ANAN
ANAN posted 2Q17 earnings of Bt279.46mn, +33.22%YoY with a 29.9% growth in revenue to Bt3.75bn. Its board approves a dividend of Bt0.06/share, XD on August 18. (Khao Hoon, 8/8/17)
Comment: 1/3 above consensus and yet the price doesn’t move.  

BIG
BIG says 2H17 earnings will be better than expected, driven by store expansion. It believes revenue this year will grow at 10-15%. 2Q17 earnings fell 16%YoY to Bt156mn. (Khao Hoon, 8/8/17)
Comment: No surprise that earnings have fallen, 2H17 should be a continuation of this trend. 

GPSC
GPSC posted 2Q17 earnings of Bt815mn, +19%YoY due to higher Ft price. It is now going to invest in an energy storage system. (Khao Hoon, 8/8/17)

INTUCH
INTUCH posted 2H17 dividend of Bt1.25/share, XD on August 16. 1H17 earnings are at Bt5.99bn, -46%YoY. 2Q17 earnings were Bt2.8bn, -63%YoY (Khao Hoon, 8/8/17)

PLANB
PLANB is now negotiating with partners in the Philippines and Malaysia. It is budgeting Bt200-300mn to close the deals in 4Q17. It will bid for 90 commercial advertising billboards in domestic airports. This is expected to be clearer in 3Q17. (Thun Hoon, 8/8/17)
Comment: I don’t see these international expansions as particularly attractive, no firm other than JCDecaux has done well with international expansions in billboards

ROBINS
ROBINS says 2017 sales will grow 5-6%YoY. It plans to invest Bt4.1bn to expand more stores. (Thun Hoon, 8/8/17)

SMART
SMART posted a 2Q17 earnings loss of Bt13bn due to lower revenue and higher expenses. It will target retail and contractor customers and will launch new products to stimulate sales. (Khao Hoon, 8/8/17)

TMB
TMB to gain sales and incentive fees of Bt100bn for the next 15 years after renewing its insurance selling with FWD Insurance, according to financial advisor. (Thun Hoon, 8/8/17)
Comment: Quietly TMB is becoming one of the more professional banks in Thailand. 

TU
TU is paying a dividend of Bt0.32/share for the period of Jan 1-June 30. This represents a dividend payout of 53.3% of earnings. (Thun Hoon, 8/8/17)