ARIP
ARIP expects higher net profit and revenue from 2014 after it has readied itself to support digital content. It also said that its acquisition plan has been concluded. (Kao Hoon, 05/01/5)
Comment: Well hopefully, they’ve lost money in 2014, and I have no idea what acquisition plan they are referring to.

CRANE
CRANE will invest Bt300mn to rent more cranes in preparation for the construction boom. It said that revenue this year will be over Bt1.4bn, supported by strong flow of orders. The company expects to benefit from increased public investment, which should help spur its machineries sales. (Thun Hoon, 05/01/15)
Comment: CRANE has a wonderful little business of renting and selling Chinese models in Thailand, their value is in the fact that they depreciate the value of the cranes and  then when the crane is sold off the Book value gain is huge

NPARK
NPARK shareholders approve share swap with BTSG of 213 million shares worth Bt10.01bn. Management said the company is preparing documents and the process should be completed within 1Q15. (Kao Hoon, 05/01/15)
Comment: I do wonder when NPARK will be “pushed” up in share value.

PAP

PAP sets revenue growth target of 20% for 2015. The company expects growth will be supported by the government’s investment plans. It plans to increase its production capacity to support the flow of orders. It expects sales to reach 320,000 tons this year and also said that steel prices have bottomed. (Kao Hoon, 05/01/15)

PREB
PREB sets revenue target of Bt6.7bn in 2015 supported by more construction work. It said it has won Bt3bn worth of new projects which will add to its current backlog of Bt8bn. The company expects to book revenue from the backlog through 2016. (Thun Hoon, 05/01/15)
Comment: PREB is a perfect story of a construction company that has moved up the value chain to do property condominiums

PTT
PTT expects to conclude its plans on investment in Vietnam refinery and petrochemical project within 2H15. It plans to bring in TOP to invest in the project. It confirms its 5-year plan for the expansion of its natural gas business. (Kao Hoon, 05/01/15)

TPCH
TPCH will start trading on mai on January 8. It will be the first IPO this year. The company has sold a total of 89,450,000 shares at its IPO at par value of Bt1/share and IPO price of Bt12.75/share. (Kao Hoon, 05/01/15)

TRC
TRC says revenue in 2015 will grow no less than 20%. It is confident that its backlog will increase to Bt9bn. It also expects to win new projects worth more than Bt1bn this year. (Kao Hoon, 05/01/15)

TUF
TUF to start trading at new par of Bt0.25/share from the previous Bt1.00/share today. The number of shares has risen to 4.808bn shares from 1.202bn. (Kao Hoon, 05/01/15)
Comment: The increase in share price has already been done

WEH
WEH will hold its shareholders’ meeting on January 9. It plans to make way for Japanese investors to invest in the company to replace Mr. Nopaporn’s holdings before the company restructures its management and shareholder structure. The company expects to list in the market sometime in the middle of this year at an IPO price of Bt120/share. (Kao Hoon, 05/01/15)
Comment: Wouldn’t be surprised to see DEMCO rebound strongly during the 1Q15 of this year.