AMATA
AMATA expects 4Q15 revenue to be healthy even though it cannot reach the target of selling 1000 rai of land this year. It has sold only 493 rai of land in 9 months. (Thun Hoon, 27/11/15)
Comment: It’s the usual cycle for industrial estates in Thailand.

AOT
AOT expects 4Q15 profit of at least Bt3.2bn (51% growth). It expects revenue for the whole of this year to be Bt17bn backed by peak season. (Thun Hoon, 27/11/15)

BMCL
BMCL expects the cabinet to approve the M&A with BECL on December 8. (Khao Hoon, 27/11/15)

CHO
CHO expects to gain revenue from an 11-year project. Next year it will focus on maintenance services and expects to get a project worth Bt400mn. (Thun Hoon, 27/11/15)
Comment: If it is similar to their Tesco contract then its a steady cash flow generator for the firm

HMPRO
HMPRO starats “HomePro Super Shock Sale” today. It will run through December 20. (Khao Hoon, 27/11/15)

KKP
Kiatnakin Bank will strongly pursue mass affluent clients via its Phatra Edge wealthmanagement service, as this category is a growing segment for the bank, while the competition for the high-net-worth (HNW) segment is more intense. “Mass affluent” means customers with assets under administration (AUA) of Bt2 million to Bt30 million, serviced by Phatra Edge, while an HNW customer has AUA of more than Bt30 million and is serviced by Phatra Wealth. (Bangkok Post, 27/11/15)

KTB
KTB will extend short-term loans for government organizations to buy SCG products. It expects to gain more market share in supply-chain loan to be 25% within 3 years. (Thun Hoon, 27/11/15)

PLAT
PLAT expects 2015 revenue of over 10%. It also plans to take over 10 companies to expand its business and expects to issue trust funds and bonds to support business. (Thun Hoon, 27/11/15)
Comment: Well not quite, we attended the same meeting and heard a different story 1) Delays in its expansion plans 2) M&A’s are a on case by case basis nothing is set in stone

QH
QH expects 2015 revenue to grow 10-15% or Bt20bn. It expects to launch new 25 projects worth Bt26-27bn next year. (Thun Hoon, 27/11/15)

QTC
QTC expects 2016 revenue of Bt1.2bn. It is waiting for PPA approval for a project partnering with UAC to build a waste power plant. (Thun Hoon, 27/11/15)
Comment: This has been on the cards for both QTC and UAC for 3 years now.

STPI
STPI to submit bids in auction worth Bt250bn. It expects to get projects valued at Bt70-80bn next year. It also plans to partner with two companies to create more business lines. (Thun Hoon, 27/11/15)

TTW
TTW plans to partner with a Chinese company for a project. This will be clearer in the first half of next year. Its plan to build a water plant in Myanmar is expected to be finalized next month. It targets 10-15% of its 2017-2019 revenue to be generated abroad. (Thun Hoon, 27/11/15)
Comment: Perhaps a better managed company than EASTW

VIH
VIH is encouraging big hospitals to buy more than a 20% share. Its CEO said he is open for a takeover. (Thun Hoon, 27/11/15)

WHA
WHA attracts European funds. It expects next year’s revenue to be 2x higher than this year’s which is expected to be around Bt11bn. (Thun Hoon, 27/11/15)
Comment: Well despite the huge share purchase by the former husband and wife team it hasn’t supported the share price.