ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16)
COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and iPhone 6sPlus.(Khao Hoon, 05/01/16)
Comment: A 1 time shot, expect for 1Q #’s to look weak.
CPN has budgeted Bt400mn to invest in Pororo Aquapark Bangkok at Central Plaza Bangna. It expects this to increase traffic by 15-20%. (Khao Hoon, 05/01/16)
CSS expects 2016 revenue of Bt5.5bn (20-25% growth) as DTAC and TRUE get busy with expanding their 4G towers. It also expects to get jobs from AIS and JAS. It expects to get a solar farm at a cooperative, which is expected to be announced in 3Q16. (Thun Hoon, 05/01/16)
Comment: You can do the numbers and you’ll see its already fairly priced.
EIC plans to sell 30.2% of Smart Traffic shares to Smart Merchant International for Bt185mn. It expects this to contribute gain of Bt18.8mn. (Khao Hoon, 05/01/16)
Comments: Looks like a left pocket right pocket deal, wonder what the FA would say here…