GLP Global Footprint and Financial Highlights slide image

GLP Global Footprint and Financial Highlights

China: Domestic Consumption is the Key Demand Driver GLP Domestic consumption continues to drive growth in China despite slower GDP growth Expansion of organized retail (chain stores and e-commerce) is driving demand for modern logistics facilities Domestic Consumption as % of Total GDP 90% 85% 80% 75% 70% 65% 60% 55% 50% 45% 40% RMB bn Online Retail Sales Growth in China is Accelerating 8,000 Organized Retail Makes Up 14% of Total Retail in China 7,000 6,000 6,500 5,600 5,000 13-year CAGR: 54% 5,156 4,000 3,877 2006 2007 2008 2009 2010 2011 3,000 2,789 2012 2013 China Brazil Japan Germany Source: World Bank, GLP estimates USA 2014 2015 2020F 2030F 2,000 1,850 1,300 1,000 774 498 26 56 128263' 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 '17E Source: iResearch Consulting Group; Ministry of Commerce Consumption Outlook by PWC, China Statistics Bureau 2014 '18E 19E 7,300 65% Huge room to grow 14% 5% India China Source: Strong and Steady, 2011 Asia's Retail and US 18
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