BANPU
BANPU plans to boost sales in 2H15 and expects average coal price of around US$59 per ton. The company plans to expand its power business abroad with the aim of increasing its generating capacity to 4,000MW by 2020. (Khao Hoon, 17/08/15)
Comment: The only thing we are all waiting for is it’s power IPO

BEAUTY
BEAUTY plans to take a roadshow abroad. Its 2Q15 net profit was Bt93mn. The company is confident it will achieve its revenue growth target of 20%. (Khao Hoon, 17/08/15)

CHOW
CHOW’s board approved investment in a solar farm in Japan worth Bt1.2bn, expecting to get revenue of Bt200mn. (Thun Hoon, 17/08/15)
Comment: They’ve done a full turn into expanding into solar farms

DEMCO
DEMCO expect get new projects worth no less than Bt5.2bn in 2H15 from the total bidding of Bt11bn. The company expects its backlog to increase to more than Bt10bn by YE2015. (Thun Hoon, 17/08/15)
Comment: Regardless of the politics and the economy, this company continues to win close to every renewable project out there

ICHI
ICHI’s 2Q15 net profit was Bt325mn (+3%). Its board approved an interim dividend of Bt0.25/share. The company expects the beverage market to continue expanding in 2H15. It expects to achieve its revenue target of Bt7.5bn. (Khao Hoon, 17/08/15)
Comment: 3%? For a consumer name? That’s rubbish innit?

KTC
KTC is confident it will achieve net profit growth of 15% for 2015 after launching more marketing campaigns, particularly in 14 provinces. (Thun Hoon, 17/08/15)
Comment: We do wonder if KTC can replicate its success in Bangkok (same goes from every other credit card co) upcountry?

PS
PS expects 2H15 earnings to be better than 1H15 due to high season. It had backlog of Bt36.4bn and expects to book another Bt20.5bn in 2H15. The company expects to have a record high net profit and revenue this year. (Khao Hoon, 17/08/15)

MCS
MCS expects to have the best operational performance in four years. It announced an interim dividend of Bt0.25/share. It has backlog of 2,300 bn tons to secure revenue until 2019. The company benefits from a weaker baht, which is good for exports. (Thun Hoon, 17/08/15)
Comment: And the stock price is showing it too!

PTG
PTG had net profit of Bt169mn in 2Q15 (+ 24% YoY), backed by rising sales. The company expects 15-20% sales growth this year. It also plans to penetrate into CLMV markets. (Thun Hoon, 17/08/15)
Comment: Still a wonderful company, but valuations are now fair.

SC
SC opened five new projects worth Bt8.8bn. The company targets revenue of Bt13.9bn this year with good sales for high-end projects. (Khao Hoon, 17/08/15)

SIRI
SIRI expects to get backlog of Bt6.6bn from five condominium projects in 3Q15. The company targets revenue of Bt36bn in 2015. (Khao Hoon, 17/08/15)
Comment: We are just waiting to see how the numbers will look for SIRI when their relationship with BTS is in full force

TASCO
TASCO expects earnings to continue good in 2H15 on the back of rising demand for asphalt cement driven by rising public investment. (Thun Hoon, 17/08/15)