AGE maintain its revenue target growth of 10% supported by more than 2mn tons coal sales. It expects to finish a deal with a partner to do a coal warehouse in Vietnam by the end of 2016. (Kao Hoon, 19/09/16)
CCN expects to get a government job from the Industry 4.0 project. It expects 2H16 earnings to grow, supported by booking backlog of Bt100mn. It is confident that 2016 revenue will reach its 20% target growth backed by Bt150mn from its telecommunication business. It is negotiating with a partner to do alternative power business . (Thun Hoon, 19/09 /16)
Comment: Well not sure how much of an impact the government news will have on this little IT System integrator. I’d turn my eyes to the bigger players SAMTEL and AIT and possible even MFEC
FSMART expects 3Q16 profit record new high of Bt100mn or growth 40% YoY supported by Boon Term Top Up machine. (Kao Hoon, 19/09/16)
Comment: No surprises here, they just keep growing
PIMO expects 2016 profit to jump 92% to Bt46mn supported by more orders. It expects 2017 profit of Bt72mn due to new orders from US customer in 1Q17. It plans to invest in BLDC motor technology. (Kao Hoon, 19/09/16)
Comment: Another small player, THB 1 bn mkt cap, not particularly cheap nor scalable.
PSTC expects 2016 revenue growth and profit to double after booking backlog of Bt300-400mn. It expects revenue from its power plant to grow in 4Q16. It has completed a deal to do a biomass power plant and 50MW cogeneration power plant in ASEAN. (Kao Hoon, 19/09/16)
Comment: There’s a lot of news about biomass and waste to energy expected to be announced within the next few weeks.
PTT expects to bring service stations to 200 this year. It expects revenue of Bt520bn. It has a plan to expand to 500 service stations abroad within five years and sell more Amazon franchises in Japan. (Thun Hoon, 19/09/16)

RPC expects 2016 earnings to grow from 2015’s revenue of Bt2.8bn and net profit of Bt100mn. Its service stations are continuing to do well. It will book its first profit from SAMCO shares this year. It expects to sell franchises to expand its business base. (Thun Hoon, 19/09/16)
SEAFCO plans to sign a new job contract worth more than Bt200mn in 3Q16 which will support earnings growth. It expects to bid for a new job and expects 2016 revenue to reach Bt2bn supported by backlog in hand of Bt1.3bn. (Thun Hoon, 19/09/16)
SMT expects 3Q16 turn to have profit after reporting a loss of Bt53.44mn in 3Q15, supported by more orders and higher margin plus better cost management. It expects 2016 earnings to be positive after installing new machines that are focused on high margin products. It expects to open a 40MW solar cell factory in 4Q16. (Thun Hoon, 19/09/16)
Comment: They have a good management team in place now for this turnaround, if you remember the interview article its been a few years in the making. But a lot seems to be priced in methinks..
SPALI plans to launch single and twin house worth Bt770mn on Oct 1-2 and expects a good response. (Kao Hoon, 19/09/16)
STA expects 3Q16 rubber sales volume to rise from 360,000 tons in 2Q16 backed by more orders from abroad and rubber price recovery supported by a shortfall in supply. It expects 2016 sales volume of more than 1.1-1.2mn tons. (Thun Hoon, 19/09/16)
SUPER set up a subsidiary in Hong Kong to handle investment abroad. It expects to finish the deal for a solar farm in Japan in 4Q16. It expects 2016 capacity of 1,000MW and expects revenue from sale of electricity to reach Bt3.4-3.5bn. (Kao Hoon, 19/09/16)
Comment: Not another Japan/Philippine investment I hope..
THAI closer to finalising joint investment. THAI AIRWAYS International expects to finalise a joint investment in an aircraft-maintenance project in Rayong province in the next few months, with the goal being to make the new facility a regional maintenance hub. (The Nation, 17/09/16)
TSR plans to launch new water treatment “SAFE UF Alkaline”. It expects this to support 2H16 sales growth and expects 2016 revenue to reach Bt2bn. (Thun Hoon, 19/09/16)
TVO expects revenue growth on growth in soybean oil sales volume of 7-8%. It is confident that net profit and gross profit will be higher than last year. It will focus on expanding abroad and expects revenue from abroad to increase more than 10% from 5% in 2015. It targets 10-15% growth in revenue from overseas in 2017. It has a 2016 investment budget of Bt60mn. (Thun Hoon, 19/09/16)

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