AKR
AKR is seeing demand recovery. It expects 2Q15 profit to be positive backed by revenue recognition. It expects 3Q15 earnings to mark a record high. It is ready for an upcoming bid for the MEA valued at Bt2bn. It expects 2015 revenue will hit target growth of 10% aided by huge orders for solar plant transformers. It expects to add more PPAs next year. It plans to sell 8MW of electricity in 2016. (Thun Hoon, 07/08/15)

DTAC
DTAC plans to introduce “4G VoLTE” and “VoWifi” by November. It says this is an innovative 4G service and is expected to replace traditional calls within 3-4 years. (Khao Hoon, 07/08/15)

GPSC
GPSC reported profit before FX and extra items of Bt576mn (+10%YoY). It plans to invest more to achieve stable growth. (Thun Hoon, 07/08/15)

ITD
ITD is on the short-list for the Bt10.5bn dual track bid for Chachoengsao – Klong 19 – Kaeng Koi. SRT expects to announce the winner by the end of this year. ITD and ROJNA will sign a contract for Dawei phase1 valued at Bt52bn. It expects to sell land in the industrial estate in 4Q15, targeting sale of 3,000 rai. (Thun Hoon, 07/08/15)

JMT
JMT expects robust earnings in 2Q15 backed by increasing debt collection. It plans to focus on personal loans beginning from 3Q15. It is confident 2015 revenue growth will reach target of 30%. It expects a Bt90bn portfolio at the end of this year. Net profit is expected to jump for the next two years. (Thun Hoon, 07/08/15)
Comment: Just incredible, HOWEVER, if they want to keep growing and growing, don’t be surprised to see them raise more and more capital

LPN
LPN’s board has approved an interim dividend of Bt0.3/share, XD on Aug 19. It plans to open a Bt10bn project that will raise backlog from Bt18.7bn. It is confident 2015 revenue will achieve its target of Bt16bn aided by condominium transfers. (Thun Hoon, 07/08/15)
Comment: Still a steady earner despite the weakness in the property market in their target segment

MTLS
MTLS expects 2Q15 and 1H15 earnings to be higher than last year. It expects 2H15 performance to be better backed by seasonality. Its NPLs is 1.1%. It has the highest loans in the nano-finance scheme. (Khao Hoon, 07/08/15)
Comment: The highest loans in nano financing could mean THB 1 mn, yes with an M not a B, no financial institution of any sort sees any positives in nano financing during this period.

NDR
NDR reported 2Q15 net profit of Bt8.6mn (+82.97QoQ) with revenue of Bt210mn (+17.97%QoQ). Management says 2H15 earnings will continue to trend up backed by a Bt500mn order from India (contract 3 years). It expects 10% revenue growth this year. (Thun Hoon, 07/08/15)

NNCL
NNCL is talking with a Japanese SME to sell land. This deal will raise land sales from 80-90 rai to 100 rai. 2Q15 profit is expected to grow. It expects to show a net profit this year. It expects to recognize revenue from selling 125MW electricity next year. (Thun Hoon, 07/08/15)

PTTGC
PTTGC will report 2Q15 earnings today. It expects 2Q15 net profit of Bt8.6bn (+40%) aided by petrochemical and stock gain. 1H15 net profit is expected to be higher than Bt14bn. (Khao Hoon, 07/08/15)

PYLON
Pylon expects 2015 revenue to mark a record high. It expects to be awarded a Bt1bn project which will raise its backlog from Bt900mn. It plans to expand abroad. (Thun Hoon, 07/08/15) \

SITHAI
SITHAI and a Chinese partner plan to set up a melamine and plastic plant to expand into Myanmar. It expects this to be done within two years. Its India subsidiary has already purchased 20 machines that raised capacity to 1,800 tons. It expects this to add sales of Bt10.5bn this year. (Thun Hoon, 07/08/15)
Comment: SITHAI has quietly been on an expansion path during the past few years, Vietnam, India and now Myanmar, better keep a close eye on this company.

SNC
SNC reported 2H15 earnings of Bt263.79 aided by numerous orders. It plans to pay an interim dividend of Bt0.5/share, XD on Aug 17. (Khao Hoon, 07/08/15)

TPOLY
TPOLY got a Bt1.32bn job from Burapha University and Administrative Court that raised backlog to Bt4.32bn. Management is confident 2015 net profit will turn around from 2014’s net loss of Bt308.28mn, benefitting from an uptrend in construction. (Thun Hoon, 07/08/15)
Comment: And their holding in TPCH of course

UAC
Power business expected to contribute revenue in 2H15. This includes the 1.5MW Mae-Tang phase 2 power plant and a 1.67MW solar roof, where operations started in June 2015. It expects to book Bt300mn revenue from UAPC that will raise 2015 revenue to target of Bt1.5bn. (Thun Hoon, 07/08/15)

WICE
WICE plans to invest in logistics in online business. It plans to broaden customer base in ASEAN which is expected to be finalized in 4Q15. The CLMV is its first target. (Khao Hoon, 07/08/15)

WORLD
WORLD plans to invest in property business, with this eventually becoming its core business. It plans to do a takeover. It says many companies are interested in becoming a business partner. It expects this to be finalized soon. (Thun Hoon, 07/08/15)