ADVANC x THCOM: enhanced network and satellite terminals for border command centers, mobile task units and strategic border areas to facilitate seamless communication for military officers, improve coordination & real-time situational monitoring. Comment: Has gulf become a strategic national asset of importance? If so, could the country nationlise it? And then pigs will fly BCPG […]
Read More →ADVANC revised up FY service revenue growth to 4-6% from 3-5% previous guidance, up EBITDA growth to 4-6% yoy. Comment: Market share gain? Whilst True will say losing the EPL means nothing (and they’re probably right financially), it’ll still create the narrative that AIS is winning market share.. GULF to book Bt8.2b dividend income from […]
Read More →ADVANC adds Bloomberg TV, Fox News and Fox Business to exclusive content pkg on AIS PLAY Family package, allows subscribers to view content across all devices: smartphones, tablets, smart tv and PLAYBOX set-top box. Comment: AIS taking True out back and spanking them with the silly stick. AOT: SIA tops global list of airports with […]
Read More →AMATA’s assessing the impact of 36% US tariff, but was in line with its expectation, still keeps 3,500 rai land sale target this year, while WHA said no impact to its main customers, EV and data center, but assessing impact on electrical appliance clients, firms on 1,750 rai land sale target. Comment: Let’s see how […]
Read More →NBTC board postponed endorsement of June 29 mobile spectrum auction, won by TRUE and ADVANC, to make sure there was no collusion, rescheduled meeting to Jul 6, the deadline for it to approve the bidding outcome. Comment: Perhaps for the first time I agree with this news that this is no collusion between these twogroups […]
Read More →ADVANC, GULF, JAS secure exclusive rights for Thai Football League broadcasts for the next 4 seasons till 2029, includes an option for a 2-year extension. Comment: It does feel that Gulf is slowly chopping away at the stranglehold that CP group has had with True. AOT: Emirates launch 2 new routes via BKK-Danang & BKK-Siam […]
Read More →ADVANC’s 1Q25 NP due today, expected to report Bt9.82b bbrg consensus, +16.2% yoy, on stronger core segments, mobile and fixed broadband biz. Comment: No more free coffees and their margins are going higher. Choose which oligarch you want to pay for the right to use a phone, Gulf & friends or CP Group. BGRIM reaffirms […]
Read More →ADVANC sets 3-5% revenue growth target this year from mobile and BB, to convert service stores into retail shops and digital services, with virtual banking license to add value. Comment: Either this comes from ASP increases or from taking market share from True. DMT targets new business venture to boost sustainable business growth, bid for […]
Read More →ADVANC’s expected to report Bt8.89b 4Q24 Net Profit, +27% yoy, fastest pace in last 5 quarters, supported both resilient mobile and broadband customers. Comment: Just go to the AIS Serenade stores, you’ll see the cost cutting. Aren’t duopolies great? INTUCH pays Bt6.54 special dividend, XD Feb 19. Its top holder, GULF, will book Bt8.8b dividend […]
Read More →ADVANC’s broadband unit, 3BBIF, restructuring loan with BBL, interest will be lowered from MLR to MLR -2.9% on Bt5.45b outstanding loan in accordance with BBL facility agreement. BAM allots Bt8b budget to purchase bad debts this year, aims to scoop up Bt30b-Bt40b depending on quality, launch financial prog (Smart Garden Home), allows NPA buyers who […]
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