Advanced Info Service's Earnings Likely to Be Supported by License Win -- Market Talk

Dow Jones

Jul 02, 2025

0446 GMT - Thai telecommunications group Advanced Info Service's new spectrum license win at a lower-than-expected cost is likely to boost earnings, says CGS International's Weerapat Wonk-urai. AIS purchased the 2100MHz spectrum license at a total cost of THB14.85 billion, lower than the analyst's estimate of THB30 billion, he says. He raises his FY 2025-2027 EPS forecast by 0.4%-8.5%, on the lower spectrum acquisition costs. He also revises up projections for enterprise non-mobile revenue growth for 2025-2027 to 8%-12%, from 2%-8% on the company's guidance. The brokerage upgrades its rating to add from hold and raises its target price to THB301.0 from THB291.0. Shares are last at THB284.0. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

July 02, 2025 00:46 ET (04:46 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2548785944"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2548785944\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2548785944?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-02 12:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2548785944","market":"nz","top_or_hot":-1,"title":"Advanced Info Service's Earnings Likely to Be Supported by License Win -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0446 GMT - Thai telecommunications group Advanced Info Service's new spectrum license win at a lower-than-expected cost is likely to boost earnings, says CGS International's Weerapat Wonk-urai. AIS purchased the 2100MHz spectrum license at a total cost of THB14.85 billion, lower than the analyst's estimate of THB30 billion, he says. He raises his FY 2025-2027 EPS forecast by 0.4%-8.5%, on the lower spectrum acquisition costs. He also revises up projections for enterprise non-mobile revenue growth for 2025-2027 to 8%-12%, from 2%-8% on the company's guidance. The brokerage upgrades its rating to add from hold and raises its target price to THB301.0 from THB291.0. Shares are last at THB284.0. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 00:46 ET (04:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Advanced Info Service's Earnings Likely to Be Supported by License Win -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdvanced Info Service's Earnings Likely to Be Supported by License Win -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-02 12:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0446 GMT - Thai telecommunications group Advanced Info Service's new spectrum license win at a lower-than-expected cost is likely to boost earnings, says CGS International's Weerapat Wonk-urai. AIS purchased the 2100MHz spectrum license at a total cost of THB14.85 billion, lower than the analyst's estimate of THB30 billion, he says. He raises his FY 2025-2027 EPS forecast by 0.4%-8.5%, on the lower spectrum acquisition costs. He also revises up projections for enterprise non-mobile revenue growth for 2025-2027 to 8%-12%, from 2%-8% on the company's guidance. The brokerage upgrades its rating to add from hold and raises its target price to THB301.0 from THB291.0. Shares are last at THB284.0. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 00:46 ET (04:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AEIS","symbol_name":"先进能源工业公司","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2548785944","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548785944","pubTimestamp":1751431560,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0446 GMT - Thai telecommunications group Advanced Info Service's new spectrum license win at a lower-than-expected cost is likely to boost earnings, says CGS International's Weerapat Wonk-urai. AIS purchased the 2100MHz spectrum license at a total cost of THB14.85 billion, lower than the analyst's estimate of THB30 billion, he says. He raises his FY 2025-2027 EPS forecast by 0.4%-8.5%, on the lower spectrum acquisition costs. He also revises up projections for enterprise non-mobile revenue growth for 2025-2027 to 8%-12%, from 2%-8% on the company's guidance. The brokerage upgrades its rating to add from hold and raises its target price to THB301.0 from THB291.0. Shares are last at THB284.0. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AEIS":"先进能源工业公司","BLZ.SI":"爱文思控股"},"translate_title":"Advanced Info Service的盈利可能受到许可证赢得的支持——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AEIS":1,"BLZ.SI":1},"content_text":"0446 GMT - Thai telecommunications group Advanced Info Service's new spectrum license win at a lower-than-expected cost is likely to boost earnings, says CGS International's Weerapat Wonk-urai. AIS purchased the 2100MHz spectrum license at a total cost of THB14.85 billion, lower than the analyst's estimate of THB30 billion, he says. He raises his FY 2025-2027 EPS forecast by 0.4%-8.5%, on the lower spectrum acquisition costs. He also revises up projections for enterprise non-mobile revenue growth for 2025-2027 to 8%-12%, from 2%-8% on the company's guidance. The brokerage upgrades its rating to add from hold and raises its target price to THB301.0 from THB291.0. Shares are last at THB284.0. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 02, 2025 00:46 ET (04:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}