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

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

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ADVANC
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 11 Dec 2025

Fair value Increased 0.45%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
6.3%
7D
-0.3%

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).
  • The deal includes major events such as the FedExCup Playoffs and the Presidents Cup, which will be offered at what AIS describes as accessible pricing, with plans for joint marketing to grow the local golf fan base (Key Developments).
  • AIS plans to use the PGA TOUR partnership to strengthen its position as a leading sports and entertainment platform in Thailand. This supports its “All Sports in One Platform” strategy across football, tennis, basketball, American football, and golf (Key Developments).
  • The Board approved the promotion of Deputy Chief Executive Officer and Chief Operating Officer Pratthana Leelapanang to Chief Executive Officer, effective 3 November 2025, succeeding retiring CEO Somchai Lertsutiwong, who will remain on the Board (Key Developments).

Valuation Changes

  • Fair Value: Risen slightly from THB 341.84 to THB 343.37, reflecting a modest uplift in the intrinsic value estimate.
  • Discount Rate: Unchanged at 7.44 percent, indicating no revision to the perceived risk profile or cost of capital.
  • Revenue Growth: Effectively unchanged at about 3.02 percent, suggesting stable expectations for top line expansion.
  • Net Profit Margin: Risen slightly from approximately 21.90 percent to 21.91 percent, pointing to marginally stronger profitability assumptions.
  • Future P/E: Risen slightly from about 23.55x to 23.65x, implying a modestly higher valuation multiple on future earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.