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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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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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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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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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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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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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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ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

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ADVANC ADVANC announced the dividend payment in 2H15 Bt5.96/share, raising the full year dividend to Bt12/share. This year, it targets revenue growth of 3-4%. It has budget of Bt40bn to expand 3G, fiber optic and broadband. (Kao hoon, 6/2/15) CRANE CRANE will propose board to pay dividend more than 50% within 1Q15, following from the […]

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ADVANC AIS plans Bt60bn digital drive – Advanced Info Service Plc (AIS) has set aside at least Bt60bn for the first stage of fourth-generation (4G) wireless and fixed-line broadband project developments next year in a quest to capitalise on emerging digital lifestyle trends. (Bangkok Post, 19/11/14) AJD AJD targets 5mn digital TV set-top boxes for […]

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