New Street: AIS (Buy, TP: THB225, +15%) Feedback from small group call with IR
We had a call yesterday evening Bangkok time with AIS who was moderately optimistic that the worst of the Covid story is behind us, and although Q3 is likely to be soft that from Q4 the recovery will start. AIS would be in favour of the rumoured merger between DTAC and TRUE and believes it would be passed by the regulator.
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