ADVANC
ADVANC expects 1Q16 earnings to drop to Bt9.26bn, down 6% because of the higher expense of Bt3.5bn needed to keep its 2G subs. (Khao Hoon, 05/04/16)
Comment: Part of expectations to an extent however the question how comes how/why/when would they bid /receive the spectrum that JAS failed to pay for 
AIRA
AIRA plans to launch nano-finance in May. It targets people aged between 20-55 years old with maximum credit of Bt50,000. It will open its first branch in Silom Complex. (Thun Hoon, 05/04/16)
CI
CI indicates 1Q16 earnings will exceed target of Bt500-600mn supported by more project transfers. It expects 2016 revenue will hit target of Bt3bn. It has backlog of more than Bt2.5- 2.6bn, of which it will realize 50% this year. The company will book a Bt1.2bn extra gain from the sale of Sripanwa phase 2 to REIT in 2H16. (Thun Hoon, 05/04/16)
Comment: They’re beginning to perform like a decent property developer. 
FPI
FPI board approved a dividend of Bt0.07/share, payment on April 29. It sets 2016 revenue target growth of 10%. It plans to build a factory in India and start operating in 4Q16. It has orders amounting to more than Bt300mn. (Thun Hoon, 05/04/16)
GPSC
GPSC plans to spend Bt3.15bn to invest in a 20.8MW solar farm in Japan. It expects to sell electricity in 4Q16. (Thun Hoon, 05/04/16)

IVL
IVL expects 1Q16 profit of over Bt1.7bn, growth of 600%, supported by booking profit from BP Amoco. (Khao Hoon, 05/04/16)
Comment: More like a turnaround in commodity prices and spreads
LALIN
LALIN expects to open a new project in west Bangkok. The project will consist of 900 units worth Bt2.3bn which will link with the Purple Line and the Motorway. It expects presales of more than Bt2.8bn. (Thun Hoon, 05/04/16)
LHBANK
LHBANK is doing due diligence for new partner CIBC Bank. It expects to finish this process in one month and wind up the deal in August. It will have Bt16bn in Tier 1 capital and will start three new businesses: private banking, trade finance and digital banking. (ASTV, 05/04/16)
PK
PK expects to benefit from MOE soft loan of Bt4.49bn for the “Energy Savings” project. It expects 1Q16-2Q16 earnings to be good because of higher temperatures. It plans to expand abroad. It targets 2016 revenue to grow10%. (Thun Hoon, 05/04/16)
SENA
SENA expects 2016 net profit to mark a record high backed by The Niche Mono Ratchavipha which began to contribute revenue in March and a Bt45mn revenue contribution from solar farms. (Thun Hoon, 05/04/16)
Comment: They will have a huge amount of revenue to be recognised in a few years with their relatively large condominium project on Petchburi
 
SCC
SCC is talking to a prospective partner to invest in a petro complex in Vietnam. It expects a decision to be made in mid-2016. It expects this to increase its exports. (Thun Hoon, 05/04/16)
SIM
SIM targets 2016 revenue of Bt8bn: Bt6.5bn from the mobile business and Bt1.5bn from nonmobile business. It is talking to a partner in Myanmar to open branches. It expects a decision to be made soon. It is budgeting Bt200mn for store renovation. (Thun Hoon, 05/04/16)
SPRC
SPRC expects 1Q16earnings to be good mainly driven by GRM of US$17. (Khao Hoon, 05/04/16)
SUSCO
SUSCO expects 2016 revenue to hit Bt20bn from 2015’s Bt19bn. It expects sales to increase 8- 10% aided by lower price and high demand. It is budgeting Bt200mn to expand retail shops and gas stations to 220 stations. (Thun Hoon, 05/04/16)
THCOM
THCOM has signed a contract with Forever Group (media provider in Myanmar) for the leasing of more channels, from 3 to 8 transponders. (Thun Hoon, 05/04/16)
TMI
TMI expects 2Q16 earnings to be good on the back of Bt20mn orders. It expects gross margin to increase to 25% after it implemented cost control. It targets 2016 revenue to grow not less than 20% brought by a broader customer base at home and exports. (Thun Hoon, 05/04/16)
TSE
TSE is budgeting Bt3bn to invest in power business at home and abroad. It is talking to prospective Japanese partner to invest in a 50MW solar farm which is expected to be finalized in 2Q16. It expects 2016 earnings to be good because of its expansion to Laos and Cambodia in 2H16. (Thun Hoon, 05/04/16)

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