AOT
AOT expects 1Q16 earnings of around Bt4.6bn, growing 22%YoY on the back of high tourist arrivals. Tourism high season in the first quarter should boost the company. (Khao Hoon, 25/1/16)
Comment: DM terminal 2 is already bustling like crazy
BIG
BIG expects its earning to reach a new high in 2016, growing 10% from 2015 driven by growing sales volume of new cameras. This year’s focus will be on the direct-from-phone printing services. The negative retained earnings have been cleared, allowing for dividend payout from FY2015 earnings. (Khao Hoon, 25/1/16)
Comment: I’ll know more about what they are planning to do later today, still am not convinced
BIGC
Charoen’s TCC Holding and the Chirathivat family’s Central group are considering a firstround bid (5-Feb-16) for the BIG C Supercenter chains in Thailand and Vietnam. (KhaoHoon, 25/1/16) Comment: Already mentioned in my random thoughts on how I think things will play out here
ESSO
ESSO to expand its car care business, the Mobil 1 Center, targeting 400 branches within 2018 (ThunHoon, 25/1/16)
Comment: That will be going up against quite the competitive market
HEMRAJ
Hemraj Energy Co, a subsidiary of the listed company Hemaraj Land and Development Plc, has signed a joint-venture agreement with Gulf MP to develop five small power plant (SPP) projects within Hemraj’s industrial estate, totaling 630MW and worth Bt34bn. The projects are expected to complete within 2017 (KhaoHoon, 25/1/16)
JUBILE
The company targets an earnings growth of 15% in 2016, raising contribution from diamond showrooms to 13-15% of earnings. It plans to boosts sales via branch expansion and renovation, as well as new product launches and marketing campaigns. (KhaoHoon, 25/1/16)

PERM
PERM targets 2016 revenue to grow at 10%. Recently it got a project from GLOBAL worth Bt400mn. A JV with an Australian partner will be finalized this year. (Khao Hoon, 25/12/16)
PSTC
PSTC to bid for biomass power plant. It expects to see higher revenue growth this year. (Khao Hoon, 25/12/16)
RATCH
RATCH to invest in nuclear power plant phase 3 in China. It us doing a JV with China’s CGN to build nuclear power plant phase 2 with 2300 MW for Bt200bn. A project in Laos and Indonesia will be finalized this year. (Khao Hoon, 25/12/16)
SCC
SCC to report financial performance this Wednesday with a new high profit of Bt43.1bn, backed by strong chemical business and investment abroad. (Thun Hoon, 25/12/16)
SMT
SMT expects to turnaround within 2 years and grow steadily through 2017 with many orders in hand. (Thun Hoon, 25/12/16)
Comment: There was supposed to be a turnaround last year…and this year…I have always liked the CEO but not sure they can pull it off just yet
TMB
TMB targets loan growth of 8-10% this year. It plans to go for mutual fund products and bancassurance to boost fees to growth of 30%. (Thun Hoon, 25/12/16)

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