AMATA expects jump start investments in EEC area following clarity of formation of new govt, sees IE lands trnsfr accelerate in 2Q, in talk to sell 320 acres land to clients, m/t 430 acres full yr sales t/g. Comment: Both WHA and AMATA are betting heavily on the EEC plan to pull them through AU […]

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The period between 1Q earnings and 2Q earnings are always the most fun because there is no real corporate announcements and everything is less driven by the recent announcements and purely market demand/supply for each name and the market/industries. So let’s see how the next 3 months perform. Ah yes and there’s still the US […]

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Admin Court issued a verdict dismissing claims by TOT against DTAC (Bt246b), TRUE (Bt59.6b), ADVANC (Bt5.45b) on access charges. Comment: And thats a boon to all the major players esp DTAC¬† AOT cut FY19 revenue growth target to 5% from 10%, revised down full year tourist arrival growth target to 5-6% from 6-7% from impact […]

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