AP expects 2016 revenue to reach Bt23.7bn supported by Bt13.29bn transfers and Bt3.4bn condo backlog. It plans to launch 20 new projects valued at Bt32.7bn. It expects this to lift its sales to hit its target of Bt31bn. (Khao Hoon, 12/04/16)
ASEFA expects 2016 earnings to be good. It targets 2016 revenue to grow 15% brought by Bt1.7bn transfers and public projects. It expects to get more projects after it takes part in Bt2- 3bn bids. It has budgeted Bt150mn to increase its capacity by 50%, preparing for new orders. It expects 1Q16 earnings to be good from high sales. (Thun Hoon, 12/04/16)
BANPU expects to show net profit of Bt1.6bn in 2016 mainly driven by Hong-Sa power plant which is expected to contribute revenue in 2Q16. (Khao Hoon, 12/04/16)
Comment: The shift from being known as a coal company to a utility is nearly complete for BANPU 
BEAUTY expects 1Q16 earnings of Bt105.8mn (+39%), brought by 31% sales growth. (Khao Hoon, 12/04/16)
Comment: Just incredible earnings, I still don’t understand the demand side and will most likely continue to hit my head against the wall

CCN got a Bt287.86mn project from Thailand Post. It expects to get more projects soon. It targets 2016 revenue to grow 20% since backlog has reached Bt100mn. (Khao Hoon, 12/04/16)
CITY expects 2HFY16 earnings to be good after revenue reached Bt292.49mn in 1HFY16 aided by government stimulus measures. It expects FY2016 revenue to reach Bt680mn from expanding its customer base and launching new business line. (Thun Hoon, 12/04/16)
CPF expects 1Q16 net profit of Bt3.14bn and then rise gradually in 2Q16 on the back of seasonality for exports. (Khao Hoon, 12/04/16)
EPG says Aeroklas got good response in TAPA 2016. It plans to expand to AEC. (Khao Hoon, 12/04/16)
GOLD expects 1Q16 presales to reach Bt2bn. It expects presales to grow 100% aided by property incentives. (Khao Hoon, 12/04/16)
Comment: And they have the kicker of the GVREIT too
IEC says subsidiary is budgeting Bt22.79mn to improve 8MW biomass power plants. It expects this to reduce its cost. (Khao Hoon, 12/04/16)
Local institutional investors are interested in LPH shares because of its strong fundamental. It targets 2016 revenue to grow 15% on the back of higher patients. It is budgeting Bt150mn to invest in elderly home. (Thun Hoon, 12/04/16)
Comment: Every hospital stock has been on a tear
MINT is budgeting Bt30mn to acquire 50% in stake in Bodhi Hotels & Resorts Pvt. Ltd. It expects this to increase its revenue, profit sharing, and opportunity to expand its hotel business in India. It plans to rebrand this hotel to Oaks. (Khao Hoon, 12/04/16)
TOP expects 1Q16 earnings to be the best compared to its peers. It expects 1Q16 net profit to hit Bt4.9bn (10% growth). (Khao Hoon, 12/04/16)
TVO expects 1Q16 earnings to be good mainly driven by higher selling price for vegetable oil. It expects 2016 sales to grow 5-6% because of high demand. (Thun Hoon, 12/04/16)
XO plans to export to Japan which is expected to increase its margin to 10-15%. It expects this project to be clear in 2H16. It expects 2016 revenue to reach a record high. It expects 1Q16 earnings to be good on the back of many orders. It expects to revise up target growth from 15%. (Thun Hoon, 12/04/16
Comment: I think a company visit is required for this company. 

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