AIT expects 2017 earnings to recover and targets revenue of no less than Bt5bn supported by its backlog of more than Bt2bn. It plans to bid for government and private jobs with a total value of more than Bt20bn. It expects to conclude the deal to find a partner next year. (Thun Hoon, 02/12/16)
Comment: AIT, MFEC, SAMTEL should all be winners next year IF the government spending on IT restarts again.
AOT expects passenger growth at Suvarnabhumi airport of 26.4% in Oct 2016- Mar2017 with an increase of 9.52% in the number of flights. (Kao Hoon, 02/12/16)
BCH is confident that 4Q16 earnings will be good after WMC broke even in 3Q16. It expects EBITDA to be positive from 2017. It has budgeted almost Bt1bn to build two new hospitals which will be targeted at SSO clients. (Thun Hoon, 02/12/16)
Comment: IT FINALLY HAPPENED! WMC BROKE EVEN! Only took some …. 7 years or so.
BCPG expects to conclude a deal to acquire a wind power plant abroad in December. This project is ready to COD and generate revenue. It targets 2017 EBITDA growth of 20% from this year’s Bt2.6bn, supported by CODs of no less than 50MW. (Thun Hoon, 02/12/16)
BSBM targets 2017 growth of 5-10% from 2016, driven by more demand. It estimates average steel selling price at Bt15,000-16,000/tonne next year. It plans to find other businesses to engage in that will decrease the risk from fluctuations in steel price. (Thun Hoon, 02/12/16)
CCN plans to diversify to the power plant business, with a decision next year. It expects 4Q16 earnings to be good supported by its backlog of Bt300mn and more revenue. (Thun Hoon, 02/12/16)
CGD got presales of Bt732mn in two days after taking Four Seasons Private Project to a roadshow in Taiwan and Hong Kong. It plans to continue the roadshow abroad. (Kao Hoon, 02/12/16)

CHG targets 2017 revenue growth of 15-20%. It plans to build three new hospitals for over Bt900mn. This will add more than 250 beds to the current 580. It plans to continue to work on acquisitions. (Thun Hoon, 02/12/16)
CHOW expects 2017 COD to reach 50MW and for the steel business to be good supported by the increasing price trend. It expects to list a subsidiary next year. (Thun Hoon, 02/12/16)
Comment: Gunkul part 2?
COM7 is negotiating to do an acquisition to boost revenue. It will use the capital from its IPO of about Bt1bn. It is budgeting Bt184mn to take over BKK and expects this to be done in 1Q17. It will be able to book revenue immediately. (Thun Hoon, 02/12/16)
Comment: Iphone lovers unite. There’s not much else to say here, the BKK acquisition will have a relatively minimal impact on its earnings and network
CPF is acquiring 16.54% in Ningxia Xiao Ming, a producer and distributor of chickens in China, for Bt753mn. It expects the deal to be done in 2016. This follows on the heels of an acquisition in the U.S. (Thun Hoon, 02/12/16)
CPN is budgeting Bt300mn to launch a campaign “Lighten Up Together”. It expects sales to grow 20-30% because of the stimulus package. (Thun Hoon, 02/12/16)
HTECH is budgeting Bt190mn to invest in plant, office, and machines. It expects the new plant to complete in 4Q17. It expects this to handle high-end products, raising sales by 20-25%. (Kao Hoon, 02/12/16)
KWG plans to launch new projects around the MRT Yellow, Green, and Grey lines. It says two SDH premium projects, valued at Bt4-5bn, have already sold out and this will support its 4Q16 performance. It bought 51% of NVV shares, which it will use to handle new projects. (Thun Hoon, 02/12/16)
LIT loans Bt67mn to an SME client in radio communication, with a duration of four years. It expects this to boost its 4Q16 performance. (Thun Hoon, 02/12/16)
SENA expects 2017 revenue to grow 20%. It plans to launch ten new projects valued at Bt3.2bn. Its backlog is Bt2.7bn with Bt6.7bn in projects ready for sale. It sees a positive outlook for the property sector on better sentiment with lighter household debt. It is budgeting Bt1bn for projects in 2018-2019. (Thun Hoon, 02/12/16)
Comment: And they should see high earnings in growth in 2018 from the completion and transfer of 1 massive high rise project 
TSR plans to expand its business to personal loans after getting a license for personal loans. It expects this to push up its performance because it has 400,000 clients. (Thun Hoon, 02/12/16)
Comment: This somehow drove a lot of retail investors into the stock, finished the day near ceiling. 

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