AMATA expects 2H recovery, keeps 950 rais land sales target, and books 60-80% of Bt2.486b backlog this year. Comment: Seeing is believing. That EEC story seems to have disappeared. AMATAV keeps Bt1.5b revenue target this year, supported by transfers of 28 hectares of land and sales of ASCLT 1 and ASCLT 2 in Vietnam this […]

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AMATA in JV with Broadwin International HK to set up Amata Chinese Smart City, holding 60% stake. Comment: A non-event… Auto dealers see surging loans rejection rate, forgoes booking deposit & delay vehicles delivery, expects more auto makers shut down plants as dealers unable to take up stocks, Tabloid. Comment: Not stock specific, but it […]

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AMATA keeps 10% land sales growth target, after having sold 50-60rais. Comment: Absolute rubbish. Then again 2019 was disappointing, as was every year since the share price ran because of the EEC AMATAV sees no impact from covid-19, maintaining Bt1.5b revenue target from contribution from IEs in Vietnam in 2H20. Comment: See above DOD reaffirms […]

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Notable Transactions Buying is going through the roof! Buy(s) THB 1.7 bn AMATA – Boom! Vikrom has coming out of his decade of meditation and decided to buy shares TFG – Not sure what’s going on here, buys and sells – SEC reporting issues? MINT – And he’s bought some THB 1.4 bn worth of […]

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AMATA expects big-jump this year transfer of 20 hectares lands from 3 industrial estates in Vietnam, target FY20 pre-sales from 3 sites topped 37 hectares aft hit by delay permit last year, will book Bt2.1b revenue from disposal of 49% in Amata City Long Thanh 1&2 in 2H20. Comment: Harrrumpph, they’ve been touting about AMATA […]

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AMATA signs consortium with Dept of Urban and Housing and Development (DUHD) to develop smart city in Yangon Myanmar, AMATA will hold 80% of the projects. Comment: The share price has finally come off (with the market) but I still wonder where are these land sales? BBL no cash call plans for Permata acquisition, seeks […]

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AMANAH reaffirms big jump 4Q from strong demand for credit on holiday season, larger coverage from branches expansion and lower LLP after shift strategy to seize vehicle instead of settle with debtors on hire-purchase default AMATA signs JV Spore partner, Surbana Jurong Infrastruture, to provide consultancy service for entire projects under Amata Group. Comment: I […]

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AH sets >10% revenue growth target next year after stripping off SAGUSA and oversea sales growth, firm on 10% revenue growth target this year, albeit lower yoy. Comment: Hmmm I wonder acquisitions they will try to pull off next AMATA expects IE land sales momentum carry thru FY20 driven by transfer of backlog at Amata […]

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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 […]

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ADVANC may report strong 3Q, the highest Q in 3 years, up 29% yoy to Bt8.8b, Tabloid. Comment: At the end of the day its just a financial #’s game AMATA upbeats IE land sales momentum as trade war persists, 400 acres out of total 4,400 acres landbank in EEC area ready for quick start […]

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