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Advanced Info Service

Advanced Info Service (ADVANC TB)

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Analysis
Communication ServicesThailand
Advanced Info Service Public Company Limited is granted a 25-year concession expiring the year 2015 by the Telephone Organization of Thailand to provide cellular phone services. The Company provides analog mobile phone services through the Nordic Mobile Telephone (NMT900) network, and digital phone services through the Global Systems for Mobile Communication (GSM) network.
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27 Nov 2015 01:36

Intouch (INTUCH TB):  HoldCo Impact of Spectrum Auction

The current spectrum auction and the results of the, phase II, 900MHz auction next month may present some excellent opportunities in the...

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26 Nov 2015 03:53

The Urge to Merge - EM Telcos Look at Consolidation

The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...

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16 Nov 2015 07:14

Spectrum Sticker Shock in Bangkok

Thailand held its initial spectrum auction from 11-12 November. At stake were 2 blocks of 1800 MHZ spectrum available for 4G.  We wrote about the...

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16 Oct 2015 08:34

Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers

Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...

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13 Oct 2015 06:36

Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.

These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...

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