COMAN
COMAN targets 2018 revenue to grow by 20% from this year from an increase in the number of tourists. It plans to add distributors in 10 countries and expects to close the deal to acquire tourism and ticket agency businesses next year . (Khao Hoon, 7/12/17)
IFEC
IFEC filed a petition requesting the court to appoint a representative to become temporary chairman of the board, as it expects to resolve its debt repayment and restructuring problems. Retail investors have filed a complaint with SEC requesting to sue the company on section 147 of the penal code. (Khao Hoon, 7/12/17)
KTB
KTB says NPLs are below Bt100bn and bad debt reserve in 4Q17 is lower than 3Q17. It also says that the EARTH issue is progressing, though there are still some unclear issues. (Khao Hoon, 7/12/17)
Comment: I can imagine this bank being one of the better stock performers in 2018
MALEE
MALEE targets 2018 revenue to grow by 30% from the launch of new products. It plans to further expand in overseas market and it is negotiating with both Thai and foreign partners to enter into join ventures. It expects 4Q17 to grow from 3Q17. (Thun Hoon, 7/12/17)
Comment: It’s just a question of execution now for MALEE with its revamped lines up and running this quarter
MBKET
MBKET targets 2018 market share to increase to 9% from 7.97% and plans to add new customer groups. It also plans to launch more new products, bonds and DW in order to attract new customers. (Thun Hoon, 7/12/17)
Comment: Not sure how they are going to do this given that they’ve lost of a lot of their large retail clients to Yuanta 
SENA
SENA expects 2018 sales will grow by 20% from 2017 as it plans to launch 10 new projects, worth Bt10bn. It also plans to buy land worth Bt1bn to expand to new areas and to expand its solar farm business. (Thun Hoon, 7/12/17)
SPCG
SPCG reports 90% completion at its 30MW solar farm project in Japan. It expects to COD within 2Q18. (Thun Hoon, 7/12/17)
Comment: Still the best solar operator in Thailand but they have really done much 2013 in terms of winning new projects in Thailand
TITLE
TITLE is researching the possibility of developing new projects on its land. It is now negotiating with three partners to decide to develop the projects itself or join with partners. (Khao H oon, 7/12/17)
TPCH
TPCH targets 2018 revenue to grow by 30% as it plans to COD four projects, which will raise capacity to 96.10 MW. It is going to join the bidding for 20 MW waste power plant on February 2018 and for 80-100 MW VSPP Semi Firm. (Khao Hoon, 7/12/17)
Comment: Still straightfwd, 2017 was a year of delays and missteps with their investments in BE’s at least they’ve learnt from it…
WORLD
WORLD believes 2018 results will be outstanding, as it is going to book revenue from condominiums in Hatyai, Bangpu industrial estate and Lampoon industrial estate 2. It reports 1QFY18 earnings of Bt40.27mn, growing by 2756.03%. (Khao Hoon , 7/12/17)

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