AJD expects to reach 50,000 mobile top-up machines nationwide this year after reaching 30,000 in mid-September. It expects to get revenue from Alibaba members in 1Q17. (Kao Hoon, 14/10/16)
Comment: Perhaps Jack Ma being in town this week helped the sentiment behind this name
ASIMAR plans to bid for a PAT job worth not over Bt1bn and expects to get a job for a steel structure construction. It hopes to get the job to repair 30 ships. It is confident that 2016 earnings will show outstanding growth thanks to booking its jobs in hand of Bt400mn. (Thun Hoon, 14/10/16)
CPF expects 3Q16 profit of Bt5.5bn or growth of 55% YoY supported by the recovery of its shrimp business. It estimates 9M16 profit at Bt13.3bn. (Kao Hoon, 14/10/16)
GL plans to expand its leasing business to Myanmar. It is working with a partner to set up a leasing company. It expects this JV will support earnings growth in the future and help bring it to the forefront of leasing companies in Thailand. It plans to expand abroad by the end of 2016. (Thun Hoon, 14/10/16)
Comment: A true ASEAN finance co? 
GUNKUL board approved spending Bt11.45bn to buy a 75MW solar farm in Japan and an 8MW solar farm in Sa Kaeo. It plans to issue debentures worth Bt3bn and will get shareholder approval at the meeting on Nov 29. (Kao Hoon, 14/10/16)
Comment: Their transition to becoming a real renewable player has been remarkable. I do wonder about Japan though…
IVL plans to issue Bt5bn debenture with interest rate at 2.88-4.39% and subscription date on Oct 17-19. It maintains its target 2016 revenue growth of 20% from last year backed by booking revenue from its new business. (Thun Hoon, 14/10/16)
KSL expects 2016 revenue to remain at 2015 level driven by a surge in sugar price. It plans to bid for a PPA for a 200MW biomass power plant to grow its revenue. (Thun Hoon, 14/10/16)

PTG has a five-year plan to increase oil sales growth by 30% each year. It expects 3Q16 earnings to grow, supported by expanding service stations. It has launched PT Maxnitron which will help boost revenue. (Kao Hoon, 14/10/16)
Comment: Still an amazing business, just how much will you pay for this growth?
PTT keen to beef up non-oil investment. PTT Plc, the national energy conglomerate, plans to revise up its investment budget for non-oil business, which it says has strong growth potential, especially after the advent of the Asean Economic Community. (Bangkok Post, 14/10/16)
TMILL expects 2H16 earnings to be good supported by outstanding growth in 4Q16 earnings. It is confident that 2016 revenue will reach its target growth of 10%. It has enough capacity and continues to expand its customer base upcountry. It has a R&D project, which will help support margin. It targets 2017 revenue growth of 10%. (Thun Hoon, 14/10/16)
TRUBB expects earnings to be good, backed by an increase in rubber price, which will bulk up 4Q16 earnings. It continues to target 2016 revenue growth of 10%, supported by more orders. It will focus on foreign customers and expects this to support its sales. (Thun Hoon, 14/10/16)

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