siam Paragon, Emporium, CP Group
CP Group : Dominant in grocery retailing
Seven Eleven has 10,000 outlets
Central: Dominant in mall and dept.store
$4.8 B Sales
Siam Paragon: premium mall and dept.store

6. MAJOR MARKETS Indonesia Malaysia Sogo/Metro: Medium To Medium Upper
Biggest market in the region
Greater Jakarta 30 million people
Matahari 151 outlets, Ramayana 118
Middle to middle lower
Sogo/Metro: Medium To Medium Upper
Parkson: Entered In 2011 Through Centro
MAP: Control 100 plus Brands
Malaysia
Greater Kuala Lumpur 6 mil people
27 mil tourists
Good mix of local and international players
Highest number of shopping malls
Parkson :
Started In outlets
Leader In Premium Cosmetics

7. NEW MARKETS Vietnam Myanmar Cambodia Laos
The most attractive with 95 mil people
Hanoi 7 million, Ho Chi Minh 10 million
Crowded Field But No Dominant Players Yet
Vincom, Diamond, Takashimaya,
Crecent Mall & Robins, and SC Vivo City
Just Opened :
Zara, H&M, and Old Navy
High Rental
Vingroup To Have 100 Shopping Malls
Myanmar
Mostly in Yangon 8 million people
The Retail Market Is Still In Early Phase
People Still Believe In Traditional Markets
Limited Real Estate Supply With High Rental
Existing Shopping Malls
3 Groups Monopolize Most Of The Brands
Cambodia
Action: Phnom Penh 3 million
First Mover : Aeon Mall
Next Entrant : Parkson
Laos
Vientiane (Capital) : 1 mil people
Lack Of Modern Trade
Mostly Traders Markets
New Entrant : Parkson

8. Wet Market To Modern Trade

9. CHINA The Biggest E-Commerce Country In The World
E-Wallet Is The Norm with Wechat Pay and Alipay
5,000 Shopping Malls, 800 New Opening In 2017/18
Local And Foreign Fast Fashion Brands Mushrooming
Gourmet Supermarket and C-store The New Trend
Online Going to Offline
19 Million New Babies In 2016

10. PARKSON Parkson Group FOOTPRINT AND FIVE YEAR PLAN
In a Market of 2B People
Parkson Group
Year 2017 :
117 Stores
3.5 Billion USD Sales
10 Million VIP Members
Year 2022 :
213 Stores
8 Billion USD Sales
20 Million VIP Members
Cambodia
Year 2022
4 Stores
China
Year 2017
47 Stores
100 Stores
Vietnam
7 Stores
15 Stores
Malaysia
45 Stores
55 Stores
Indonesia
17 Stores
30 Stores
Myanmar
1 Store
5 Stores
Laos

11. Lifestyle Concept Retail Business
STRATEGIES
Lifestyle Concept Retail Business
GO BIG
Shopping Malls
Go Online
Go Niche
Young
Private Labels
Cosmetics
Go Kids
Go Food

12. TRANSFORMATION Parkson Stores Parkson Online Parkson Mall Branding
百盛商城
FUN Peekaboo
Parkson Mall
Branding
Parkson Food

13. PARKSON MALL

14. PARKSON BEAUTY Stand Alone Premium Cosmetics
Department In High-End Mall

15. PARKSON YOUNG PARKSON NEWCORE
City Outlet Store Targeting Millennials
100% Business Growth

16. PARKSON KIDS
PARKSON FOOD

17. THE JOURNEY CONTINUES
Thank You