AMATA is studying invest in a solar roof to be installed on AMATA Summit ready-built roofs and expects to make a decision this year. It targets 2016 revenue growth of 20%. It plans to open an industrial estate in Myanmar which will focus on customers in India, Bangladesh and China. (Thun Hoon, 0 9/08/16)
BIG reported 1H16 profit of Bt419mn or up 192% supported by more revenue. It expects 2H16 to continue to grow due to high season. It plans to launch two big events at the end of the year to support sales and expects revenue and profit to record a new high . (Khao Hoon, 09/08/16)
Comment: Still great growth on a YoY basis but it dropped rather sharply QoQ. So how will analysts value this? Are we going to see more magical PEG numbers
BIZ expects 3Q16 revenue growth of more than 20% QoQ and is maintaining its 2016 revenue target growth of 50-60% YoY supported by its backlog of Bt566mn, of which will book 60% this year. It expects to get revenue of more than Bt300mn from bidding for hospital job, both government and private, and expects to know the results in 2H16. (Khao Hoon, 09/08/16)
EPG expects 1QFY16 profit to be a new high of Bt385mn, surging 60% supported by insulated rubber and automotive parts business growth. It will report earnings on Aug 15. (Khao Hoon, 09/08/16)
Comment: Their ability to continue this growth has been impressive. One day they are hoping that the entire car will be made out of some form of plastics because then EPG will effectively become an indirect car manufacturer.
continues to bid for government communication projects. It is maintaining its 2016 revenue target of Bt5.8bn supported by its subsidiary and more orders. (Thun Hoon, 09/08/16)