AAV plans to get six aircraft in 2017 to bring its fleet to 51. It will use the planes to expand its routes. It targets 19mn passengers next year. Its load factor is 84%. (Thun Hoon, 23/11/16)
AJ reported 9M16 profit growth of 349% YoY and expects 4Q16 to be good, backed by domestic consumption recovery. It has budgeted Bt800mn to buy new machines that will increase plastic film capacity. It plans to expand to ASEAN and Europe. It expects 2016 revenue to grow 10%. (Thun Hoon, 23/11/16)
ANAN targets 2017 transfers of Bt25bn, up66% from 2016’s Bt15.1bn. It plans to launch 17 projects with a total value of Bt36bn, 74% higher than 2016. (Kao Hoon, 23/11/16)
Comment: Just a continuation of their business plan. The question here is how much are the JV’s going to hurt the bottom line?
BH is budgeting Bt1.2bn to buy land for expansion. It plans to open clinics to broaden its customer base. It is talking to 20 prospective partners to invest in the hospital sector. (Thun Hoon, 23/11/16)
Comment: Well its about time that BH did more than just their one hospital
BIG expects 4Q16 sales to be good on seasonality and the launch of new models. It expects 2016 revenue growth to hit 15% as targeted, backed by the Photo Fair 2016 event. (Thun Hoon, 23/11/16)
Comment: Research has it that they are planning to expand beyond cameras to apple products.
BJCHI reported backlog of Bt2.2bn which is expected to contribute revenue from this year. It plans to take part in bids at home and abroad for Bt8.5bn in projects. It expects some projects to be announced in 4Q16. (Thun Hoon, 23/11/16)
BM plans to bid for Bt200mn in electricity system projects and expects to get 80-90% of its bids. It expects 4Q16 performance to turn around on the back of numerous orders. It targets 2017 revenue growth of 5-20% aided by high demand for agricultural equipment. (Thun Hoon, 23/11/16)
ICHI is budgeting Bt40mn to launch new products. It targets sales of Bt250mn. It expects this to increase beverage market value. (Thun Hoon, 23/11/16)

KBANK expects 2016 loans to grow 6-7% as targeted. It expects demand for loans will increase in 4Q16 due to high season. It expects 2016 GDP growth of 3.3%. It plans to develop an application with Beacon Interface to service customers with visual difficulties and expects to launch this application in 1Q17. (Thun Hoon, 23/11/16)
MILL expects 2016 revenue to reach Bt16bn. It targets 2017 sales to increase more than 10% from this year’s 1.4-1.5mn tons brought by public investment. It is budgeting Bt20-30mn to increase capacity. (Kao Hoon, 23/11/16)
MJD reported substantial 3Q16 earnings from the property and hotel business. It expects 4Q16 earnings to be good on Bt10bn in transfers and expects four other projects to transfer soon. It expects 2016 revenue to beat its target. It expects 2017 performance to be robust because of Bt6.33bn transfers and new investment in hotels. (Thun Hoon, 23/11/16)
NDR expects 4Q16 earnings to grow and expects 2017 revenue to reach Bt1bn. The board approved issuing a warrant at a ratio of 2 shares to 1 warrant. It plans to set up a subsidiary to produce and distribute vehicle wheels with a budget of Bt300mn. It plans to export its product to support revenue and profit growth in the future. (Thun Hoon, 23/11/16)
PLAT targets 2017 revenue of Bt2bn supported by NEON market and advertising media. It plans to open The Market project to support its business and revenue in the long-term. It expects to pay its policy dividend. (Thun Hoon, 23/11/16)
Comment: The price has rallied strongly just on this news
PSL issued a Bt1.5bn debenture, with interest rate at 5% and rated BBB- to support its business in the future. (Thun Hoon, 23/11/16)
Comment: Despite the increase in shipping rates, I still don’t think this name is attractive yet like it was a few years ago when the same story was appearing only because then they had planned to expand fleet capacity whereas this isn’t the case today
PTT is restructuring its business. It plans to transfer the petrochemical business to PTTGC in 2017 and oil and retail units to PTTOR. It expects PTTOR to file for listing after November 2017. (Thun Hoon, 23/11/16)
QH plans to launch two premium TH, valued at Bt1.5bn in 4Q16. It plans to launch a marketing campaign to boost its presales. (Kao Hoon, 23/11/16)
QTC introduced a new series of transformers and targets sales of Bt50mn. It expects to focus on hotels, condos and department stores. (Thun Hoon, 23/11/16)
SELIC targets 2017 revenue to double from this year as it expects the global outlook to be better. It is budgeting Bt30-60mn to improve machine efficiency and for R&D. (Kao Hoon, 23/11/16

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