BTS
MRTA plans to negotiate with BTS to operator the Green Line (Bearing-Saput Prakan) rather than putting it up for bidding. (Khao Hoon, 06/07/15)
Comment: Well because BTS already operates every other part of the BTS, the question is only down to politics and fee-arrangements now

CGS
CGS acting as financial advisor for Ankor Kasemkam Roongroeng, a company in Cambodia. (ASTV, 06/07/15)

DCON
DCON and partner plan to set subsidiary to invest in Bt3bn 30MW biomass power plant. Management expects this plant to generate revenue of Bt50mn each year. 2Q15 profit is expected to surge backed by property business and double track project. (Thun Hoon, 06/07/15)
Comment: Now thats a positive move for DCON, but the earnings are still based upon its property project for the near term

EA
EA expects electricity capacity to reach 396mn units this year (30% revenue growth), adding a 188MW power plant. A 90MW solar farm at Phitsanulok is expected to be completed this year. (Khao Hoon, 06/07/15)

EGCO
EGCO expects net profit to recover next year supported by the startup of a power plant. The investment plan in Dawei is expected to be cancelled on risk from uncertain demand. It will invest in the Philippines, Indonesia and Laos instead. Investment in a mining power plant in the Philippines and a heat power plant in Indonesia are expected to be concluded this year. It expects to acquire 20-30% in a Lao water power plant. (Thun Hoon, 06/07/15)

KTB
KTB plans to cut loan growth target from 6% and maintains NPL target at 2%. (Thun Hoon, 06/07/15)

OISHI
OISHI expects its food business to grow 10% on opening new branches and introducing new products. 4Q15 earnings are expected to be the best backed by a marketing campaign that will increase in demand. (Khao Hoon, 06/07/15)

NCH
Management says there is no plan to sell NCH shares although many investors are interested. It expects 2015 sales of Bt3.4bn as 2-4 projects will be launched in 2H15. (Thun Hoon, 06/07/15)

NUSA
Chinese investors interested in buying NUSA shares via PP for Bt2 per share. Management expects sales growth to double from Bt3bn from the good response to the State Tower project. (Thun Hoon, 06/07/15)

PPS
PPS plans to talk to a prospective Singapore partner this week. It expects to get Bt7-8mn from events and concerts in August. It expects to sign a contract to produce three new programs soon. (Thun Hoon, 06/07/15)

SENA
SENA expects to recognize Bt3mn from a 0.75MW solar roof this year and expects this to double to Bt6mn in 2016. (Khao Hoon, 06/07/15)
Comment: It should be a nice little revenue generator for Sena that goes straight down to the bottom line

TK
2Q15 profit is expected to be good thanks to motorcycle loan growth and lower interest rate. TK expects 2-3% loan growth this year. (Khao Hoon, 06/07/15)
Comment: The Bangkok Bank of motorcycle lending i.e. safe, slow, old fashioned

TOP
TOP expects to pay DPS of Bt3.54 this year, the highest dividend yield in the energy sector. It expects 2015 earnings of Bt14bn. (Khao Hoon, 06/07/15)

THCOM
THCOM expects 2Q15 earnings of Bt503mn supported by higher revenue and booking Bt225mn extra gain from selling Synertone shares. 1H15 net profit is expected to grow to Bt1.04bn (+16.3%) and this growth is expected to continue in 2H15. (Khao Hoon, 06/07/15)

TPOLY
TPOLY expects 2H15 performance to recover backed by high margin product. It is confident 2015 revenue will grow to Bt2.5bn thanks to a higher construction demand. It expects to get Bt5.4bn in jobs that will lift backlog from Bt3bn. (Thun Hoon, 06/07/15)
Comment: Again the value here is from TPCH

TVD
TVD is talking to prospective Japanese partner to invest in service business. The talks are expected to be finalized in August. It expects to show a net profit this year. (Thun Hoon, 06/07/15)

UREKA
UREKA plans to issue debenture with the objective of preparing for an acquisition. It expects 2015 revenue of Bt700mn from an increase in product line. (Khao Hoon, 06/07/15)

UWC
UWC has bought a biogas power plant and 1,000 rai of land which is expected to contribute revenue this year. It expects 2015 revenue of Bt1bn. (Thun Hoon, 06/07/15)

WHA
WHA plans to sell Bt14.2bn in assets to an REIT in 2H15, which will give it an extra gain. Foreign investors are interested in WHA shares after it was included in the SET 50. (Thanonline, 06/07/15)
Comment: A combination of sales from HEMRAJ and its own assets.