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WHAT THEY DO
Advanced Info Service (ADVANC) is Thailand's largest mobile network operator, providing mobile voice, data, and broadband services to consumers and enterprises. It also offers digital services like cloud, IoT, and AI solutions through its AIS business units.
💎 CONVERGENCE PLAY — in 2 themes
5GDigital ServicesCloud & AI
PRICE
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REVENUE MIX
Mobile Services82%
Enterprise & Digital12%
Other6%
COST
COGS55%
SG&A12%
R&D2%
Op Margin28%
FINANCIAL HEALTH
Revenue
$6.8B
Growth
3%
Gross M.
45%
P/E
22
EV/EBITDA
9
Net M.
15%
FCF M.
8%
D/E
0.5
Op M.
28%
PLUG INTO YOUR DCF
Historical growth
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Analyst 5y growth
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Forward P/E
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PEG ratio
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Trailing EPS
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Forward EPS
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🚩 RED FLAG SCANNER — 10-K RISK FACTORS, YEAR OVER YEAR
TAM
SIZE
$330B by 2030
CAGR
9%
The Thai telecom market is mature, but digital services (cloud, IoT, AI) are expanding rapidly. AIS is well-positioned to capture enterprise digital transformation spending, with a growing addressable market beyond traditional mobile.
RISK ASSESSMENT
HIGIntense competition from True and dtac could pressure pricing and margins.
MEDRegulatory changes on spectrum fees and data privacy could impact costs.
LOWEconomic slowdown in Thailand may reduce consumer spending on data services.
🐂 BULL
AIS dominates the Thai mobile market with strong cash flows and a growing enterprise digital segment. Its 5G leadership and cloud/AI investments position it for long-term growth, with a solid dividend yield.
🐻 BEAR
Mature mobile market limits growth, and competition could erode pricing power. High capex for 5G and digital expansion may pressure free cash flow and returns.
AI-powered data via Perplexity · May contain inaccuracies
⚠️
All values, scores, and figures here are computed from your own assumptions and public data, for educational purposes only. This is not investment advice — TreasureX does not recommend buying or selling any security. Results change with your inputs. Please do your own research and use your own judgement before making any investment decision.