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Thailand's Industrial Property: BOI numbers for October.
Section: Stocks - OVERWEIGHT rating is maintained on Industrial Property. The worst has already passed and the environment is improving. ROJNA (top pick, TP Bt14.40) and TICON (TP Bt14.10) look to be the best plays at the moment, supported by rising investment applications to the BOI by electronics manufacturers and the need to build new capacity in the electronics industry-its utilization rate is almost at the expansion trigger point of 80%.
Electronics industry takes the lead: In 10M09 there were 927 project applications for BOI tax incentives, down 11% YoY, while the aggregate investment value was Bt333bn, down 9% YoY and equal to 83% …
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Newspaper article from: The Nation (Thailand)
April 3, 2006
700+ words
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News wire article from: Thai Press Reports
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News wire article from: Thai Press Reports
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News wire article from: Thai Press Reports
June 25, 2009
700+ words
