AIT has backlog of Bt2.73bn, which it expects to realize in two years. It plans to bid for new jobs worth Bt18bn and expects to get at least 45-50%. It plans to expand its Data Center project with a partner with a budget of Bt800mn. It is negotiating with a partner to add new products in Cambodia and Laos. (Thun Hoon, 3/6/16)
Comment: It does look like the IT project sector his beinnng to show some life
BJC expects 2016 revenue growth of 300% supported by BIGC earnings. It expects to finish the rights offering and private placement in July-August. It plans funding of Bt80bn. (Kao Hoon, 3/6/16)
Comment: and a dilution of … ?
CHOW reported 1Q16 profit growth 381.60% supported by steel business recovery and more orders. It is building a new 12MW facility in Japan and expects to be able to record revenue from at least 80MW. It has EPC backlog of ¥12bn. (Thun Hoon, 3/6/16)
Comment: perhaps one of the few companies to have made a proper concerted effort to shift from construction to alternatives
CK expects to sign the Bt19.4bn contract to construct Sayaburi in 2Q16, lifting its backlog to Bt97bn. If BEM gets the Blue Line job, it expects to get a contract to build the rail network valued at Bt25bn. (Kao Hoon, 3/6/16)
DCORP bought 40% in a solar power plant in the Philippines from two companies. The plant has capacity of 320MW. It expects to spend no more than US$15.36mn. It expects to finish the deal in July. It expects sustainable revenue and profit growth. (Thun Hoon, 3/6/16)
Comment: #s don’t quite add up if it only costs USD 15mn to buy a stake in a powerr plant that has 320MW in capacity

TRIS assigned EA a BBB+ rating with stable trend based on its strong fundamentals. EA plans to issue a Bt10bn debenture to refinance debt and expand. It expects continued growth in 2Q16 earnings. (Kao Hoon, 3/6/16)
FORTH expects good earnings growth in 2Q16, supported by increases in top-up machines. It expects 2016 revenue to reach Bt5.8bn supported by its subsidiary. It plans to expand to 100,000 Boon-Term Top-Up machines in 2016. (Thun Hoon, 3/6/16)
Comment: it’s still and will continue to be the best part of FORTH
GPSC’s 1Q16 earnings were outstanding and this will continue into 2Q16, supported by the startup of 125MW NNEG in June. It plans to build three power plants in Myanmar, with more details soon. (Thun Hoon, 3/6/16)
LIT targets 2Q16 revenue growth at more than the 1Q16 Bt56.38mn after getting three new customers. It maintains its loan and profit growth target at 30%. It is confident that it will be able to limit NPLs to under 2.50%. (Kao Hoon, 3/6/16)
In 2Q16, SAMCO launched a single-house project worth Bt1.2bn and plans to expand Sammakorn Rangsit Klong 7 phase 2 worth Bt1.9bn. It expects 2016 pre-sales to achieve its target of Bt2.1bn to support revenue growth of 30%. (Kao Hoon, 3/6/16)
SAT expects 2Q16 revenue growth of 10% YoY off a low base. It accepts that revenue will drop 3-5% in 2016 because of a weak automotive industry. It expects to get Bt300mn in orders from a new customer. (Kao Hoon, 3/6/16)
Comment: arguably more diversified than the other auto manufacturers, only because they have kubota as a client
SEAFCO expects 2016 net profit to be a new high after backlog rose to Bt776mn. After it reports 2Q16 earnings, it plans to increase revenue target growth to more than 10% from Bt2bn supported by continued industry growth. (Kao Hoon, 3/6/16)
SGP plans to increase revenue target growth from 5% in 2015 supported by more demand. It expects more orders and higher prices in 2Q16. It plans to set up a gas filling station in Myanmar with a new partner; more details will be available in 3Q16. (Kao Hoon, 3/6/16)
SUPER expects outstanding 2Q16 earnings supported by more capacity. It has 648-650MW operating commercially. It continues to target 1,000MW by the end of 2016. (Kao Hoon, 3/6/16)
Comment: this fellow knows how to make things happen in the industry
TMB expects 1H16 loans to continue to grow supported by government spending and expects fee-based revenue to grow 15% after five-month growth of 8%. It plans to launch a new SME loan product to support the new law. (Thun Hoon, 3/6/16)

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