Local institution is interested in COM7 shares because of its strong fundamental. It plans to invest in Hobby Plus to increase revenue. It targets 2016 revenue growth of 15% aided by focusing on online market and expanding its customer base. (Thun Hoon, 15/01/16)
Comments: It’s been on a tear in the past few months, a combination of acquisitions and the government spending incentive all helped.
EA expects 4Q15 earnings to be good boosted by revenue contribution from every project. It plans to invest Bt23bn in a wind power plant. It is looking for partner. (Thun Hoon, 15/01/16)
Comment: No surprise here, everything still seems to be on track
FIRE expects 2016 revenue to grow 20% aided by expanding abroad with a focus on Cambodia. It is budgeting Bt100mn to invest in Cambodia by as a distributor or outright acquisition. It expects this to be clear in 2017. It expects 2018 revenue of Bt1bn. (Khao Hoon, 15/01/16)
FPI expects 2016 revenue to be good after it has set up a JV in India. It expects this to increase orders by Bt300mn. It expects 2016 net profit to rise backed by the baht depreciation. It targets 2016 revenue growth of 20%. It has budgeted Bt150mn for investment. (Thun Hoon, 15/01/16)
GL expects high 2015 net profit growth with a record high in 4Q15 driven by HP in Laos and Cambodia. It expects net profit to grow 96% on average for the next three years. (Khao Hoon, 15/01/16)
Comment: A former darling of ours and well they would have to grow at these levels just to justify their existing valuation