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2015 Agribusiness Equity Strategy

2015 Agribusiness Equity Strategy

Pub date:27 Jan 2015

Below we highlight our core views for equity performance in each agricultural sub-sector that we cover: Livestock companies will generally benefit from lower input costs. Share price performance of each company will greatly depend on ...
$580.00
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Global Political Risk Report

Global Political Risk Report

Pub date:06 Jan 2015

BMI View: 'Great Power' tensions will persist in 2015 as a result of the Ukraine conflict the previous year. Meanwhile, the fall in oil prices will destabilise many countries in early 2015. As the year progresses, elections ...
$1,195.00
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Thailand Country Risk Report

Thailand Country Risk Report

Pub date:16 Dec 2014

The Thailand Country Risk Report helps businesses with market assessment, strategic planning and decision making to promote growth and profitability in Thailand. It is an essential tool for CEOs, Chairmen, Finance Directors/CFOs, Managing Directors, ...
$1,195.00
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South East Asia Mining Report

South East Asia Mining Report

Pub date:12 May 2014

BMI View: The cooling of the Chinese economy will remove the shine off mining investment in South East Asia . Frontier regions will be the first places where miners pull back their investment as brownfield projects ...
$1,295.00
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Thailand Agribusiness Report

Thailand Agribusiness Report

Pub date:12 Nov 2014

BMI View:   Thailand will maintain its status as a key Asian agricultural provider in the coming years, as the sector benefits from strong export opportunities and government support as well as an efficient food-producing industry. ...
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Thailand Autos Report

Thailand Autos Report

Pub date:10 Dec 2014

We have downgraded Thailand's domestic auto sales growth forecast, and expect auto sales to contract 35.0%, a more severe contraction compared to the 30.2% decline forecasted previously. Weak sales for the first nine months of 2014 have been ...
$1,295.00
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Thailand Commercial Banking Report

Thailand Commercial Banking Report

Pub date:03 Nov 2014

We have downgraded Thailand's domestic auto sales growth forecast, and expect auto sales to contract 35.0%, a more severe contraction compared to the 30.2% decline forecasted previously. Weak sales for the first nine months of 2014 have been ...
$1,295.00
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Thailand Consumer Electronics Report

Thailand Consumer Electronics Report

Pub date:02 Dec 2014

BMI View: I n 2014 p olitical uncertainty and baht depreciation were a drag on spending growth , resulting in uneven growth as the computer hardware and AV segments contracted, but handset sales continued to grow .   However, ...
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Thailand Defence & Security Report

Thailand Defence & Security Report

Pub date:29 Dec 2014

BMI View: A military coup in 2014 has successfully imposed a short-term solution to restore order and stability under General Prayuth Chan-ocha. This interim government is set to remain in place until October 2015 at the earliest, ...
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Thailand Food & Drink Report

Thailand Food & Drink Report

Pub date:24 Dec 2014

BMI View : T he economic damage caused by the Thai political crisis and our expectations that the situation will not improve significantly in the short term have caused us to downgrade Thailand's GDP growth outlook ...
$1,295.00
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Thailand Freight Transport Report

Thailand Freight Transport Report

Pub date:09 Jan 2015

Positive Growth Expected In 2015 Thailand's freight industry will see positive growth in 2015, after a difficult 2014. In terms of cargo volumes, we expect increases in a range of roughly 2% to 7% depending on the transport mode, after ...
$1,295.00
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Thailand Information Technology Report

Thailand Information Technology Report

Pub date:11 Dec 2014

BMI View: After a growth slowdown in 2013 and 2014 as economic and political uncertainty weighed on consumer and enterprise confidence, we expect IT market spending growth to accelerate in 2015. Over the medium term s trong growth ...
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Thailand Infrastructure Report

Thailand Infrastructure Report

Pub date:21 Jan 2015

BMI View: The near-term outlook for Thailand's construction and infrastructure sectors ha d improved due to greater political and policy certainty. However, at the time of writing the government had just postponed elections from October 2015 ...
$1,295.00
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Thailand Insurance Report

Thailand Insurance Report

Pub date:13 Nov 2014

BMI View: Thailand ' s insurance industry is forecast to show good growth between 2015-2018 having struggled in 2014, faced with a military coup in May and a weakening currency. T otal premiums grew by only 1 %   ...
$1,295.00
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Thailand Medical Devices Report

Thailand Medical Devices Report

Pub date:11 Nov 2014

BMI Industry View: The Thai market's continued reliance on imported medical devices means demand has remain ed strong, resulting in an attractive 13.7% C AGR growth rate for the forecast period.   Local manufacturers , as well as ...
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Thailand Oil & Gas Report

Thailand Oil & Gas Report

Pub date:18 Nov 2014

BMI View:   Thailand is expected to remain driven by a strong oil and gas demand far outweighing the domestic production over our forecast period to 2023. With declining oil and gas reserves, we expect long-term oil ...
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Thailand Petrochemicals Report

Thailand Petrochemicals Report

Pub date:24 Dec 2014

The Thai petrochemicals industry is seeing more certainty and growth as the political situation stabilises, but BMI's latest Thailand Petrochemicals report warns that political risk will remain a significant factor going forward.The situation in ...
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Thailand Pharmaceuticals & Healthcare Report

Thailand Pharmaceuticals & Healthcare Report

Pub date:22 Jan 2015

BMI View: Thailand will continue to be an attractive location to international drug makers as a result of its growing domestic pharmaceutical market with an ageing population and improving access to healthcare as well as ...
$1,295.00
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Thailand Power Report

Thailand Power Report

Pub date:07 Nov 2014

BMI View:   We are forecasting electricity gener ation in Thailand to grow by 2.8 % in 2015, similar to the growth the country experienced in 2014. Meanwhile, we have moderated our long-term forecasts for electricity generation in Thailand. This ...
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Thailand Real Estate Report

Thailand Real Estate Report

Pub date:17 Dec 2014

BMI View: We see good long term potential in Thailand's commercial real estate sector as regional economic integration continues as well as continued growth in Thailand's tourism sector. However, recent political instability has had a ...
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