-3.73%
-3.12%
-1.27%
22.05%
42.20%
25.00%
31.36%
9.009.008.508.508.008.007.507.5011/27/202411/27/202412/8/202412/8/202412/19/202412/19/202412/30/202412/30/20241/11/20251/11/20251/22/20251/22/20252/2/20252/2/20252/13/20252/13/2025
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Company Description

Advanced Info Service Public Company Limited, together its subsidiaries, provides mobile network, fixed broadband, and digital services primarily in Thailand.The company operates through three segments: Mobile Phone Services, Mobile Phone and Equipment Sales, and Datanet and Broadband Services.It is involved in the operation of cellular telephone networks in the frequency of 26 GHz, 700 MHz, 900 MHz, 1800 MHz, 2100 MHz, and 2600 MHz frequencies.


The company also distributes handsets, as well as cash cards; and electronic money and electronic payment services.In addition, it provides international telephone service, broadcasting network, and television broadcasting services for various channels, as well as insurance brokerage services.Further, the company offers IT system, content aggregator, and billing and collection outsourcing services; call center services; and land and building rental services, as well as related facilities.


Additionally, it provides internet data center, and internet and satellite uplink-downlink services for communications; distributes internet equipment; publishes telephone directories and advertising; offers mobile contents; and provides training and online advertising services.The company was founded in 1986 and is headquartered in Bangkok, Thailand.

Market Data

Last Price 7.75
Change Percentage -3.73%
Open 7.75
Previous Close 8.05
Market Cap ( Millions) 23042
Volume 101
Year High 8.4
Year Low 4.86
M A 50 7.93
M A 200 6.86

Financial Ratios

FCF Yield 9.52%
Dividend Yield 3.72%
ROE 38.48%
Debt / Equity 219.73%
Net Debt / EBIDTA 169.56%
Price To Book 8.72
Price Earnings Ratio 24.16
Price To FCF 10.51
Price To sales 3.97
EV / EBITDA 9.22

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Mobile Phone Services

Expected Growth : 5 %

What the company do ?

Advanced Info Service Public Company Limited provides mobile phone services, including 2G, 3G, and 4G networks, as well as mobile internet and digital services to individuals and businesses in Thailand.

Why we expect these perspectives ?

Advanced Info Service's 5% growth in mobile phone services is driven by increasing demand for 4G and 5G services, expanding 5G network coverage, and rising mobile data usage. Additionally, the company's focus on digital transformation, innovative services, and competitive pricing strategies contribute to its growth.

Segment nΒ°2 -> Mobile Phone and Equipment

Expected Growth : 3 %

What the company do ?

Advanced Info Service Public Company Limited offers mobile phones and equipment, including handsets, tablets, and accessories, providing customers with a range of devices and services.

Why we expect these perspectives ?

Advanced Info Service's 3% growth in Mobile Phone and Equipment is driven by increasing demand for 5G devices, government initiatives for digital infrastructure development, and rising adoption of IoT devices in Thailand. Additionally, the company's strategic partnerships with device manufacturers and focus on enhancing customer experience through innovative services also contribute to the growth.

Segment nΒ°3 -> Datanet and Broadband Services

Expected Growth : 4 %

What the company do ?

Datanet and Broadband Services from Advanced Info Service Public Company Limited provide high-speed internet and data connectivity solutions for individuals and businesses in Thailand.

Why we expect these perspectives ?

AIS's Datanet and Broadband Services growth is driven by increasing demand for high-speed internet, government initiatives for digital infrastructure development, and rising adoption of online services and digital payments in Thailand. Additionally, AIS's strategic partnerships and investments in 5G technology, fiber-optic networks, and content offerings have enhanced its competitiveness and attractiveness to customers.

Advanced Info Service Public Company Limited Products

Product Range What is it ?
Mobile Network Services Advanced Info Service provides mobile network services including 2G, 3G, and 4G connectivity to individual and business customers.
Fixed Broadband Services AIS offers fixed broadband services, including fiber-optic and DSL connections, for high-speed internet access.
Digital Services AIS provides digital services, including AIS Play, a streaming service, and AIS Fibre, a fiber-optic internet service.
Enterprise Solutions AIS offers enterprise solutions, including IoT, cloud, and cybersecurity services, to businesses and organizations.
International Roaming Services AIS provides international roaming services, allowing customers to stay connected while traveling abroad.

Advanced Info Service Public Company Limited's Porter Forces

The threat of substitutes for Advanced Info Service Public Company Limited is medium due to the presence of alternative telecommunications services such as fixed-line phones and internet services.

The bargaining power of customers for Advanced Info Service Public Company Limited is low due to the lack of switching options and the company's strong brand presence.

The bargaining power of suppliers for Advanced Info Service Public Company Limited is medium due to the presence of multiple suppliers and the company's dependence on them for network equipment and services.

The threat of new entrants for Advanced Info Service Public Company Limited is low due to the high barriers to entry in the telecommunications industry, including the need for significant capital investment and regulatory approvals.

The intensity of rivalry for Advanced Info Service Public Company Limited is high due to the presence of multiple competitors in the Thai telecommunications market, including True Corporation and dtac.

Capital Structure

Value
Debt Weight 72.80%
Debt Cost 3.95%
Equity Weight 27.20%
Equity Cost 4.05%
WACC 3.97%
Leverage 267.64%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
T AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying …
CMCSA Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, …
VOD.L Vodafone Group Public Limited Company engages in telecommunication services in Europe and internationally. The company offers mobile services that enable customers to call, text, and access data; fixed line services, …
VZ Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service …
ORA.PA Orange S.A. provides various fixed telephony and mobile telecommunications, data transmission, and other value-added services to customers, businesses, and other telecommunications operators in France and internationally. It operates through France; …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
7.75$
Current Price
7.75$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

ValueQualityYieldMomentumVolatilityGrowth
Company A-Score: 5.70Peer Group Average: 8.30Leader: 4.30

Peers Group Analysis

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