AOT

AOT to send Don Muang commercial area bids to its board. It expects to begin booking revenue in December. (Khao Hoon, 22/8/17)

BEM

BEM to join the auction for the South Purple and Orange lines in hopes of raising passengers to 500,000/day in 2020. 1H17 revenue was Bt7.5bn with profit of Bt1.43bn from booking revenue from the Purple Line and Sriratch ring road. (Thun Hoon, 22/8/17)

CKP

CKP to book revenue of Bt1.1bn in 2H17 from the sale of electricity from BIC-2 with production power of 120MW. It expects earnings to turn around. (Thun Hoon, 22/8/17)

GUNKUL

GUNKUL expects a strong 2H17, driven by wind power plan with 60MW to COD. It just got a new project worth Bt87mn. It believes 2017 revenue will grow 30% on backlog of Bt1bn. (Khao Hoon, 22/8/17)

ILINK

ILINK expects 2H17 to be better than 1H17 due to revenue booking from its current backlog worth Bt1.56bn. It plans to join auctions worth Bt9bn to lift 2017 revenue growth to 15-20%. (Khao Hoon, 22/8/17)

JMART

JMART group (JMART, JMT, J and SINGER) target 2017 revenue growth of 30%. It expects 2H17 growth to be better than first half as second half is high season for its business. It plans to expand both domestically and internationally. It has revised down its 2017 investment budget to Bt6.5bn. (Khao Hoon, 22/8/17)

TK

TK to revise up 2017 loan target growth after 7-8% growth in 1H17. It expects buying power to recover more than earlier expected. It plans to control NPLs to less than 4.5%-4.6%. (Khao Hoon, 22/8/17)

WHA

WHA to sell 2000 rai to benefit from EEC. It believes it will reach its revenue target of Bt13bn. It plans to sell land in an industrial estate in Vietnam in 1Q18 with a first year target of 100-200 rai. (Thun Hoon, 22/8/17)