Update shared on05 Sep 2025
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.
- Announced an interim cash dividend of THB 6.89 per share for H1 2025, payable in September.
- Mr. Surin Krittayaphongphun's directorship was changed from Independent Director to Executive Director.
- Mr. Tee Seeumpornroj was appointed as CFO, replacing Mr. Montri Khongkruephan, who became Chief Audit Officer, effective July.
- Board approved a THB 375 million shareholders' loan from AIS DC Venture to GSA Data Center 01 Company Limited as part of a THB 1.5 billion financing round.
Valuation Changes
Summary of Valuation Changes for Advanced Info Service
- The Consensus Analyst Price Target remained effectively unchanged, at THB331.21.
- The Consensus Revenue Growth forecasts for Advanced Info Service remained effectively unchanged, at 2.8% per annum.
- The Future P/E for Advanced Info Service remained effectively unchanged, at 23.89x.
Disclaimer
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