BCP
BCP to invest Bt350mn for R&D, focusing on startup companies in order to drive future growth. (Thun Hoon, 8/9/17)
Comment: An interview on BCP is coming, I was impressed by the developments and moves made by them over the past few years
HMPRO
HMPRO signals 3Q17 earnings will be better YoY due to a larger customer base supporting sales. It says 2017 revenue growth will be lower than last year’s 8% since consumption has not recovered as expected. It plans to invest Bt5bn to expand both internationally and domestically. (Thun Hoon, 8/9/17)
Comment: Until their malaysian expansion makes a profit, the only story to focus on here is their margin expansion because in reality the SSSG’s have NOT been impressive
MILL
MILL may revise up its 2017 revenue target, previously set at Bt23bn in view of higher steel prices and higher steel demand. (Thun Hoon, 8/9/17)
SAWAD
SAWAD said loan growth will meet target of 20-30%. It plans to expand its stores, targeting 3500 stores within 3-5 years. (Thun Hoon, 8/9/17)
SIRI
SIRI to launch 3 new HAUS branded condominiums worth Bt12bn in the rest of the year. (Khao Hoon, 8/9/17)
TOP, PTTEP
TOP and PTTEP included in DJSI. TOP has been included in the energy sector while PTTEP is included in the oil and gas sector. (Khao Hoon, 8/9/17)

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