ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be continued this year with planned capex of Bt28-31bn (Thun Hoon, 16/5/18)
BANPU expects higher coal production in Indonesia in 2Q18 .China coal demand is stabilized . Global coal price is sustainable at a high level .These will support its reven  ( T h u n H o o n , 1 6 / 5 / 1 8 )
CHEWA expects a strong 2Q18 on transfer of Chewathai Petchakasem 27 in late May .It will spend Bt3bn for land acquisition .It expects 2018 revenue to grow 20 %to Bt2.4bn (Kao Hoon, 16/5/18)
GCAP maintains its loan target at Bt1.8bn, of which 70 %is leasing, personal loan 30 .%It targets to keep NPLs at 3 %this year .NPLs were 5 %in 1Q18 (Kao Hoon, 16/5/18)
RATCH will invest in 1-2 hydro power plants in Xekong in Laos .Production capacity will be no less than 100MW .This will be finalized by 2H18 .It expects a better 2Q18 (Thun Hoon, 16/5/18)
RICHY reported net profit of Bt38mn in 1Q18, +850 %YoY, backed by strong revenue .It has Bt4bn backlog and expects Bt3bn in revenue this year .It will launch four projects worth Bt7bn this year. (Kao Hoon, 16/5/18)
SAPPE expects a strong 2Q18 due to benefit from a weaker THB plus strong orders .It targets revenue growth of 10 %YoY in 2018 on higher demand . (Thun Hoon, 16/5/18)
SCB will spend Bt1.75bn to invest in Digital Ventures with expected return of 25-30 %in the next 3 5 years . ( K a o H o o n , 1 6 / 5 / 1 8 )
SCC will expand its logistic business both domestic and overseas .It spent Bt333mn in a JV with Foxconn of Taiwan to do a logistics business in southern China .It will expand SCG Express in 2H18 . (Thun Hoon, 16/5/18)
Comment: Whilst a great company, key drivers are the petrochem spreads, and historically this company doesn’t do well in a rising oil price environment, unless they do another massive M&A
SSP reported strong profit of Bt106mn in 1Q18 backed by higher power revenue from COD of 22.4MW in Japan and Thailand .It will COD another three power plants in Japan and Thailand in 2H18  (Kao Hoon, 16/5/18)
TVO expects a strong 2Q18 backed by a 3-year record high soybean price and wider gross margin . Coupled with strong demand both in domestic and overseas, it expects revenue growth YoY in 2018 .It is expanding production capacity . ( T h u n H o o n , 1 6 / 5 / 1 8 )
Comment: This seems to be have been priced in. The issue for the company during such as period is a higher working capital 

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