Tag: AMATA

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Stocks in the news (amata, chayo, epg, kiat, post, samart, sawad, seafco, so, tvo, nrf, cpall) 15.10.20

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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Stocks in the news (amata, amatav, ccp, crane, rbf, scc, tacc, wha) 23.09.20

AMATA’s 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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Stocks in the news (amata, bgrim, cpall, fpi, ichi, rci, singer) 02.09.20

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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Stocks in the news (amata, beauty, mjd, oishi, psh, pttor, rojna, scc) 21.08.20

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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Stocks in the news (aav, amata, bts, dtac, gpsc, kkp, jmt, mint, threl) 29.07.20

AAV: expects AOT give nods on proposal to operate 24 daily domestic flights service from SIA to Chiang Mai, Phuket, Krabi, Suratthani, seeks to expand international flights from SIA to China, Vietnam, Myanmar & Cambodia before end of year. AMATA: announced RO 83m shares 12.8554217:1, PO price to announce before September 21, subscription October 9, […]

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Stocks in the news (amata, amatav, bgrim, crc, jas, makro, sawad, sta, trc, trubb) 08.06.20

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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Stocks in the news (amata, epg, kbank, ptg, scb, tnp, utp) 13.04.20

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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Stocks in the news (amata, amatav, dod, drt, ivl, gpi, pttep, planet, thai) 24.03.20

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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Management Trades 16/03 – 20/03

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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Stocks in the news (amata, jmart, ivl, sun) 17.02.20

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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