BIG
BIG expects 2Q16 earnings to be good with high margin of 32.4% backed by the mirrorless camera. It plans to open shops to provide photo printing in June, which will boost its net profit. (Thun Hoon, 27/05/16)
Comment: Their YoY growth numbers do look fantastic, the question then becomes, is it sustainable? What product can they push next to continue this growth or is there a natural limitation before the market becomes saturated.
 
BJC
BJC plans to increase its registered capital and issue debentures to refinance loans and repay bank creditors after acquiring BIGC .  (The Nation, 27/05/16)
Comment: Boom massive recap, more info to come
 
BKD
BKD plans to sell 20 rai of Krungthep Kreetha land. A listed company offered Bt600mn but it is holding out for a price of above Bt700mn as a road is coming that will provide access. (Khao Hoon, 27/05/16)
CI
CI expects 1H16 earnings to be good thanks to property stimulus measures. It expects 2016 revenue of Bt3.15bn backed by transfers and Bt3.4bn in new projects. It expects this to increase its backlog from Bt3bn, covering revenue through 2018. (Thun Hoon, 27/05/16)
EPG
EPG expects to report FY2016 earnings today. It expects net profit to be higher than Bt1.5bn, 140% growth, backed by large orders for every business. (Khao Hoon, 27/05/16)

HANA
HANA expects 2Q16 earnings to recover with gross margin of 13%. It expects 2H16 earnings to improve driven by a new plant and higher selling price. (Thun Hoon, 27/05/16)
Comment: It does appear to be a recurring trend with Hana, a couple of good quarters in a row, then a weak one. 
NDR
NDR expects 2Q16 net profit to grow 10% aided by a new product (air lock). It expects solar roof to complete in 3Q16, reducing its electricity expense. It expects 2016 revenue to reach Bt1bn. (Khao Hoon, 27/05/16)
PRIN
PRIN expects 2Q16 net profit to be good aided by transfers. It plans to launch four projects, valued at Bt2.45bn. It expects Pleanary Mall to contribute net profit soon as its occupancy rate has hit 96%. It targets 2016 revenue of Bt2.9bn. (Thun Hoon, 27/05/16)
RICHY
RICHY expects 2016 revenue to hit Bt1bn backed by Bt3.47bn in projects and Bt970mn backlog, of which Bt332mn is expected to be booked this year. It plans to launch four projects, valued at Bt9bn. It expects this to increase its sales to Bt3.6bn. (Khao Hoon, 27/05/16)
RP
RP reported 1Q16 revenue of Bt169.6mn, up 5.8%YoY from Bt160.3mn. (Thun Hoon, 27/05/16)
Comment: It does finally look like the excitement has finally dwindled from this stock, 4/share here we come?
 
SAMART
SAMART expects 2Q16 earnings to be better than 1Q16 aided by revenue from its subsidiary (SAMTEL expects to book Bt8bn backlog, SIM plans to restructure its business). It is studying to invest abroad, especially CLMV. It expects at least one deal to be made this year. (Thun H oon, 27/05/16)
Comment: SIM is a dog, goes without saying, SAMTEL has been a dog since the Article 112 hit it, SAMART doesn’t have any the power project up and running yet. But every dog has its day.
 
TKS
TKS expects 2Q16 earnings to rise gradually thanks to large orders and Bt900mn backlog which it expects to book this year. (Khao Hoon, 27/05/16)
TMILL
TMILL expects 2Q16 revenue to be good from higher sales from its flour mill after it started marketing. It expects sales and net profit to grow 10% after spending on R&D to develop valueadded products for its flour mill. (Khao Hoon, 27/05/16)
TPCH
TPCH says Chang Raek power plants can change from an adder to a feed-in tariff (FiT). It expects this to increase net profit by 100%. It expects 2016 revenue to grow 150% after 1Q16 earnings grew significantly. It expects 2Q16 earnings to be good because three power plants have started commercial operations. (Thun Hoon, 27/05/16)
Comment: Now they are just waiting for more PPAs 
 
TRC
TRC expects to get 2 mega projects, valued at Bt6bn, when winners are announced in June. It expects this to increase its backlog to above Bt11bn. It expects 2016 revenue to hit Bt8.3bn. It plans to invest in other business to reduce risk from delayed government projects. (Thun Hoon, 27/05/16)
Comment: It’s all about the potash mine here.
 
TSR
TSR plans to add 5-7 new branches. It expects this to increase 2016 revenue to its highest ever. It expects revenue to grow 30% from last year’s Bt1.6bn. (Thun Hoon, 27/05/16)
Comment: Never quite understood why they had to bother with a warrant issue given that capital isn’t an issue for them.
TVD
TVD expects 2Q16 earnings to be good backed by training equipment. It targets 2016 revenue of Bt3.21bn with net margin of 3%. It is talking to a prospective Japanese partner to invest in a call center. (Khao Hoon, 27/05/16)

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