AP (Thailand) Public Company LimitedAP
± 混在需要関連度
Flooding may pressure short-term homebuyer confidence and delay transfers, but AP is maintained as a top pick on product/location diversification.
資産への影響 5
Real Estate
AP (Thailand) Public Company Limited
Central Pattana Public Company LimitedCPN
± 混在需要関連度
CPN's Bangkok shopping centres were undamaged with good water management, so flood impact is expected to be very limited with quick recovery.
SC Asset Corporation Public Company LimitedSC
± 混在需要関連度
Flooding may delay low-rise home purchases/transfers, but SC is maintained as a top pick on product and location diversification.
Siri Prime Office Property FdSIRI
± 混在需要関連度
SIRI is named only as a top pick in the residential group amid flood-driven short-term pressure on homebuyer confidence.
Artificial Intelligence
WHA Corporation Public Company LimitedWHA
± 混在供給関連度
WHA's industrial estates were barely affected as most have flood barriers, retention ponds, and pumping stations, and it remains a top pick.