Advanced Info Service PCL
(BKK:ADVANC-R)
฿
222.1599
0 (0%)
Market Cap: 826.77 Bil
Enterprise Value: 1.04 Tn
PE Ratio: 24.66
PB Ratio: 9.17
GF Score: 75/100 
Q3 2024 Advanced Info Service PCL Earnings Call Transcript
Nov 01, 2024 / 12:30PM GMT
Release Date Price:
฿222.16
Key Points
Positve
- Advanced Info Service PCL (AVIFY) reported healthy growth in its mobile business, driven by stable competition and increased data consumption.
- The company maintained growth in its broadband segment, nearing a subscriber base of 5 million, with a focus on upselling higher-value packages.
- Enterprise non-mobile services benefited from increased demand for EDS and cloud services, with significant cloud revenue growth from large projects.
- The company launched green funding initiatives, including Green Bonds and Green Loans, to support sustainability-focused projects like expanding 5G networks in rural areas.
- Advanced Info Service PCL (AVIFY) exceeded its 9-month performance guidance, benefiting from increased economic stability and a steady rise in tourism.
Negative
- The company faces challenges from a lower GDP forecast due to weaker consumer sentiment, slower private investment, and recent flooding impacts.
- Consumer sentiment for the fourth quarter remains uncertain, with GDP forecasts revised down despite expected government stimulus.
- There is a potential for increased CapEx in the future, as the company strategizes its investments for next year.
- The company experienced a sequential decline in blended ARPU, attributed to seasonality and optimization of device subsidies.
- Advanced Info Service PCL (AVIFY) is closely monitoring the impact of recent floods, which heavily affected customers in Thailand's northern and northeastern provinces.
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Good evening, everyone. Welcome to third quarter of 2024 results conference call. Thank you very much for joining us late in this Friday evening. First, let me introduce our management, CEO, Khun Somchai.
Somchai Lertsutiwong
Advanced Info Service PCL - Chief Executive Officer, Acting Chief Corporate Officer, Executive Director
Good evening.
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Our Chief Consumer Business, Khun Pratthana.
Pratthana Leelapanang
Advanced Info Service PCL - Chief Consumer Business Officer
(spoken in Thai)
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
CEO Broadband, Khun Tee.
Tee Seeumpornroj;Somruetai Tantakitti
Advanced Info Service PCL - Chief Executive Officer - Broadband Business;Advanced Info
Good morning -- sorry, good evening.
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