BEM expects to pay dividend this year on the expectation of 40% growth in net profit after the Sri Rat expressway and MRT Purple Line open. It plans to take part in bids for public projects in CBD and outskirts. (Khao Hoon, 06/01/16)
Comment: And now the largest infrastructure/transportation play is listed!

CI expects a turnaround in 2015 performance from 2014 net loss of Bt20mn aided by condominium projects. It plans to launch a new Bt1bn condo and set up a Bt1.15bn REIT. (Thun Hoon, 06/01/16)

GFPT expects to pay dividend of Bt0.23/share, 2.3% dividend yield. It expects chicken price to recover this year and better exports. It expects net profit growth of 26% thanks to less excess supply. (Khao Hoon, 06/01/16)
Comment: Still the best chicken company, good luck trying to figure out chicken price movement.

GPSC expects growth in its power business this year on the back of government policy and its 20-year PPA. It expects some projects to start supplying electricity this year. It says it is not impacted by lower oil price. (Thun Hoon, 06/01/16)

HFT expects 2016 performance to be good thanks to recovery in motorcycle sales in tandem with economic recovery. It plans to increase its market share in ASEAN by launching a new brand, “Duro”. (Thun Hoon, 06/01/16)

ILINK expects to get Bt6bn in projects that will increase its backlog now at Bt1bn. It expects this to cover revenue until 4Q16. It plans to list subsidiary Interlink Telecom this year. It expects 2016 revenue to grow 10% from this year’s Bt3bn. (Thun Hoon, 06/01/16)
Comment: Digital economy news seem to be on the backburner. Regardless this is still a well run business that will continually benefit from Thailand’s improvement in IT infrastructure

MATCH plans to restructure its business this year by focusing on profitable businesses and sell some TV programs. It plans to list a subsidiary by 4Q16. Its new studio will open soon. It plans to hold a road show for filmmakers at home and abroad. (Thun Hoon, 06/01/16)

PLE is talking to prospective Chinese partner to take part in public projects. It expects a decision next week. It expects net profit to turn to the black this year, backed by transfers. It plans to take part in the Bt30bn bidding and hopes to get Bt8-9bn. It expects the power plant at Ayutthaya to contribute revenue soon. (Thun Hoon, 06/01/16)

PTG is budgeting Bt400mn to buy FPT shares FPT operates a fuel pipeline network. It expects this to increase its potential in oil depots and gas stations. (Khao Hoon, 06/01/16)
Comment: They are becoming a mini energy logistics investment holding co.

SALEE expects new plants to contribute Bt20mn per year on the back of numerous orders. It expects 2016 revenue to be good as 4Q15 from AEC. (Thun Hoon, 06/01/16)

SCP expects 2016 revenue to grow not less than 5% aided by orders from CK and STEC on dual track projects. It expects to get more orders from existing clients which will increase gross margin to 25-30%. (Thun Hoon, 06/01/16)
Comment: I just can’t see how this company won’t benefit tremendously from all this dual track spending

SUPER expects three power plants (24MW) to operate soon, raising its total supply to 188.45MW or 26 projects. (Khao Hoon, 06/01/16)

UTP expects 2016 revenue to grow 30% aided by increasing in capacity by 25-30% or equal to 700-800 tons/day. It expects cogeneration power plants to operate by June 2016 and these will contribute boost 2016 profit. It plans to broaden its market in AEC. (Thun Hoon, 06/01/16)

WHA expects 2015 revenue of Bt12bn backed by selling assets to WHART. WHART will be traded on Jan 7. It expects WHART to be Thailand’s biggest warehouse fund. (Khao Hoon, 06/01/16)

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.