AGE targets 2017 revenue to grow 30% on the back of higher coal price. It targets exports to comprise 30%, which will back strong growth. (Kao H oon, 14/03/17)
BIG expects 1Q17 earnings to be better than 1Q16. It targets 2017 revenue to grow 10-20%. It is budgeting Bt50-60mn to open 10 branches and expand its printing business in Big Camera shop. It expects this to meet the demand. (Thun Hoon, 14/03/17)
Comment: With declining growth we are of the viewpoint that BIG’s share price are still rather fully valued based upon the business plans today
BJCHI took part in Bt24bn bids. It expects to get one project in 1H17. It is budgeting Bt90mn to acquire new machines to increase its business potential. (Kao Hoon, 14/03/17)
Comment: I’m both surprised and unsurprised that there are still multiple projects in the market that companies like BJCHI and STPI can bid for. 
CHOW reported operational startup of the 12MW solar power plant Shimame on March 1 . (Post Today, 14/03/17)
Comment: CHOW reminds me of GUNKUL i.e. they were in one business and successfully pivoted to the renewable energy business 
CI targets Bt3bn transfers. It is budgeting Bt2bn to acquire land in Bangkok and provinces in order to expand its business. Its new condo project, named Issara Collection Sathorn, got presales of 50% and CI expects it to sell out by early 2018. It says 25-30% of total presales came from foreigners. It expects transfers of the first phase in 1Q17. (Thun Hoon, 14/03/17)
CIG expects net profit this year from focusing on high margin products. It targets 2017 revenue growth of 50% to Bt1.5bn. It plans to invest in an integrated repair center. It expects this to push revenue to hit Bt3bn in 2020. (Kao Hoon, 14/03/17)

DCON expects 2017 performance to be good on numerous orders. It expects 2017 sales to reach Bt1.1bn supported by more clients and Bt140mn from transfers. It extend its line to precast products to increase revenue. (Thun Hoon, 14/03/17)
EA expects 90MW wind power plant to operate in 2Q17. This will increase its total capacity to 404MW. It expects this to push its 2017 net profit to mark a new high. It expects Agricultural Land Reform Office to make a decision about the land for the Hanuman power plant (260MW) which is expected to COD mid-2018. (Kao Hoon, 14/03/17)
Comment: This land reform office has been another unfortunate annoyance for the companies in the renewable space. 
NDR targets 2017 revenue growth of 15%. It is talking to partners in Indonesia and Vietnam in order to expand its motorcycle market. It is budgeting Bt100mn to improve production efficiency and do R&D. (Kao Hoon, 14/03/1 7)
PSTC expects 1Q17 performance to be good backed by 29MW power plants. It expects the alternative energy business to grow 100%, which will give it a net profit. (Thun Hoon, 14/03/17)
Q-CON plans to focus on wall products to diversify from AAC Block (autoclaved aerated concrete). It expects 2017 performance to turn around from a net loss of Bt107mn. It plans to expand AEC customer base from the current 50%. It plans to increase free float, with a conclusion in 1Q17. (Thun Hoon, 14/03/17)
SPA targets 2017 revenue to grow 30% brought by tourism growth. It is budgeting Bt500mn to open 10 more branches and for an acquisition. It expects this to increase its potential. (Kao Hoon, 14/03/17)
SPRC targets 2017 refinery output of 165,000 barrels/day with target refinery margin of US$0.25/barrel. It is budgeting US$20mn to improve its refinery plants. It targets refinery output to achieve 170,000barrel/day in 2020. (Kao Hoon, 14/03/17)
TMI plans to take part in government unit solar farm, and expects to get 5MW PPA this year. It plans to expand to CLMV and the Middle East, with an eye to lifting exports to comprise 50%. It targets exports to grow 20% this year. It plans to expand its lines, which will contribute revenue of Bt10mn. (Thun H oon, 14/03/17)

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