ABC
ABC targets 2017 revenue to be better than last year on the back of high demand. It expects to sell all the units in ABOVE Sukhumvit 39 to investors within 2Q17. It recently partnered with Dusit Thani Hotel to provide WeChat Pay service. (Kao Hoon, 19/14/17)
Comment: This above suk 39 project has been on the block for a while, they’ve been unable to sell anything of note to real buyers. 
 
ALLA
ALLA is talking to a party in Indonesia to expand abroad. It expects a clarification to be made within 4Q17. It continues to look for new projects. It targets 2017 revenue to grow 20% on the back of sizable customer base. (Thun Hoon, 19/04/17)
CHG
CHG targets 2017 revenue to grow 15% aided by expansion. It expects to benefit from EEC as this will push up demand for healthcare. (Kao Hoon, 19/04/17)
CKP
CKP is talking to a prospective partner about investing in a hydropower plant in Laos, worth about Bt100bn. It expects a conclusion this year. It is considering raisings fund through several channels but does not intend to increase capital. It expects the 120MW SPP2 to operate this year and contribute revenue of Bt3bn/year. (Thun Hoon, 19/04/17)
CMR
CMR expects 2Q17 performance to be good on seasonality. It expects 2017 revenue to be above Bt3.53bn on the back of more clients and revenue contribution from its Poly Clinic project. (Thun Hoon, 19/04/17)
LPH
LPH is budgeting Bt400mn to invest in a hospital on Pattanakarn Rd, with a conclusion in 1H17. It targets 2017 revenue growth of 10-15%. It plans to list subsidiary AMARC in 2018. (Kao Hoon, 19/04/17)
Comment: I do wonder when will Thailand start to have too many hospitals?
 
PSTC
PSTC expects robust earnings in 1Q17 supported by electricity production of 30MW and Bt200-300mn backlog. It continues to construct 16-17MW power plants. It expects 5.6MW power supply to become operational in 3Q17. It expects net profit to get back into the black this year. (Kao Hoon, 19/04/17)

SAT
SAT expects 2017 sales growth to achieve its target of 2-4% despite the slow auto sector. It expects the industry to recover in 3Q17. It got orders from new clients and expects to begin supplying orders in 2018. (Thun Hoon, 19/04/17)
Comment: I believe the majority of this growth will basically be from the agri sector.
 
SENA
SENA plans to launch two condos (valued at Bt1.85bn) in 2Q17 on expectations of industry recovery. It estimates 1Q17 presales at Bt900mn. It aims at 20% growth in 2017 revenue and presales. (Kao Hoon, 19/04/17)
STEC
STEC expects the MRT Pink and Yellow contracts to be signed in May which will increase its backlog to a record high of Bt100bn. It recently signed a Bt1.9bn contract for a motorway project. (Thun Hoon, 19/04/17)
Comment: No surprises here. 
 
TLUXE
TLUXE expects to start up 10MW geothermal power plant as planned, with Bt60mn revenue contribution this year. Next year, when it will book a full year, it expects revenue from this plant to supply 16% of total revenue or equal to Bt600mn. It expects the animal feed business to continue to grow YoY. (Thun Hoon, 19/04/17)
UREKA
UREKA expects exports to be good with sales target of Bt50mn. It is budgeting Bt40mn to invest in equipment in India. It targets 2017 sales of Bt420mn on the back of line expansion. (Thun Hoon, 19/04/17)
WICE
WICE held a well-received roadshow in Singapore and Hong Kong. It targets to be international logistics service provider. It targets 2017 revenue to be a 24-year high of Bt1.3bn, 30% growth. (Kao Hoon, 19/04/17)
Comment: Which is basically from the acquisition made last year. 2018 looks to be single digit growth unless something happens

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