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 […]
Read More →ADVANC collab with Singtel and 34 members of leading mobile alliance, Bridge Alliance, to provide GPU-asa-Service offers a convenient way to access high performance computing resources for machine learning & data-intensive applications, allows users to leverage advanced computational capabilities w/o the need for expensive hardware or complex infra mgt. BA keeps 4.5m FY passenger target, […]
Read More →ADVANC keeps 13-15% revenue growth target this year, 14-16% EBITDA, emphasizing on efficiency amid economic uncertainty. Comment: That’s not a disappointment…they’re going to destroy us (lowly consumers) BBL’s exploring virtual banking opportunities as it transitions to digital banking services in response to changing customer behavior. VGI, a unit of BTS Group, indicated its interest in […]
Read More →ADVANC: 2Q net profit @ Bt8.57b, +19% yoy, topped Bt8.43b consensus, thanks to strong operation performance & positive contribution from TTTB consolidation, mobile subscribers reached 45.7m with net add of 644k driven, estimate FY24 capex excluding spectrum at Bt25-26b lower than previous years, benefiting from the acceleration of 700MHz 5G roll out prior year & […]
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
Read More →AAV boosts flights from Phuket to Chennai & Kolkata effective Oct 27, tally to 12 cities in India 67 flights/week, sees room for growth as over 1m Indians visited TH 1H24, rolls out Airbus 321neo long fuselage narrow-body to save fuel costs, increase range, more payload. Comment: Y’day they shut down HK, today they open […]
Read More →ADVANC: Supreme Administrative Court concluded that co., is not obligated to pay Bt 16.252b additional rev share from roaming service claimed by National Telecom. Comment: Yayyy and this why they got the go ahead for the “amalgamation” (Note: I’m catching up on Thai company news on the 17th evening on an airplane) SEC has accused […]
Read More →ADVANC’s expected to report robust 2Q driven by strong ARPU aft removed low-cost data plans & wider handset margin due to lower handset subsidies, upside from cross selling strategies and sim card sales on tourism recovery. Comment: The telco’s are reducing service quality, cutting costs, increasing fees…they’re going to mint it – their only risk […]
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