บทวิเคราะห์ (Research)

AMATA : Eternal Dream a win-win concept AMATA guided that the group booked record high land sales last year, which we estimate had exceeded 2,800 rai. And, they will continue to focus on the IE business in Thailand, Vietnam and Laos this year; we estimate 2,500 rai land sales supported by trade war and geopolitical tensions. The opening of Amata Smart and Eco City Namor will be upside risks to our forecast land sales for 2025. We maintain a BUY rating for AMATA.