บทวิเคราะห์ (Research)

WHA : Raises land sales target and sales value WHA is confident land sales will remain strong for the next few years and has raised this year’s land sales target to 2,500 rai, with upside risk to 3,000+ rai. They also guided for Bt11.3b sales value, suggesting 18% growth yoy and 3% upside to our FY24F earnings. There is another 1% upside if proceeds from asset monetization is 5% higher than guidance. They plan to grow the power unit, supply water to third parties, develop condo projects, install telco towers & fiber optics for rent, and offer green logistics (EV). We maintain a BUY rating for WHA.