ANAN has achieved Bt3.6bn in presales from Aston Silom Condo (60% of total). It is interested in joining the “Baan Pracharat” project. It targets 2016 sales of Bt21bn. (Khao Hoon, 18/03/16)
Comment: According to management, they are going to report slower pre-sales than before because they’ll hold some inventory to make more $
ATP targets 2016 revenue of Bt310mn (15% growth). It is talking with four clients, with a decision expected by 2Q16. This will increase its clients to 30. It has put off its plan to acquire a hazardous waste handler. (Khao Hoon, 18/03/16)
COLOR targets 2016 revenue to grow 7-8%, backed by numerous orders. It expects exports to comprise 20%, focusing on ASEAN, Australia, and Europe. (Khao Hoon, 18/03/16)
GUNKUL reports its subsidiary that is engaged in the wind power business began operations at its wind power plants (Sub-Plu Wind farm1&2) on March 17. (Khao Hoon, 18/03/16)
INET expects to benefit from government IT plans in 2Q16 including village internet, digital economy, 4G, and educational and corporate Internet. It expects to get cloud solutions and data center projects. It expects new clients to reach 700 companies. It expects 2016 revenue to be higher than Bt800mn. (Thun Hoon, 18/03/16)
Comment: The digital economy story has gone quiet for a while but companies such as INET, ILINK and even WHA are going ahead with building data centers.
BWG plans to expand waste power plants by 50MW. It targets 100MW within five years. It expects 2016 revenue to be good backed by Bt100-200mn revenue from selling electricity, beginning in 3Q16. It plans to list its subsidiary. (Thun Hoon, 15/12/15)
Comment: They do seem to have a lot of momentum behind over the past few years. I do remember a decade ago BWG had several issues w/ environmentalists and local residents but it seems to have been able to move on.
ILINK expects to get projects from ADVANC, DTAC and TRUE (rental of fiber optic cable). It expects 2015 revenue to be higher than Bt3bn and expects to grow significantly next year. It expects to get Bt10bn new projects. (Thun Hoon, 15/12/15)
Comment: ILINK’s stock, like several others, just collapsed in the last 2 weeks but there are still going to benefit from all this IT expansion that Thailand has.
IRPC expects UHV project to start up in 2Q16. It expects this to increase its refinery efficiency. It is talking to PTTGC about an M&A. (Khao Hoon, 15/12/15)
KSL expects 2016 revenue growth of 5-10% backed by increase in sugar cane production from 8.6mn tons to 9mn tons. It expects sugar price to be stable at US$0.14-0.15/lb. It plans to invest in the power business with TSE. It has budgeted Bt800mn to expand ethanol plants. (Thun Hoon, 15/12/15)
NCL expects 4Q15 net profit to be positive. It expects to get Bt100mn in domestic freight. It is considering investing in Indonesia, Vietnam, and Cambodia. It expects exports to comprise 50%. It expects 2016 revenue to grow 30%. (Thun Hoon, 15/12/15)
AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15)
BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 revenue to grow 20% from 2014’s Bt1.38bn thanks to a broader customer base both local and overseas. Management plans to introduce a new business plan in January 2016. (Thun Hoon, 09/12/15)
Comment: And they continue to buck the trend by posting great SSSG numbers
BECL/BMCL The cabinet has approved the amalgamation of BECL and BMCL with a new ticker, BEM. BECL will hold a joint shareholder meeting (BECL-BMCL) on Dec 28. Trading in BECL and BMCL shares will be suspended from Dec 21-30. (Thun Hoon, 09/12/15)
Comment: I am absolutely curious to see if BEM will become a must have investment for institutional investors, it just sounds right.
CBG is talking to a prospective partner in Indonesia which it expects to finalize in 1Q16. It expects this to increase its exports. It expects 2015 net profit to mark a new high backed by numerous orders. It expects 2016 revenue to grow 10% from this year. (Thun Hoon, 09/12/15)
Comment: We’ve heard this story before….ICHI, SAPPE, “we’re expanding to indonesia and growth will be amazeballs” Neither of the two have exactly panned out just yet, such things take years of development and marketing
CK bids lowest for Bt23.4bn dual-track project (Jira – Khon Kaen). It expects to sign the contract with the SRT this year, as well as the Chachoengsao – Kang Koi dual-track project. It expects the SRT to ask approval from the cabinet on Dec 15. (Khao Hoon, 09/12/15)
Comment: They are carving up the pie nicely, first STEC, now CK, so now its either ITD or UNIQ that wins the next project