CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15)
Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant.

CSS expects strong 1Q15 backed by more projects to set up telecommunication towers. The company believes the acquisition of NWC will enhance its capability to serve more projects. It will pay cash and stock dividend, with XD on May 12. (Khao Hoon, 08/04/15)

EFORL talking with two partners to launch new cosmetic product this year. It expects strong 1Q15 earnings backed by contribution from Wuttisak. EFORL plans to list Wuttisak next year. (Thun Hoon, 08/04/15)
Comment: With the number of branches on hand, any new product they launch can easily be sold through them, just imagine a 7-11 format for skin care clinics

LPN reports sale of ~3,500 units or 70% of units available for sale in Lumpini Rangsit-Klong 1 with total value of Bt2.4bn. Strong sales are backed by company’s special campaign with low down payment on April 4. (ASTV manager, 08/04/15)
Comment: Despite everything, this company is still able to achieve such amazing sales

KTB expects to report outstanding earnings in 1Q15 driven by no extra provisions like in 4Q14. For 2015, KTB expects 6-8% loan growth. (Khao Hoon, 08/04/15)

MC expects revenue in 1H15 will be stronger than 1H14 at Bt1.7bn, boosted by more demand generated by economic recovery. It expects revenue growth at 20% this year and is talking with a new partner to strengthen the business. (Thun Hoon, 08/04/15)
Comment: I’m not convinced in this company until we see SSSG improvement.

PLANB has signed MOU with Hello Bangkok LED to cooperate in the out-of-home media business. It expects revenue growth at 30-35% and will gain more than 90% of LED media and billboard market share in Thailand. (Khao Hoon, 08/04/15)
Comment: PLANB has basically been far more aggressive than VGI & MACO

SEAFCO expects more projects in 2Q15 including a Bt200mn project in Myanmar and a Bt600mn project in Thailand. (Thun Hoon, 08/04/15)

TASCO expects record high revenues this year from higher asphalt sales volume at 2.2mn tons boosted by government budget to build and renovate the country’s road and transportation system. The company plans to use Bt1.5bn capex this year and will split par value for more liquidity. (Khao Hoon, 08/04/15)
Comment: Have loved this company since last 2013 and its finally begun to be recognised by the rest of the market

TKT believes revenue will hit Bt2.0bn in 2018 from client base expansion. It plans to use Bt40bn for machine renovation. (Thun Hoon, 08/04/15)

TOP plans to increase export sales to serve more demand from Asian countries. It is studying expanding capacity to 400K bbl/day (from current 275K bbl/day), which it expects to finalize this year. (Thun Hoon, 08/04/15)
Comment: Ohhhhh, that is a sizeable increase! Worth a look

VIBHA expects strong earnings in 2015 from more patient volume. It plans to list its subsidiary on mai no later than 2017. (Khao Hoon, 08/04/15)

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.