AOT
AOT reports FY2014 profit of Bt12.2bn, 25% lower than last year, as a result of 88% lower hedging profit. (Kao Hoon, 1/12/14)

BCP
Offering to buy BCP shares from PTT — BCP’s management and employees will make an offer to buy 27% of BCP shares from PTT worth Bt12bn. (Kao Hoon, 1/12/14)
Comment: Now that’s an interesting development, I wonder which bank will be financing this for management.

EGCO
EGCO sets target profit for 2019 at Bt10bn, of which 40% will come from abroad. The company is preparing to invest Bt61.5bn to develop eight domestic and international projects. (Kao Hoon, 1/12/14)

MCOT
MCOT picks Siwaporn as president — Siwaporn Chomsuwan, former chief executive of Nation International Edutainment Plc, has been appointed president of MCOT Plc, the SET-listed broadcaster of Channel 9. He listed his priorities as solving organisational problems and improving performance amid falling profits. Channel 9 must survive amid heavy digital competition, Mr. Siwaporn said. (Bangkok Post, 27/11/14)
Comment: The merry go round of MCOT presidents continues, I still think the company is a POS. 

QH
QH expects excellent 4Q performance as it will book more than Bt5.5bn revenue in the quarter, pushing revenue for the year well over target of Bt20bn. Next year, the company aims to open 30 new projects worth a total of Bt50bn. (Kao Hoon, 1/12/14)

SENA
SENA expects Bt2.5bn revenue for this year and is aiming at 20% growth next year on backlog of Bt3bn. (Kao Hoon, 1/12/14)

THAI
No need for MoF approval for GSB financing — The Finance Ministry said the GSB doesn’t need its approval to give THAI the Bt7bn financing requested, as both are SOEs. (Kao Hoon, 1/12/14)

TTCL
TTCL expects to win 3 big projects worth Bt100bn at the beginning of next year, including a 1,000 MW coal power plant in Myanmar and projects in Qatar and Vietnam. (Kao Hoon, 1/12/14)
Comment: One of the underrated construction companies in Thailand today.