Unique Engineering and Construction Public Company LimitedListed as a construction contractor expected to benefit from the 104.466-billion-baht second-phase Southern dual-track railway if approved.
ソンクラー県で8月31日から9月1日まで開催される出張閣議では、複数の大型プロジェクトが審議される予定で、南部への投資が数年にわたって継続する可能性がある。特に南部複線鉄道第2期は、総額約1,044億6,600万バーツ、3路線・全長534キロメートルに及び、チュムポーン〜スラートターニー間(304億2,300万バーツ)、スラートターニー〜ハートヤイ分岐点〜ソンクラー間(662億7,100万バーツ)、ハートヤイ分岐点〜パダン・ブサール間(77億7,300万バーツ)が含まれる。承認されれば、中部下部からマレーシア国境まで鉄道網がつながり、物流コストの削減と長期的な経済成長が期待される。このプロジェクトの恩恵を受けると見込まれる銘柄は、建設大手のCK、STECON、ITD、UNIQ、NWR、さらに建材大手のSCC、SCCC、TASCOなど。また、南部5県から199件のプロジェクト提案があり、初期総額は570億バーツ超。これらは水管理・インフラ関連銘柄(FLE、UBA、WIIK)や、観光・小売関連銘柄(AOT、AAV、CENTEL、ERW、SHR、CPALL、CRC)を支援する可能性がある。ただし、恩恵の多くは中長期的なもので、承認と実際の入札に左右される。さらに、ソンクラー湖横断橋とランタ島連絡橋のプロジェクトは総額約67億バーツで、2029年の完成が見込まれるが、主要請負業者は外国企業のCHEC Construction (M) Sdn Bhdであるため、タイ企業は下請けや国内資材調達にとどまる可能性が高い。投資家は、承認決定、資金源、契約分割、各社の実際の受注状況を注視すべきである。これらは利益への影響を左右する重要な要素だからだ。
Unique Engineering and Construction Public Company LimitedListed as a construction contractor expected to benefit from the 104.466-billion-baht second-phase Southern dual-track railway if approved.
CH. Karnchang PCLCK is named as a construction contractor expected to benefit from the 104.466-billion-baht southern dual-track railway.
Asia Aviation Public Company LimitedAAV is listed among tourism/retail groups expected to benefit from southern infrastructure and tourism-boosting projects.
Airports Of Thailand PCLAOT is named among tourism groups that could benefit from the southern development projects.
Central Plaza Hotel Public Company LimitedCENTEL is listed among tourism and retail groups expected to gain from the southern investment projects.
Central Retail Corporation Public Company LimitedListed among tourism and retail groups expected to benefit from southern provincial projects and improved connectivity.
The Erawan Group Public Company LimitedNamed among tourism groups that could benefit from southern infrastructure and tourism-related projects.
S Hotels and Resorts Public Company Limited
Utility Business Alliance PCLListed among utility stocks that could benefit from the 199 southern province projects covering water management and utilities.
WIIK Public Company LimitedNamed among utility stocks that could benefit from the 199 southern province projects (water management/utilities) under the multi-billion baht development plan.
The Siam Cement Public Company LimitedNamed among construction material companies expected to benefit from the southern dual-track railway and related projects.
Tipco Asphalt Public Company LimitedNamed among construction material companies expected to benefit from the southern dual-track railway and related projects.
Siam City Cement Public Company LimitedNamed among construction material companies expected to benefit from the southern dual-track railway and related projects.
STECON Group Public Company LimitedListed as a construction contractor expected to benefit from the 104.466-billion-baht second-phase Southern dual-track railway if approved.
Italian-Thai Development Public Company LimitedNamed as a construction contractor expected to benefit from the 104.466-billion-baht southern dual-track railway if approved.
CP ALL Public Company LimitedCPALL is listed among retail groups that could benefit from the southern development projects.
Named as a construction contractor (NWR) expected to benefit from the 104.466 billion baht second-phase southern dual-track railway.