BCP said no conclusion to report takeover of ESSO, while the latter offered no comment.

Comment: ESSO has been a potential takeover target in the news for the past decade, I think this is the 5th time I’m seeing it.

JMT sets Bt10b capex to add bad debts this year from current Bt300b under management, expects positive earnings momentum continued on improved cash collection, eyes 30% revenue growth target.

Comment: Been disappointed by its share price performance in 2022, granted high expectations are priced in…and if you look at how long it took Thailand to clear out the ’97-’99 npl’s well, that’s a decade…

MEGA & HL are expected to benefit from surging Chinese visitors, supported by pharmaceutical productions sales & Covid medications, Tabloid.

Comment: I’ve been saying to friends since the lockdown, that the moment we all start traveling to different parts of the world, everyone will get sick, our bodies are not used to the different temperatures, air, people etcetc as they have been in the past. So yes, flu meds will be great sellers for the next 1-2 years.

RSP sets 10-15% revenue growth target this year, to expand branches, add online channels in anticipation of rising tourist number.

TFG target 15% FY23 revenue growth driven by larger poultry sales volume from recovery F&B domestic & overseas, wider margin from retail expansion via Thai Food Fresh Market store, allots Bt3b to add branches & sales channel.

Comment: Margins margins margins are what will drive this.

TRITN secures Bt540m water pipe laying contract, boosting backlog to Bt8b, sees all time high growth in 2023.

Comment: Untrustworthy name. Unless there is a change in management and major shareholder