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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AMATA m/t 380 acres land sales t/g aft sold 120 acres 1H19, 70% of Bt3.75b backlog to transfer in 2H, in talk to sell IE land sales to CN and JPN clients combined 400 acres, allots Bt4b to add land bank. Comment: I’m just waiting to see this actually happen… BANPU announced stock buy back […]

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Six private operators petition PM Prayut on BMA awarding 30 years concession to TRUE for underground telco cable projects worth Bt20b. Comment: Does anyone else not finding this contract to True to be f@#king scandalous?  Oh yes and all approved whilst there is no government either.  AMATA sees IE land demand surge on foreign production […]

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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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AMATA: anticipates recovery IE land sales 2Q from migration of production-base to TH from China, 70% of Bt 3.7b backlog to realize this year, in talk clients to sell 280 acres land, maintain 402 acres full year target. Comment: What EEC story? BEC: sees 2H turnaround as costs drop aft return 2 DTV licenses, seeks […]

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The Int’l Finance Corp (IFC) will work with AMATA, a provider of smart cities and industrial zones, to develop sustainability pjs in Thailand and the broader Mekong region. Comment: I still have question marks over AMATA and the EEC story. It isn’t happening unless the PPRP can force it through a weak coalition government AYUD: […]

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AMATA sees positive momentum 2Q from strong demand for IE land from Chinese investors, expects sales jumps 2H from additional contracts signed, 60% of Bt3.6b backlog to realize this year, sets Bt100m budget to estimate IE in Myanmar. Comment: There has been zero momentum from AMATA… BJC pays Bt0.55 dps, XD May 21, will debut […]

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AMATA reports 40 acres IE land sold for Jan-Feb, expects big jumps from +30% repricing and tailwind from utility biz. Comment: Seeing is believe, 40 acres is…nothing, and far below what they’ve been saying they would achieve for the past few years ASIAN upbeats FY19 earnings from healthy demand for pet food, in talk partners […]

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