AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15)
Comment: The coal industry isn’t going anywhere and AGE is suffering with it
APCO plans to expand its market at home and overseas and will launch a new product, “Refreshing Spray”. It expects 4Q15 sales to increase by 50%. It expects to recognize revenue from abroad within 2016. (Khao Hoon, 16/12/15)
Comment: Effectively a listed MLM firm. If you believe that there are enough silly consumers out there to overpay for POS products then you can go ahead and believe in APCO
CEN expects to show net profit next year from net loss this year backed by its subsidiary and whole year of revenue from its power plant. It plans to expand abroad and acquire more power plants. (Thun Hoon, 16/12/15)
CI expects 2016 revenue growth of 100% backed by transfers, rental revenue, and selling Bt1.2bn assets to REITs. It expects 2015 revenue to be higher than Bt2bn. (Khao Hoon, 16/12/15)
Comment: This will mainly be from the REIT, the issue with a property company this size is that earnings will be lumpy, great for a year or 2 and rubbish for the next few years and CI is no different.