ADVANC may report Bt6,688m 3Q21, +2.7% yoy, as online-call center and AIS mini corner helped servicing clients during pandemic, while AIS fiber home internet rev showed promising growth, Tabloid. Comment: The story for ADVANC is 1) sale of assets to a fund 2) True & DTAC merging and then the entire sector can start charging […]

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ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]

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ADVANC maintained current approach to expand 5G network to increase market share to offset lower purchasing power from Covid, target 5G subscribers >2m by end of year from current 1m, stock trades XD on Monday (Aug 16), Bt3.5. Comment: Assuming that True takes DTAC, the telco industry is going to rock and roll. BPP acquires […]

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ADVANC’s expected to report today, Bt6.68b 2Q consensus. ANAN postpones sales of Bt6b bond by a week, as it plans to appeal the verdict of the Central Admin Court, which revoked a notification document to allow the construction or modification of Ashton Asoke. Comment: Imagine you bought a unit at this project as an investment, […]

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ADVANC secures official broadcaster right for Toyko Olympics on AIS Play for all matches. Comment: This is slowly taking True’s market share. AIS Play is fantastic for sports today versus True especially on a price comparison basis. BA to suspend BKK-Samui route from Jul 21 and postpone resumption of 5 other routes. Comment: I know […]

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ADVANC: Supreme Admin Court dismiss the CAT’s Bt2,449m damage claim against ADVANC, legal dispute is considered final. Comment: This case has been going on for a decade, should help the “overhang” on the share price. AOT 8M into this fiscal year (Oct-May its passengers fell 71.5% to 18.33m, flights dropped 51.6% to 206K flights, yet […]

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ADVANC teams up 6 hospitals to provide telemedicine services, AIS Well-Being, thru digital platform, aims to fill demand from long distance patients, offering real time consultations & monitoring without need for in-person visit. Comment: AIS is achieving what DTAC said they would do 5-7 years ago. BLA launches saving insurance plan, offering min returns, principal […]

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ADVANC’s partnered with Microsoft Thailand on 5G-driven cloud innovation as part of its strategy to capitalise on burgeoning demand in the segment, driven by a push for digital transformation by enterprises. Comment: Disney and now Microsoft. DTAC is gone, TRUE is still figuring out how to do cost-cutting… APP’s firm on 10-15% revenue growth target […]

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ADVANC upbeats 2H earnings from higher BB subscribers & eased px war, will launch budget 5G handset <Bt10k to expand segment coverage, accelerated data package upgrade to 5G. Comment: Imagine the second order effects from this. Allianz sees growth from insurance business in Asia post C19 as risk awareness grows. Comment: The listed play here […]

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ADVANC firms on plan to expand 5G coverage, sees mass data package upgrade for surging demand for distance learning and WFH, add bundle pkg 5G, BB and wifi to draw more subscribers. GLOBAL upbeats 2Q earnings from higher sales yoy, wider margins on building mat thanks to higher steel price and tailwind from online sales, […]

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