ADVANC
ADVANC expected 1Q15 profit to rise YoY due to greater use of its data services. The company maintains its revenue growth (excluding interconnection fee) at 3-4% YoY in 2015 with new service in high-speed internet (1Gbps) called “AIS Fibre” to attract 100,000 users. (Khao Hoon, 28/04/15)
Comment: This could very well be the end of JAS, and TRUE is going to suffer as well.

AIE
Confirms start-up in June – AIE confirms its expansion of biodiesel to 900,000 liters/day will commence operations in June 2015. The company expects to close a deal with business partners soon. (Khao Hoon, 28/04/15)

AJD
Management expects sales revenue to rise 50% YoY in 2015 with profit to double YoY due to higher sales of its set-top box for digital TV. (Post Today, 28/04/15)
Comment: A quick look @ the numbers show that while yes there a lot of potential in the market because the set-top boxes penetration rates are still very low but distribution and the coupons scheme for it have been pathetic in its implementation.

ARROW
ARROW’s shareholders approve capital increase to Bt253mn from Bt203mn. 25mn shares will be offered as a rights offering for existing shareholders at a ratio of 8 old:1 new at Bt1/share and 25mn shares for stock dividend plus cash dividend of Bt0.14/share. Management has set its revenue growth target at 20% with backlog of Bt180-200mn. (Thun Hoon, 28/04/15)

CENTEL
CENTEL negotiating with hotels at home and abroad to manage their theme park hotels. The company is finding this format is well accepted by tourists with occupancy rate of >80%. It expects two deals overseas to be concluded this year, in China and Middle East. (Post Today, 28/04/15)

CHO
CHO to join with CPALL and Panyapiwat Institute of Management to develop electric commercial trucks to save energy cost and reduce reliance on oil and environmental impact. The prototype will be launched in 2016. (Thun Hoon, 28/04/15)
Comment: This truck owner/operate is making the right moves, the partnership with CP Group is interesting as well.

CI
CI expects 1Q15 performance to be in the black after a loss of Bt23.28mn in 1Q14 due to new projects and higher demand. The company targets revenue growth of 15% YoY with new projects worth Bt4bn to be launched. This could lift backlog from the current Bt5bn. (Thun Hoon, 28/04/15)

DTAC
DTAC plans to invest Bt18-20bn to expand its 3G and 4G network with target coverage of 95% for 3G and 2.5mn users of the fastest 4G. (Thun Hoon, 28/04/15)
Comment: DTAC’s numbers surprised the consensus hence the movement in yesterday’s stock price.

EASTW
EASTW expects more public investment to boost demand for water. This will support itspolicy to pay a higher dividend than last year. Management also expects better profit in 1Q15.(Thun Hoon, 28/04/15)

IFEC
IFEC signs MoU with Lao government to conduct a feasibility study on a wind farm project with total capacity of 200MW. This could take a year before an investment decision would be made. Its wind farm at Pak Panang will commence operation in 3Q15 as planned. (Khao Hoon, 28/04/15)
Comment: An MoU for a “study” means nothing.

ILINK
ILINK plans to join with a listed company to expand into software rental service. The company will book income of Bt60mn from space rental fees. Management expects 1Q15 revenue to rise 50% YoY and full-year revenue to reach Bt3bn. (Thun Hoon, 28/04/15)

MATCH
1H15 earnings better than last year at Bt367mn because of increase in advertising. Khun Phoomchai Watcharaphong says revenue will grow 10% in this year backed by the uptrend in digital media. (Thun Hoon, 28/04/15)

MC
1Q15 earnings, announced in May, expected to beat 1Q14 at Bt206.64mn thanks to higher demand. Revenue this year will grow 20%, backed by economic recovery. The firm will add 57 new branches to increase its market share. (Thun Hoon, 28/04/15)
Comment: But I still expect -ve SSSG numbers from MC

MLINK
Expects to get project to check for oil leaks from PTT, ESSO and BCP worth more than Bt1mn. The results will be clear within 2Q15. Khun Prasit Srisuwan said its power plants are progressing and it expects to raise capacity to 500MW in the future. It also plans to acquire more power plants. (Thun Hoon, 28/04/15)

PLE
Dramatic growth in 1Q15 in both earnings and revenue due to booking more construction income and more backlog of Bt7-8bn. It is also dealing with a firm in China, preparing to bid for projects in Thailand and plans to sell a 9.9MW power plant. (Khao Hoon, 28/04/15)

PRIN
PRIN expects to increase revenue by 25% to Bt3bn this year. The company will have five new property projects worth Bt5bn this year, benefiting from rising purchasing power following interest rate cuts. (Thun Hoon, 28/04/15)

ROJNA
Rojana targets to sell more than 800 rai this year. It also plans to buy 4,000 rai in SrirachaLaem Chabang to support expansion of two industrial estates this year. It will go ahead with a plan to build a 110MW SPP. (Khao Hoon, 28/04/15)

SAMTEL
SAMTEL expects to sign agreement for AOT’s SPPS project worth Bt3.4bn this month, lifting its backlog to Bt10bn from currently Bt6.3bn. It is also waiting to sign an agreement for a project worth Bt4.1bn. (Thun Hoon, 28/04/15)

SUPER
Agreement with PEA signed – SUPER says Health Planet Management (Thailand) has signed an agreement with Provincial Electricity Authority (PEA) for three projects for a total 24MW, scheduled for COD by the end of this year for 25 years. (Post Today, 28/04/15)

TLUXE
TLUXE expects to return to profit this year with more than Bt3bn revenue after shrimp production has picked up, along with increasing revenue from feedmill production, although its PP plan was rejected by the shareholders. (Thun Hoon, 28/04/15)