Hemaraj Land and Development Plc (SET symbol: HEMRAJ) has been Thailand’s leading developer of industrial estates and related services since 1988. It offers developed industrial land, utilities, ready-built factories for rent, warehouses for logistics, quality industrial services and an integrated logistics and supply chain in six industrial estates, located mostly along the Eastern Seaboard. It […]
Read More →The first two months of the year are all about the recovery of businesses affected from the flooding, specifically the Industrial’s sector. Both Amata and Hemraj have benefited tremendously from the flood crisis as their industrial estates were not affected at all, also Ticon has begun to recover as the impact on their rental factory […]
Read More →As mentioned in a previous post last week, the market continues to rally strongly on the back of ECB funding essentially saving financial institutions in the Euro zone from going bankrupt. The industrial sector has continued to perform well on the back of news that Amata and Hemraj Plc are going to have very good […]
Read More →Sony (digital cameras) has recently moved its largest camera production site in the world out of the Hi-Tech Industrial Estate in Bang Pa-in, Ayutthaya province to its facility in Amata Nakorn, Chonburi. It is also planning to build a new production plant at Amata Nakorn. NEC TOKIN Electronics (Thailand) Co Ltd located at Navanakorn Industrial […]
Read More →Commentary: Year to date the Technology sector is still the best performer due to the Telco’s remaining buoyant on the back to potential 3G licensing to come through. Industrials are obviously the worst performers because of the flood crisis in Thailand. But we feel that there are good undervalued companies in this sector now because […]
Read More →Ladies n gents I’m happy to say that we have a guest blogger, Ms. Ploy Tang-u-thaisuk, who will be posting her thoughts on the Thai market, derivatives, stocks, and sectors here weekly. Despite her youth, I’ve been tracking her comments/thoughts over the past few years and have found them to be an excellent resource when […]
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