BJCHI
BJCHI expects big projects due to higher oil prices. It currently has backlog of Bt850mn which will be recorded in 3Q and 4Q. It is bidding in auctions worth Bt7bn in 2H17 and the beginning of 2018. (Thun Hoon, 4/9/17)
Comment: They’ve been struggling ever since oil prices decline. But they still have a hefty amount of cash on the balance sheet
BRR
BRR expects to invest Bt300-00mn to add value in sugar and diversify risk after the government cancels its quota policy. It believes it can grow 30%YoY this year. It is also interested in selling electricity via SPP Hybrid. (Thun Hoon, 4/9/17)
Comment: All the sugar names HAD a good run and now it over with Brazil dumping sugar back into the market
COM7
COM7 will benefit from the launch of “iPhone8” on September 8. This is expected to support sales in 2H17 which is the high season of the business. (Khao Hoon, 4/9/17)
Comment: As well as an Iphone 7s? Or the Iphone X? Who knows…regardless yes Com7 should have an amazing 4Q as a result of this
ITD
ITD is expected to officially get the construction contract for Mabkrabao – Jira railway. It submitted a bid 2% (Bt7.56bn) below the base price. SRT will consider the result of this auction on September 8 and expects contracts for 5 rail lines to be signed in September. (Khao Hoon, 4/9/17)
Comment: So a shitty balance sheet, poor work standards, mean nothing. 
ORI
ORI has set up Crown Residence as a rental agency. It will offer rentals in condos. (Thun Hoon, 4/9/17)
PLE
PLE gains Bt2.1bn from selling 23.26mn BMP shares to THG. The purchase is expected to be completed before the end of October. The money will be used for working capital and paid for debts. (Khao Hoon, 4/9/17)
Comment: And this funny little name is back into the market, recapped and they won a government project 

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