AAV
AAV benefits from lower oil prices. It plans to open routes to Luang Prabang and Vientiane in 2Q16. (Khao Hoon, 12/2/16)
Comment: Similar to what was said before, AAV should dominate this entire region for LCC’s regardless of market events.
ABC
ABC expects to turn around this year. It plans to open a luxury condominium with units priced at Bt2.5mn. (Khao Hoon, 12/2/16)
ADVANC
ADVANC plans to invest Bt40mn to expand 3G-4G to cover Thailand. It expects to get 10mn 4G users. (Khao Hoon, 12/2/16)
Comment: Needless to say its going to be an interesting year for this sector. 
ARIP
ARIP plans to focus on digital marketing. It targets 2016 revenue of Bt300mn. (Khao Hoon, 12/2/16)

DELTA
DELTA expects to see its highest net profits. It plans to set up a factory in India. (Khao Hoon, 12/2/16)
EPCO
EPCO’s board allows capital increase at subsidiary Eastern Power Group (EP) of Bt750mn. (Khao Hoon, 12/2/16)
EPG
EPG expects to see 2016 revenue of Bt9mn. It plans to use Bt1.25mn to strengthen its business. (Khao Hoon, 12/2/16)
GPSC
GPSC’s 2015 net profit was Bt1.96bn, +20.60% growth. It plans to move to more power generation in Thailand and invest abroad. (Khao Hoon, 12/2/16)
KKP
KKP focuses on SME loans. It expects to see Bt4bn in loans. (Khao Hoon, 12/2/16)
Comment: I still prefer to stay far away from companies like KKP and TISCO, why not just look @ TCAP? Despite it being a larger bank it offers a far better dividend yield with obvious profit growth… 
LPN
LPN’s 2015 net profit was Bt2.413mn, +19% growth. It plans to hold a roadshow in Hong Kong. (Khao Hoon, 12/2/16)
Comment: Plus clear visibility for 2016 #’s and they are paying a 4.8% dividend for 2H15 #’s… 
RML
Raimond Land to transfer 3 condos worth Bt6.4bn. It plans to hold a roadshow in Hong Kong. (Khao Hoon, 12/2/16)
Comment: I’d wait until this stock drops below 1 before I would even consider it again. 
S
Singha Estate targets 2016 revenue of Bt7bn. It plans to invest Bt18bn to invest in a hotel, offices and in land. It announced that that it has 6-7 business deals this year. (Khao Hoon, 12/2/16)
SCN
SCN plans to grow 40%. It expects to get a Bt200mn project that it is bidding for. (Khao Hoon, 12/2/16)
SCP
SCP expects to get government projects that are worth billions. (Khao Hoon, 12/2/16)
Comment: Would be better if the news was clearer with their reporting on this…
THCOM
THCOM’s 2015 profit was Bt2.122bn or +32.5%. It expects to see Bt2.2bn in 2016. (Khao Hoon, 12/2/16)
Comment: And that beat all analyst expectations.
THL
THL plans to do a business restructure. It aims to invest in alternative energy in Myanmar, Laos and Malaysia. (Khao Hoon, 12/2/16)
TNP
TNP aims to grow more than 12%. It plans to add more three branches. (Khao Hoon, 12/2/16)
TRC
TRC got a project worth Bt34bn, raising backlog to Bt40bn. (Khao Hoon, 12/2/16)
Comment: To be clear, they received the construction work in a potash mine where they are one of the shareholders, it was fairly obvious hence why the price has been crushed like the other contractors in Thailand

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