AOT
AOT expects revenue growth in 2015 to exceed 15% after stronger-than-expected traffic. The cancellation of charter flights to and from Japan and South Korea has not adversely affected it. The firm plans to go ahead with Phase II of Suvarnabhumi airport. (Khao Hoon, 09/04/15)
Comment: Regardless of these cancellations, in the end AOT will still achieve higher traffic as a result of the continued increase in Lowcost airlines and the expansion of both Don Muang and Suvarnabhumi

APURE
APURE studying investment in renewable energy projects. It expects 10% revenue growth in 2015 driven by strong orders from Japanese customers. The firm expects to wipe out retained loss this year and be ready to pay a dividend for the first time in many years. (Khao Hoon, 09/04/15)
Comment: Never really trusted the shareholders and management of this company, they’ve been manipulating their own stock since 2005

CGH
CGH spends Bt571mn to acquire 15% in PDI. This share acquisition will further its goal to greater diversification. (Khao Hoon, 09/04/15)

DRT
DRT see better outlook in 2015, driven by the export market. It plans to invest overseas especially in ASEAN. (Khao Hoon, 09/04/15)
Comment: I don’t think the Thai market will drive any growth for DRT at all, but Cambodia & Laos could, in the future, represent 1/5 of revenues

GUNKUL
GUNKUL to cooperate with CWT to invest in alternative energy projects. The firm plans to set up a JV to invest in Solar PV Rooftop. (Khao Hoon, 09/04/15)
Comment: I’m not quite sure what CWT brings to this JV. But GUNKUL basically has the ability to continually profit from all this renewable energy growth in Thailand, only question is when do they have to raise capital to pay for all this expansion?

IRCP
IRCP plans to consolidate its IC and telecom segments in order to strengthen its business. The firm also expects to join with Singaporean partners to do business overseas. It plans to invest in alternative energy, particularly waste power plants in the north. For the year of 2015, the firm expects 30% revenue growth. (Khao Hoon, 09/04/15)

ITD
ITD likely to sign contracts worth Bt170bn in 2Q15, pushing backlog up to Bt350bn. The company also plans to sign a concession contract for Dawei in April-May. It has set a revenue target of Bt50-60bn and believes it can wipe out retained loss this year. (Khao Hoon, 09/04/15)

SCB
SCB remains confident about loan growth in 1Q15 despite the sluggish economic condition. For the whole year, the bank targets 5-7% loan growth. (Khao Hoon, 09/04/15)

SMPC
SMPC expects revenue growth of 15% in 2015 as it sees strong demand in 1H15. The firm also plans to invest overseas. (Khao Hoon, 09/04/15)

TICON
TICON cooperating with Mitsui to invest in warehouse for rent in Indonesia. This should support long-term growth for the company. (Khao Hoon, 09/04/15)

TPOLY
TPOLY likely to sign Bt1.2bn contract to build two bio-power plants. With high backlog coupled with new projects signed, the firm expects this will bring it revenue of no less than Bt3bn in 2015. (Khao Hoon, 09/04/15)