AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16)
Comment: And they should be announcing something with UAC and QTC as well, the long dreamed about biomass project
BEAUTY plans to expand to Indonesia and set up distributors in January. It expects to increase revenue from exports. It targets 2016 revenue of Bt2.1bn with net profit margin of 20%. It expects 4Q15 earnings to mark a record high. (Thun Hoon, 26/01/16)
CPF expects 4Q15 net profit of Bt2.08bn (+158%) backed by extra gains from sale of investment. It expects this to lift 2015 net profit to Bt11.59bn (10% growth). It expects to pay dividend of Bt0.45/share on 2H15 performance. (Khao Hoon, 26/01/16)
Comment: Will this be the year that this chicken company runs? Still prefer/trust GFPT instead
EA has budgeted Bt30bn to invest in 386MW wind power plants to bring its total capacity to 664MW. It targets 2016 revenue of Bt13bn backed by sale of electricity. (Thun Hoon, 26/01/16)
Comment: Again its the same story, no surprises here
JAS reported 2015 net profit of Bt15.7bn mainly driven by Bt13.2bn extra gain from selling assets to JASIF. It plans to pay a cash dividend of Bt0.3/share, XD on Feb 25. (Thun Hoon, 26/01/16)

LPN expects 1H16 revenue to reach Bt12bn aided by property incentive. It expects 2016 revenue of Bt17.6bn backed by numerous transfers. It plans to launch Bt15bn in new projects. It is budgeting Bt3bn to buy land. (Thun Hoon, 26/01/16)
Comment: They’ve put out an aggressive target for this year, a potential surprise to what most analysts are expecting perhaps?
QTC expects 2016 revenue of Bt1.2bn. It plans to take part in public and private bids. It expects exports to be good after it expands to Japan. It expects 4Q15 earnings to peak thanks to substantial backlog. (Thun Hoon, 26/01/16)
Comment: See above w/ AGE
RML’s board approves paying Bt395mn to buy 100% in RML CC5. It will ask approval from shareholders and expects this to be completed by 2Q16. (Khao Hoon, 26/01/16)
Comment: Well it looks like they can’t find the land necessary to develop any more projects in Bangkok if they have to go overseas
SGP plans to issue a Bt3bn three-year debenture. It will use the funds to pay down debt and as working capital. It is confident 1Q16 earnings will be good. (Thun Hoon, 26/01/16)
SPA expects 4Q15 earnings to grow 100% to Bt36mn thanks to many tourists. It expects this to bring 2015 net profit to Bt111mn (+236%YoY). It expects to pay a dividend of Bt0.08/share. (Khao Hoon, 26/01/16)
Comment: Hence why the stock price keeps running.
SUSCO is interested in investing in alternative energy by takeover or JV. It expects this to increase its revenue and diversify risk from oil price volatility. It plans to open more gas stations in 2016. (Thun Hoon, 26/01/16)
Comment: They seem to be mimicking PTG’s playbook
TOG expects 2016 revenue and profit to be better than target of 8%growth. It has budgeted Bt200mn to increase its capacity for high margin products. It expects 2015 revenue and net profit growth of 10% as targets. (Khao Hoon, 26/01/16)
TRC expects to revise up 2016 revenue from Bt8.6bn on the back of Bt100bn bids and many awarded projects that are expected to be signed soon. It expects this to lift its backlog to over Bt50bn. It has signed a Bt836mn project for Thailand Tobacco Monopoly. (Khao Hoon, 26/01/16)
Comment: It’s the potash bid that will drive things for this company
TRU targets 2016 revenue growth of 10-15%. It plans to increase its production of cement trucks in response to high demand for mega projects and AEC. It expects capacity of 200-300 trucks/month for the first phase. (Thun Hoon, 26/01/16)
UAC targets 2016 revenue of Bt1.8bn (20% growth). It plans to focus on petrochemical products and alternative energy locally and abroad. It has entered into an MoU with QTC and agreed to incorporate an associated company “PPWE Co., Ltd.” to engage in energy business. (Thun Hoon, 26/01/16)
WHA is budgeting Bt6bn to expand 230,000 sqm warehouse in five IE. It targets 2016 revenue of Bt20bn. 4Q15 earnings are expected to be good brought by booking revenue from REIT. (Thun Hoon, 26/01/16)

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