axentx · biz opportunities ▸ China → Thailand

公募REITs上市五周年,86只产品募资达2450亿元

GO Panel avg 6.1/10 Invest signal 82% Source CHINA (zh)
Original signal
公募REITs上市五周年,86只产品募资达2450亿元
https://36kr.com/newsflashes/3863588042216706?f=rss

Expert panel evaluations

Asian Trade SpecialistNO-GO · 2/10
The opportunity seems to be specific to the Chinese market, and there is no clear indication of demand for REITs in Thailand. Additionally, the regulatory environment for REITs in Thailand is uncertain, making it a high-risk investment.
TAM: 0M THB | demand: low | channel: unknownSOURCE: china | supplier: unknown | landed cost: 50%GM: 10% | payback: 24mo | min capital: ฿1.0M
Thai Consumer InsightsPIVOT · 7/10
The concept of REITs could be attractive in Thailand given the right adaptation to local regulations and market preferences, offering a new investment avenue for Thai investors.
TAM: 50000M THB | demand: medium | channel: multiSOURCE: local | supplier: moderate | landed cost: 70%GM: 20% | payback: 24mo | min capital: ฿1.0M
Retail OperatorPIVOT · 7/10
The concept of REITs has shown significant growth and acceptance in China, suggesting potential for similar products in Thailand, especially given the country's growing economy and interest in real estate. However, careful adaptation to the local market and regulatory environment is necessary.
TAM: 50000M THB | demand: medium | channel: offline-shopSOURCE: local | supplier: moderate | landed cost: 60%GM: 25% | payback: 12mo | min capital: ฿1.0M
Import/Logistics ExpertPIVOT · 7/10
The concept of REITs has shown significant growth in China, and with the right adaptation, it could fill a gap in the Thai market, providing a new investment opportunity for locals and foreigners alike.
TAM: 50000M THB | demand: medium | channel: offline-shopSOURCE: local | supplier: moderate | landed cost: 70%GM: 20% | payback: 12mo | min capital: ฿1.0M
Local SME OwnerPIVOT · 7/10
The concept of REITs has shown success in China and could appeal to Thai investors looking for stable investment options. However, adaptations to the local market and regulatory environment are necessary.
TAM: 10000M THB | demand: medium | channel: line-oaSOURCE: local | supplier: moderate | landed cost: 70%GM: 20% | payback: 30mo | min capital: ฿10M
Blue-Ocean StrategistPIVOT · 7/10
While the REITs market is well-established in China, Thailand's market is relatively untapped, presenting a blue-ocean opportunity for a pioneering company to educate and capture the market, with potential for significant returns on investment
TAM: 50000M THB | demand: medium | channel: offline-shop|multiSOURCE: local | supplier: moderate | landed cost: 70%GM: 20% | payback: 12mo | min capital: ฿1.0M

Key numbers

0–50000M THB Thai TAM range10–25% gross margin

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