AMATA expects 2016 land sales to hit target of 1,000 rai. It has land of 1,000 rai to support investment. It is confident that total revenue will grow no less than 5% supported by its backlog of more than Bt1.3bn. (Thun Hoon, 02/09/16)
BANPU plans to COD 118MW this year, with full year capacity of more than 2000MW. Recently, it worked with twelve universities to install solar roofs. It expects 2016 revenue to reach target of Bt120bn backed by coal price recovery. (Thun Hoon, 02/09/16)
BIG expects 2H16 profit of more than Bt560mn, increasing 200% YoY, supported by introduction of a new mirrorless camera and a Big Pro Days event to raise sales. (Kao Hoon, 02/09/16)
Comment: Looking forward for next year, if they can’t expand their network then growth numbers may drop to single digits
BKD plans to book extra item of Bt400mn from sale of land in 2Q17 after the board approved the sale of 19 rai at Krungthepkritha for Bt487mn. If the company does not reinvest the money, it will use it to pay a dividend. (Kao Hoon, 02/09/16)
Comment: Well if they pay out the entire proceeds from the land sale then it would be more than a 10% special dividend
DCON expects 4Q16 to be peak supported by more orders and booking revenue from the sale of land. It is confident that 2016 revenue will be better than last year. It expects 2016 revenue of no less than Bt1.1bn. It plans to expand production lines and list a subsidiary in 2018. (Thun Hoon, 02/09/16)
EKH expects 2016 revenue and profit to be a new high. It expects revenue growth of 15% backed by more patients and expects 2H16 earnings to grow more than 1H16 due to high season. It expects 3Q16 earnings to be a new high. It plans to build a new pediatric center next year. (Kao Hoon, 02/09/16)

KIAT plans to sign a contract to distribute a new product in September and expects revenue growth of no less than 10%. It expects 2H16 earnings to be good after it got a new job worth Bt300mn, of which it expects to get 50%. It expects 2016 revenue to achieve its target growth of 6-7%. It plans to expand business abroad and expects to finish an acquisition deal this year. (Thun Hoon, 02/09/16)
Comment: A rather steady business model that they have here. 
MODERN acknowledges a contraction in 2016 revenue and profit due to the economic slowdown, though the furniture market will recover in 2H16. It plans to conclude a deal to invest in the healthcare business by the end of 2016 and expects revenue from healthcare to reach 50%. It plans to set up a JV in Cambodia in September. (Kao Hoon, 02/09/16)
NCL expects 3Q16 earnings to continue to grow, supported by more customers. It reported 1H16 profit of Bt7.34mn and expects 2016 revenue to grow no less than 30% (Thun Hoon, 02/09/16)
PACE expects to turnaround this year from a loss of Bt1.7bn in 2015 due to booking Bt10bn from Mahanakorn. It plans to launch a high-end condo worth Bt3bn at the end of 2016. (Thun Hoon, 02/09/16)
Comment: The issue is that their stock price will mimic RML’s, i.e. 1 good year of profit and then it will decline again. Unless D&D can really show the numbers that they are mentioning in the news
PF plans to invest in SEZ in Trad in early October. It has 2-3 partners who are listed on the SET. It plans to finish the deal to do three community malls in 4Q16. It plans to launch 15 new projects valued at Bt18.7bn. It is confident that 2016 revenue will reach its target of Bt17.6bn, on sales of Bt17bn backed by its backlog of Bt6.63bn. (Thun Hoon, 02/09/16)
PIMO is confident that 2016 revenue and profit will be a new high, supported by more orders in Thailand and abroad. It has budgeted Bt200mn for a new product and Bt50mn to build a new factory. (Kao Hoon, 02/09/16)
RJH price close up over 15.62% on its first trading day, at Bt18.50, above the IPO price. It targets 2016 revenue growth of 15%. It plans to build a new building and MRI service center to support demand. (Kao Hoon, 02/09/16)
SENA will submit its 2017 business plan to its board and targets revenue growth of 20%. It has budgeted Bt1.2bn to acquire land. It expects 2016 revenue and profit to be a new high supported by backlog of Bt2.9bn, of which it will book Bt1.5bn this year. It expects 3Q16 earnings to grow as it books solar farm revenue. (Kao Hoon, 02/0 9/16)
SPCG expects 3Q16 earnings to continue good and expects 2016 revenue to hit target of Bt5.5bn. It targets 2017 revenue of Bt6bn, backed by booking revenue from its Japan solar farm of more than 30MW. It plans to negotiate to increase to more than 500MW, with some conclusion expected in 4Q16. (Kao Hoon, 02/09/16)
TCMC sets up two subsidiaries to invest in other business. It is assigning DMMH to buy 100% of DMM shares for Bt1.61bn and plans to offer this plan to shareholders for approval on Oct 25. (Kao Hoon, 02/09/16)
Comment: If you look at it, they may have some THB 300 mn in profits next year with all of these acquisitions.
TMILL maintains its 2016 net profit target growth at 10% after 1H16 was better than expected. It expects 2H16 to continue to be good, supported by wheat flour business high season and an increase in utilization to over 70%. (Kao Hoon, 02/09/16)
VIBHA expects 3Q16 earnings to be this year’s highest due to high season. It expects 2016 revenue growth of more than 10% and will book more revenue from expanding its Social Security customer base in Samut Sakhon. (Thun Hoon, 02/09/16)
Comment: The only question for VIBHA is when will they do the share swap with other hospitals in the group

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