ANAN says its backlog is Bt36bn of which Bt6bn is expected to be booked in 4Q15. It plans to launch two condominium projects at Bang Sue and Silom valued at Bt8bn. (Khao Hoon, 14/10/15)
AUCT expects to get 4G auction system project management from NBTC. It expects this to contribute revenue in 4Q15. It expects 3Q15 earnings to be good. It expects to revise up revenue by 20-40%. It plans to bid for a condominium in 4Q15. (Thun Hoon, 14/10/15)
Comment: That is quite interesting, if you remember the interview posted within the past few weeks, AUCT was hinting towards being able to auction any and every type of product
FSMART expects 2015 earnings to be good. It targets 57,000 Boon Term Top Up machines by the end of this year. It expects 2H15 earnings to be better backed by new products. It expects 2015 revenue to grow 30% as targeted. (Thun Hoon, 14/10/15)
Comments: And the cash machine still continues to grow and grow
ILINK expects to get a Bt3bn project from PEA which is expected to put up for bid this year. It expects 2015 revenue of Bt3bn on the back of a Bt2bn submarine cable project at Ko Pha Ngan. It expects the telecom market to grow 100% because of the moves toward a “digital economy”. It plans to list Interlink Telecom next year. (Thun Hoon, 14/10/15)
Comment: Still one of the biggest beneficiaries in the “digital economy” market

JAS expects 3Q15 net profit of Bt1.06bn (+63%) aided by Bt297mn extra gain from selling assets to an REIT and adding 99,600 new customers, expanding its customer base to 1.95mn (Khao Hoon, 14/10/15)
Comment: Extra gains, strip them out and they have close to nothing
KCE expects 3Q15 earnings to be no less than Bt607mn (+22.4%YoY) backed by seasonality and the weaker baht. It expects 2015 revenue of Bt12.5-13bn. It expects 2016 revenue to be good aided by revenue contribution from new plants phase 1 and phase 2. (Thun Hoon, 14/10/15)
Comment: The recent share price fall was due to overly excited investors that heard there would be a fx loss on kce’s numbers
LHBANK reported a record high 3Q15 net profit of Bt442.84mn backed by interest income and fee income driven by expansion of its corporate loan portfolio, which is expected to decrease its NPLs. It expects 2015 assets to grow 10%. (Thun Hoon, 14/10/15)
ML expects 4Q15 earnings to be good on seasonality. It has begun its nano-finance by focusing on its 40,000 existing customers because it expects this to reduce the NPL risk. It expects 2015 loan growth of 15% although the used car market remains weak. (Thun Hoon, 14/10/15)
PACE plans to invest in new projects after it has agreed to buy land on Naratiwat Rd. It plans to invest Bt4bn in Japan, which is expected to be popular with tourists. (Thun Hoon, 14/10/15)
PLANB expects 2H15 ad revenue to be better than 1H15’s Bt981.8mn backed by seasonality and expansion in Malaysia and Philippines. It expects this to raise 2016 revenue to Bt2.5-3bn (Thun Hoon, 14/10/15)
SAT expects 3Q15 revenue to be good aided by Toyota’s projects. It is confident 2015 revenue will grow 3-5% from last year. (Thun Hoon, 14/10/15)
SEAFCO expects to sign Bt400-500mn in jobs in 4Q15. It expects 3Q15 net profit to be close to 2Q15’s Bt49.27mn. It revised down 2015 revenue to Bt1.6bn. Its backlog is Bt1.3bn (Khao Hoon, 14/10/15)
Comment: Is the sky the limit for SEAFCO or will do they have capacity constraints?
TKT expects 2016 revenue to return to normal on recovery in the automotive sector and booking revenue from portfolio restructuring. It plans to broaden its customer base. It expects 2015 revenue to be higher than Bt1.3bn. (Thun Hoon, 14/10/15)
TPCH says its 8MW biomass power plant (Mae Wong Energy) is ready to operate which is expected to raise its profit for the rest of this year. It expects this to boost its production growth by 3X within three years. It plans to construct a 200MW biomass power plant by 2020. (Thun Hoon, 14/10/15)
Comment: The question is whether or not the bids will be open next year
TRUBB expects 4Q15 revenue to be peak backed by seasonally high orders. It expects to show net profit this year from 2014’s net loss of Bt123.37mn because of high demand and increasing capacity in Myanmar. It is talking to a prospective Chinese partner to invest in China. (Thun Hoon, 14/10/15)
TSR expects 2016 growth on the back of 25-30% revenue growth and sales of water filters. It expects 4Q15 revenue to mark a record high aided by launching new products and dealing to supply water filters to property projects, MWA, Royal Thai Navy, and Healthcare sector. (Thun Hoon, 14/10/15

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