AMATA
AMATA expects to sell 1,000 rai this year even though it has sold only 300 rai so far. It is negotiating with a Chinese investor and expects to finish the deal in 4Q16. It expects the plan to invest in an industrial estate in Myanmar to conclude in 2016. It plans to get into the solar power business and will set up a company and announce its partner in November. (Thun Hoon, 17/10/16)
BIG
BIG expects 4Q16 earnings to be good supported by a big camera event at the end of 2016. It expects 2016 revenue growth of 10-15% YoY, backed by more demand. (T hun Hoon, 17/10/16)
Comment: They’ve been away from the news headlines for a while, expect to see YoY growth numbers dwindle as the new base is far higher.
 
CHG
CHG expects 3Q16 net profit of Bt131mn or growth of 8.20%. It expects 4Q16 earnings to continue to grow and lift 2016 net profit to Bt557mn. (Kao Hoon, 17/10/16)
DIMET
DIMET plans to set up a distributor in Khon Kaen. It expects substantial revenue growth. It expects to finish a deal to produce paint for customers in China, the Philippines and Myanmar and plans to add a new production line. It expects 2016-17 revenue to reach Bt500mn and expects to write off retained loss. It plans to pay a dividend of no less than 40%. (Thun Hoon, 17/10/16)
EGCO
EGCO plans to bid for two Chevron thermal power plants, one in Indonesia and one in the Philippines. It expects to know the result at the end of November. (Thun Hoon, 17/10/ 16)

EPCO
EPCO plans to COD 2 project power plants: 12MW in Japan and 5MW in Prachinburi. This will lift production to 33.5MW from 16.5MW last year. It expects 2H16
earnings to grow. (Kao Hoon, 17/10/16)
KCE
KCE expects 3Q16 profit to record a new high of Bt867mn supported by high season and benefit from the depreciation of the baht. (Kao Hoon, 17/10/16)
Comment: And they still continue to benefit and benefit from all the new electronics in cars and their capacity expansion
 
KOOL
KOOL has set its 2017 revenue growth target at 40% from Bt900mn in 2016. It will focus on the export market and plans to increase distribution channels abroad. It expects revenue from abroad to reach 30% in 2020. It continues to do energy saving business. (Thun Hoon, 17/10/16)
Comment: Their stock price has been pricing this in, and I’m seeing their products at more Makro’s throughout the country
 
MTLS
MTLS expects 4Q16 earnings to be good, supported by high season. It expects 2016 loans to reach Bt32bn or growth of 80%, and expects revenue and profit to record new highs. (Thun Hoon, 17/10/16)
ORI
ORI expects 2H16 revenue to triple from Bt1bn in 1H16 supported by backlog of Bt3bn. It booked sales of Bt9bn, exceeding its full-year target of Bt8.5bn. (Kao Hoon, 17/10/16)
PLAT
PLAT expects tourism season to lift 4Q16 earnings. It targets 2016 revenue growth of 10% from Bt17.6bn in 2015 supported by an increase in shop and hotel rental area. (Thun Hoon, 17/10/16)
PTTEP
PTTEP expects 3Q16 profit of Bt5.7bn supported by booking extra items from oil hedging and a FX gain of more than Bt1bn. (Kao Hoon, 17/10/16)
SELIC
SELIC sold its entire IPO of 80mn shares to more than 4,362 investors. It plans to use the funds to expand its business. It expects its first trading day to be Oct 18. ( Kao Hoon, 17/10/16)
STA
STA announced a fire at a raw materials warehouse and some production lines in Pontianak, Indonesia on Oct 12. (Kao Hoon, 17/10/16)
TFD
TFD expects 2H16 to be good on negotiations to buy two office buildings worth Bt700mn and The One project valued at Bt1bn. If the deal goes through, it expects to write off retained loss of Bt410.26mn. (Thun Hoon, 17/10/16)
TNP
TNP expects 4Q16 to be a new high after expanding branches and high season. It expects to have 19 branches in 2017 and targets 2017 revenue growth of 10-15%. It has a plan to open branches upcountry. (Thun Hoon, 17/10/16)
TU
TU expects 2020 sales of US$8bn. It expects Red Lobster to add US$9-12mn to net profit each year. (Kao Hoon, 17/10/16)

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