CENTEL plans to acquire an international food company. It expects the deal to be finalized by 4Q16. It targets 2016 revenue to grow 10% backed by growth in online business. (Thun Hoon, 20/01/16)
Comment: Well the EVP must be very happy because he has only talked about doing acquisitions for the past few years
DCORP is talking to a listed company to provide loans for those interested in investing in solar roof. It expects the deal to be clear in January. It plans to focus on alternative energy. It expects 2016 net profit to back to black and wipe out retained losses of Bt300mn. (Thun Hoon, 20/01/16)
GFPT expects 2016 revenue to grow5-10% as lower supply is expected to bring chicken prices back up above Bt40/kg. It expects gross margin of 10-12%. (Thun Hoon, 20/01/16)
Comment: I’ve always liked this company and perhaps it may be time for the earnings to recover if chicken prices recover
AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15)
Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh!
BANPU plans to restructure its business with a focus on power. It expects to increase capacity to 4000MW by 2020. It plans to invest in power plants in Laos, Myanmar and China. It plans to expand capacity at its Japan solar farm to 200MW. It targets coals sales of 42mn tons next year. (Thun Hoon, 14/12/15)
Comment: Well they had better do something to shift away from the dying industry that is coal.
BGT expects to increase 2016 net margin to 7% even though 2015 net margin will be lower than 1%. It expects to expand to Myanmar and open 5-6 branches. It expects exports to contribute revenue of Bt11mn/year. It is considering investing in Cambodia. It expects 2015 revenue growth to achieve target of 10%. (Thun Hoon, 14/12/15)
Comment: I’ve always liked the CEO of BGT, he knows and understands the retail business very well but not many people care for the Bodyglove brandname.
DEMCO plans to take part in the Bt10bn EGAT and PEA bidding. It plans to invest in running tap water lines from hydropower plants in Laos. It plans to hedge risk from windmill power by using large engineering companies and buying more insurance. It is confident it will have no problems at its three new projects (Khao Kho, Watabaek, and Had Gunghang). (Thansetthakij, 14/12/15)
Comment: Over the next 3-6 months expect to see a lot of news surrounding demco’s turnaround efforts
ADVANC expects to report 3Q15 earnings tomorrow. It expects 9M15 net profit of Bt28bn (+4%) despite 3Q15 net profit dropped by 7% to Bt8.35bn. (Khao Hoon, 09/11/15)
AKR expects to get a Bt150mn electric transformer project from the MEA, which will raise its backlog to Bt600mn. It expects 2015 revenue to achieve target of Bt2bn backed by high demand. It is expanding into another solar farm. (Thun Hoon, 09/11/15)
APCO reported 3Q15 revenue of Bt94.89mn with Bt21.33mn net profit, affected by the slowdown in local demand. It plans to broaden its market by advertising on free TV, which it expects will increase revenue. It plans to launch new products via drug stores. It plans to expand business via MLM (Multi-Level Marketing) in AEC and abroad. (Thun Hoon, 09/11/15)
Comment: A friend commented best on this, a wonderful marketing company but their products have little impact on one’s health.
CSL reported 3Q15 net profit of Bt85.96mn from 3Q14’s net loss of Bt464.34mn backed by data center project and dividend from a subsidiary. 9M15 revenue was Bt2.23bn with net profit of Bt248mn. (Thun Hoon, 09/11/15)
Names today: CEI, COM7, CSC, EPCO, GIFT, HFT, HMPRO, JSP, KIAT, MAJOR, ORI, SENA, TAKUNI, UTP
CEI targets 2016 revenue of Bt400mn with net profit of Bt100mn. It is considering investing in a Bt10bn mixed-use development on 123 rai in Phuket. It is looking for M&A and takeover. It plans to list its subsidiary soon. It asked for 100MW PPA in a government unit’s solar farm, which is expected to be finalized by December. (Thun Hoon, 06/11/15)
COM7 expects 2015 sales to grow 10% backed by iPhone6s and iPhone6S Plus. It is considering investing in AEC, which is expected to be finalized soon. (Thun Hoon, 06/11/15)
Comment: The stock price shows that investors are loving the iphone6s’ launch
CSC reported 3Q15 earnings of Bt96mn (+34%YoY) and Bt700mn in revenue. 9M15 net profit was Bt256mn (+16%) with revenue of Bt2.15bn, backed by increase in sales of high margin products. (Khao Hoon, 06/11/15)
EPCO plans to focus on supplying electricity. It plans to ask for a 50MW PPA from government units; it expects this to be finalized soon. It expects revenue from selling electricity to comprise 50% of revenue in 2016 from 40% this year. It expects 2016 revenue to be good. (Thun Hoon, 06/11/15)