AKR expects 2017 revenue to grow 50% from 2016. It expects to book Bt1.9bn in revenue from transformers and Bt900mn from solar and construction. It expects to benefit from upcoming public bids. It expects to report net profit in 1Q17. (Kao Hoon, 27/01/17)
Comment: If AKR will win this amount of projects then expect for QTC and TRT to benefit even more.
ARROW benefits from selling electronic conduit and post tension which are used in construction. It expects 2017 net profit of Bt313mn. (Thun Hoon, 27/01/17)
AUCT targets 2017 revenue to grow 35% from the auction of 8,000 cars and financing. It plans to add 30 branches. It plans to expand to the property business to hold auctions for condo units as well as the auction for the NBTC. (Kao Hoon, 27/01/17)
Comment: This company would like to be the auction house for everything in Thailand. 
COLOR expects 2017 revenue to grow only 18% on higher oil price, which leads to higher raw material price. It is budgeting Bt100mn to increase its capacity to 60,000tons/year as well as for R&D. It expects 2016 revenue to grow 7-8% (Kao Hoon, 27/01/17)
DNA expects 2017 performance to turn around, which will lower retained earnings losses. It plans to expand “King Kong Phone” to supply licensed products. It plans to book revenue from selling tap water in Koh Samed in 4Q17. (Kao Hoon, 27/01/17)
DRT expects sales to increase on the back of high demand after the flooding in the south. It expects 2017 revenue to grow 5% from last year. It expects sales in the south to be good . (Thun Hoon, 27/01/17)
Comment: As we’ve seen many times over the years, the moment a company goes from having terrible performance to just bad performance its stock price can jump massively i.e. +30-50%. 

EGCO is negotiating for a 20.07% stake in a power plant in Indonesia of 20.07%. It expects a decision in March. It expects this to contribute revenue of Bt600mn. It plans to acquire businesses in Indonesia and Philippines to supply growth. (Thun Hoon, 27/01/17)
ERW expects 2017 revenue to mark a record high with a target of 10% growth on the back of opening at least 9 new hotels both at home and abroad (8 at home and 1 in the Philippines). This will bring total rooms to 7,700, up from 6,000 rooms in 2016. (Post Today, 27/01/17)
Comment: And the growth continues steadily for this company. 
GENCO plans to invest in every type of power plant. It will do this via takeover or by joint investment, then submitting application for a PPA. It is negotiating for 20-70MW. It expects RDF power plant to COD in April. It expects to get numerous orders. It is budgeting Bt300mn to invest in RDF phase2. It expects 2017 revenue to grow 30%. (Thun Hoon, 27/01/17)
IVL started a new production line for car tires with capacity of 60,000tons/year at Performance Fibers plant in China. (Kao Hoon, 27/01/17)
MAJOR targets 2017 revenue to grow 15-20% on the back of a good foreign movie lineup. It expects the industry to grow 10-15%. It is budgeting Bt1bn to invest in 70-80 screens both at home and abroad. (Kao Hoon, 27/01/17)
Comment: A quiet monopoly in Thailand, yes you can argue that SF cinema has branches throughout Bangkok but in reality MAJOR is still the king. 
NCH sets 2017 revenue target growth at 10-15% and sales growth at 15%. It plans to open three new projects with a focus on low-rise. This will add to its backlog of Bt400-500mn. It has inventory for sale of more than Bt1bn, of which it will sell all in 1Q17. It plans to invest in the hospital business, which it sees as having no risk. (Thun Hoon, 27/01/17)
NUSA expects to turn around this year with transfers worth more than Bt3bn. This will support 2017 revenue growth no less than Bt4bn. It plans to open 10 new projects worth Bt13bn which will focus on high-end customer. It expects 2018 earnings to double growth. (Thun Hoon, 27/0 1/17)
PSH plans to focus on the high-end market. It plans for this to comprise 30% of revenue within 5 years. It plans to launch 72 projects, with a total value of Bt60.8bn. It targets 2017 revenue of Bt52.9bn. It expects new business to be started on Feb 17. (Kao Hoon, 27/01/17)
PTTEP reported 2016 net profit of Bt12.86bn due to cost control and higher sales. It will pay a dividend of Bt2.5/share, XD on 7 Feb. It expects 2017 sales to reach 312,000 barrels/day. It expects oil price to reach US$60/barrel. Its cash on hand is US$4bn . (Kao Hoon, 27/01/17)
PTTGC will have its subsidiary hold 25% in a plastic packaging company in Myanmar, at a cost of Bt50mn. (Thun Hoon, 27/01/17)
SALEE expects 2017 revenue to grow 15% from 2016 brought by Bt500-600mn revenue contribution from Petch Siam. It expects 2016 revenue to hit target of Bt1.1bn. It is budgeting Bt150mn to improve machinery quality. (Kao Hoon, 27/01/17)
TMB targets 2017 loan growth of 2-3% and will balance its portfolio to reduce risk from high competition. It has an investment budget of Bt2-3bn to develop technology and launch TMB Business Touch to support SME customers. It expects 20,000 customers by the end of 2017. (Thun Hoon, 27/01/17)
TPBS’s board approved an investment in Myanmar with local partners and will set up DecoTBSP Solutions Company Limited (Deco-TBSP Solutions). This company will provide services in Myanmar related to TPBS’s core business. (Post Today, 27/01/17)
TRC is talking to a Chinese entity to bid for dual-track railway 1 project worth more than Bt10bn. It expects to get a new job worth Bt10bn to expand its backlog. (Thun Hoon, 27/01/17)

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