New Street Research - ADVANCED INFO SERVICE (ADVANC-R) ... New Street: Thai Telcos - takeaways from our recent virtual tour

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New Street Research

Chris Hoare

New Street: Thai Telcos - takeaways from our recent virtual tour

We hosted calls with the three Thai MNOs. Differential performance gap appears to be widening, with AIS/TRUE likely to continue to gain material share from DTAC.

29/03/2021 1 EN

Underlyings

ADVANCED INFO SERVICE

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TH0268010R11 Stock Exchange of Thailand Thailand

Total Access Communication Public Co NVDR

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TH0554010R14 Stock Exchange of Thailand Thailand

True Corp. PCL NVDR

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TH0375010R14 Stock Exchange of Thailand Thailand

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Analysts

Chris Hoare

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New Street: Thai Telcos - takeaways from our recent virtual tour

True Corporation (TRUE TB) - 2Q23: Heavy Losses On One-Off Items; Signs of Improvement Observed

Thailand Daily - Monday, July 31, 2023

Advanced Info Service (ADVANC TB) - Notable Earnings Improvement In 2Q23 From ARPU Uplift

VIPS 2Q25 Preview: Lowering 2Q Topline Estimates

Microsoft vs. OpenAI: Implications for investors?

SATS, Carr, and the Art of the No Deal…Yet

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