PRM: will takes delivery of 2 vessels (crew boat & AWB) in 1H, upbeat outlook from improve traffic on O&G transport supported demand for travel, support vessels for O&G EP, eyes 10% revenue growth target.

Comment: And yet the share price never really ran.

TU: bondholders approved change to interest coverage ratio & proposal to relax dividend cap restriction that can be paid to shareholders.

Comment: Oh what bs is this. Bondholders bending over for shareholders? The capital structure in TH is completely upside.

DELTA: FY @ Bt 18.42b +13% yoy, beat Bt 17.95b consensus, thanks to strong growth momentum from EV solutions & DC power supply to support faster processing capabilities, pays Bt 0.45 dps, XD Mar 7.

PTT: FY @ Bt 112b + 22% yoy, beat Bt 102b consensus, expects positive 1Q momentum on absence of stock loss, improves GRM, higher contribution from affiliates, pays Bt 1.2 dps, XD Feb 29.

GULF: FY @ Bt 14.8b +30% yoy, In-line with Bt 14.76b consensus, solar & gas-fired project combined 2,747mw on track to cod this year, eyes 25-30% revenue growth target, pays Bt 0.88 dps, XD Feb 28.

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