Tag: AMATA

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Stocks in the news (advanc, aira, amata, bdms, ci, ea, earth, ecf, gunkul, ifec, kbank, kiat, mtls, pf, pico, prin, ptg, rwi, sim, scc, takuni, thcom, tpch, vibha) 02.07.15

ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]

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Stocks in the news (advanc, amata, becl, bmcl, fsmart, beauty, hft, ilink, irpc, lanna, lh, loxley, ml, ple, ptg, ptt, ratch, qh, synex, ttw, wave, work) 25.06.15

ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]

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Stocks in the news (aav, aira, amata, anan, bay, cfresh, ck, gunkul, intuch, ivl, jas, ktc, rci, seafco, smt, tuf) 24.06.15

AAV Management is confident there is no impact from ICAO. There is no suspension for any AAV scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]

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Stocks in the news (amata, auct, bbl, cnt, cho, cwt, eforl, major, mono, ivl, pca, rs, s, seafco, smpc, super, vgi) 03.06.15

AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]

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Stocks in the news (akr, amata, cei, cho, cpn, egco, hotpot, ktb, nncl, pf, pttep, sappe, siri, sorkon, spali, spcg, ttcl, wha, wiik) 22.05.15

AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]

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Stocks in the news (amata, cho, demco, esso, earth, fer, gunkul, hemraj, kkp, mcs, smt, super, ticon, tmb, trt, uwc) 20.05.15

AMATA MD says AMATA is preparing to set up REITs. The REITs will pool 88 industrial plants in AMATA Nakorn Chonburi and AMATA City Rayong. (Khao Hoon, 20/05/15) Comment: The main reasons to have any shares in AMATA at this point are because of its REIT and Amata Vietnam listing. CHO CHO expects to win […]

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Stocks in the news (amata, ajp, bts, cei, cwt, earth, eastw, fire, match, nep, pdi, plat, preb, rs, siri, tkt, true, tsr, tta) 07.05.15

AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]

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Planned investment soars six-fold

Interesting news out of the BOI this week, here are the facts: Approved promotional privileges for 793 investments projects worth THB 217 bn approved in the first quarter, 6x that of last year Investment projects gaining BOI approved were valued @ THB 34.65 bn Industries that received this include  — services and public utilities, electrical and […]

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Co Visit: Amata Plc

Amata looks beyond industrial estates What is Amata’s business model? Amata Corporation Plc is the largest listed company in the industrial estate sector of the Stock Exchange of Thailand. Viboon Kromadit, director and chief marketing officer, discusses the company’s strategy and outlook. Amata plans to launch a REIT and list a Vietnamese affiliate, Mr Viboon […]

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BoI green-lights 700 projects

Finally some positive news and this shows that the government agencies are finally doing some work. Which listed companies benefit? Simple, AMATA, WHA, HEMRAJ, TICON Here are the facts: The Board of Investment (BoI) is more upbeat about Thailand’s investment prospects after approving some 700 projects with a combined investment cost of 110 billion baht […]

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