BRR
BRR plans to expand its cultivated area to 200,000 rai. It has done research to improve its sugar products. It plans to invest in a third biomass power plant by using bagasse as a fuel. (Thun Hoon, 28/07/15)
Comment: Again a natural extension of its existing business.

CHOW
CHOW expects to add a 42MW solar farm in Japan and 15MW in Thailand. It has already got a 6MW of PPA and COD is end of 2015. It expects 2H15 earnings to be better than 1H15. (Thun Hoon, 28/07/15)
Comment: CHOW is expanding rapidly into the solar market.

CPALL
CPALL expects 2Q15 earnings of Bt1.89bn (+39.5%YoY) backed by better SSS and higher gross margin. It expects 2H15 performance to be healthy aided by stamp campaign. (Thun Hoon, 28/07/15)
Comment: The story here is only about when it will off a stake in MAKRO

DRT
DRT plans to expand abroad, especially in CLMV by looking for local partners. It expects exports to comprise 15% of total revenue. (Dbbnews, 28/07/15)

CPN
CPN has budgeted Bt35mn for campaign “All for Mom” running Aug 1–12. (Khao Hoon, 28/07/15)

EASON
EASON expects a good performance for the rest of the year supported by large orders. It expects 2015 revenue to achieve 10% growth from 2014’s Bt503mn aided by high demand. It plans to expand abroad, targeting exports of 20% this year. (Thun Hoon, 28/07/15)

EGCO
Mr. Sahust Pratuknukul to step down from presidency upon expiration of his contract with effect on September 30, 2015. Mr. Chanin Chaonirattisai has been appointed as president, effective October1, 2015. (Khao Hoon, 28/07/15)

GPSC
GPSC is talking to a partner to invest in a 2000MW power plant in Myanmar. (Thun Hoon, 28/07/15)
Comment: But it still has to be approved by the government there.

JAS
JAS reported 2Q15 earnings of Bt1.01bn (+14%YoY) which brought 1H15 earnings to Bt13.8bn, backed by extra gain from selling assets to a fund. (Thun Hoon, 28/07/15)

SIMAT
PP approved – SIMAT has approved the issue and sale of new common shares to Mr. Amratpalsingh Chansrichawala at Bt5.65/share on July 24, giving him a stake of 0.52%. The funds will be used to buy fiber optic equipment and expand coverage area for the optic fiber network in Nakon Ratchasima, Chiang Mai and Khon Kaen. (ASTV, 28/07/15)
Comment: It’s quite interesting that he takes a small stake via a PP, now who’s SIMAT? Interestingly they are doing broadband internet and fibre optics in upcountry thailand

SIRI
SIRI maintains 2015 target presales at Bt22bn. It has already achieved Bt10bn, of which Bt1.5mn is expected to be booked this year and the rest will in 2017. SIRI and BTS plan to launch numerous condominiums soon. (Thun Hoon, 28/07/15)
Comment: Interesting how the news of the JV plans with BTS had zero impact on SIRI

SPA
SPA acquired all four branches of Baan Suan Massage for Bt45mn. It expects Baan Suan Massage to contribute revenue on August 1, 2015. It expects revenue to increase 55% from last year. (Thun Hoon, 28/07/15)
Comment: An alternative play into tourism perhaps, they appear to be on an acquisition spree

TFD
TFD expects to show net profit this year, benefitting from extra gain and high revenue from assets and industrial estate. It expects performance to surge next year. Management plans to do a share repurchase of about 10%. (Thun Hoon, 28/07/15)

THANI
Management says it targets 2015 revenue of Bt14.4bn (20% growth) with Bt7bn in loans in 1H15. It expects loans to achieve its target over the rest of the year. (Khao Hoon, 28/07/15) TOP TOP expects to report 2Q15 earnings of Bt5.8bn backed by stock gain. (Khao Hoon, 28/07/15)

TRC
TRC plans capital increase via PP. It expects to get Bt726mn in funds via the sale of shares to 16 investors at Bt2.2/share. The objective of this capital increase is to increase its stake in the potash mine from 4.27% to 20-24%. It plans to issue Bt2bn debenture with 675mn warrants via PP. (Thun Hoon, 28/07/15)
Comment: Not a surprise given the aim to continue increasing its stake in the potash mine

TWZ
TWZ plans to launch a Bt500mn condominium with full public utilities in Pattaya next year. It expects 2015 revenue of Bt5bn backed by a larger customer base. It plans to expand abroad. (Thun Hoon, 28/07/15)

UREKA
UREKA subsidiary to buy patent for rice mill for small community. UREKA and a partner plan to invest in rubber machines. It targets 50% revenue from agricultural business and expects to be number 1 in agricultural machinery in Thailand. (ASTV, 28/07/15)