AKR expects 2016 revenue to reach a new high of Bt3.2bn backed by a 20MW solar farm in a government unit. It expects revenue from solar farms to comprise of 35% of total revenue from 10% this year. It plans to take part in bidding for the Bt4bn electric transformer project next year. (Thun Hoon, 17/12/15)
Comment: Well…not interested in this company, there are better options out there in the market

AP expects 4Q15 revenue to reach new high at Bt7.5bn with Bt900mn in net profit. (Khao Hoon, 17/12/15)

ARROW expects 4Q15 net profit to be good backed by economic recovery. It expects 2015 revenue to reach target of Bt1.2bn after 9M15 net profit hit a new high of Bt183mn. It plans to set up new plants in 2016 because of lower raw material price. (Thun Hoon, 17/12/15)
Comment: They have continued to benefit from the expansion of condominiums, warehouses and now potentially infrastructure in Thailand

BIGC plans to open many new stores next year: 6 hypermarkets, 3 BIGC markets, and 75 mini BIGC. It plans to set up an REIT. (Khao Hoon, 17/12/15)

COM7 targets 2016 revenue to grow 15% backed by 20 new stores. It expects 2016 profit margin to be higher than 2%. (Khao Hoon, 17/12/15)
Comment: Wait for the iphone7

CPR expects 2016 revenue to grow 10% backed by more customers at home and abroad. It is budgeting Bt20mn to invest in new business and launching new products. It expects this to increase its capacity by 85%. It expects 2015 net profit to hit target of Bt50mn. (Thun Hoon, 17/12/15)

DAII is talking to local prospective partner to invest in Vietnam which is expected to be finalized in 2017. It targets 2016 revenue growth of 15%. It plans to open three new showrooms. It expects this to increase nano steel sales to Bt600mn. (Thun Hoon, 17/12/15)

GUNKUL plans to focus on alternative energy. It expects to get a 30MW solar farm in a cooperative. It expects its power plants to contribute Bt5.8bn revenue next year. It expects 4Q15 net profit to reach target of Bt300mn backed by backlog. It expects 2015 revenue to grow not less than 50%. (Thun Hoon, 17/12/15)
Comment: Arguably you could say that the energy business is worth…thb 19/share depending upon how aggressive one is with #’s,

INET is talking to a prospective partner to invest in data centers and a new business line. It plans to expand to CLMV and expects this to increase 2016 net profit. It plans to wipe out retained losses. It plans to invest in INET 3 Data center. (Thun Hoon, 17/12/15)

KC expects 2015 revenue of Bt1bn backed by transfers. It expects to wipe out retained losses and show net profit. It is talking to prospective partner in Cambodia which is expected to increase revenue growth by 30% next year. (Thun Hoon, 17/12/15)

MFEC plans to develop a telecommunications system to support expansion in telecommunication and 4G. It expects 2016 performance to be better though 2015 revenue is lower than 2014’s Bt5.17bn with Bt111.83mn net profit because of the economic slowdown. (Thun Hoon, 17/12/15)

PTTEP targets petroleum sales of 333,000 bbl/day next year backed by production from Bersaba. It is budgeting US$3.44mn to invest at home and abroad. (Khao Hoon, 17/12/15)

SAPPE expects 2016 revenue to grow 30% from 2015’s Bt2.85bn on the back of numerous orders at home and overseas. Its new plant at Lumlookka is ready to operate. This plant will increase its capacity by 100%. (Thun Hoon, 17/12/15)
Comment: This news has buoyed the stock price today, i would prefer to stay away still, I don’t believe in their dream to sell well in China

SCC is talking to prospective partner to invest in its US$4.5bn petrochemical complex in Vietnam after Qatar Petroleum withdrew from this project. It expects to continue to be a major shareholder. (Thun Hoon, 17/12/15)

SEAFCO has been awarded four projects valued at Bt175mn. It targets 2016 revenue of Bt1.8bn. It plans to take part in public and private bidding projects. It plans to invest in Myanmar. (Thun Hoon, 17/12/15)

SUPER says there is no impact from the rescinding of the PPA. It has done a test run of the electrical system for the 48.1MW power plant, which is expected to start up next week. (Thun Hoon, 17/12/15)
Comment: The planned 800 MW that the government was going to do has been postponed. Which sucks for the dirty middle men that have overbroked the PPA contracts

TRC plans to invest in the power business with a decision made by 1H16. It took part in Bt30- 40bn bidding. It expects revenue to reach Bt10bn by 2019. (Thun Hoon, 17/12/15)

TSE plans to ask for qualification as a PPA candidate after ERC postponed the announcement of the PPA for a cooperative to Dec 22. It expects to be given the right to apply for a PPA in the future. (Thun Hoon, 17/12/15)

TU targets 2020 revenue of US$8bn. It plans to focus on inorganic growth and valued added strategy after it terminated the Bubble Bee deal. It is looking for an M&A. (Thun Hoon, 17/12/15)

TVD expects 2015 revenue to achieve target of Bt2.88bn. It expects performance to turn around backed by home shopping and the trend for more online shopping. It is talking to a prospective partner about investment. (Thun Hoon, 17/12/15)
Comment: Still an interesting business, but just not as profitable as I would like..

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