CEI targets 2016 revenue of Bt400mn with net profit of Bt100mn. It is considering investing in a Bt10bn mixed-use development on 123 rai in Phuket. It is looking for M&A and takeover. It plans to list its subsidiary soon. It asked for 100MW PPA in a government unit’s solar farm, which is expected to be finalized by December. (Thun Hoon, 06/11/15)

COM7 expects 2015 sales to grow 10% backed by iPhone6s and iPhone6S Plus. It is considering investing in AEC, which is expected to be finalized soon. (Thun Hoon, 06/11/15)
Comment: The stock price shows that investors are loving the iphone6s’ launch

CSC reported 3Q15 earnings of Bt96mn (+34%YoY) and Bt700mn in revenue. 9M15 net profit was Bt256mn (+16%) with revenue of Bt2.15bn, backed by increase in sales of high margin products. (Khao Hoon, 06/11/15)

EPCO plans to focus on supplying electricity. It plans to ask for a 50MW PPA from government units; it expects this to be finalized soon. It expects revenue from selling electricity to comprise 50% of revenue in 2016 from 40% this year. It expects 2016 revenue to be good. (Thun Hoon, 06/11/15)

GIFT is talking to 2-3 listed companies to invest in chemical products business. It targets 2016 revenue growth of 15-20%. It expects 2015 earnings to be good. (Thun Hoon, 06/11/15)
Comment: This company actually has quite an interesting chemical products distribution business and the growth in margins had come from the expansion into beauty related products.

HFT expects 2015 revenue to mark a record high (+35%). It expects 3Q15 earnings to be good backed by numerous orders, a higher margin of 30% from the new plant, 7-8% weakening in the baht, and cost control. It plans to broaden its customer base in anticipation of economic recovery. It expects 2016 earnings to reach a new high. (Thun Hoon, 06/11/15)

HMPRO expects 4Q15 earnings to be the best of this year on the back of seasonality. It expects 2015 revenue growth to achieve target of 10-15% from last year’s Bt51bn aided by high demand. It has budgeted Bt120mn to hold HMPRO Expo. (Thun Hoon, 06/11/15)
Comment: And with a huge amount of promotions to help things

JSP plans to launch three projects at different locations valued at Bt9bn. It expects presales of Bt3bn with revenue of Bt4bn. It has budgeted Bt1.3bn to buy land to develop in the eastern zone of Bangkok. (Thun Hoon, 06/11/15)
Comment: I’ve just met them…and yes he’s doing something different as a property company versus others in the market.

KIAT plans to ask board approval to invest in a 9.9MW biomass power plant. It is considering investing in other alternative energy generation, which is expected to be concluded by 2016. It expects 3Q15 revenue to achieve target. (Thun Hoon, 06/11/15)

MAJOR expects robust revenue in 4Q15 aided by a strong movie lineup. It expects 2015 revenue growth to achieve target of 10-15%. (Thun Hoon, 06/11/15)

ORI expects 4Q15 earnings to be peak as a result of transfers. It expects 2015 revenue of Bt2bn from 2014’s Bt559.40mn. It plans to launch one project valued at Bt1bn, below its earlier target of Bt5bn. (Thun Hoon, 06/11/15)

SENA has become the major shareholder in WE SOLAR, an expert in solar rooftop management. It expects this to support its property and alternative energy businesses. (Thun Hoon, 06/11/15)
Comment: Again the only thing here is the solar power plant project that it’s investing in.

TAKUNI reported 3Q15 net profit of Bt24mn (+353%) backed by revenue from construction. 9M15 net profit was Bt59mn. (Khao Hoon, 06/11/15)

UTP is hastening the construction of a 12MW combined cycle power plant, expecting to startup in 2Q16 rather than 2H16. This will increase capacity by 35% to 250,000-260,000 tons/year and contribute revenue immediately after startup. It expects 2016 revenue to be better than this year’s, which is close to 2014’s Bt199.41mn. (Thun Hoon, 06/11/15)

  1. Hi Pon,

    I would be interested to learn more about your trip to JSP. I have some e-mails with the company I could share if you want.
    I have posted I hold on this forum before, yes through the thick and thin, however there have been 4 good months of buying opportunities which has been helpful.
    Not my best investment but long term hold should be rewarding.

    • It’s an interesting company and the valuation isn’t so challenging right now, I still need to do more homework on it, but their locations appear to be very popular with domestic tourists and local businesses (ex bangkok that is)

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