ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16)
Comment: Well that’s only a 50% increase in revenue this year..

BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects to list its subsidiary by 2016 after its capacity has achieved 410MW. (Thun Hoon, 02/02/16)
Comment: It’s interesting to see that they are acquiring SunEdison Japan…hopefully it won’t be a mess like its recent oil acquisition (pre price drop..)

CI plans to set up a Bt1.4bn REIT. It targets 2016 revenue to grow 15% from last year. (Thun Hoon, 02/02/16)
Comment: Hence why they’ve been engaging in share buybacks

CPF expects 4Q15 net profit of Bt1.66bn (+106%) aided by Bt1.06bn extra gain from selling CPALL shares, bringing 2015 earnings to Bt11.17bn (5% growth). It expects to pay a dividend of Bt0.45/share. (Khao Hoon, 02/02/16)
Comment: Ohhhh again trading CPALL’s shares has given them a profit!

DELTA targets 2016 sales growth of 10-15% after expanding its customer base. It expects to focus on CLMV to increase its orders. (Thun Hoon, 02/02/16)

EASTW has budgeted Bt1.7bn to increase tap water capacity. It targets 2016 sales growth of 5% from 2015’s 300mn cubic meters. It plans to list subsidiary “UU” soon. (Thun Hoon, 02/02/16)
Comment: Soon…well no investor has really been given a call about UU just yet.

ECF expects to get large orders from abroad as it is talking to two US customers. It targets 2016 revenue growth of 12-15%. It expects 1Q16 earnings to be good backed by solar farms, retail shops and furniture business. (Thun Hoon, 02/02/16)

EPG expects 9MFY16 net profit of Bt1bn (up 120%). It expects 3QFY16 to be peak at Bt350mn. (Khao Hoon, 02/02/16)

HFT expects net profit to be good for the next three years on the back of lower cost from the fall in rubber prices, the baht depreciation, and capacity increase. It plans to expand abroad. It expects gross margin to increase to 30%. It expects 2015 net profit to grow 50%. It is interested in the hire-purchase business. (Thun Hoon, 02/02/16)

K targets 2016 revenue of Bt1.2bn (20% growth) after increasing area for lease to 9mn sqm. It plans to take part in renovation services. It expects 2016 net profit margin of 6.5%. (Khao Hoon, 02/02/16)
Comment: Just another event’s business…

MTLS expects insurance premiums to hit Bt100bn (18% growth) this year. It plans to increase its distribution channels through commercial banks, agencies and the on-line market. It plans to focus on digital marketing to reach its target customers. (Thun Hoon, 02/02/16)

PTTGC expects 4Q15 net profit of Bt4.87bn which brings 2015 earnings to above Bt20bn (+37%). It expects to pay a cash dividend of Bt1/share. (Khao Hoon, 02/02/16)

SIAM plans to establish three subsidiaries to invest in alternative energy. It hopes for this to be completed by Feb 2016. (Thun Hoon, 02/02/16)

STPI signed an additional of Module Assembly Project contract. This is a US$85mn project for the Ichthys Project Onshore LNG facilities. (Thun Hoon, 02/02/16)
Comment: Their stock price has collapsed far below BJCHI’s on a relative basis..

TFG expects 2016 revenue to grow 20% from 2015’s Bt17bn. It targets to double exports and start up its sausage plant in 2Q16. It expects to conclude the investment plan for its food processing plant in 2H16. It expects to show net profit in 2Q16. (Khao Hoon, 02/02/16)

TSTH expects 4Q15 net profit because of supply shortages that has allowed it to raise selling price to Bt13,375/ton. It expects FY2016 net profit (Apr 2015 – Mar 2016) of Bt47mn. (Khao Hoon, 02/02/16)
Comment: OOOOOOOH with SSI out of the picture, could this once flagging steel co revive itself and finally turn a consistent profit?

TWPC expects 2016 net profit to grow 25.2% aided by expanding into new markets, where it expects to get large orders. It plans to invest in a power plant with a Chinese partner. (Thun Hoon, 02/02/16)

WICE targets 2016 revenue of Bt900mn (30% growth) by keeping existing customers and adding new ones. It plans to provide warehouse management service. It is budgeting Bt300mn to buy trucks, expand its car park, and improve IT. (Khao Hoon, 02/02/16)
Comment: Slightly similar to JWD but on a far smaller scale

WIIK expects 2016 net profit to turn around. It expects a Bt800mn water management project to start by 1H16. It is looking for a partner via PP. It expects to projects to move cables underground. It is benefiting from lower cost for thermoplastic at the same time that demand is increasing. It expects 2015 net profit to hit a new high of Bt87mn. (Thun Hoon, 02/02/16)

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