Investors from Qatar are interested in BWG shares due in recognition of its strong fundamentals from waste power plant. Management says 2H15 performance will be good. It expects 2015 revenue of Bt1.5bn. It expects to book revenue from 9.4MW waste power plant next year. (Thun Hoon, 17/06/15)
Comment: How did this strange company all of a sudden become a darling? Simple the waste-to-energy power plant business has fantastic returns

CPF expects shrimp business recovery in 3Q15 supported by high season and a weak baht. It plans export shrimp to China. (Thun Hoon, 17/06/15)

GFPT’s profit in 2Q15 is expected to be better than 1Q15, benefitting from increasing in chicken price. It expects 10-15% export growth this year. It plans to expand abroad. (Thun Hoon, 17/06/15)
Comment: At the right price this is an amazing buy, great chicken company.

KCM plans to expand its steel roof customers into the Philippines and expects to finish the deal this year. It plans to push the container office project to get more margin. It expects to get Bt6mn after warehouse for rent in Chiang Mai finished its deal. It expects revenue growth of 15- 20%. (Thun Hoon, 17/06/15)

LPN reports presales of more than Bt9bn in 1H15. It expects to realize revenue of Bt6.5bn. It plans to open new projects, supported by more demand. (Thun Hoon, 17/06/15)
Comment: Still the best low-mid end property developer in Thailand today, however recent presales figures do point to their market segment experience buying weakness

NUSA is negotiating with a China property development company to buy PP shares at Bt1.60/share. It expects profit of Bt400mn in 2015 supported by strong fundamentals, no debt and more projects in hand. (Thun Hoon, 17/06/15)

OTO expects to sign Bt100mn in contracts in 3Q15, public and private projects. 2Q15 profit is expected to be good although the economy is slow. It is dealing with a foreign partner to do new projects. (Thun Hoon, 17/06/15)

PTT expects to book extra gain in 2Q15 from sale of BCP shares and expansion of its palm business in Indonesia. It plans to undertake an IPO for Star Petroleum Refining Company by the end of 2015. (Thun Hoon, 17/06/15)

RS is confident it will report a net profit in 2Q15 from 2Q14’s loss of Bt370mn. It has budgeted Bt400-500mn for Channel 8 in the second half of the year, expecting revenue to rise 60% from last year. (Thun Hoon, 17/06/15)
Comment: Still one of the biggest potential winners in the digital tv industry

SENA and two partners plan to build a solar roof and sets capacity of 5 MW within one year. It expects revenue of Bt30-50mn per year. It plans to launch four new solar roof projects in 3Q15, at an average price of Bt3-8mn. It expects revenue from solar farm of Bt200mn per year with capacity of 60MW. It will begin to book this revenue in 2016. (Thun Hoon, 17/06/15)
Comment: What is more interesting is this potential solar project with B Grimm

TAKUNI expects 100% revenue growth backed by the uptrend of construction. It has revised down its target 2015 revenue of Bt1.4bn due to a drop in LPG and oil prices. (Khao Hoon, 17/06/15)

TCJ expects more orders in 2-3 years, supported by government projects. It plans to buy more machines. It expects to get a decorating contract for two BTS lines. It expects revenue growth of no less than 20% in 2015. It plans to list TOYO on the SET. (Thun Hoon, 17/06/15)

THAI expects cabin factor of below 70% on seasonality. It expects tourism recovery in 2H15. Its board approved the sale of eight old planes. It does not expect more profit in July after decreasing its flights. (Thun Hoon, 17/06/15)

THANI expects robust profit in 2Q15 supported by low interest rate that widens its margin. It expects loans to recover due to more demand for trucks. It is confident that loans will achieve its target of Bt15bn or 20% growth. (Thun Hoon, 17/06/15)
Comment: They love to do stock dividends – something that retail investors love to hate, but its a necessity for THANI because of the debt covenants

TMILL plans to negotiate with partners in Japan and Korea to produce its products. It expects revenue in 2015 will be outstanding after the new factory starts operating. (Thun Hoon, 17/06/15)

TPCH expects profit in 2015-2017 will increase in line with the increase in electric capacity of 100-150MW. It plans to bid for a new project of 50 MW from ERC which will be announced on July 31. (Thun Hoon, 17/06/15)
Comment: Just imagine that they are able to access more projects when the PDP is update, and then imagine the potential.

TUF expects profit growth of 138% to Bt1.18bn and expects sales to rise 12% to Bt32bn in 2Q15. The company will begin including Bumble Bee financial statements in 4Q15. It expects profit of Bt6.1bn, an increase of 20%, in 2015. (Thun Hoon, 17/06/15)

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