CKP expects 4Q15 earnings to mark new high of Bt220mn to bring 2015 profit to Bt470mn. (Khao Hoon, 05/02/16)
Comment: All part of the company’s plans since their IPO a few years back
DNA expects to wipe out retained losses of Bt219.31mn within two years and restructure its business organization to focus on the power business. It expects 2016 earnings to turn around backed by a Bt100mn water management project and sport contents business. (Thun Hoon, 05/02/16)
Comment: The owner has privately joked many a time that he’s made more $ on the stock price than he has with the business, would you want to invest in a company like this?
FVC expects robust revenue of Bt400mn in 2016. It has budgeted Bt100mn to invest in two dialysis centers. It expects this to contribute Bt70mn revenue each year. It is confident 2016 net margin will be higher than last year. (Thun Hoon, 05/02/16)
NET expects to get Bt20bn project to set up networks in villages. It expects to benefit from 4G. It expects 2016 performance to be good aided by launching new product lines, focus on data centers, and expand to CLMV. (Thun Hoon, 05/02/16)

MONO is budgeting Bt1bn to improve content. It targets 2016 revenue to grow 50% backed by its TV business. It targets a rating of #3 in digital TV by the end of this year. (Thun Hoon, 05/02/16)
NPP expects the packaging business to grow with consumer products. It targets revenue growth of 20% by increasing orders and customer base. It plans to renovate and open new branches for A&W. It expects A&W to be one of the three top fast food chains in Thailand. (Khao Hoon, 05/02/16)
Company: A rather presumptuous aim..
SNC expects 2015 net profit of Bt409.86mn from 2014’s Bt377.36. It will pay a dividend of Bt0.4/share, XD on Feb 15. Its board has approved a capital increase by a subsidiary. It expects this to support its investment in Rayong in air-conditioner plants. (Thun Hoon, 05/02/16)
Comment: I’ve always admired SNC but the company has not been able to maintain a consistent growth path..
SPCG targets 500MW capacity both at home and abroad within five years. It expects this to take not more than Bt3-4bn. It targets 2016 revenue of Bt5.5bn (+10%). It expects to increase capacity by 100MW. It expects to sign a contract for a 30MW Japan power plant on Feb 9. (Thun Hoon, 05/02/16)
Comment: Well they have to, as I’ve commented enough times, with the adder expiring for a lot of their plants, their revenue will collapse.
SUTHA expects net profit to peak in the next three years supported by public projects, AEC, and more sugar plants. It expects to be Thailand’s #1 lime producer after opening a new plant to handle the many orders. It plans to expand to Laos. It expects 4Q15 earnings to be good. (Thun Hoon, 05/02/16)
SYNEX expects 1Q16 to be better than 1Q15. It targets 2016 revenue to grow 8% to Bt23bn by focusing on technology products at home and abroad, via every distribution channel. (Khao Hoon, 05/02/16)
Comment: Well the turnaround in performance has come from the shift of targeting consumers to going direct to businesses
TRC has paid Bt355mn (third installment) to acquire potash mine shares, giving it a 22.87% stake. It has raised its target 2016 revenue to Bt8.6bn from Bt5bn backed by backlog. (Thun Hoon, 05/02/16)
Comment: Effectively their earnings are tied to their ability to “win” the right to do the construction for the potash mine.
TVD has sold its holding in subsidiary, TV Direct (Malaysia) Sdn. Bhd. and has increased its shareholding in JML Direct (Thailand) Co., Ltd. to 60% from 51%. It targets 2016 revenue to grow 15% to Bt3.4bn. It is budgeting Bt100mn to expand its home shopping studio. (Thun Hoon, 05/02/16)
Comment: It’s strange that they still haven’t figured out how to make $ yet.

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