BJC
BJC is talking to many prospective partners (in Laos, Vietnam, Cambodia) to take over local and international companies, which is expected to be finalized soon. It has budgeted Bt2.25bn for investment. It expects 2015 revenue to grow 10% as targeted. (Thun Hoon, 29/09/15)
CHOW
CHOW is talking to prospective partner to invest in solar power plant. It targets capacity of 200MW by 2016. It expects 3Q15 earnings to be peak, aided by large orders in steel and selling electricity. It expects 2015 earnings to be good. It plans to list subsidiaries next year. (Thun Hoon, 29/09/15)
Comment: I’m still incredibly impressed by their shift to solar and their openness to expand internationally
EARTH
EARTH is considering investing solar energy business in Italy which it expects to be concluded soon. It targets five coal mines in five countries within five years. (Thun Hoon, 29/09/15)
Comment: And yet what is management doing with their shares? I don’t quite feel very comfortable with their practises.
FORTH
FORTH expects some 3Q15 earnings growth on the back of new projects. It plans to bid for a Bt500mn job at the end of this year. It expects 2015 revenue to achieve target of Bt5bn. It plans to increase revenue by managing 4G network systems. (Thun Hoon, 29/09/15)
Comment: And again the real value here is purely in FSMART more than anything else 

HEMRAJ
HEMRAJ maintains land sales of 1,100 rai this year. It expects to set up a Bt7-8bn REIT in 4Q15. It plans to list subsidiaries in the second half of 2016. It plans to bid for government solar farm projects. (Khao Hoon, 29/09/15)
Comment: Well the value here is that WHA is going to 1) Take it over 2) strip its assets and pay out a second high dividend)
KTP
KTP plans to eliminate Bt1.25bn in retained losses. It plans to acquire assets and offices for rent in CBD which is expected to be finalized soon. It plans to buy land to develop a condominium. It plans to launch a new high-end low rise project soon. It expects 2016 performance to turn around. (Thun Hoon, 29/09/15)
MALEE
MALEE expects 2015 revenue to grow 10%. It has established a JV with Nissin Corporation of the Philippines to broaden its customer base. (Khao Hoon, 29/09/15)
Comment: A clever move by MALEE, they have the necessary capacity (currently utilisation is only 50%)  to grow
PLANB
PLANB expects 4Q15 earnings to be peak backed by seasonality and extra gain from Maxview. It expects revenue growth of 40% this year and 25-30% next year. It expects to conclude ads in airports by October. (Thun Hoon, 29/09/15)
RS
RS has budgeted Bt10mn to conduct events: Beauty Now&Next 2016 and Theiyw Thaw Thai Tour Thaw Lok in December. It expects an audience of 200,000 and at a cost of Bt500mn. (Thun Hoon, 29/09/15)
SUSCO
SUSCO expects gradual growth in sales in 2H15 backed by lower oil price. It expects 2015 sales of Bt20bn (8-10% growth). It plans to increase SSS growth by renovating gas stations. (Thun Hoon, 29/09/15)
TAPAC
TAPAC expects 2015 revenue to grow 10-12% after achieving 15% growth in the first nine months. Its backlog is Bt120mn. It expects the BoI moves to help the economy recover. It expects property in Sweden to contribute revenue this year. It is looking for a Scandinavian partner to invest in the property business. It is considering investing in the power business. (Thun Hoon, 29/09/15)
TRUBB
TRUBB expects 2H15 earnings to be good after it expands plant capacity in Myanmar (1,000 tons/month at the present). It expects this to expand its market in China. It expects to show net profit this year backed by increasing sales. (Thun Hoon, 29/09/15)

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