APCO

APCO expects 2016 revenue to grow not less than 10% despite the slowdown in domestic purchasing power. It expects 2016 revenue to reach Bt450mn with a gross margin of 25%. It plans to increase its distribution channels through local retail stores. It is looking for a partner to build its network in Singapore, Malaysia, and Indonesia. (Thansetthakij, 10/02/16)

AKR

AKR targets 2016 revenue growth of 25% backed by robust earnings every quarter after it adjusted its strategy. It plans to focus on marketing campaigns and increase inventory in 1Q16. It plans to take part in PEA and MEA bids, valued at Bt6bn, in 2Q16. It expects the government to approve solar projects in March. (Thun Hoon, 10/02/16)

CCP

CCP got concrete orders on motorway project (Pattaya-Mabtaphut), valued at Bt500mn. This will increase its 2016 backlog. It expects 2016 revenue of to Bt2.6bn. It expects to benefit from public projects and property projects. (Khao Hoon, 10/02/16)

DCON

DCON expects 2016 revenue to reach Bt1.15bn aided by a larger customer base. Its management is okay with a capital increase as it will support fundamentals and decrease its D/E ratio to 0.2X. It is budgeting Bt400mn to buy land. It plans to pay a dividend at a payout ratio of not less than 25%. (Thun Hoon, 10/02/16)

DTAC

DTAC is budgeting Bt70bn for 4G network expansion for 2016-2018. It plans to use Bt20bn this year to increase its base stations to 6,000. It expects 2016 revenue to hit Bt88bn thanks to its marketing campaign “Super 4G” to increase its 4G subs. (Thun Hoon, 10/02/16)

GL

GL expects 4Q15 earnings to mark a record high of Bt180mn (92% growth). It plans to expand to Indonesia after its business in Laos reached breakeven point. (Khao Hoon, 10/02/16)

IRPC

IRPC expects to report 2015 net profit of Bt9.4bn backed by US$14 in GIM and better spread. (Khao Hoon, 10/02/16)

LALIN

LALIN expects January sales to increase 20% driven by property incentives. It plans to launch a marketing campaign on Feb13-14, celebrating Chinese New Year and Valentins Day. (Khao Hoon, 10/02/16)

LPH

LPH expects 4Q15 net profit of Btt33mn (18% growth). This will bring 2016 net profit to Bt96mn. (Khao Hoon, 10/02/16)

ORI

ORI expects 1Q16 revenue of 400mn (+100%) on the back of transfers and government stimulus measures. It plans to launch three projects valued at Bt3bn. It expects this to increase its 1Q16 presales to Bt1.5bn. (Khao Hoon, 10/02/16)

PJW

PJW plans to expand abroad, targeting this to contribute 50%. It is considering investing in AEC. It targets 2016 revenue growth of 10%. It has budgeted Bt30mn to acquire new machines. It expects gross margin to achieve 17%. (Thun Hoon, 10/02/16)

PK

PK targets 2016 revenue to grow not less than 10% by focusing abroad. It has three deals to handle this year: 1) a takeover in Europe, 2) setting up a plant in Indonesia, and 3)looking for a license in Malaysia. It expects this to broaden its customer base with a gross margin of 20%. It says foreign investors are interested in its shares via PP. (Thun Hoon, 10/02/16)

QTC

QTC reported 2015 net profit of Bt118mn, up 114%YoY on the back of large orders for electric transformers from the public and private sector. It will pay a dividend Bt0.32/share, XD on Apr 5. It targets 2016 revenue to achieve Bt1.2bn. (Khao Hoon, 10/02/16)

SMART

SMART expects 2016 revenue to grow10% by expanding to CLMV. It expects to benefit from property stimulus measures, increasing its construction and material sales. It plans to launch new products and expects these to contribute revenue in 2Q16. (Thun Hoon, 10/02/16)

SNC

SNC reported recovery earnings in 2015 (first growth in four years). It targets 2016 revenue to grow 10% from last year’s Bt8.18bn backed by demand recovery and profit from its subsidiary. It expects net margin to increase by 1-2% from last year’s 5% after it moved its production base, lowering its logistics cost. (Bangkokbiznews, 10/02/16)

SPCG

SPCG has signed acontract with Kyocera Corporation and Century Tokyo Leasing Corporation to invest in 30MW Japanese solar farm. It expects to negotiate for an additional 100MW. It expects its investment plan in Myanmar and the Philippines to be finalized in 2Q-3Q16. It targets exports to comprise of 30% in 2017. (Khao Hoon, 10/02/16)

THANA

THANA targets sales growth of 20% this year. It plans to launch three new projects valued at Bt1.42bn. It is budgeting Bt300-500mn to acquire land. (Khao Hoon, 10/02/16)

TPOLY

TPOLY expects performance turnaround because of organizational restructure. Its backlog is Bt4.3-4.5bn which is expected to contribute revenue steadily. It plans to take part in Bt1bn in bids. It targets 2016 revenue to grow 10%. (Thansetthakij, 10/02/16)