MARKETBEAT Retail Snapshot Q4 2015 Seoul, South Korea Economy Economic Indicators The Bank of Korea recently cut its outlook for this year to 2.7% from its July 12-Month Forecast forecast of 2.8%, as exports decreased due to a slower Chinese economy. 2014 2015 GDP Growth 3.3% 2.7% increase rate of consumer prices was revised downwards to 0.7% from 0.9% CPI Growth 1.4% 0.7% due to sustained lower oil prices. Interest rate has remained at an all-time low Unemployment 3.3% 3.3% The Bank also expected the economy to grow 3% in 2016. The annual of 1.5% after four rate cuts since August last year to support growth. Slowing export momentum and rising household debt could hinder South Korea’s economic recovery. Major Retail News Prime Retail Rents - 2015 ZARA’s parent company, Inditex, was chosen as a preferred bidder for the M MAINSTREETS LOCAL CURRENCY EURO US$ Q-O-Q CHANGE Y-O-Y CHANGE SF/YR SF/YR Myeongdong 903,689 853 855 - 2% world with eight brands including ZARA, Pull&Bear, Massimo Dutti, Bershka, GangnamSt. 722,820 682 683 - 7% Stradivarius, Oysho, ZARA Home and Uterque. Recently, Inditex SPA brand, Garosugil 363,199 343 343 - 10% Plaza building at approximately KRW430 billion. The building will be home to ZARA and Forever 21. Inditex is one of the largest fashion retail groups in the ‘Oysho’ has launched its lifestyle brand specializing in women's homewear and undergarments in COEX mall. ZARA's second brand, bershka, also opened its Korean flagship store in the Hongdae University area. The new * KRW/SQM//MO. Exchange Rate: 1USD = KRW 1,179 1EURO =KRW 1,280 flagship store is six storeys and about 1,875 square meters (sq.m.) of sales Source: Cushman & Wakefield Korea Research, Notes: area in Myeongdong. 1. Based on newly contracted or re-contracted location in prime high street 2. Ground floor occupancy cost (CAM inclusive) Lifestyle stores LINE character brand, ‘LINE FRIENDS’, opened its second flagship store in November. This store is located at Itaewon with a total floor space of 1,128 Significant Leasing Transactions sq.m., and is the largest amongst the LINE FRIENDS stores in the world. PROPERTY LOCATION TENANT SQUARE METER Cheongdam-dong Cheongdam-dong Lululemon Itaewon Itaewon LINE FRIENDS Occupying three storeys of a building located on Itaewon, it carries LINE FRIENDS products and character-themed items such as beverages and 300 1,128 desserts. 'Flying Tiger Copenhagen', established in Denmark, is preparing to enter the Korean market and is expected to open its first store in Hongdae. Outlook Doosan Group entered the market, securing the rights to open its first duty- Significant Projects Under Construction free stores. Shinsegae also plans to open a new duty-free store in MyeongPROPERTY LOCATION SQUARE METER COMPLETION DATE Union Square Hanam 330,000 2016 Paradise City Incheon 19,000 2016 dong, the shopping district. Meanwhile, the duty-free store in Sheraton Grand Walkerhill Hotel and Lotte World Tower will close operations because Lotte and SK networks lost their duty-free licenses. The inflow of Chinese tourists and the associated rise in retail consumption in new duty-free stores including HDC Shilla, Hanhwa, Doosan and Shinsegae EDF will expand the retail main shopping area from the Myeongdong to Yongsan, Yeouido and Dongdaemun areas. About Cushman & Wakefield Cushman & Wakefield is a global leader in commercial real estate services, helping clients transform the way people work, shop, and live. The firm’s 43,000 employees in more than 60 countries provide deep local and global insights that create significant value for occupiers and investors around the world. Cushman & Wakefield is among the largest commercial real estate services firms in the world with revenues of $5 billion across core services of agency leasing, asset services, capital markets, facilities services (branded C&W Services), global occupier services, investment management (branded DTZ Investors), tenant representation and valuations & advisory. To learn more, visit www.cushmanwakefield.com or follow @Cushwake on Twitter. Copyright © 2016 Cushman & Wakefield. All rights reserved. The information contained within this report is gathered from multiple sources considered to be reliable. The information may contain errors or omissions and is presented without any warranty or representations as to its accuracy. Judy Jang Senior Manager 6F Seoul Finance Center 136, Sejong-daero, Jung-gu Seoul, 100-768, Korea Tel: +82 318 8322 Fax: +82 318 8323 judy.jang@cushwake.com www.cushmanwakefield.com