BJC
BJC expects 1Q17 net profit to be higher than Bt1.2bn thanks to BIGC. It believes outlook is positive, underwritten by numerous positive factors. (Thun Hoon, 04/05/07)
Comment: Their price has declined some 20% from its peak post the acquisition from BIGC.

 

BPP
BPP expects a solid performance in this year thanks to the operations of 500MW. It plans this boost production to 2,500MW this year and achieve output of 4,300MW by 2025. (Thun Hoon, 04/05/17)

 

CWT
CWT plans to change to a holding company by the end of this year. It plans to take part in waste power plant projects and expects to get three projects. It targets 2017 revenue to reach Bt1.6bn, backed by Bt1.5bn backlog. (Kao Hoon, 04/02/17)

 

EA
EA expects 1Q17 net profit of Bt983mn, up 38% YoY thanks largely to solar farms and wind power plants. It expects 90MW wind power to be operational by June, lifting 2017 earnings to Bt4.6bn. (Kao Hoon, 04/02/17)
Comment: No surprises here.

 

GEL
GEL’s board approved setting up a subsidiary to construct a plant for production and distribution of “spun pile” valued at Bt600mn via a JV with Nippon Concrete Industries Co., Ltd. (“NC”). GEL will hold 82.5% and NC will hold 17.5%. It believes this will increase its competitive edge and diversify its products. (Manager360, 04/05/07)

GOLD
GOLD continues to construct aBt8.5bn smart mix-use project named Samyan Mitrtown. It has selected Thai Obayashi as the primary contractor. It expects this project to be complete in 2020. (Thun Hoon, 04/05/07)

 

JWD
JWD opened a “less than container load” freight consolidation hub, or LCL at Laem Chabang with area of 6,000sqm. It targets this to contribute revenue of Bt60mn this year. (Kao Hoon, 04/02/17)
Comment: That magical REIT has yet to occur

 

MODERN
MODERN expects 2017 revenue to be close to last year’s due to impact from transfer delays. It expects performance to recover in 2H17. It continues to invest in the healthcare business, targeting 2017 revenue of Bt450-500mn to comprise 15% of total revenue. (Kao Hoon, 04/02/17)
Comment: With the # of hospital beds expected to increase by some 50% over the next few years I’m not overly surprised to see MODERN deciding to focus more on this sector

 

RJH
RJH expects 1Q17 performance to be good brought by SSO patients. It plans to open a heart center to boost revenue. (Thun Hoon, 04/05/07)

 

SANKO
SANKO got Bt100mn orders from overseas auto clients. It expects delivery to begin at the end of this year. It expects cost controls to help turn 2017 performance around. It plans to repair its molds in mid-May. (Thun Hoon, 04/05/07)

 

SPA
SPA expects an outstanding performance in 2Q17 with 10% SSS growth. It plans to open three more branches in Bangkok and upcountry. It expects CLMV expansion and expects to finalize at least one branch this year. (Thun Hoon, 04/05/07)

 

TFD
TFD targets 2017 revenue of Bt4bn. It is waiting for EIA approval for IE TFD phase 2, which is located in area designated to be included in the EEC. It expects a logistics company and auto producer to buy 800 rai on which to set up bases. It expects Harbour View Residence to be completed and begin transfers this year. (Kao Hoon, 04/02/17)