AKR
AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good backed by Bt500-600mn in revenue. (Thun Hoon, 29/07/15)

APCO
APCO plans an acquisition to increase its competitiveness. To fund this, it is issuing 250mn shares. It expects the acquisition to increase revenue by 2X-3X from last year. It expects to launch new products throughout the rest of the year. (Thun Hoon, 29/07/15)
Comment: I’ve never met the company, but I’ve marveled at the way the stock has been brokered all the way to 50x earnings.

BEAUTY
BEAUTY plans to expand overseas, especially in ASEAN, first in Indonesia and Malaysia. It expects 2Q15 earnings to be good, with good earnings continuing in 2H15. (Thun Hoon, 29/07/15)
Comment: I … still … just … don’t … get …. it.

BIGC
BIGC reported 2Q15 earnings of Bt1.9bn (+4.7% growth) with revenue of Bt34bn aided by SSS growth and expansion in its customer base. It expects to expand its business by opening more branches. It is confident 2015 sales will achieve its target. (Thun Hoon, 29/07/15)
Comment: Expect to see more cost cutting measures by BIGC, there is very little that they can now do to push top line growth.

CK
CK plans to issue a Bt4.5bn debenture with tenor of 3, 4, and 7 years and coupon rate of 2.87-3.98%. Selling period is August 4–6 at Kasikorn Bank and Krung Thai Bank. The minimum purchase is Bt100,000. The funds will be used as working capital for infrastructure projects at home and abroad. (Thun Hoon, 29/07/15)

CPALL
CPALL is confident 3Q15 earnings will be good as it has budgeted Bt1bn for a marketing campaign. It expects 2015 revenue to grow 10% aided by better SSS and 600-650 new stores. (Thun Hoon, 29/07/15)

DCON
DCON expects to get a dual track project worth Bt300bn that will raise its 2015 revenue and backlog. It plans to invest in a 9.9MW biomass power plant in 4Q15. (Thun Hoon, 29/07/15)
Comment: DCON now looks like a construction materials company that invests into random projects such as condominiums and biomass power plants. Well why not.

EPG
EPG plans to produce airplane insulation for the U.S market as it expands abroad. This plan is expected to be finalized in 2017. It expects 1QFY16 (Apr 1–June 30, 2015) profit to rise from 4QFY15’s Bt5.13bn. It expects 2016 revenue to achieve target of Bt9bn backed by high demand. (Thun Hoon, 29/07/15)
Comment: A co visit coming up with them, expect an article in a few weeks

EASTW
EASTW is confident 2015 revenue will achieve 10% target growth on higher sales. It plans to invest in Myanmar. It has budgeted Bt2bn to invest in two reservoirs. It plans to list subsidiary “UU” in 1Q16. (Thun Hoon, 29/07/15)
Comment: List UU to raise capital for Myanmar?

GENCO
GENCO plans to buy other power plants after cancelling the purchase of a power plant in Phuket. It plans to restructure into a holding company. It expects 3Q15 earnings to be good backed by revenue from the property business. (Thun Hoon, 29/07/15)

HMPRO
HMPRO announced 2Q15 earnings of Bt820mn (+3.46%) with 1H15 earnings of Bt1.5bn (+2.33%) and 10% revenue growth. (Thun Hoon, 29/07/15)

KCE
KCE expects 2Q15 net profit of Bt540mn on numerous orders and a new plant. It expects to pay A 1H15 dividend of Bt0.45/share. (Thun Hoon, 29/07/15)

MTLS
MTLS expects 2Q15 loans to grow 50% with NPLs at 1.1%. It expects loans to grow 45-50% in 2H15 backed by nano-finance scheme and loans for land. (Thun Hoon, 29/07/15)

PDG
PDG expects gross margin to rise to 20% from 2014’s 17-18% on a lower oil price. 1H15 profit is expected to jump on a broader customer base and large orders. It expects 2015 revenue to achieve target growth of 15-20%. (Thun Hoon, 29/07/15)

PYLON
PYLON expects 2Q15 net profit to mark a record high of Bt61mn. It plans to talk with ITD to get some part of the Green Line. PYLON stock will move to the SET in August. (Thun Hoon, 29/07/15)

RS
NBTC announced channel 8 has the highest ratings. This suggests a rise in revenue for RS. It expects NBTC plans to reduce the digital TV fee to benefit operators. (Thun Hoon, 29/07/15)
Comment: We wonder aloud what can the government do to fix this suffering digital TV industry? The coupons haven’t worked, there aren’t enough eyeballs on it yet.

SAMCO
2015 revenue is expected to hit its target of Bt1.8bn (56% growth), benefitting from revenue contribution from S9 condominium, worth Bt1.1bn, which will bring a doubling in net profit. It has budgeted Bt2bn to open a SDH project at Chaiyaphruek-Chaengwattana and townhome at Ramintra-Wongwian. (Thun Hoon, 29/07/15)

SCC
SCC expects 2015 net profit of Bt41.3bn, benefitting from lower oil price, wider naphtha spread and increasing sales to government investment projects. (Thun Hoon, 29/07/15)

SIM
SIM expects 2H15 revenue to be higher than 1H15 by about 20-30% by increasing mobile handset sales from 1.5mn in 1H15. (Khao Hoon, 29/07/15)

TISCO
TISCO targets revenue growth from insurance premiums of 10% via expanding its customer base. It expects life insurance premium growth of 40% and contingent loss insurance premium growth of 60%. (Thun Hoon, 29/07/15