AMATA CORPORATION Plc. (AMATA): 3Q25 Beat On Lower-Than-Expected Expenses
We maintain Outperform with 2026E FV of Bt20.00, based on 11.7% required return. We see solid fundamentals, with 31% upside, and very limited...
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AMATA CORPORATION Plc. (AMATA): Chonburi IE 2 Transfers Ease Backlog Concerns
While 3Q25E presales remain weak, strong negotiations should keep 2025E presales near our 1,500-rai forecast. We maintain Outperform with 2026E FV...
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AMATA CORPORATION - In-Line Earnings; Time Needed for Further Land Development
2Q25 core profit, after excluding FX losses and tax expenses from the sale of a subsidiary’s shares, was in line with our expectations.
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Amata Corporation - Upbeat 2Q25E Presales; Land Transfers Still in Line
We revise our 2026E core profit forecast, reflecting higher land transfer volumes following the upward adjustment to 2025E presales.
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Amata Corporation - Risk from Reciprocal Tariffs; Clients Remain in Wait-And-See Mode
1Q25 core profit exceeded expectations, supported by the higher-than-anticipated average selling prices and gross profit margin (GPM) from...
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