APCO
APCO will expand marketing channel via APCO Digital Marketing, starting in April. The firm also expects Bt1.6bn in revenue with profit growing six-fold in 2015. The firm expects to move to the main board in 2016. (Kao Hoon, 25/03/15)

IEC
PPA needs to be completed before IEC will invest in a bio power plant with the capacity of 6MW. (Kao Hoon, 25/03/15)

IVL
IVL expects strong earnings in 2015 underpinned by the recent acquisition in two PET-PTA companies. The firm also indicated that the demand has recovered well in 1Q15, resulting in rising utilization rate. (Kao Hoon, 25/03/15)
Comment: They still aim to double EBITDA in the next five years

JSP
JSP expects revenue and earnings growth of 50% YoY in 2015. This is driven by strong backlog of Bt7.26bn. The firm also will launch two new projects worth Bt8bn and will buy land worth Bt2bn. (Kao Hoon, 25/03/15)

LDC
LDC expects 10% revenue growth driven by branch expansion in 2015. This year the firm will open at least 11 new branches. (Kao Hoon, 25/03/15)

PLAT
PLAT closed down by 12.8% from its IPO price on the first day of trading. The financial advisor stated the poor share price performance was a reflection of the market’s volatility rather than having to do with PLAT’s fundamentals. PLAT’s management expects 5% revenue growth in 2015. (Kao Hoon, 25/03/15)
Comment: The real reason why there wasn’t a one day pop? It was too large for the speculators

SPCG
SPCG will spend Bt30bn on its 5-year plan to expand solar capacity both inside and outside Thailand to 500MW. (Kao Hoon, 25/03/15)
Comment: Thats essentially a doubling of its current capacity.

TAKUNI
TAKUNI expects very strong earnings growth in 2015 driven by robust revenue growth. To support the strong revenue growth, the firm will bid for projects worth Bt735mn in April. Backlog stands at Bt280mn. The firm is also interested in the energy business and will soon decide whether or not to enter this business. (Kao Hoon, 25/03/15)

TISCO
TISCO sets a loan growth target of 1-2% in 2015. It admits that loan in the first two months declined compared to last year. NPLs will be its main focus this year; it does not expect NPLs to exceed 3%. The firm is ready to invest in Nano Finance and targets to be in the top three this year. (Kao Hoon, 25/03/15)

UNIQ
UNIQ says it expects to sign at least two new projects worth Bt9bn. One is the MRT project Green line contract #2 worth Bt7bn. The firm also sets the revenue target of Bt12bn. (Kaohoon, 25/03/15)
Comment: We think the train has run for the stock, there are rumours of a potential concession contract on the cards