AMATA sees solid 4Q after closing deal to sell 200 rai of land, but admitting FY19 land sales will miss.

Comment: And Vietnam isn’t performing either, infact nothing has performed for AMATA despite the share price increase over the past 3 years

CENTEL: Centara Grand hotel at Central World kick-off food delivery service via Grab Food, aims to capitalize location advantage downtown market.

CPN sets Bt22b capex to expand malls, mixed-use projects and M&A, will sell assets into CPNREIT in 2Q20, eyes 9-10% revenue growth next year.

EA’s 2 pilot electric ferries debuts operation 1Q20, will increase to 42 in 4Q, EV production start 2Q20, sets Bt7.4b capex for FY20, 43% to be invested in bat factory

Comment: This battery factory is a huge question mark, I still see the value of the company dropping by 1/2

HUMAN reaffirms solid 4Q from strong demand for HR software, outsources payroll & accounting services, upbeat outlook next year from healthy demand for Enterprise Resource Planning (ERP), mulls to expand to HR consulting, learning, health insurance agent and employee loans, target 20-30% rev growth next year.

Comment: Basically as their customers grow their number of employees, HUMAN earns more, but the to bring new clients onto their platform isn’t as immediately as some may expect. It can take 6-to onboard a new firm.

PF sees 6% revenue growth next year to Bt23.98b, from Bt22.63b expected this year, to wrap up office for rent deal.

MINT liquidated stake in 2 sub and JV, booking Bt1.395b.

Comment: Effectively they buy new assets with debt, sell off old assets to pay down the debt.

SGP sets 10% LPG sales growth next year to 3.77m tons, on rising demand from emerging markets, sets Bt1.3-1.4b capex.

SIRI launches Burasiri Rama 2, 175 units worth Bt1.6b, with Burasiri Experience campaign, firms on Bt15b transfers in horizontal projects this year.

SPALI: K-ASSET added 0.1761% of total outstanding, lifts holding to 5.0074%, SEC filing.

TPAC: IVL founder’s son, Anuj Lohia, added 22.26% of total outstanding, lifts holding to 69.2%, SEC filing.

Comment: Pricing is a question here.

  1. peter satrapa-binder

    @ AMATA and Vietnam: I really wonder what they did to ‘succeed’ in AMATAV NOT performing well… investment in Vietnam is supposed to be a profitable thing nowadays…

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