AOT’s 1QFY16 net profit was reported at Bt4.26bn, +18% YoY, driven by increasing flights (+11.92%) and passengers (+11.69%) (Khao Hoon, 16/12/16)
Comment: And it grows and grows

BEAUTY interests foreign investors after inclusion in the MSCI. It expects 2016 revenue to grow at 20% and to expand the business to China. (Thun Hoon, 16/2/16)

BRR plans to add two new sugar factories and get into alternative energy. (Thun Hoon, 16/2/16)
Comment: Again the typical business transition of any sugar business

EPCO plans to invest in power plants both in Thailand and abroad. It expects to 30% more revenue. (Thun Hoon, 16/2/16)
Comment: It is interesting to see how Thai utilities have been able to invest regionally. Both EPCO and RATCH have been on a buying spree in the past few years.

EPG reports 4Q15 net profit of Bt353mn. It aims at 2016 revenue of Bt9bn (Khao Hoon, 16/12/16)

GL plans to get into for e-finance to expand loans and market share in ASEAN, with a focus on Cambodia and Indonesia. (Thun Hoon, 16/2/16)
Comment: I’ve always liked GL but when I see their Thailand business suffering, it makes me worried that expanding to a market such as Indonesia where competition is crazier than here that they won’t be able to replicate the monopoly success of Cambodia…

JUBILE plans to improve and add branches. It will engage in new campaigns to drive 2016 revenue to grow 15%. (Thun Hoon, 16/2/16)

LPN’s 2H15 revenue was Bt12bn, driven by government property stimulus. It aims at 1Q16 sales of Bt4bn. (Khao Hoon, 16/12/16)
Comment: And in 2 weeks a ~4-5% dividend

PTTGC 2016 net profit was Bt20.5bn, 33% growth YoY, driven by aromatics and petrochemical business recovery. (Thun Hoon, 16/2/16)

SCC plans to make a deal in Indonesia. It targets 2016 revenue growth of 5-10%, driven by government projects and higher demand abroad. (Thun Hoon, 16/2/16)

SNC targets 2016 revenue growth of 10%, driven by higher orders. It also plans to invest Bt600mn to build a new factory. (Thun Hoon, 16/2/16)

Thai Airways set to fly high again, says deputy PM — THAI AIRWAYS International’s performance has shown signs of improvement, suggesting that the worst is over at the national carrier and it is ready to bounce back, said Deputy Prime Minister Somkid Jatusripituk. (The Nation, 16/2/16) THAI expected to report 4Q15 net profit of Bt4bn with a net loss for 2015 of Bt14bn. It targets 2016 net profits of Bt2bn. It aims to be a hub of ASEAN. (Khao Hoon, 16/12/16)
Comment: Well…they can’t sell their planes, their online system is still rubbish. And their liquidity ratios are also rubbish.

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