BIG
BIG is confident that 2016 revenue will surpass its 10% growth target thanks to an expansion of 15-20% in the camera market. It expects to maintain gross margin above 32%. It expects printing from smartphones will support earnings in the future. (Thun Hoon, 22/06/16)
Comment: As evidenced by 1Q numbers, they will far surpass 2015 revenues
 
CPF
CPF expects 2Q16 net profit of Bt4.1bn or growth of 37.5% and revenue of Bt115.68bn, growth of 11.57%, supported by rising meat prices. (Kao Hoon, 22/06/16)
Comment: The turnaround in shrimp prices and effectively every other soft commodity price has helped CPF
 
ILINK
Interlink Group was awarded an AOT job to build infrastructure for Suvarnabhumi Airport Phase ll after turning in the lowest bid of Bt1.98bn. ILINK will work on power station and underground electric lines worth Bt1bn. (Kao Hoon, 22/06/16)
Comment: A positive surprise for ILINK, this wasn’t many analysts radars
 
JAS
JAS will pay an interim dividend of Bt0.15/share, XD on July 4 and payment date on July 20. (Thun Hoon, 22/06/16)
RICHY
RICHY got a good response to two condominium projects with presales at Bt1.6bn at the end of 2Q16. This will lift its backlog to over Bt2bn. It is confident that 2016 revenue will reach Bt1bn as planned. (Thun Hoon, 22/06/16)

SCC
SCC expects 2H16 cement demand to be better than 1H16 due to government investment projects. It expects 2Q16 to record a new high of over Bt15bn supported by chemical spread recovery and a profit instead of stock loss of Bt300mn. (Thun Hoon, 22/06/16)
SIRI
SIRI reports presales of Bt8bn in first five months. It is confident that 1H16 presales will hit its target of Bt12bn. It plans to launch “The Line Asoke-Ratchada” worth Bt2.8bn on June 25-26. (Kao Hoon, 22/06/16)
TCAP
TBank waives EDC charges, lowers fees – Thanachart Bank (TBank) is waiving installation charges and cutting the fees for small merchants who provide electronic data capture (EDC) terminals for debit cards to their customers, in an effort to draw traders to join the electronic payment system. (Bangkok Post, 22/06/16)
THANI
THANI expects 2Q16 revenue and profit will reach target. Truck leasing continues to grow. It has loans out of Bt7bn and expects to reach Bt18bn, growth of 18%, by end-2016. NPLs continue to decline. It plans to pay a higher dividend than in 2015. (Kao Hoon, 22/06/16)
Comment: Despite all this news regarding economic malaise THANI still bucks the trend
 
TVT
TVT expects 2H16 earnings to continue to grow supported by booking revenue from a production house, the acquisition of which it expects to wind up soon. It plans to produce three new programs in August. It expects 2016 revenue growth of 20-25%. (Thun Hoon, 22/06/16)
TWZ
TWZ is confident that 2016 revenue will reach its target of Bt5bn. The PAZER Pattaya has reached 50% presales. It has set aside Bt1.9bn to open two projects, at Rayong and Khao Yai. (Kao Hoon, 22/06/16)
WHA
WHA expects 2016 revenue of Bt17bn supported by more revenue and its REIT. It expects new SEZ in East will support warehouse and factory rentals. (Thun Hoon, 22/06/16)

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