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 Vietnam for the longest time and nothing has happened, compare Amata’s VN performance versus how the Singaporean IE players are doing there. Perhaps without a home ground advantage its being proven that Amata can’t operate in other markets.

JMART target mobile & IoT gadget sales +20% yoy, driven by demand for 5G compact devices, will insurance package to boost sales, plans to add 15 outlets this year, target 220 branches by end of year.

Comment: We have wondered aloud about the impact of 5G, yes we’ll all need new phones and potentially tablets/laptops that are sim-based, but by when? 12, 18, 24 months?

IVL plans to relocate PET plant from West Bank to alternate location in Israel this year aft put on UNOHCHR blacklists, didn’t intend to invest in restricted area but asset attached to Avgol from M&A in FY19.

Comment: Amusing…

SUN anticipates sweet corn exports vol +30% supported by orders from UK following Brixit, appoints Saha Pathanapibul (SPC) to be distributor, target 10-15% revenue growth this year.