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41 articles for Advanced Info Service PCL
Advanced Info Service PCL: Scope for an upside—a mobile ARPU uplift in 2023
Mobile and FBB competition to improve from 1Q23 onward. Scope for an upside from the mobile ARPU uplift in 2023. Focus on profitable revenue and market share—highlight in 2023.
Prasit Sujiravorakul @ Bualuang Securities 20 March 2023
Advanced Info Service PCL: Core profit slightly above estimate; 1Q23 core profit on the rise YoY
Core profit beat our estimate modestly. ADVANC posted a net profit of Bt7.36bn for 4Q22. We lifted our 2023 forecast by 5% for both net profit.
Prasit Sujiravorakul @ Bualuang Securities 10 February 2023
Advanced Info Service PCL: QoQ recovery mode seen in 4Q22
Slightly improved mobile and FBB competitive climate in 4Q22. 4Q22 core service revenue to rise YoY and QoQ. Insights into 4Q22—core profit to recover QoQ.
Prasit Sujiravorakul @ Bualuang Securities 12 January 2023
Advanced Info Service PCL: High probability of terminating Lease Agreements with JASIF in 2032
TTTBB’s turnaround to black ink expected in 2026. High likelihood of Lease Agreement termination after Jan 29, 2032. The launch of AISIF Infrastructure Fund looks probable.
Prasit Sujiravorakul @ Bualuang Securities 28 November 2022
Advanced Info Service PCL: Neutral to a slight positive impact from the TTTBB & JASIF acquisition deal
BOD’s final approval of TTTBB and JASIF acquisition. Long-term competitiveness—the main rationale for the acquisition. Small positive to DCF but a modest drag to P&L during 2023-25.
Prasit Sujiravorakul @ Bualuang Securities 17 November 2022
Advanced Info Service PCL: Core profit slightly below model; flattish YoY 4Q22 core profit estimate
Net profit aligned with model, but core profit slightly missed. ADVANC posted a net profit of Bt6.03bn for 3Q22. Mobile revenue dipped 0.3% YoY and 0.4% QoQ in 3Q22.
Prasit Sujiravorakul @ Bualuang Securities 4 November 2022
Details
Thailand
Asia
Telecommunication Services
About
Advanced Info Service Public Company Limited is granted a 25-year concession expiring the year 2015 by the Telephone Organization of Thailand to provide cellular phone services. The Company provides analog mobile phone services through the Nordic Mobile Telephone (NMT900) network, and digital phone services through the Global Systems for Mobile Communication (GSM) network.
