CEI plans to invest in property business through a subsidiary after it has completed restructuring its business model. It plans to open Townline Sattaheep Project, a 32 townhome project valued at Bt200mn. This project will focus on management working in IEs in the east (Chonburi-Rayong). The launch for presales will be on Oct 28. It expects this to finish by 2016. (Thun Hoon, 28/10/15)
Comment: You could argue that they are trying to move up the value chain (note: They manufacture & distribute ceiling fans for OEM’s and branded customers

EE expects 2016 performance to turn around after booking revenue from a 240MW power plant from 2Q16. It expects to get a mega project, which it can handle easily with a D/E ratio of zero. It plans to wipe out losses of Bt684.36mn via retained earnings and pay a dividend with a payout ratio of 40%. It is looking for a partner. (Thun Hoon, 28/10/15)

GFPT expects 3Q15 earnings of not less than Bt286mn (+43%), marking a record high on the back of recovery in chicken price and the weaker baht. It targets revenue growth of 10% in 2016. It plans to expand abroad. (Thun Hoon, 28/10/15)
Comment: Still an amazing chicken co regardless of the industry performance.

GLAND expects 3Q15 earnings to outperform backed by Belle Grand Rama 9 project valued at Bt14bn, which has 26% left to transfer. 2015 revenue is expected to be good aided by rental revenue from The Nine, Unilever, and The Shop. It plans to introduce a Bt6bn condominium and Bt3.8bn GLAND Tower. It also plans to invest more in the hotel business. (Thun Hoon, 28/10/15)
Comment: They are all in with their project @ Rama iX

HMPRO has budgeted Bt120mn to hold HMPRO Expo#22 on Nov 13-22. It expects this to boost sales by Bt700-800mn. It expects 3Q15 earnings of Bt802.72mn (+4.77%) and 2015 net profit of Bt3.426bn (+3.4%). (Khao Hoon, 28/10/15)

JSP and a partner plan to invest in Full Villa at Pattaya valued at Bt10bn. Construction is expected to begin in 2Q16. It expects 4Q15 earnings to be good. It expects 2015 revenue to achieve target of Bt4bn. (Thun Hoon, 28/10/15)

MACO expects 3Q15 earnings to grow 74% backed by increasing demand for billboards. It has set up MACO Outdoor (40% stake) to expand media business in neighboring countries. It expects this to generate Bt30-40mn in revenue. (ASTV, 28/10/15)
Comment: The way that PLANB has overtaken them has got to be a concern by management.

NPP expects 2016 revenue to recover backed by revenue from A&W. It targets 100 branches. It says the packaging business is doing okay. It is considering cooperating with TLUXE to do a takeover of a Japanese restaurant. (Thun Hoon, 28/10/15)

PTTEP reports the Bir Seba petroleum field in Algeria has begun the first production of about 20,000 BPD. It expects sales from this field to begin this year. It plans to increase its production to 40,000 BPD by 2020. (Post Today, 28/10/15)

RS has budgeted Bt2bn for new content. It targets 2016 revenue of Bt3.8bn on the back of more customers and higher ad fees. It expects 4Q15 earnings to be the best backed by seasonality. (Thun Hoon, 28/10/15)
Comment: The question is still whether or not there will be enough eyeballs in Thailand on digital TV

SCC expects to report 3Q15 earnings today. It expects 3Q15 net profit of Bt9.4bn thanks to better petrochemical spread. (Khao Hoon, 28/10/15)

TAKUNI plans to increase capital by Bt400mn (including warrants). It expects this to support growth and return on equity. It plans to invest in a 9.9MW biomass power plant. (ASTV, 28/10/15)

TNDT shares are of interest to local and foreign investors. It plans to acquire a 20MW coalfired power plant. It expects to conclude the deal by November. It expects to book Bt40mn revenue from Indonesia in 4Q15. It expects to get a new job worth Bt20mn. (Thun Hoon, 28/10/15)

TPC reported 3Q15 net profit of Bt688.71mn (+72%YoY) from 3Q14’s Bt288.71mn. 9M15 net profit was Bt1.592bn, +54.25% from last year’s Bt728.54mn. (Post Today, 28/10/15)

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