Stocks in the news (anan, auct, com7, csl, epg, gfpt, irpc, mtls, oto, ptt, samtel, sat, trc, upa, uwc) 07.09.15

ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15)
Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans 

AUCT expects 2H15 earnings to be at least 10% higher than 1H15 earnings on the back of unlocking the first-car “silent period” by the Excise Department. It expects auto auctions to rise 20%. It plans to opens three more branches. (Thun Hoon, 07/09/15)
Comment: The stock price had run up yet again b/c of the news that the government will decrease the # of years for the first car purchased scheme

COM7 expects a gradual growth of 2H15 earnings supported by new products including notebooks and smartphones. It expects to benefit from the launch of iPhone6S in 4Q15. It expects to be selected as a repair center for iPhones. (Khao Hoon, 07/09/15)

CSL expects to show net profit this year backed by an uptrend in ICT jobs in 2H15. It has budgeted Bt50mn to invest in a data center which is expected to be completed this October. (Khao Hoon, 07/09/15)

EPG expects 2Q15 net profit of Bt300mn (+100%YoY) aided by an uptrend in every business and lower materials cost. It expects 2015 net profit of Bt1.2bn. (Khao Hoon, 07/09/15)
Comment: Amazing #”s continue to come out of EPG, will there by another acquisition on the cards?

GFPT expects 2H15 earnings to be good thanks to high chicken price and baht depreciation. 2015 revenue is expected to grow 5% aided by high demand. It has budgeted Bt800mn to increase capacity. (Thun Hoon, 07/09/15)
Comment: Still the best chicken co by far

IRPC expects to get PPA for waste power plant soon. It expects 2H15 revenue to be good aided by a Bt3bn upcoming bids which of Bt3bn is expected to be awarded. (Thun Hoon, 07/09/15)

MTLS will hold a roadshow on September 7-11. It targets loans to grow 50% per year backed by high demand from the provinces. It plans to open more branches to servd nano-finance customers. (Thun Hoon, 07/09/15)

OTO has been awarded a new project from the SRT, a 1690 call center, valued at Bt130.2mn. (Thun Hoon, 07/09/15)
Comment: Part of the SAMART Group and they continue to win projects government related projects

PTT expects 3Q15 earnings to be stable. It expects to be impacted by lower oil price, which will give it a stock loss and lower selling price. It expects the energy price structure to be restructured. It expects no losses from NGV in 2016. (Khao Hoon, 07/09/15)

SAMTEL has signed a Bt769mn contract with the Department of Land to handle the entry of image data for title deeds, of which Bt250mn is expected to be booked in 2H15. (Khao Hoon, 07/09/15)

SAT expects 3Q15 earnings to grow, benefitting from recovering of auto production and high demand. It expects 2015 revenue to grow 3%. (Khao Hoon, 07/09/15)
Comment: At some point, SAT Will be considered an attractive investment again, it is a solidly run automotive manufacturer that has expanded into agricultural equipment as well

TRC plans to acquire more potash mines in ASEAN. It expects 2015 revenue to grow 20% as targeted on the back of a record-high Bt7bn backlog. (Khao Hoon, 07/09/15)

UPA expects to show net profit in 3Q15 backed by profit from the property business and interest income. It expects to conclude the deal with APU this quarter. IT expects this deal to increase company growth. (Khao Hoon, 07/09/15)

UWC expects to benefit from public investment, expanding the cable system for alternative energy. 4G auction is expected to bring jobs for more transmission line towers. (Khao Hoon, 07/09/15)

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