AGE signals a turnaround in coal business, aiming to broaden customer base domestically and internationally. The company expects 3Q15 earnings to be better than Bt34mn made in 1H15, with full-year targeted at Bt100mn backed by better cost control. (Thun Hoon, 25/09/15)
Comment: In theory they should only be making a margin on the logistics of coal
AUCT expects 2H15 earnings to be better than 1H15, with 2015F revenue growth targeted at 20%. (Khao Hoon, 25/09/15)
Comment: Perhaps one of the best asset light business models in Thailand today.
BLAND expects 2QFY15 to be good backed by high demand for exhibition and concert. It plans to construct an outdoor ocean park at Muang Thong Thani (150-200 rai) to serve clients at its hotels. It expects hotel to be finished in 2017, capacity of 1,200-1,300 rooms. (Thun Hoon, 25/09/15)
BROCK expects 2015 revenue to grow 10% from last year of Bt87.98mn aided by transfers. It is talking to prospective partner to invest in mega project. (Thun Hoon, 25/09/15)
EA expects 3Q15 earnings to be higher than Bt2bn. It expects 2015 revenue to grow 50% from last year backed by solar farm at Lampang. It targets capacity of 664MW in 2018. It expects to get a800MW PPA. (Thun Hoon, 25/09/15)
Comment: Nothing new here, move on.