APCS wins power station construction projects from Provincial Electricity Authority (PEA) total Bt148.96m.

ATP30 anticipates lower 4Q expense after replaced current fleets with EV buses for 1st phase, sees demand for transport grows from industrial clients and tourism sector, allots Bt200m to invest in 30-40 E-bus, maintains 25% FY22 revenue growth target, 10% growth next year.

Comment: Right and then in 3 years we’ll be reading about how battery degradation has led to delivery delays as the buses will have to stop more often with longer waiting times. And then these rubbish vehicles will have to be replaced faster.

JMT upbeat 4Q earnings on improved cash collection, larger bad debts portfolio under management supported by venture co. with KBANK (JK), firms on 45% FY revenue growth target, Bt300b debts under management by end of year.

Comment: The next 5 years is a golden period for JMT, the only question is valuation on the shares…

MEGA sees growth momentum into 4Q on recovery in both domestic and oversea markets, boosting revenue this year up 5-10%, with higher net profit yoy, mulls over 170 new products, sets 2X revenue growth to reach Bt2.4-2.5b in 2025.

Comment: A great machine, watch how they’ll perform in both Indonesia and Vietnam.

TKN in collaboration with 14 local distributor partners to penetrate local modern trade & traditional trade nationwide, expand variety of seaweed snacks (baked, fried, grilled) to expand consumers geographic, maintains 20% FY revenue growth target.

Comment: Well that hasn’t really changed from the past…

SET50: SAWAD, KCE, IRPC and BLA are expected to be replaced by DELTA, RATCH, COM7, BJC and CENTEL upcoming reshuffle for 1H23, Tabloid.

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