Stocks in the news (aav, gtb, heng, ilink, siri, tm) 22.02.22
AAV: mulls introducing new regional routes to spur intra-Asean travel, in talk with ministers for possibility to add Jakarta- Hua-Hin route.
Comment: Retail investors are more interested in the picture of the Bitkub fellow and Tony from AirAsia that floated around social media over the past few days.
GTB: wins contract to supply fire tube boiler for biomass pp total Bt 300m.
HENG: applying for digital P-loan license from BOT, in process of developing IT infra & debt collection system, target cod in 4Q.
Comment: By now we all know that the p loan license is a waste of time.
ILINK: anticipates meaningful turnaround from networking equipment & cable sales on jump start infra expansion, contribution from EPC submarine cable projects.
Comment: Finally all the projects that they bid for years ago when the military first took over are coming through and being completed.
SIRI: target FY22 launch plan 12 residential projects total Bt 8.4b, focus on townhome to capture real demand.
Comment: We wonder what the Siri management can pull off with XPG.
TM: upbeat 1Q sales from surge demand for ATK, disposable med supplies, PPE & sanitizing products amid rising virus cases.
Comment: Haven’t we all learnt that the Atk tests are rubbish?