ATP
ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun  Hoon, 23/03/17)
BEM
BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and Sri Rat outer ring. It expects the cabinet to consider approval of MRT Blue Line extension next week. (Thun  Hoon, 23/0 3/17)
HTECH
HTECH targets 2016 revenue growth of 8-10%. It is budgeting Bt130mn to invest in new plant and equipment to handle new orders. It expects to trade on the SET in 2Q17. (Kao Hoon, 23/03/17)
Comment: It’s stock price has gone through the roof based upon the capacity expansion last year
 
MSC
MSC targets 2017 revenue to grow 7-8%, aligning with the IT industry. It is budgeting Bt50mn for human development and investment in a data center. It is looking for the opportunity to acquire a startup business engaged in related business. It is talking to a prospective partner to provide software at hotels abroad. (Thun Hoon, 23/03/17)
Comment: Never bothered with this company, no real competitive advantage. 
 
MILL
MILL expects 1Q17 performance to be good brought by high demand and transfers. It expects 2017 sales to be higher than last year’s 1.5mn tons. It is looking for opportunity to expand to ASEAN. (Thun Hoon, 23/03/1 7)

RATCH
RATCH’s board approved Bt2.8bn to take 10% in JV1 and JV2 in order to invest in MRT Pink and Yellow lines. It expects to sign the JV contract within 2Q17. (Kao Hoon, 23/03/17)
ROJNA
ROJNA expects robust earnings in 1Q17 aided by transfers. It targets 2017 land sales of 400500 rai. It expects 2H17 performance to be supported by revenue contribution from 110MW SPP3. (Thun Hoon, 23/03/17)
SIRI
SIRI got 90% presales from The Base Garden-Rama 9 (639 units, worth Bt2.28bn), a JV project between BTS and SIRI. It continues to launch new projects in 2Q17. (Thun Hoon, 23/03/17)
Comment: I’m of the viewpoint that this b*****d may go on a run.
 
SUSCO
SUSCO targets 2017 sales growth of 8-10% or equal to revenue of Bt20bn. It targets EBITDA of Bt600mn, which is close to last year. It is budgeting Bt300mn for expansion and investment in solar cells. (Thun H oon, 23/03/17)
Comment: Still a B grade version of PTG despite the stock seeing interest over the past few months
 
SVOA
SVOA expects 2017 performance to be good from private and public projects. It expects this to increase its work on hand. It recently got a Bt239mn project. It plans to expand abroad. (Thun Hoon, 23/03/17)
TM
TM expects 2017 revenue to grow 13% to Bt630mn with net margin of 8-10%. It plans to focus on the online market. It plans to open a kidney center in 2Q17. (Kao Hoon, 23/03/17)
TSR
TSR expanded to CLMV by launching SAFE water filter in Laos. It opened TSR Laos, its first branch abroad. It targets sales of Bt20mn. It also plans to expand to Myanmar and Vietnam. (Kao Hoon, 23/03/17)
TWPC
TWPC expects 2017 revenue to grow 8-9%. It continues to work on acquisitions. It expects to complete a deal to buy a food and tapioca starch company. It is studying to set up a plant to produce tapioca starch and bean vermicelli in Myanmar and Laos within two years. (Thun Hoon, 23/03/17)
Comment: Still a very steady small/mid cap that will grow consistently over time, the only question is valuation.

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