ADVANC ADVANC targets revenue growth of 4-5% in 4Q14, from 3Q14 revenue of Bt29.382bm. For the year, it expects revenue from services to grow at its target rate of 1-2%. It said it is confident that bidding for 4G will start 3Q15. (Kao Hoon, 07/11/14) Comment: The key thing that most investors look at here […]
Read More →ADVANC ADVANC to launch fixed broadband service early next year. It targets 300,000 customers in the first phase and expects to invest Bt4.6bn. It also said that over the past two years it has invested Bt80bn in its 3G network and it expects to reach 20,000 3G base stations by the end of this year, […]
Read More →ADVANC AIS lays broadband blueprint – Advanced Info Service (AIS), the country’s largest mobile operator, is jumping on the fixed-line broadband internet bandwagon with planned commercial service to begin in early 2015. “We believe now is the perfect time to enter the market, worth 50-60 billion baht last year, as the industry just reached a […]
Read More →ADVANC Board approves Bt4.6bn for fixed broadband investment. Management reports that demand for internet has risen to 6.8mn households. It believes in its network coverage and targets 80,000 clients in the first year. (Thun Hoon, 10/09/14) AOT AoT hosts ASEAN airports forum – Leaders of Southeast Asian airport authorities will congregate in Phuket today and […]
Read More →ADVANC ADVANC building up 3G network. It will bring total stations to 20,000 in 2014 from the current 19,000. It plans to set up 3,000 small cells nationwide in 2014 from currently 300 to support data usage. (Kao Hoon, 01/09/14) AMATA Amata well positioned to tap into AEC potential – With the formation of the […]
Read More →ADVANC ADVANC says delay in 4G will not impact performance as it has 15MHz on the 2.1GHz spectrum to support 50mn clients. The company expects 2H14 revenue growth of 2-4% YoY after economic recovery and also entry into the fixed-line broadband business. (Kao Hoon, 18/08/14) Comment: And it has a near 7% dividend yield at […]
Read More →ADVANC ADVANC plans to pay DPS of Bt6.04, XD 13 August, though its 1H14 net profit declined to Bt17,96bn due to higher depreciation and amortization. Its 3G clients increased to 34.4mn but the company reduced revenue growth target to 1-2% YoY in 2014. (Kao Hoon, 05/08/14) Comment: ADVANC has been an easy trade in the past 2 […]
Read More →ADVANC ADVANC will invest Bt800mn into its Serenade clients by launching the “Serenade Emerald” privilege club. It expects this to help push its customer base to 2.3mn by the end of this year. (Kao Hoon, 22/007/14) AJD AJD to benefit from digital TV coupons, expected to be distributed by September 15th. Management expects set-top box […]
Read More →Well that was fun morning session with the NCPO announcing a postponement for the 4G, specifically that it would auction in July next year 25 MHz of bandwidth on the 1800 MHz spectrum and 17.5 MHz on the 900 MHz spectrum. What happened? Well let’s have a look @ the charts. The telco sector is […]
Read More →ADVANC ADVANC will invest more than Bt1.4bn this year to help expand the number of base stations to more than 252,000 in the country and to improve its call centers and change its uniform design. (Khao Hoon, 14/07/14) CPF CPF said sales will grow by more than 15% this year due to lower raw material […]
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