ADVANC Advanced Wireless Network (AWN) paid Bt20.493 billion to the National Broadcasting and Telecommunications Commission (NBTC) yesterday as the first installment of the 1,800MHz license upfront fee. (Khao Hoon, 25/11/15) Comment: And TRUE hadn’t paid their first part yet. Surprised much? Eyes are now fully focused on the remaining 900 MHz that should be up […]
Read More →We’ve been following Thailand’s mobile saga with great amusement the past few days watching the # of bidding rounds continuing to increase and the value of each bid getting higher and higher. So after a 30 hr bidding marathon the results came out as follows: It was concluded at the 86th round! True won the […]
Read More →ADVANC ADVANC expects to report 3Q15 earnings tomorrow. It expects 9M15 net profit of Bt28bn (+4%) despite 3Q15 net profit dropped by 7% to Bt8.35bn. (Khao Hoon, 09/11/15) AKR AKR expects to get a Bt150mn electric transformer project from the MEA, which will raise its backlog to Bt600mn. It expects 2015 revenue to achieve target […]
Read More →In the past week you’ve seen ADVANC drop into the 210’s only to rebound back to 230’s levels – why? Well its the usual noise between a government and a private operator where concessions are in play, its standard for any emerging country to have these issues. So what were the headlines that drove the […]
Read More →ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]
Read More →4G!!! From a green light to a red light to back to a green light. News has announced that the NBTC will go ahead with the auction of the 2 telecom licenses on the 900-MhW and that it has been approved by the board, thus 15 Dec looks like a go. AIS being sued by […]
Read More →ADVANC ADVANC maintains its 3% revenue growth target this year. The company plans to expand to the 4G network in 3-4 months if it wins the 4G auction. (Thun Hoon, 19/8/15) BAFS BAFS plans to raise this year’s revenue target in response to high demand. It plans to use Bt600mn CAPEX this year for business expansion. (Khao […]
Read More →ADVANC ADVANC is talking to TOT to become a business partner; it expects this to be finalized in August. ADVANC is ready to bid for both 1800 and 900 spectra in the 4G auction. It plans to expand its market in 2H15. It targets 2015 revenue growth of 3%. (Khao Hoon, 11/08/15) BCP BCP targets […]
Read More →ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]
Read More →ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
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