CBG is confident that sales in 2Q16 WILL continue to grow supported by expansion in domestic and export markets. It plans to do marketing in Europe after being chosen as a sponsor for Chelsea Football Club. It expects 2016 sales to grow 15-20% and gross margin to reach 40%. (Thun Hoon, 1/6/16)
CWT expects 2016 revenue to reach Bt1.6bn. It expects to increase seat factory capacity in Cambodia. It expects 2019 production to increase to 1 million cars from capacity of 6,000 cars per month. It plans to invest in power plant and expects to clarity in 3Q16. (Thun Hoon, 1/6/16)
IEC spent Bt100mn to buy 25% of SK1 power plant. After the transaction it will hold 100%. It expects ROI of 13.12% per year. (Kao Hoon, 1/6/16)
Comment: Well ok, they will have to raise more capital to achieve their dreams
J expects revenue and profit to be a new high. It has budgeted Bt1bn to expand branches, acquire a business and buy land for development. (Kao Hoon, 1/6/16)
Comment: Similar business model to SF, in the end its a sqm leasing game.