ADVANC (ADVANC TB): Half of Thailand Uses AIS’ Mobile Services

Thai Telecoms: Spectrum Prices Have Peaked

DTAC 3Q Result: No Recovery Yet. Spectrum Issue Now Solved, but Leverage Is Rising.

Thai Telcos: TRUE Continues to Gain Share.

Thai Telcos: Spectrum Auction Delay Would Be (More) Bad News for DTAC

TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.

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<p>We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to be paid - there was news today that all three telcos applied for bid documents, even though <a href="https://www.smartkarma.com/entities/8" target="_blank" data-smartkarma-citation="entities:8:1">TRUE (TRUE TB)</a> and to some extent <a href="https://www.smartkarma.com/entities/947" target="_blank" data-smartkarma-citation="entities:947:1">AIS (ADVANC TB)</a> had earlier implied that they might not bid.Our view remains that with rapidly rising data demand, all three operators would like to get their hands on more spectrum. Thailand is one of the most spectrum…</p>

We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to be paid - there was news today that all three telcos applied for bid documents, even though TRUE (TRUE TB) and to some extent AIS (ADVANC TB) had earlier implied that they might not bid.Our view remains that with rapidly rising data demand, all three operators would like to get their hands on more spectrum. Thailand is one of the most spectrum…

AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High

Advanced Info Service

AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High