Note: The weekly figures are going to lower as Notable Transactions Buy(s) THB 257 mn AMATA – Well that’s a rare purchase from the founder. And its YUGE. ALL – I know several of their assets are up for sale to Funds and they have a plot of land which can’t be developed upon. But […]

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AMATA keeps full year land sales >400 acres after logged 122 acres 1Q21 from Thailand & Vietnam IE, 60% out of Bt1.82b backlog will be transfer this year, expects booking pick up 2H as Covid eased. Comment: Basically they won’t see any pre-covid levels of sales until 2023 at the earliest. COLOR embarks into renewable […]

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AMATA sets 950 rais domestic land sales target this year, 700-800 rais in Vietnam, growth will be supported by Bt1,813m backlog, sets Bt4-5b capex. Comment: When has AMATA ever achieved anything? I’ve been following them since 2004, and nothing has changed. Treat it like the dinosaur it is, when the share price drops for whatever […]

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ADVANC will report on Monday (February 8) after-market, Bt27.53b consensus AMA in talk M&A logistic co., aiming to branch out from tanker, Oil & Gas and chem transport to diversify business, finalize deal within 1Q, target 10-15% revenue growth this year. AMATA to stop its Bt140m first-phase investment in Yangon Amata Smart and Eco City […]

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AIRA sells 20% stake in leasing unit to NEC Capital, an affiliate of Sumitomo Mitsui Finance & Leasing co. Comment: Just looking at their numbers you can see that the company has to raise capital. AMATA sets 950 rais land sales target next year, sets Bt4-5b capex.BBL, KBANK, KTB and TMB delay plan to purge […]

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AMATA said will miss 950 rai land sale target this year, as 9-10 clients postponed land purchase due to covid. Comment: No surprises here. Though yes arguably AMATA is attractive on an NAV/share basis atm. AOT reported Bt4,320m FY20 NP, ending September 30, -83% yoy, in-line with Bt4,372m consensus. Its reported a core loss of […]

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AMATA anticipates 2H earnings recovery HoH from improved recurring income and utility sales from IE as activities increase posted reopen, upbeats L-T outlook from increasing production base relocation and diversify land portfolio across CLMV. Comment: They wish that they were as clever/aggressive as WHA to expand into recurring income businesses CHAYO estimate asset management subsidiary, […]

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AMATA‚Äôs firm on 950 rais land sales and Bt2,157m backlog this year, of which 60% will be booked in 2H. Comment: And here’s a flying pig for you. AMATAV to sell ASCLT 1 and 2 worth Bt2,157m in 2H, sees yoy drop in rev this year from pandemic. Comment: Management has proven that without a […]

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AMATA: KSAM cuts holding by 0.0807% to 4.987% of total outstanding on Monday (Aug 31), SEC filing. BGRIM to work with AMATA in developing smart-city concept in every projects, hoping to boost power productions, including Amata Smart City in Myanmar. CPALL maintained 700 branches expansion target this year, will sell Bt25b CD to refinance and […]

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AMATA in talk JV partner to expand waste power business, aiming to capitalize on existing clients in industrial estates, lessen reliance on IE land sales revenue. BEAUTY extended sale promotion from 4-week to 6-week and offering discount of up to 70% from 50%, hoping to boost sales. Comment: This is such a good time to […]

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