AMATA is studying invest in a solar roof to be installed on AMATA Summit ready-built roofs and expects to make a decision this year. It targets 2016 revenue growth of 20%. It plans to open an industrial estate in Myanmar which will focus on customers in India, Bangladesh and China. (Thun Hoon, 0 9/08/16)
BIG reported 1H16 profit of Bt419mn or up 192% supported by more revenue. It expects 2H16 to continue to grow due to high season. It plans to launch two big events at the end of the year to support sales and expects revenue and profit to record a new high . (Khao Hoon, 09/08/16)
Comment: Still great growth on a YoY basis but it dropped rather sharply QoQ. So how will analysts value this? Are we going to see more magical PEG numbers
BIZ expects 3Q16 revenue growth of more than 20% QoQ and is maintaining its 2016 revenue target growth of 50-60% YoY supported by its backlog of Bt566mn, of which will book 60% this year. It expects to get revenue of more than Bt300mn from bidding for hospital job, both government and private, and expects to know the results in 2H16. (Khao Hoon, 09/08/16)
EPG expects 1QFY16 profit to be a new high of Bt385mn, surging 60% supported by insulated rubber and automotive parts business growth. It will report earnings on Aug 15. (Khao Hoon, 09/08/16)
Comment: Their ability to continue this growth has been impressive. One day they are hoping that the entire car will be made out of some form of plastics because then EPG will effectively become an indirect car manufacturer.
continues to bid for government communication projects. It is maintaining its 2016 revenue target of Bt5.8bn supported by its subsidiary and more orders. (Thun Hoon, 09/08/16)

GPSC expects 3Q16 earnings to be good despite project renovation. It is working with a US partner to invest in a battery factory. (Thun Hoon, 09/08/16)
JWD expects 2H16 earnings to recover due to cost reduction and customer base expansion. It plans to invest in warehouse in CLMV. It expects to increase rental area to 9,448sqm to support earnings growth of no less than 7% per year for the next three years. (Thun Hoon, 09/08/16)
Comment: Their stock price is down some … 40% since its peak last year
MAX board approved spending Bt454mn to buy 21% of a 120MW cogeneration power plant. It expects this to generate return in the long run. It expects to wind up deals to buy 2-3 power plants by the end of 2016. (Khao Hoon, 09/08/16)
MTLS reported 2Q16 net profit of Bt300mn (+63%) with loan growth of 86% and 1mn accounts. It expects 2016 loan growth of not less than 70%. It targets to open 1,600 new branches (revised up from 1,300). (Thun Hoon, 09/08/16)
Comment: And thats beaten their own expectations of 50% p.a. growth
PF is talking to prospective partner to invest in mega complex at Trat, expected to be launched in September. It expects 2016 presales of Bt17bn with revenue of Bt13.1bn. It plans to launch 17 new projects valued at Bt21.7bn over the rest of the year. It expects presales to reach Bt10bn. (Thun Hoon, 09/08/16)
SMART expects lightweight concrete block demand to recover in 2H16 as property developers launch new projects. It expects net profit to be good, backed by orders. It plans to expand to AEC, especially Cambodia. It reported 2Q16 revenue of Bt75.14mn with a net loss of Bt12.32mn. (Thun Hoon, 09/08/16)
SNC plans to invest in vendor machines to expand its business line. It got Bt100mn from an Australian entrepreneur and expects to book net profit in 4Q16. It revised its investment budget to Bt800mn to handle a water plant project. (Thun Hoon, 09/08/16)
TOP reported 2Q16 net profit of Bt7.75bn, up 24% with GIM of US$11. It also benefited from stock gain and SPP. This brought 1H16 net profit to Bt12.47bn, up 16%. (Khao Hoon, 09/08/16)
UBIS has budgeted Bt20mn to set up a plant in China. It expects this to increase its revenue from China from 30% to 40%. It expects 2016 net profit to be close to last year’s Bt145mn. It plans an acquisition deal next year . (Thun Hoon, 09/08/16)
XO expects orders from Europe to increase after it quoted prices in Thai baht. It plans to expand its customer base in 2H16. It expects the operational startup of its new plant to increase sales. It expects 2016 revenue to grow 15%. It says exports to Japan are in the process of being worked out. (Thun Hoon, 09/08/16)
Comment: Well thats one way to take FX risk out. I don’t think they are able to do this across all of their products 

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