タイのインフラ産業（四半期更新レポート）

当レポートでは、タイにおけるインフラ産業の構造や最新動向について分析し、今後10年間の産業規模の動きを推計すると共に、業界の抱える課題（リスク）や将来的な収益機会（リワード）に関する評価、主要企業のプロファイル、政府の政策・規制、域内全体の産業動向といった情報を盛り込んでお届けします。

BMIの見解

SWOT分析

• インフラ産業のSWOT分析

産業予測

• 建設業・インフラ産業の予測シナリオ
• 輸送インフラ：展望と概況
• エネルギー・ユーティリティインフラ：展望と概況
• 住宅／非住宅建築物：展望と概況

産業のリスク／リワード・レーティング

• タイ：インフラ産業のリスク／リワード・レーティング
  • リワード
  • リスク
• アジア：インフラ産業のリスク／リワード・レーティング

市場概況

• 競争環境

企業プロファイル

分析手法

• 産業の予測手法
• 分野特有の手法
• インフラ産業のリスク／リワード・レーティング
• 分野特有の手法

BMI View: We see improved prospects in Thailand's construction industry, with the current government's

focus on infrastructure development leading to elevated levels of investment especially in the transport

sector. Over the next 10 years, Thailand's construction industry is forecast to grow at faster rates than the

past decade, especially as we expect the pro-infrastructure junta government to retain influence beyond the

upcoming elections.

Forecast & Industry Developments

• We have further upgraded our outlook for Thailand's construction industry, and now expect growth in

2017 to reach 6.0% in real terms. Between 2017 and 2026, growth will average 4.7% annually. This

comes on the back of strong FY2016 growth and promising progress on major infrastructure projects in

the country.

• The transport sector will continue to drive growth in Thailand's infrastructure industry, with the

government in the midst of implementing USD40bn worth of projects over the next five to 10 years. The

majority of projects involve upgrading and expanding the country's long-distance and urban rail

networks.

• Improved transport networks will bolster Thailand's role as a tourism hub, supporting greater investments

in commercial and residential real estate. China will be a major source of both tourists and investment in

the tourism industry.

• Persistent operating risks continue to cause delays in Thailand's infrastructure projects, with only 2% of

the planned USD40bn outlay spent as of March 2017. However, we expect that projects will move

forward more quickly in the coming years as initial bureaucratic and financial burdens are resolved.

Table of Contents

• BMI Industry View
• Forecast & Industry Developments
• Table: Infrastructure - Construction Industry Forecasts (Thailand 2017-2023)
• Table: Infrastructure Risk Reward Index (Thailand 2017-2017)
• SWOT
• Infrastructure SWOT
• Industry Forecast
• Construction And Infrastructure Forecast Scenario
• Latest Updates
• Table: Construction And Infrastructure Industry Data (Thailand 2016-2026)
• Structural Trends
• Transport Infrastructure - Outlook And Overview
• Latest Updates
• Table: Thailand - Transport Infrastructure Industry Forecasts
• Table: Competitiveness Of Thailand's Infrastructure
• Table: Thailand - Major Transport Infrastructure Projects, by Value
• Energy And Utilities Infrastructure - Outlook And Overview
• Latest Updates
• Table: Thailand - Energy & Utilities Infrastructure Industry Forecasts
• Structural Trends
• Table: Thailand Power Development Plan 2014-2036
• Table: Thailand - Major Energy & Utilities Projects By Value, USDmn
• Residential/Non-Residential Construction - Outlook And Overview
• Latest Updates
• Table: Thailand - Residential and Non-Residential Building Industry Forecasts
• Structural Trends
• Table: Thailand - Major Residential & Non-Residential Building Projects by Value, USDmn
• Industry Risk Reward Index
• Asia Risk/Reward Index
• Market Overview

Competitive Landscape

• Table: Thailand Companies - Key Financial Data
• Company Profile
• CH Karnchang
• Siam Cement
• Italian-Thai Development
• Methodology
• Infrastructure Forecast Methodology
• Industry Forecast Methodology
• Sector-Specific Methodology
• Infrastructure Risk/Reward Index