ASAP
ASAP expects an acceleration in its revenue in 2Q18 as a result of a rise in car rental customers. It targets 2018 revenue growth of 25% YoY. (Thun Hoon, 7/7/18)
Comment: Another stock that has had a mini crash. Love the management style and their ability to grow esp vs their competitors that are just sitting still, but never liked their valuation. Even at these levels
BAY
BAY expects its home loans to exceed target of 11% growth. It will keep NPLs below 2.4-2.6% of total loans. It is preparing to cancel a campaign offering an interest rate below 3% in response to an anticipated uptrend in interest rate. (Kao Hoon, 7/7/18)
BTS
BTS says two foreign companies are interested in a JV for the high-speed rail link to three airports. It will budget Bt11bn to buy 46 trains for the Green Line. It is setting aside Bt20-30mn to offer compensation to commuters affected by BTS train delays and breakdowns. (Kao Hoon, 7/7/18)
GGC
The SEC has ordered GGC to disclose the results of its investigation into the missing inventory by July 31. (Kao Hoon, 7/7/18)
KTC
KTC’s change in par value from Bt10 per share to Bt1 will be sent to shareholders for approval at the shareholders meeting today. (SET, 6/7/18)
Comment: Retail investors love stock splits, just look at what happened with PTT at the beginning of the year
M
M expects 2Q18 revenue to be good, supported by customer growth and expansion of restaurant branches. It confirms this year’s target revenue growth of 8%. It is going to add 23 MK restaurants and 21 Yayoi restaurants this year. (Thun Hoon, 7/7/18)
Comment: You have to admit that this management team knows what they are doing. They have successfully launched new restaurant brands and are expanding incredibly well
MACO
MACO targets high growth in 3Q18 earnings, driven by expansion of OOH (Out-of-Home) media. It is going to change 50 billboards from slide to digital, which will increase its capacity. It is confident that revenue will hit its target growth of over 25%. (Thun Hoon, 7/7/18)
NWR
NWR is confident that 2018 earnings will turn around, backed by many completed projects. It has backlog of Bt12bn and will book extra income in 3Q18 from Krongdan wastewater treatment plant. (Kao Hoon, 7/7/18)
RJH
RJH says 3Q18 is high season for healthcare. It says many clients in industrial estates have requested a mobile health check service. It is going to add 29 new beds in July. It is confident that 2018 revenue will grow more than 15%. (Thun Hoon, 7/7/18)
SIRI
SIRI says 1H18 presales grew 62% YoY to Bt24bn. It plans to launch 16 new projects with a total value of Bt36.3bn in 2H18. It has Bt54bn in backlog, which will be booked as revenue until 2020. It expects to achieve its Bt30bn revenue target this year. (Kao Hoon, 7/7/18)
Comment: I am just astounded that this company can continue to achieve their sales numbers. They are marketing kings.

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