CHO expects to show net profit in 2Q16 from net loss of Bt9.12mn. It expects 2H16 earnings to be good backed by transfers and Bt652mn backlog. It expects 2016 revenue to achieve its target at 10%. It expects to get the Bt4mn NGV bus project, which will be announced in July. (Thun Hoon, 27/06/16)
CHOW plans for subsidiary CE to submit filing to launch Bt380mn IPO and expects to trade in mai. It will use the funding to expand its power business at home and abroad. (Khao Hoon, 27/06/16)
Comment: They are continuing on their shift to more renewable energy projects
CIG has a deal with a foreign partner to launch a new product with expected revenue of Bt200mn. It expects 2016 revenue turn to positive from loss of Bt7.24mn last year. It is considering paying a dividend. It expects FY2016 revenue of over Bt1bn. It plans to increase revenue portion from exports to over 50%. (Thun Hoon, 27/06/15)
A Hong Kong fund is interested in EPG because of its strong fundamentals. It expects this to be clarified soon. It will gain from a weaker baht after the UK leaves the EU. (Thun Hoon, 27/06/15)
FPI expects 2Q16 earnings to be good boosted by large orders. It expects 2016 revenue to hit target growth of 10% after the auto sector bottomed out. It expects to run new machinery, which will increase its capacity by 15%. It will use the capacity to handle OEM orders. (Khao Hoon, 27/06/16)

ILINK is confident that it will get Bt4bn of the Bt6.5bn total bids open. It plans to bid for a PEA job worth Bt12bn. (Thun Hoon, 27/06/15)
Comment: The recent project made its stock become a darling for a few days
KOOL expects to revise up revenue growth from 40% after 1H16 sales achieved its target. It expects exports to comprise 25% after expanding to Africa and South America. It expects SINGER to have sales of Bt50mn as expected. (Khao Hoon, 27/06/16)
MCS terminated it cooperation agreement with POSCO in China because of liquidity problems for its partner. It expects no impact from this. It is budgeting Bt200mn to increase its capacity. IT expects 2016 net profit of Bt750mn on the back of transfers and Japanese yen weakening. (Thun Hoon, 26/06/16)
Comment: A steady earner for the next few years.
NCL expects to show net profit this year after it terminated container service from Ranong to Yangon. It targets 2016 revenue to grow 20-30%. Its board approved setting up three subsidiaries and an associated company, which it hopes will contribute revenue in 3Q16. (Khao Hoon, 27/06/16)
PS expects 1H16 presales to reach Bt7.9bn driven by high demand. (Thun Hoon, 26/06/16)
SAMCO expects 2016 net profit to mark a record high on the back of transfers. It is budgeting Bt1bn to buy land. It plans to increase its revenue by focusing on adding new clients. Its backlog is Bt300mn, which can cover revenue through 3Q16. (Thun Hoon, 26/06/16)
TOG expects no impact from Brexit because of small exposure and 90% of its exposure is USD currency. It plans to expand to the U.S. and AEC. It plans to increase its capacity to handle new products. It targets 2016 revenue growth of 10-12%. (Thun Hoon, 26/06/16)
TSR set up a subsidiary with Bt50mn registered capital. This subsidiary will engage in micro finance and nano finance. (Khao Hoon, 26/06/16)
Comment: Now that’s something different, an extension of one of their business lines where they provide financing to customers

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