ไปอ่านเจอมาครับ ลองวิเคราะห์กันดู
http://www.set.or.th/set/pdfnews.do?newsId=14545702246401&sequence=0
http://advanc.listedcompany.com/misc/presentation/2015/20160204-advanc-conference_call-fy2015.pdf
Key takeaways from ADVANC Conf call:
- Successfully 2G migration number was at 2.6 million users so far while ADVANC still have time until the winner pay the 900MHz license fee.
After the shut down of 900MHz, ADVANC will roaming its 2G clients with DTAC's 1800MHz spectrum. The target budget device subsidy and roaming cost stand at Bt8bn. Please note that ADVANC expect not all 2G customer to migrate while we expect 80%.
-AIS 4G network was now open for 42 provinces, expect to cover main area for all 77 province by 2H16, and 50% population coverage by the end of 2016
- TOT deal information was still classified but AIS plan to use TOT's 2100MHz to add 3G network services. The tower deal should be announced soon after this wholesaler contract was clear. The rent should be charged by AIS usage.
- Guideline CAPEX for 2016 was at Bt40bn including 4G/3G rollout network, Bt10bn for 4,000 location BTS to close the blind spot after the 900MHz gone, and Bt7bn for fix broadband infrastructure.
- We tend to increase our forecast CAPEX to match the company guideline which should result in 1-2% lower earnings in 2016 as well as the lower target price. Other financial items seem to be maintained in our view at this time.
KGI Analyst:
หรือน้าแอ๊ดจะไม่สนใจ 900แล้ว
http://www.set.or.th/set/pdfnews.do?newsId=14545702246401&sequence=0
http://advanc.listedcompany.com/misc/presentation/2015/20160204-advanc-conference_call-fy2015.pdf
Key takeaways from ADVANC Conf call:
- Successfully 2G migration number was at 2.6 million users so far while ADVANC still have time until the winner pay the 900MHz license fee. After the shut down of 900MHz, ADVANC will roaming its 2G clients with DTAC's 1800MHz spectrum. The target budget device subsidy and roaming cost stand at Bt8bn. Please note that ADVANC expect not all 2G customer to migrate while we expect 80%.
-AIS 4G network was now open for 42 provinces, expect to cover main area for all 77 province by 2H16, and 50% population coverage by the end of 2016
- TOT deal information was still classified but AIS plan to use TOT's 2100MHz to add 3G network services. The tower deal should be announced soon after this wholesaler contract was clear. The rent should be charged by AIS usage.
- Guideline CAPEX for 2016 was at Bt40bn including 4G/3G rollout network, Bt10bn for 4,000 location BTS to close the blind spot after the 900MHz gone, and Bt7bn for fix broadband infrastructure.
- We tend to increase our forecast CAPEX to match the company guideline which should result in 1-2% lower earnings in 2016 as well as the lower target price. Other financial items seem to be maintained in our view at this time.
KGI Analyst: