Equity Analysis /
Thailand

Thailand (Bualuang): Industrial Estate - Sector super-cycle about to start!

  • Unexciting 3Q21 outlook

  • Release of pent-up demand to boost 4Q21 bookings and sales

  • 2022—COVID-19 easing to enable new sector super-cycle

Kijapat Wongmetta
Kijapat Wongmetta

Equity Research Analyst

Bualuang Securities
5 November 2021