REIC data for Q2: Greater Bangkok unsold supply fell 10.2% year-on-year to 202,414 units, and new sales rose 2.6%. Condo sales in Bangkok rose 14.7%, while low-rise home sales fell 18.4%. Mortgage rejections are squeezing the mass market, and homes priced above 10 million baht in Phra Khanong-Bang Na and Sukhumvit are selling slowly. If you supply building, interiors or property services, expect demand to favour condos and mid-priced product over detached houses, and to favour Sukhumvit, Rama 9-Ratchada and the eastern corridor locations.