Advanced Info Service

AI-driven Data Consumption Will Rise 15% Annually, Creating New Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

11 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.3%

7D

-0.3%

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1Y

6.3%

7D

-0.3%

You can edit this narrative until Dec 12 5:10 AM. Then, changes will post as Updates.

Author's Valuation

฿343.3711.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 0.45%

ADVANC: Sports Content Expansion And Leadership Transition Will Support Stable Outlook

Analysts have nudged their price target on Advanced Info Service slightly higher to approximately 343.37 from 341.84 Thai baht, reflecting marginally stronger profit margin assumptions and a modestly higher future earnings multiple. What's in the News AIS entered a strategic partnership with the PGA TOUR, securing exclusive rights to broadcast all PGA TOUR tournaments in Thailand via AIS PLAY and becoming the sole official telecommunications sponsor in the country (Key Developments).

Shared on 26 Nov 25

Fair value Increased 2.11%

ADVANC: Leadership Transition and Margin Strength Will Sustain a Balanced Outlook

Analysts have raised their price target for Advanced Info Service from ฿334.79 to ฿341.84, citing expectations for slightly higher revenue growth and improved profit margins. What's in the News The Board of Directors approved the appointment of Mr. Pratthana Leelapanang as the next Chief Executive Officer.

Shared on 05 Nov 25

Fair value Increased 1.08%

ADVANC: Virtual Bank Launch and Steady Margins Will Drive Measured Outlook

Analysts have raised their price target for Advanced Info Service from 331.21 THB to 334.79 THB. They cite marginal improvements in projected revenue growth and profit margin as reasons for the adjustment.

Shared on 05 Sep 25

With consensus analyst forecasts for both revenue growth (2.8% p.a.) and future P/E (23.89x) unchanged, the fair value estimate for Advanced Info Service remains steady at THB331.21. What's in the News AIS, in partnership with Krung Thai Bank and PTT Oil and Retail Business, received approval to establish a virtual bank and formed joint entities Thai Trinity Holding and Clicx Bank, with plans to commence operations in 2026 pending regulatory licensing.

Shared on 01 May 25

Fair value Increased 6.10%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 4.51%

AnalystConsensusTarget has decreased revenue growth from 3.8% to 2.3%.

AnalystConsensusTarget Fair Value

฿343.37

11.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.31%

Wireless Telecom revenue growth rate

0.07%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.44%

Calculation

฿53.52b

Earnings '28

x

23.65x

PE Ratio '28

=

฿1.27t

Market Cap '28

฿1.27t

Market Cap '28

/

2.97b

No. shares '28

=

฿425.75

Share Price '28

฿425.75 Share Price '28

Discounted to 2025 @ 7.44% p.a.

=

฿343.33

Fair Value '25