ADVANC to boost revenue from digital entertainment app, AIS Play, above Bt1b within FY22, sees opportunity from large subscriptions base. Comment: I use their service ~4x a year to watch sporting events and stream it to my TV (as I did last night with the French Open), I don’t see how normal TV channels survive. […]
Read More →ADVANC sees marginal rise in 3Q earnings QoQ as price hike on air time package off-set by normalized mobile & bb subs post lockdown, momentum into 4Q onward from surging migration to AIS 5G services, firmer market share from wider network coverage and increasing in 5G handset model from current 12 models, expects additional 30 […]
Read More →ADVANC sees marginal impact from tower dispute settlement with State-owned, CAT Telecom, after transfer 155 telco towers ownership to CAT & and rent back from CAT for 5 years from Jul 1,20, CAT will use space & maintenance service from ADVANC over the same period, estimate net impact Bt186m where Bt90m has already booked in […]
Read More →ADVANC in 70:30 JV with SPI to set up Saha Advance Network (SAN) with Bt30m registered cap, offering fiber optic and ICT infra within SPI’s industrial estate and EEC area. AMA target to lift biodiesel transport revenue to 15% of total revenue from 11% last year, sees solid turnaround 2H from higher traffic from improving […]
Read More →Mobile operators expecting to recovery 2H from absence of price war and unlimited data packaging, ADVANC & DTAC FY20 yield should stay above 3%, Tabloid. AH sees 2H turnaround from larger OEM order from Nissan after shift productions from Indonesia to Thailand, expects higher revenue contribution from Nissan from current 4%, sees positive utilization rate […]
Read More →ADVANC target 300K new AIS Fibre customers this year, from 1m at end of-2019, as lockdown boosted demand for high-speed BB. BLAND launches community mall, Cosmo Walk, to boost recurring income and adding value to its Muang Thong Thani complex. EA reports Bt2.2b CD 2x covered, healthy demand for 2-3 year maturity JAS received Bt942m […]
Read More →ACAP: on verge of trading suspension aft default Bt 1.88b CD, tabloid. Comment: Well lets see….SET is rather flexible with how they implement rulings…but w/o a doubt ACAP has defaulted and could do down the IFEC route unless they raise capital. ADVANC’s gearing up for 5G investment in the EEC and applying AIS’s ultra-fast mobile […]
Read More →FTSE rebalance today may see as much as Bt3.6b outflows, after FTSE All World cuts SET weighting to 2.98% from 3.05%, while FTSE SET index sees additions in CRC, DIF, ACE, BAM, RBF. ADVANC signed JV Saha Pathana Group to develop fiber infra to expand corporate BB, data center, 5G solutions and cloud services for […]
Read More →ADVANC sees positive 3Q momentum from higher ARPU as deep discount package already expired since end of-May, higher market share on FBB supported by WFH demand. Comment: Still curious to see the 5G story play out. If anyone has a decent paper out there on 5G please send it across, specifically the beneficiaries. NPLs expect […]
Read More →ADVANC wins court battle against NBTC, who tried to force ADVANC to pay Bt7.2b remedy packages to 900MHz subscribers. Comment: So the NBTC just wasted our taxpaying money, no surprise. ITEL: signs a data service contract with KTB worth Bt 165m, lifts backlog to Bt 4.53b, target 20% CAGR over next 3 years. Comment: Anyone […]
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