Thailand Infrastructure Views

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Construction Sector: Firmly In Recovery

BMI View: We continue to expect a recovery for Thailand's construction sector in 2012, with the underlying assumptions for a recovery (such as the implementation of flood prevention measures, robust...

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Dawei: To Be Or Not To Be

BMI View: Several events since the start of 2012 have conspired to scuttle the US$50bn Dawei maritime hub project in Myanmar, but recent developments suggest that the project is closer than ever to...

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Siam Cement's SEA Expansion A Positive

Thailand's largest industrial conglomerate Siam Cement (SCG) has announced that it plans to invest THB200bn (US$6.3bn) between 2012 and 2016, with more than half of the capital expenditure to be...

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