Investing in High Speed Rail Project

[up-country_sinclair]

What are some suggested avenues for investing in the recently approved Thai-Chinese high speed rail project?

 

Thanks!

 

[wirat69]

Buy a ticket!!!

[Emster23]

I think that is a "members only" game...

[up-country_sinclair]

Sorry for not being clear.  I was thinking in terms of infrastructure related companies or ETFS that would stand to profit.

[hansnl]

Invest in high speed rail?

Just have a look around the world where high speed rail exists.

Then see nearly all are state owned.

Then also see that making a return on investment is, ehhhhh, problematic.

Also take into account those high speed lines take away business from the existing lines, and making both lossmaking.

Forget it.

And the Chinese setup in Thailand is not open for private investment, being a Chinese government thing with strategic military background.

[alant]

I think I have some investment certificates spare I could sell on...

[Classic Ray]

Setting up logistics operations to carry passengers and/or goods to/from the new stations would be worthwhile, as well as investing in companies that will develop factories or housing developments in the hinterland of the stations.

 

But it is likely that the clever money has already hoovered up a lot of those opportunities. 

[natway09]

Is this request a joke or are you really serious about throwing money away

[seancbk]

17 minutes ago, natway09 said:

Is this request a joke or are you really serious about throwing money away

 

 

Is this comment a joke or so you really not understand the question?

To the OP - You could invest in the State Railways of Thailand (SRT) which is listed on the Thai Stock Exchange.   They submitted plans to construct 10 stations. 

The deadline for construction bids for the project is 2018 so if you do some research you should be able to find which Chinese, Japanese and Thai joint ventures are bidding. 

Then find which stock market they are listed on and buy shares of those firms.  Even the companies providing the trains, the switching equipment, and other services would be a good investment.    You are looking at a very long term investment but I'd say a fairly safe one.

 

[billp]

You could buy shares in Sino Thai Engineering. They’re sure to get a piece of the action. And Thailand Cement of course. As for ETFs, do a search for an infrastructure fund specializing in southeast Asia. Huge projects underway across the region, especially Indonesia.

[Suradit69]

1 hour ago, natway09 said:

Is this request a joke or are you really serious about throwing money away

Companies that profit from infrastructure and materials world wide, if done selectively, are considered a decent sector in which to invest.  Generally speaking you'll find CNBC and Bloomberg more informed sources for consensus investment sentiment and debate than the Cartoon Network.

 

To the O/P, you might look through some of the ETFs offered by Krane or something similar to find what you are looking for, either the ETFs themselves or by looking at their portfolio holdings for individual stocks that fit what you are looking for.

 

https://kraneshares.com/

 

49 minutes ago, billp said:

do a search for an infrastructure fund specializing in southeast Asia. Huge projects underway across the region, especially Indonesia.

One Closed End Fund (CEF) that does invest in companies that will benefit from infrastructure globally is the Voya Infrastructure Ind & Mat:IDE.  (just a suggestion for further investigation, not a recommendation)

 https://investments.voya.com/Investor/Products/Closed-End-Funds/Profile/index.htm?psc=847&p=172&tab=Overview

 

 

 

 

 

 

 

Edited January 16, 2018 by Suradit69

[khunPer]

7 hours ago, up-country_sinclair said:

Sorry for not being clear.  I was thinking in terms of infrastructure related companies or ETFS that would stand to profit.

If SET listed companies, you can invest by buying shares (easy without voting rights) – you might find results by googling, otherwise I use SETtrade to find information and SET-codes (there might be other similar or better sites), and SET Company Summary for details like this example for BTS (change the SET company code in URL-address line) – otherwise I believe it's for big money only; and if you're big money, you would know better than asking in this forum...

Edited January 16, 2018 by khunPer

[MyFriend You]

Open up a couple KFC's at a few train stations, you'll be a millionaire in two years.

[PerkinsCuthbert]

Invest in hospitals along the route; with the tried and tested combination of Thais and high-speed anything, there are bound to be excellent profits to be made in the healthcare sector close by.