AP plans to launch new 3three projects worth Bt3.1bn. It expects mid-to-high end property market will be strong. (Khao Hoon, 27/4/18)
BAY said it has no M&A plan. Fee war is expected to affect its own NII around 2-3%, but it says it has other ways to make this up. (Thun Hoon, 27/4/18)
BGRIM to close the deal on a 200 MW power plant in Vietnam. It plans to expand abroad, investing Bt20-30bn into current and new projects. It expects revenue this year to grow 20%, driven by higher COD of 445MW. (Khao Hoon, 27/4/18)
Comment: These major players will have to look outside Thailand given the latest moves from the government 
EPCO’s shareholders approve a 2H17 dividend of Bt0.08/share, XD on May 3. A power plant in Japan is expected to add 15MW electricity into the system, pushing 2018 revenue growth to 40% to a new high. (Khao Hoon, 27/4/18)
MAJOR expects 1H18 earnings to be better than last year. It targets 2018 revenue growth of 10% mainly driven by more cinemas to 85 in Thailand and 15 abroad. (Thun Hoon, 27/4/18)
Comment: And its The Avengers timeeee! In the end though its the ad revenue that should swing the bottom line back to a strong positive
MC is working with Walt Disney Thailand to launch Marvel shorts to serve young people, expecting to raise revenue to meet target (Khao Hoon, 27/4/18)
Comment: Well… its
PTTEP reports 1Q18 earnings of Bt13.3bn, driven by higher oil prices that lifted average price to USD44/bbl. PTT said that it has no plan to partner with anyone for high-speed trains. It is having GPSC buy the TOR. (Khao Hoon, 27/4/18)
Comment: And this makes it interesting, if 1Q18 was with an average of 44…well its now USD65-70/bbl, so..?
SC to launch Bt16.7bn in projects, boosting backlog to Bt1.9bn. It targets 2018 revenue of Bt17bn, driven by higher demand. It also plans to invest in apartments in the US. This will be clearer in 2H18. (Thun Hoon, 27/4/18)
SUPER to buy back share worth of Bt2bn or 10% of its outstanding shares, raising its own stake to 20% from 10%. It is negotiating with Pradech group, a big major shareholder group. ( Khao Hoon, 27/4/18 )
Comment: Another company doing a share buy back although its amongst themselves instead of being within the market
THCOM has a new CEO, Anan Kaewruamwong. It targets investment budget of Bt100-200mn to enter a new business which is expected to contribute 50% of revenue within 5-6 years. (Currently, satellites bring in 80-90%). (Thun Hoon, 27/4/18)
Comment: He can’t do worse than the previous CEO…

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