WHA ready to cover all logistics bases WHA began in 2003 with the vision to be a leader in built-to-suit modern warehouses and distribution centres. We saw that Thailand’s logistics cost to GDP was very high at 18% and that there was an opportunity to help the country and the industry to reduce the cost. […]
Read More →Thailand Ministry sticks to 1.2% export target despite dire forecasts – Despite many organisations projecting low export growth this year, the Commerce Ministry has maintained its target at 1.2 per cent as it expects shipments to recover in the second half on the back of a predicted rise in oil prices and a weakening in the value of […]
Read More →ADVANC ADVANC expects to be a leader in broadband business by partnering with TOT; this is expected to be concluded in 3Q15. 2H15 revenue is expected to mark a record high thanks to seasonality. Subsidiary AWN is preparing to participate in the 4G auction. (Thun Hoon, 03/07/15) AIRA AIRA expects 10-20% revenue growth this year, benefitting from […]
Read More →Mobius makes a few good points in his latest commentary on emerging markets vs advanced markets, here’s a few nuggets and a link to the full article. Growth in emerging markets has outpaced growth in developed markets by more than double People under the age of 40 are typically entering the most productive years of […]
Read More →ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]
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