各国研究① India&Bahrain APA Business Model 160410Sun

130702-7 我が家のヤマモモ 

Bayberry, my favourit fruit at my Garden

ヤマモモの樹

India & Bahrain at Wine Tasting & Discussion About Japan Vol.154

APAのワインの会は たぶん70回近く参加させて頂いている。

①各国の事情を大使・公使から直接お聞きする

②日本の政治の現状と行方

③利益率30%(競合他社は4%,5%程度)で大躍進を40年続けるアパグループの経営の極意も学べる貴重な場となっている。

(40年一度も赤字がなく、一人のリストラもないと聴く)

山元学校に参集する若者たちの見聞を広め、同時に「勢いが続くビジネス・モデル」はなぜ可能なのか?

その一端を学べば 明日の日本を築ける若者が続くと期待している。

Bahrain Future, India Future  just for your reference only

 

知恵は未来を拓く 人は悠久の時を経て、現代文明を創造した。(座右の銘)

Wisdom opens up the future. People experienced eternal time. Before creating modern civilization.

__________________________________________________________________

A Wine Tasting and Discussion about Japan Meeting was held on as always on March 2, 2016 at the representative’s home. The guests included Dr. Khalil Bin Ebrahim Hassan, Ambassador Extraordinary and Plenipotentiary of the Kingdom of Bahrain where the representative visited as a state guest in 2012;

Mr. Taimei Yamaguchi, a Member of the House of Representatives who also serves as the Chairman of the Liberal Democratic Party Organization & Campaign Headquarters with a role in broadening the support of the party through interaction with many citizens, and his wife Mrs. Ritsuko Yamaguchi;

Mr. Takashi Nagao, a Member of the House of Representatives and the Liberal Democratic Party Health, Labor & Welfare Minister and Deputy Director of National Defense, and a man who is clearly asserting the problem with the media in Okinawa; and

Mr. Arvind Singh, the Minister (Economy) for the Embassy of India and a man who is promoting the further deepening of economic relations between Japan and India.

They talked to each other with a focus on the presidential election in the U.S. that is a currently a hot topic of conversation all over the world.

160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (31)

 

Birth of President Trump: Opportunity for Japanese Independence

The momentum of Donald Trump in the U.S. presidential election primaries is not running out of steam. It now seems certain that he will become the presidential candidate of the Republican Party. He may even actually become the president. That is the kind of momentum that he has.

Trump asserts that the U.S.-Japan Security Treaty is unfair.
This is because the U.S. will protect Japan if it is attacked, but Japan does not have to protect the U.S. if it is attacked. If he is elected president, he will no doubt ask Japan to take on a more reasonable share of the burden.
Could this be an opportunity for Japan to become a country with an independent self-defense? If the Democratic Party’s Hillary Clinton becomes president, she will no doubt reject the independence of Japan because she is an ally of China to her core.
130702-5 我が家のヤマモモ 
Trump is not stupid; his seemingly rash remarks are actually calculated. He has been married three times, has experienced bankruptcy four times and has found popularity as a television personality. Furthermore, in fact, this is his third time running in the presidential election.
He is a character experienced in the ways of election campaigning. U.S. citizens are seeking a strong president after a presidency from Obama that has given a feeble impression externally.
In accordance with his image, Trump has repeatedly made strong claims such as that it is necessary to build a wall to stop illegal immigration from Mexico and to ban Muslims from the country.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (8)
Part of this is that he insists Japan has stolen jobs from Americans – mistaking Japan for China. Poor whites that make up the majority of U.S. citizens are applauding Trump for this. The Republican candidate Marco Rubio is the one who understands Japan the most.
However, although he was an honor student and would no doubt win a speech contest, he is not the type that can prevail in a tough battle to be the leader of the pack. It is very unlikely that Rubio will become the Republican presidential candidate this time. China is most wary of the birth of President Trump.
However, Trump is a pragmatist. Once he becomes the Republican presidential candidate, he will change what he is saying at once and make more realizable assertions.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (20)
Donald Trump was originally the son of a millionaire. He has experienced numerous failures in business, such as the failure of his casino in Atlantic City. Nevertheless, the U.S. is a society that allows the defeated to make a comeback.
Trump has listed his company on the stock exchange and the upper floor of his famous Trump Tower in New York has also been turned into a condominium –
it is not his possession. Trump is seen as a very rich person in the media, but there are surely many people with a lot more money than him in the U.S. He has been skillful at selling his own name since a long time ago. For example, he attached the Trump mark to the back of his limousine and this can sometimes be seen being driven around New York.
He has also published his own book in which he wrote about the success story to his business.
 130702-3 我が家のヤマモモ 
二〇一六年三月二日、恒例「日本を語るワインの会」が代表自邸にて開催されました。二〇一二年に代表が国賓として訪問したバーレーン王国大使館の特命全権大使、
ハリール・ビン・イブラヒーム・ハッサン氏、多くの国民との交流を通じて党の支持を広げる役目を持つ自民党組織運動本部長も務める衆議院議員の山口泰明氏と令夫人の律子氏、沖縄メディアの問題をはっきりと主張している自由民主党厚生労働・内閣・国防副部長で衆議院議員の長尾敬氏、
日本とインドのさらなる経済関係の深化を進めるインド大使館公使(経済)のアルヴィンド・シン氏をお迎えし、今、世界中で話題になっているアメリカ大統領選のことを中心に、語り合いました。
トランプ大統領の誕生は日本が独立するチャンスだ
 アメリカ大統領選挙予備選でのドナルド・トランプの勢いが止まらない。この様子では共和党の大統領候補となるのは確実で、実際に大統領になるかもしれない。勢いというのは、そういうものだ。
彼は日本が攻撃された場合はアメリカが守るが、アメリカが攻撃された場合は日本は守らなくてもよいという日米安保は不公平だと主張している。
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (39)
大統領になったら、日本に応分の負担を求めてくるだろう。日本にとっては、独立自衛の国になるチャンスではないか。民主党のヒラリー・クリントンが大統領になった場合には、根っから親中派の彼女は日本の独立など認めないだろう。またトランプはバカではなく、暴言は計算されたものだ。
三回の結婚と四回の倒産を経験、テレビタレントとしても人気のトランプは、実は大統領選挙に出馬するのが三回目。選挙戦について、酸いも甘いも噛み分けることができる人物だ。対外的に弱々しい印象を与えたオバマ大統領の後には、国民は強い大統領を求めている。
そのイメージに合わせて、メキシコからの不法入国を壁を作って阻むだの、イスラム教徒を入国させないなどという強硬な主張を繰り返している。
日本と中国をごっちゃにして、アメリカ人の職を奪っていると主張するのもその一環だ。
アメリカ国民のマジョリティを占める貧しい白人層が、そんな彼に拍手喝采を送っている。同じく共和党候補のマルコ・ルビオは一番日本に理解のある候補だが優等生的で、弁論大会には勝てるだろうが、ガキ大将の罵声合戦には勝てないタイプだ。今回ルビオは、大統領候補にはなれないだろう。
中国はトランプ大統領の誕生を一番警戒している。しかしトランプはプラグマティストだ。共和党の大統領候補になったら一気に言うことを変え、もっと実現可能な主張をしてくるだろう。
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (21)
トランプは元々大金持ちの息子だ。アトランティックシティのカジノの破綻など、事業において、何度も失敗を経験している。しかしアメリカは敗者復活戦を許す世界だ。トランプは自分の企業を上場させているし、有名なニューヨークのトランプタワーも上層階は分譲マンションとなっていて、彼の持ち物ではない。メディア的には大金持ちとされているトランプだが、アメリカには彼以上の金持ちもたくさんいる。
昔から自分の名前の宣伝は巧みで、例えばリムジンの後ろにトランプマークをつけて、ニューヨーク中を走り回っていたこともある。自分のビジネスの成功談を書いた本も出版している.
Liberal Democratic Party Aims for Constitutional Reform with Elections for the House of Representatives and the House of Councilors at the Same Time

Yoshihide Suga, the Chief Cabinet Secretary, is an extremely clever person, doesn’t make unnecessary remarks and also conducts himself well so as not to stir up feelings of resent. The Japanese bureaucracy is most afraid of Yoshihide Suga in a good way. The second Abe administration has been very skillful in its deployment of personnel. Reflecting on his first administration that was called the “Cabinet of Friends,” Prime Minister Abe has also appointed people like Sadakazu Tanigaki, the Chief Secretary, who don’t necessary agree with him, to key positions.

Politicians are able to be considered as such for the first time when they retain their seats in parliament. It seems that this year will feature the elections for the House of Representatives and House of Councilors at the same time.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (16)
The Liberal Democratic Party will not hold the elections on the same day so that they don’t lose the support of the New Komeito. If they hold elections at the same time, members of the House of Representatives would surely support the House of Councilors election in the same way as their own.
The House of Councilors election will probably be held in July with the House of Representatives election coming in August. Prime Minister Abe has recently expressed his ambition to reform the constitution. He will probably be victorious in the simultaneous elections this year and obtain two thirds of the lawmakers.
He will then propose amendments to the parts of the constitution where he is likely to obtain consent.
He may well then obtain a majority in a national referendum to make his first round of revisions to the constitution.
If Donald Trump is elected president, it will no doubt be China that he will come into intense conflict with. At that time, Japan can position itself as an important partner to the U.S.
130702-3 我が家のヤマモモ 
The current U.S.-Japan Security Treaty prevents Japan from being a proper country. Trump has said this is unfair, but who decided this? Wasn’t it the U.S.? If he is going to say that, Trump has an obligation to change this treaty.
If Prime Minister Abe makes a proposal to the effect that he wishes to mutually change the U.S.-Japan Security Treaty, Trump will surely agree. If that happens, Japan will be able to break free from its relationship with the U.S. like that of a colony or suzerain state and be able to become an equal independent nation.
The repudiation of the role of the U.S. to act as the world’s policeman by the inward-looking President Obama has caused major chaos in the world; Crimea has been occupied by Russia, civil war has occurred in Ukraine, and the I.S. has risen up in Syria and Iraq.
If Trump wins the presidential election, the rules of the world will no doubt change once again.
The continuing fall in the price of crude oil is not abating. The Organization of Petroleum Exporting Countries (OPEC), which used to adjust the supply of oil to keep prices high, has been losing its ability to regulate prices.
The reasons for this are the shale oil in the U.S. and the increase in sources of supply of oil from Russia and other countries.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (2)Saudi Arabia, which leads the OPEC, has not been decreasing production because it does not wish to lose its share of the oil market.
Iran, another major nation in the OPEC, has just had its economic sanctions lifted and is only interested in expanding its oil production. The cost of drilling for oil in Saudi Arabia is cheap at four to five dollars per barrel. This is fifty to sixty dollars for shale oil. Saudi Arabia has the upper hand in this game of chicken of who will reduce their production of oil first.
It is not only the U.S. that is being damaged by this game of chicken; the country suffering the most severe damage is Russia. Accordingly, Russia has taken a leadership role over the ceasefire in Syria and is looking to increase its influence in the Arab world to compete with Saudi Arabia.
 130702-1 我が家のヤマモモ IMG_0767
衆参同時期選挙で自民党は憲法改正を目指せ
 菅義偉官房長官は非常に頭の良い人で、余計な発言をせず、やっかまれないように立ち回るのも上手い。日本の官僚はいい意味で菅官房長官を一番恐れている。二回目の安倍政権は、人事配置が非常に巧みだ。「お友達内閣」と呼ばれた最初の政権時の反省を踏まえ、安倍首相は谷垣禎一幹事長など主張が合わなさそうな人も要職に配している。政治家は議席を維持して初めて政治家たりえる。
今年は衆参「同時期」選挙になるだろう。自民党は公明党の支持を失いたくないために、同日選挙は行わない。同時期選挙になれば、衆議院議員も自分の選挙のように参院選を応援するだろう。七月に参院選、八月に衆院選となるのではないだろうか。安倍首相は最近、憲法改正に意欲的なことを表明している。
今年の衆参同時期選挙で勝利して三分の二の議員を得、同意を得られそうな部分の憲法改正の発議を行い、国民投票で過半数を得て第一回目の憲法改正をするのでは。
トランプが大統領になった場合、激しく対立する相手は中国になり、その際に日本を重要なパートナーと位置づけるだろう。現在の日米安保は日本を真っ当な国にすることを阻止している。トランプは不公平だと言うが、では誰がそれを決めたのか。アメリカではないか。
130702-2 我が家のヤマモモ IMG_0763
そこまで言うならトランプが変えるべきだ。日米安保を相互的なものに変えたいと安倍首相が提言すれば、トランプはOKを出すのではないか。そうなれば日本はアメリカとの植民地と宗主国のような関係を脱却して、対等な独立国家になることができる。
内向きなオバマ大統領の「世界の警察官」放棄発言で、ロシアにクリミア半島を占拠され、ウクライナで内戦が起き、シリアやイラクでISが台頭するなど世界は大きく混乱した。トランプが大統領選に勝てば、世界のルールがまた変わるだろう。
原油安の進行が止まらない。かつては供給量の調整で価格の高止まりを演出していたOPEC(石油輸出国機構)は、価格調整力を失っている。そうなった理由は、アメリカのシェールオイルやロシアからなど石油の供給源が増えてきたからだ。OPECを牛耳るサウジアラビアは石油シェアを失いたくないという理由で減産を行わない。
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (1)
もう一つの大国であるイランも、経済制裁が解けたばかりで、石油生産を拡大することにだけ関心がある。サウジアラビアの石油採掘コストは低く、一バレルあたり四~五ドルだ。シェールオイルの場合、これが五十~六十ドルになる。石油を減産しないという「チキンレース」はサウジアラビアの方が有利だ。
このチキンレースで被害を被っているのはアメリカだけではなく、最もダメージを受けているのはロシアだ。そこでロシアはシリアでの停戦を主導、アラブにおける影響力を増やしてサウジアラビアに対抗しようとしている。
Landmark Hotel under Planning in Front of the Prime Minister’s Official Residence

APA Hotel is now in a perfect condition. The company is maintaining a very high level profit rate of 30% or more. This is amazing when compared with a rate of 4% for a rival hotel chain and a rate of 5% for a leading Japanese city hotel.

The increase in inbound tourism has also contributed to these excellent results. Inbound tourism will no doubt continue to increase in 2016 and hit 25 million people.
Another source of APA Hotel’s strength is that the number of card members has reached about 10.5 million people. When members spend 50,000 yen at APA, they can receive cash back of 5,000 yen. If members save up the points they accrue from the accommodation expenses paid by their companies, this can turn into cash for them.
This 10% cash return is a popular secret.
Focusing on Internet bookings from early on has paid off. This allows reservations to be made over the Internet without the need for sales. APA Hotel is the most popular accommodation facility in Japan for overseas hotel booking sites like Agoda, Expedia and Booking.com.
The other day, the APA Group purchased the site of the Nagatacho TBR Building, which used to hold the offices of Noboru Takeshita and Keizo Obuchi, in front of the Prime Minister’s Official Residence.
The plan is to build a 500-room APA Hotel with 17 floors here. This will surely become a landmark hotel as a flagship of APA.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (4)
The accommodation rates of APA Hotel have been a topic of conversation recently. However, these are determined by the managers. The upper limit is set by an internal rule, but there is no lower limit.
This is because APA Hotel has introduced a technique called “yield management” to control the amount of supply and prices depending on the situation.
This is a technique that is used in the sale of airplane boarding tickets. The company has also introduced software that automatically issues accommodation rate guidelines.
There is a hotel that has maintained a 100% occupancy rate for nearly two years since opening like with the APA Hotel: SHINJUKU-GYOENMAE for example by making full use of these cutting edge management techniques.
The overall number of nights staying in accommodation in Japan is about 500 million. However, APA Hotel provides 10 million nights to this figure with a share of the market still at around 2%. There is still room for the company to grow. The company is going to be busy in the future with the opening of large hotels such as APA Hotel & Resort:
YOKOHAMA BAY CENTER that will be home to 2,400 rooms – the largest number in Japan. The East Wing of the APA Hotel & Resort: TOKYO BAY MAKUHARI will also come into service this year to bring up the number of rooms at the hotel to 2,001.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (19)
ランドマーク的なホテルを首相官邸前に計画中

アパホテルは今絶好調だ。利益率三〇%以上と非常に高い水準を維持している。ライバルの某ホテルチェーンの四%、日本を代表する某シティホテルの五%と比べると、その凄さがわかるだろう。インバウンドの増加も、この好業績に貢献している。二〇一六年もインバウンドは引き続き増え、訪日外国人旅行者数は年間二千五百万人に達するのではないだろうか。アパホテルのもう一つの強さの源泉は、カード会員が約一千五十万人にも達していることだ。会員は五万円アパホテルを利用すると、五千円のキャッシュバックを受けることができる。

 

会社が払った宿泊費用がたまれば社員に現金が入るのだ。この一〇%の現金還元が人気の秘密だ。早くからネット予約に注力してきたのも功を奏し、営業せずともネットから予約が入る流れができている。アゴダやエクスペディアBooking.comのような海外のホテル予約サイトでも、日本ではアパホテルが人気ナンバーワンだ。先日、首相官邸の前にあり、竹下登や小渕恵三らが事務所を構えていた永田町TBRビルの跡地をアパグループで購入、ここに十七階で五百室規模のアパホテルを建設する予定だ。

 

アパのフラッグシップとして、ランドマーク的なホテルになるだろう。
最近アパホテルの宿泊料金が話題になるが、支配人に決定権がある。上限は社内ルールで決められているが、下限はない。これは航空機の搭乗券の販売などで使われてきた、状況に応じて供給量と価格をコントロールする「イールドマネジメント」という手法をアパホテルが導入しているからだ。

130702-0 我が家のヤマモモ 

自動的に宿泊料金の目安を出してくれるソフトウェアも導入している。これら最先端のマネジメント手法を駆使しているため、例えばアパホテル〈新宿御苑前〉のように、オープンしてから二年近く、稼働率一〇〇%を維持しているホテルもある。日本全体の年間宿泊数は約五億泊だが、アパホテルが提供しているのは一千数百万泊でまだシェアは二%程度だ。

 

まだまだ伸びしろがあると言えるだろう。今後は日本最大となる二千四百室を擁するアパホテル&リゾート〈横浜ベイタワー〉など大型ホテルのオープンが目白押しだ。アパホテル&リゾート〈東京ベイ幕張〉も今年イーストウイングが誕生し、二〇〇一室に増室になる。

160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (43)

Network in Various Forms: Toward APA Hotels Anywhere in Japan

The APA Group did not suddenly leap into the hotel business. The company started business with custom homes. The company was then successful in the condominium business. After establishing these foundations, the company entered the hotel business.

A hotel incurs a heavy deficit at the start. The company aimed to constrict taxes by totaling profits and losses with the condominium business in which profits come in all at once after selling a completed project. The company’s hotel business has now grown to a size ten times greater than that of their condominium business in terms of both sales and personnel.
The company’s condominium business has now shifted to luxury apartments in the best parts of town such as Daikanyama. They have now embarked on a global strategy in the hotel business with new urban hotels. When thinking about the company’s hotel operations originally, they investigated what kind of hotel is really needed.
The company decided it would be difficult to profit with hotels focused on tourism which are busy at the weekend with guests coming and going but are then empty during the weekdays. Accordingly, the company built a hotel business model that is strong on weekdays by targeting business people.
The number of APA Hotel members has been increased with a cash back system. However, they have also enriched their hotel network in multiple layers.
For example, the company builds and owns its own hotels in the city while buying local hotels outside of urban areas and rebranding them to increase their number of franchise hotels. Furthermore, the company has expanded its contracts with partner hotels where it is possible to save points.
This is to always keep APA Hotel in a state where its members want to stay there.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (36)
This is also one of the company’s strengths.
The representative does not seek to maximize sales profits with respect to business. He just wants to realize profit and a profit ratio unprecedented in the hotel industry as a result of pursuing user-friendliness for guests.
Moreover, he is an enterprising man that has been successful with this kind of business, but the most important thing to him is to express his views so that Japan can become a proper country. There is significance to this.
There are about 3,600 listed companies in Japan.
The unlisted APA Group would be located around the 300th largest listed company in Japan in a comparison with consolidated ordinary income. However, although listed companies have many shareholders, the APA Group is solely owned by the representative’s family. Assets were once 20-times that of the annual profit of the APA Group, but this has now reached 25-fold.
The group has abundant assets by never going into the red once in its 44-year history. APA Hotel probably owns the greatest number of hotels in Japan.
160302Wed APA Wine India Arvind Singh Bahrain Hassan 長尾 敬 山口泰明 (11)
様々な形でネットワーク全国どこでもアパホテルへ
 アパグループはいきなりホテル事業を始めたわけではない。注文住宅から事業をスタート、マンション事業を成功させ、基礎を築いた上でホテル事業に乗り出したのだ。ホテルには初期赤字が大きい。完成して販売すれば一気に利益が出るマンション事業と損益通算することで、税金の圧縮を図ったのだ。
今やホテル事業は、売上も人員もマンション事業の十倍の規模に成長した。マンションは代官山など一等地の億ションにシフト。ホテルは新都市型ホテルとして、世界戦略もスタートしている。そもそもホテル事業を考える時、本当に求められているホテルは何かを検討、週末に客が入り平日はガラガラの観光客主体のホテルでは、ペイしにくいと考えた。そこでターゲットをビジネスマンにして、平日に強いホテルのビジネスモデルの構築を行ったのだ。
キャッシュバックシステムで会員を増やしていったアパホテルだが、会員の泊まりたい場所にアパホテルが常にある状態にするため、都心は自ら建設して保有、地方は地場のホテルを買収してリブランドしたり、フランチャイジーホテルを増やし、さらにポイントが貯まるパートナーホテルの契約を拡大したりと、何段階もの構えでホテル網を充実させてきた。これも強みだ。
130702-2 我が家のヤマモモ 
代表は事業に関して、売上利益の最大化を求めていない。顧客の利便性を追求していった結果として、ホテル業界としては他に類を見ない利益と利益率を実現しているだけだ。さらに大切なことは、このように事業を成功させている事業家が、日本を真っ当な国にするための言論活動を行っているということだ。これに意義がある。
日本の上場企業は約三千六百社あり、連結経常利益規模で比較すると、非上場のアパグループは上場企業の三百番目ぐらいに位置する。しかし上場企業には株主が多数存在するが、アパグループは代表一族が全株オーナーだ。かつて資産はアパグループの年間利益の二〇倍といっていたが、最近は二五倍になっている。
四十四年間一度の赤字も出していないことで、豊富な資産がある。日本で一番ホテルを所有しているのはアパホテルだと思う。

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