ABC
ABC expects net profit to be back in the black this year. It expects to launch ABC Residence and ABC Pet World projects, valued at Bt7.5bn, in 3Q16. It plans to wipe out all retained losses this year. (Khao Hoon, 16/03/16)
Comment: I’m beginning to be very bored of the newsflow from this company….

ADVANC ‘Respite’ for AIS’s 400,000 2G users facing cut-off – The Central Administrative Court decided to allow AIS extend the signals for 2G SIM cards on the 900 MHz network until March 21. The signals were due to be switched off at midnight yesterday The court’s decision follows a request by ADVANC for an order to force the NBTC to extend the period for 2G customer retention and ensure service continuity as stipulated in rules set out by the National Broadcasting and Telecommunications Commission (NBTC). (Bangkok Post, 16/03/16)
Comment: Now the question is what will happen to that license if JAS doesn’t pay up?

ASK
ASK expects 2016 loan growth of 15% backed by higher truck demand for government projects and stimulus measures. It expects to benefit from AEC. It plans to expand its customer base. (Thun Hoon, 16/03/16)
Comment: While still paying a decent dividend.

BEC
BEC has high hopes of sports programmes shoring up TV ratings and advertising revenue on top of top-rated dramas this year after the news-show category experienced a slowdown due to intense competition and the impact from the departure of famous TV host Sorrayuth Suthassanachinda. (The Nation, 16/03/16)
Comment: People slightly misunderstand what is happening with BEC, everyone says that they are losing a fortune but in reality they are still the leading player in the media business, but because of increased supply in the industry their ASP’s have dropped.

BIG
BIG expects 1Q16 earnings to be good with net profit of Bt160mn (120% growth) thanks to camera sales. It expects its market share to increase to 63% this year. (Khao Hoon, 16/03/16)
Comment: Much to our surprise, the stock has been on a tear for the past few months

CNT
CNT expects 2016 net profit to grow backed by higher revenue from condominium projects. (Khao Hoon, 16/03/16)

EA
EA expects 90MW Phitsanulok solar farm to run by March. It expects three wind power plants (126MW) to operate in June-July and expects to book revenue immediately. It expects capacity of 404MW at the end of this year. It expects revenue growth of 30%. It plans to issue a Bt3bn debenture. (Khao Hoon, 16/03/16)

GOLD
GOLD expects 1Q16 revenue to be good after presales reached Bt1.1bn in the first two months (it targets 1Q16 presales of Bt1.8bn). Its 2M16 presales is Bt3.1bn thanks to property incentives. (Khao Hoon, 16/03/16)

GUNKUL
GUNKUL expects 2016 revenue to reach Bt5.8bn (30% growth) boosted by solar cell power plants and wind power plants. It expects the alternative energy business to be good this year. (Thun Hoon, 16/03/16)
Comment: Plus doing a stock split does help attract local punters

KTC
KTC expects personal loans to grow to Bt21bn (+15%) from last year of Bt17bn. It is budgeting Bt60mn for marketing campaigns to broaden its customer base and keep existing customers. It expects to have 747,000 accounts this year. It is confident it can control NPLs. (Thun Hoon, 16/03/16)

OTO
OTO expects to get Bt600mn job from public and private units. It expects this to raise its backlog to Bt2bn. It expects to do an M&A for a call center in Myanmar soon. It targets 2016 revenue to grow 10% to Bt11bn as it is providing more services to customers. (Thun Hoon, 16/03/16)

PS
PS targets townhouse sales to reach Bt24bn or equal to 55% of total revenue. It plans to launch 11 projects, valued at Bt11bn. It targets townhouse sales to reach Bt30bn in 2019. (Khao Hoon, 16/03/16)

PSTC
PSTC expects 2016 revenue to grow 60% from 2015’s Bt484mn brought by a 12.2MW power plant. It expects revenue from power plants to comprise 40%, up from 20%. It targets production of 100MW power by 2018. (Khao Hoon, 16/03/16)

PT
PT targets 2016 revenue and net profit growth of 10-15% after it focuses on data center service. It plans to ask for PCI Standard certificate, which it hopes will expand its customer base. (Thun Hoon, 16/03/16)

PTT
PTT expects 1Q16 revenue of Bt516bn with net profit of Bt22.6bn. It says it is not worried about lower oil price because petrochemicals and refineries are still doing well. It plans to increase its LNG capacity to 10mn tons /year. It expects the government to approve a second storage facility (7.5mn tons capacity) soon. (Thun Hoon, 16/03/16)

SF
SF expects 2016 earnings to increase 20-25% because of higher lease area and lower interest expense. It is considering talking with a partner to invest in a community mall in ASEAN. It expects to sell 50 rai of land at Bang Yai, valued at Bt2bn, on which it will book an extra gain. (Khao Hoon, 16/03/16)

TRC
TRC plans to take part in Bt16.5bn in bids. It is talking to a partner to invest in a Bt10bn oil pipeline for a government unit. It also plans to bid for a 1000MW power plant. It will increase capital if it gets this project. (Khao Hoon, 16/03/16)
Comment: And voila, as confirmed by the opp day talk as well, TRC will eventually have to raise capital to do this higher ticket projects, the question is now, will they follow UNIQ? As in, be able to break into becoming one of the big boys, or will they fall the way of CNT?

UAC
UAC expects earnings to grow significantly from 2Q16. It expects to book Bt300mn from PPP projects. It expects revenue to be good aided by solar roof, acquisition, and trading business from UAPC. (Thun Hoon, 16/03/16)

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