20% revenue growth in 2014 — CKP says revenues next year will grow by 20% supported by the full year of revenues from its BIC1 plant. It is also looking to refinance its Nam Ngum 2 plant. Net profit for next year will also grow with EBITDA margin at ~60%. (Khao Hoon, 08/12/13)


Expects sales to exceed original target — CPALL said its stamp promotional campaign will help push sales for 4Q13 and lead full year sales above its initial target sales growth of 13-15%. The company said it will expand up to 600 branches this year to end the year with a total of 7,400 branches. (Khao Hoon, 18/12/13)

Comment: The story here will be once they have finished paying back their debt and then the EPS growth will just jump through the roof


Expects market growth of 3-5% next year — DRT projects growth in the construction materials market in 2014 of 3-5%. It also expects sales growth of 10% YoY in 2013 supported by addition of new products and sales channel expansion via large construction materials stores. (Khao Hoon, 18/12/13)

Comment: This isn’t good news at all, mainly likely because its new capacity has yet to come on board


Revenue growth of 80-90% this year — HEMRAJ expects 2013 revenue to grow 80-90% to Bt13bn from last year’s revenue of Bt6.8bn. The company will book Bt4.7bn from the sale of assets to a new property fund, HPF, in 4Q13. (Khao Hoon, 18/12/13)

Comment: Property funds are a boon for this co.


Expects very good 4Q13 — JMART says it is expecting a very good performance in 4Q13, supported by the high season for purchases of smartphones and tablets. It is confident that it will grow 40% YoY thanks to branch expansion. Currently, it has 250 branches. (Khao Hoon, 18/12/13)

Comment: We do wonder aloud, what happens when everyone has finished buying smartphones, will it be like the PC industry and whilt away in the future?


Presales to surpass target — QH says presales this year will exceed its target of Bt20bn, with revenues reaching its target of Bt18bn, supported by more than Bt11bn in backlog. Next year, the company plans to launch 21 new projects and has set up a budget of more than Bt3bn for land acquisition. (Khao Hoon, 18/12/13)


SPVI will be initially traded in mai on 19 December. It expects good response from investors because the IPO price is not expensive. It will use Bt99mn to expand branches and supply working capital. It believes it can obtain corporate clients due to its high margin and competitiveness. (Khao Hoon, 18/12/13)

Comment: Oh how the punters will rejoice, pop and drop

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