The latest trend/headline that is popping up more and more often is that Vietnam is the place to be as a manufacturing base for the region because of its younger/cheaper population. And its a story I believe, Thailand, in my viewpoint is still relatively safe for the next 10 years but after that, I wouldn’t […]

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Thailand Cabinet acknowledges improvements in industrial sector – The Cabinet has been informed by the Ministry of Industry of more positive trends in various industrial figures over recent months. Industry Minister Chakramon Phasukvanich also disclosed the MPI of February 2015, saying it increased 3.55 points, reaching a 23-month high. Despite a slight drop in industrial […]

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Amata looks beyond industrial estates What is Amata’s business model? Amata Corporation Plc is the largest listed company in the industrial estate sector of the Stock Exchange of Thailand. Viboon Kromadit, director and chief marketing officer, discusses the company’s strategy and outlook. Amata plans to launch a REIT and list a Vietnamese affiliate, Mr Viboon […]

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AOT AOT expects revenue growth in 2015 to exceed 15% after stronger-than-expected traffic. The cancellation of charter flights to and from Japan and South Korea has not adversely affected it. The firm plans to go ahead with Phase II of Suvarnabhumi airport. (Khao Hoon, 09/04/15) Comment: Regardless of these cancellations, in the end AOT will […]

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CHOW CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15) Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant. CSS CSS expects strong 1Q15 […]

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