Stocks in the news (advanc, atp30, biz, itd, lpn, ptt, sat, seafco, sena, tmb, tnp, vgi) 05.08.16

ADVANC will pay an interim dividend of Bt5.79/share, XD on Aug 15 even though it reported 1H16 net profit of Bt17.70bn, a fall of 10%. It said it is still No.1 in revenue, profit and customers. (Kao Hoon, 05/08/16)
Comment: I wouldn’t be surprised to a declining trend in the dividends paid
ATP30 reported 2Q16 net profit growth of 206.38% supported by more customers and efficient cost management. It targets 2016 gross margin of 25% and revenue growth no less than 15%. (Thun Hoon, 05/08/16)
Comment: A small name that recently IPO’ed and somehow has amazing numbers  in the 1H16
BIZ expects to bid for a new job worth more than Bt200mn in 2H16. It has backlog of Bt640mn with 80-90% of that to be booked this year. It expects this to lift 2016 revenue to Bt600mn. (Kao Hoon, 05/08/16)
ITD won the bid for construction of a 800MW coal power plant in Krabi. Its bid was the lowest, at Bt32bn. It will start construction after it gets EHIA approval. (Kao Hoon, 05/08/16)

LPN reported 2Q16 net profit of Bt879mn, increase 6.99%. It has 1H16 net profit of Bt1.58bn or growth 42% supported by 1H16 revenue of Bt8.86bn. It will pay a dividend of Bt0.30/share, XD on Aug 16. (Kao Hoon, 05/08/16)
Comment: If you go through their inventory, they potentially may beat last year’s revenues despite all the negativity. 
PTT authorises Cafe Amazon franchises in Cambodia – PTT has launched Cafe Amazon franchises in Cambodia. (The Nation, 05/08/16)
SAT expects 3Q16-4Q16 earnings to be good supported by Kubota recovery and a return to growth of 2% in vehicle production in 2016 to reach 1.95mn. It expects to get a new order which will generate revenue of Bt350 per year. (Thun Hoon, 05/08/16)
SEAFCO gets three new projects worth Bt155mn to support jobs on hand of Bt1.3bn. (Thun Hoon, 05/08/16)
SENA has backlog of Bt2.4bn with Bt1bn of that to be booked this year. It will launch new projects and realize Bt60mn in revenue from its solar farm business. It has budgeted Bt50mn to build its brand. (Thun Hoon, 05/08/16)
TMB slashes lending growth outlook – TMB Bank has cut its target range for loan growth to 6-8% this year after lending gained less than 2% in the first half. (Bangkok Post, 05/08/16)
TNP reported 2Q16 net profit of Bt13.95mn, a surge of 74.88%, with 1H16 net profit of Bt24.91mn or growth of 68.72%. It will pay an interim dividend of Bt0.015/share, XD on Aug 17. (Kao Hoon, 05/08/16)
VGI plans to increase its share in Aero Media from 20% to 30%. It expects this to support 2016 revenue growth of 40-50%. (Thun Hoon, 05/08/16)
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