ADVANC sees 2H turnaround from larger revenue from roaming service on recovery demand for travel, sees positive momentum in upmarket & corporate solutions, maintaining 4-6% FY22 revenue growth target. Comment: No one (except for this one incredible lady who is reading this) comments on the fact that ARPU’s for 5g are rubbish. AS will launch […]
Read More →ADVANC’s expressed opposition to the planned merger of its rivals TRUE and DTAC during the hearing organized by the NBTC, saying the deal wud diminish the price war and free competition in the segment. Comment: Well would they publicly support it? DCC sees flat qoq in 2Q22, firm on 5% revenue growth target this year […]
Read More →ADVANC’s written to the NBTC to express opposition to the planned merger of its rivals TRUE and DTAC, according to a source at the regulator. Comment: The letter probably said this “we don’t want to be the #2 player, it hurts our ego” AMATA’s board approved land investment in Laos, will start develop industrial estate […]
Read More →ACE signed PPA with EGAT for 8 community PP with 50MW capacity, to spend 10 months on construction, ready to bid for 400MW in 2nd phase. Comment: Are you ready to see ACE win most of the 2nd phase? NBTC’s summoned ADVANC to meet today to explain the downing of its mobile and fixed internet […]
Read More →ADVANC: 4Q21 NP of Bt6,863m, -4.2% yoy, +7.7% qoq, topped Bt6,628m consensus, yoy drop was mainly due to a higher cost of service ex. IC of Bt21.7bn (+6% yoy, +1.1% qoq) from an amortization of 700MHz and 2.6GHz spectrum licenses acquired in 2021. Sets FY22 capex within Bt30-35b, target mid-single digit growth for services revenue, […]
Read More →National Telecom (NT) is in talks with ADVANC for a partnership deal that would see ADVANC purchases 10MHz of bandwidth on the 700MHz spectrum range from NT. Comment: See there are still 3 telco players in Thailand. EKH anticipates solid 1Q from RT-PCR tests on resurgence of 5th wave, will cod elderly care home & […]
Read More →ADVANC sets Bt25-30b 5G capex next year, while AISCB to start lending services 1Q22, penetrating 43m its customer base., sees strong data traffic next year supported by Metaverse trend, roll out bundled 5G handset and air time package to boost market share. Comment: SCB is no longer restricted to its own branch network. Britania, a […]
Read More →ADVANC reported 3Q net profit @ Bt6.37b, -2% yoy vs Bt6.54b consensus, subscribers rose to 43.7m, BB topped 1.6m subscribers, ARPU slightly drop from competitive air time package, will start digital lending venture with SCB (AISCB) 1Q22. AS will launch 3 mobile games before end of year, developing virtual reality (VR) games to capture growing […]
Read More →ADVANC may report Bt6,688m 3Q21, +2.7% yoy, as online-call center and AIS mini corner helped servicing clients during pandemic, while AIS fiber home internet rev showed promising growth, Tabloid. Comment: The story for ADVANC is 1) sale of assets to a fund 2) True & DTAC merging and then the entire sector can start charging […]
Read More →ADVANC agreed to pay Bt448m to settle Bt50b dispute with NT, paying ways for future collaboration. Comment: All of these lawsuits will be settled due to the new owners. APCO launches antiviral supplement, MyLife100, out on sales October 1. Comment: And these snakeoil salesmen have another bunch of rubbish supplements for you to try. BAY’s […]
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