Board approved a dividend Bt0.04/share. It will issue BWG-W4 at a ratio of 6 old shares to 1 new share to shareholders and those who exercise BWG-W3. It will increase capital. (Thun Hoon, 22/03/16)
Comment: Well they seem rather adamant on expanding in the waste to energy segment
DEMCO bidding for EGAT and PEA jobs worth no less than Bt10bn. It targets revenue growth of 10-15% supported by 4G telecommunication towers and expansion of water and underground electrical systems in Laos. (Thun Hoon, 22/03/16)
Comment: Now the question left for demco is how much will the cost of business loss will cost the company over the next 6 months
EA expects good earnings in 1H16 supported by a 90MW solar farm in Phitsanulok and biodiesel. It says 2016 revenue will grow 30% from last year supported by booking revenue from the sale of 404MW. (Thun Hoon, 22/03/16)
GPSC continue to get dividend from RPCL. It is confident that net profit in 2016 will grow. It is preparing to hold a roadshow both in and outside Thailand to increase investor confidence. (Kao Hoon, 22/03/16)
ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16)
Comment: Well that’s only a 50% increase in revenue this year..
BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects to list its subsidiary by 2016 after its capacity has achieved 410MW. (Thun Hoon, 02/02/16)
Comment: It’s interesting to see that they are acquiring SunEdison Japan…hopefully it won’t be a mess like its recent oil acquisition (pre price drop..)
CI plans to set up a Bt1.4bn REIT. It targets 2016 revenue to grow 15% from last year. (Thun Hoon, 02/02/16)
Comment: Hence why they’ve been engaging in share buybacks
CPF expects 4Q15 net profit of Bt1.66bn (+106%) aided by Bt1.06bn extra gain from selling CPALL shares, bringing 2015 earnings to Bt11.17bn (5% growth). It expects to pay a dividend of Bt0.45/share. (Khao Hoon, 02/02/16)
Comment: Ohhhh again trading CPALL’s shares has given them a profit!
AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15)
Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance
AOT expects FY2016 earnings to be good on opening Terminal 2 at Don Muang. This will increase passengers by 20% and revenue by Bt1.2bn. It expects APPS (Advance Passenger Processing System), to start up on Dec 1, to increase its revenue. (Khao Hoon, 19/11/15)
Comment: Without a doubt still one of the biggest winners in this country. Don Muang’s numbers should still continue to grow and grow and grow.
APCS expects 2015 performance to turn around after implementing cost control, adding o its customer base and launching new products. 9M15 revenue was Bt637.13mn with Bt5.22mn in net profit. (Thun Hoon, 19/11/15)
DRT plans to expand to Myanmar which it expects will increase its revenue growth. It plans to talk to a prospective partner in December. It targets 2016 revenue growth of 5%. 9M15 net profit was Bt272mn. It expects 2015 revenue to be close to last year’s Bt4.25bn. (Thun Hoon, 19/11/15)
Comment: A nice story but a small impact, if one were an active investor they should take over management and drive this business properly
EPG expects FY2016 to grow 25-30% with net profit doubling from FY2015 after 1HFY16 net profit already surpassed FY2015’s. It targets revenue growth of 20% for next two years. It expects EPG stock to be included in SET100 after it has resolved the free float snag. (Khao Hoon, 19/11/15)
Comment: And that explains the stock price performance this past month, I’ve personally had difficulties wondering how to value this business as its a bit of a black box, what is the true value of a patent?
AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15)
BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn revenue from Bt5.2mn backlog. It expects 2015 revenue to grow 15% to Bt5.3bn. It plans to take part in Bt40bn bidding and expects to be awarded Bt6.5bn. (Khao Hoon, 18/11/15)
Comment: And this growth despite the 50% decrease in oil prices
CHO reported a drop in 3Q15 earnings of Bt32mn but it expects to recover in 4Q15. Its backlog is Bt600mn of which 50% is expected to be booked in 4Q15. (Khao Hoon, 18/11/15)
Comment: Expect to see an interview on this company soon.
CI plans to take over hotels at home and overseas; it expects this to be finalized next year. It plans to launch three new projects, valued at Bt5bn, which will raise its backlog to Bt3bn. 4Q15 net profit is expected to be a record high from seasonality and transfers that were spurred by property incentives. (Thun Hoon, 18/11/15)
Comment: First they cleaned their balance sheet, then a share buyback and now M&A deals, not a bad move by this family.
CSL expects to show a net profit this year after achieving Bt248mn in net profit for first nine months. It expects 2015 revenue to grow 1-3%, close to last year’s, affected by a poor performance by its yellow pages and mobile contents businesses. It expects to maintain margin and will implement cost control next year. (Khao Hoon, 18/11/15)