Tag: ADVANC

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Stocks in the news (advanc, age, banpu, cth, delta, eastw, estar, ifec, intuch, jsp, kcm, ktc, mint, ncl, scc, sccc, trc, tsr, tta, ukem, wha, world) 31.07.15

ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

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Random Thoughts: Discussion w/ the Smartest Men in Thailand

As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]

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Stocks in the news (advanc, cho, cpf, dna, match, ml, nch, nusa, pae, ps, salee, samco, sawad, scp, smm, tae, tasco, thcom, uac) 07.07.15

ADVANC ADVANC expects 2Q15 sales to drop more than 10-20% on the slow economy, though internet utilization will still grow. ADVANC says the company is not worried about sales as there are more than 10mn prepaid subscribers who do not register. (Khao Hoon, 07/07/15) Comment: That’s a huge drop for ADVANC. CHO CHO expects to […]

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Stocks in the news (advanc, aira, akr, cbg, cwt, dna, ea, forth, ifec, hotpot, kkc, ktc, planb, prin, pttgc, richy, sanko, seaoil, siri, wha) 03.07.15

ADVANC ADVANC expects to be a leader in broadband business by partnering with TOT; this is expected to be concluded in 3Q15. 2H15 revenue is expected to mark a record high thanks to seasonality. Subsidiary AWN is preparing to participate in the 4G auction. (Thun Hoon, 03/07/15) AIRA AIRA expects 10-20% revenue growth this year, benefitting from […]

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Stocks in the news (advanc, aira, amata, bdms, ci, ea, earth, ecf, gunkul, ifec, kbank, kiat, mtls, pf, pico, prin, ptg, rwi, sim, scc, takuni, thcom, tpch, vibha) 02.07.15

ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]

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Stocks in the news (advanc, aot, bkd, bjchi, ccp, chg, cho, dtac, ecf, gunkul, ilink, maco, mint, super, svi, tgci, tpch, tvd, tvt, uac) 30.06.15

ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there.  AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]

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Stocks in the news (advanc, amata, becl, bmcl, fsmart, beauty, hft, ilink, irpc, lanna, lh, loxley, ml, ple, ptg, ptt, ratch, qh, synex, ttw, wave, work) 25.06.15

ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]

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Stocks in the news (advanc, bigc, city, lpn, ptg, sena, slp, sithai, susco, svi, thcom, ticon, tpch, vgi) 08.05.15

ADVANC 1Q15 earnings will be released today. Net profit is expected to grow 3% to Bt9.74bn benefitting from 54% growth in revenue from sales and 7% growth in revenue from service. Net profit this year is estimated to hit Bt42.81bn, 17%growth. (Khao Hoon 08/05/15) BIGC 1Q15 earnings grew 14.6% YoY from sale promotions to Bt1.44bn, […]

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Stocks in the news (advanc, aie, ajd, arrow, centel, cho, ci, dtac, eastw, ifec, ilink, match, mc, mlink, ple, prin, rojna, samtel, super, tluxe) 28.04.15

ADVANC ADVANC expected 1Q15 profit to rise YoY due to greater use of its data services. The company maintains its revenue growth (excluding interconnection fee) at 3-4% YoY in 2015 with new service in high-speed internet (1Gbps) called “AIS Fibre” to attract 100,000 users. (Khao Hoon, 28/04/15) Comment: This could very well be the end […]

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Stocks in the news (advanc, aq, banpu, css, chg, dcc, epg, kkp, plat, sawad, sena, solar, spali, tpch, trc, ttcl) 24.03.15

ADVANC ADVANC ready to bid for any license and on any spectrum available. The firm says the increase in small cells means its network capacity can serve up to 50mn subscribers. Currently, ADVANC has about 44.3mn subs. The firm has launched a new service so called “Beat Banking” to drive data growth this year. (Kao […]

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