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Advanced Info Service PCL (AVIFY)
OTHER OTC:AVIFY
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Advanced Info Service PCL
(OTC:AVIFY)
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Rating:67Neutral
Price Target:
$10.50
â–²(6.71% Upside)
The overall score is driven by strong earnings call insights and positive technical analysis, indicating potential growth and market optimism. However, concerns about high leverage, declining revenue growth, and valuation risks slightly temper the outlook.
Positive Factors
Strong Financial Position
A strong EBITDA margin and solid ROIC indicate efficient operations and profitability, providing a stable financial foundation for future growth.
Enterprise and Broadband Growth
Growth in enterprise and broadband services suggests expanding market opportunities and diversification, enhancing long-term revenue potential.
Positive Market Outlook
Economic recovery in Thailand supports a favorable business environment, potentially boosting demand for telecom services and aiding sustained growth.
Negative Factors
High Leverage
High leverage can increase financial risk and limit flexibility, potentially impacting the company's ability to invest in growth opportunities.
Decline in Revenue Growth
A significant decline in revenue growth could indicate market saturation or competitive pressures, challenging long-term growth prospects.
5G Penetration Challenges
Slow 5G adoption may hinder competitive positioning and revenue growth, as the market increasingly shifts towards advanced mobile technologies.
Advanced Info Service PCL (AVIFY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$30.07B
Dividend Yield2.67%
Average Volume (3M)1.25K
Price to Earnings (P/E)30.3
Beta (1Y)0.18
Revenue Growth14.95%
EPS Growth40.15%
CountryUS
EmployeesN/A
SectorCommunication Services
Sector Strength97
IndustryTelecommunications Services
Share Statistics
EPS (TTM)0.13
Shares Outstanding2,974,209,700
10 Day Avg. Volume0
30 Day Avg. Volume1,248
Financial Highlights & Ratios
PEG Ratio1.34
Price to Book (P/B)9.90
Price to Sales (P/S)4.51
P/FCF Ratio12.25
Enterprise Value/Market Cap1.12
Enterprise Value/Revenue0.20
Enterprise Value/Gross Profit0.52
Enterprise Value/Ebitda0.37
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Advanced Info Service PCL Business Overview & Revenue Model
Company DescriptionAdvanced Info Service PCL (AVIFY) is a leading telecommunications provider in Thailand, primarily engaged in offering mobile network services, including voice, data, and broadband services. The company operates in the telecommunications sector and is known for its extensive coverage and innovative mobile technology solutions. AVIFY's core products include mobile subscription services, value-added services, and digital content offerings, catering to both individual consumers and businesses.
How the Company Makes MoneyAVIFY generates revenue through multiple key streams, primarily from mobile telecommunications services, which include prepaid and postpaid mobile subscriptions. The company earns money from voice calls, SMS, and mobile data services. Additionally, AVIFY capitalizes on value-added services such as mobile payment solutions, digital entertainment, and cloud services, which enhance customer engagement and loyalty. Significant partnerships with content providers and technology firms further contribute to its earnings by enabling AVIFY to offer bundled services and exclusive content to its subscribers. Furthermore, the company invests in infrastructure and technology advancements to maintain a competitive edge, ensuring sustained revenue growth.
Advanced Info Service PCL Earnings Call Summary
Earnings Call Date:Nov 04, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:Feb 05, 2026
Earnings Call Sentiment Positive
The earnings call highlighted AIS's strong financial performance and growth in various segments, while acknowledging challenges in admin expenses and slower 5G penetration. The company remains optimistic about future growth and investment plans.Q3-2025 Updates
Positive Updates
Continued Revenue Growth
AIS reported solid results in Q3 with core service revenue growth supported by strong connectivity and content propositions, despite challenging economic conditions.
Strong Financial Position
EBITDA margin remained strong at 55% with a total revenue ROIC at 15%. Net debt to EBITDA was at 1.9x, indicating a solid financial position and low borrowing costs.
Enterprise and Broadband Growth
Enterprise momentum remains solid, driven by EDS & Cloud, while broadband delivered another strong quarter with innovative products and premium bundles.
Positive Market Outlook
The macroeconomic environment in Thailand is showing recovery signs, with the telecom market focusing on value creation rather than hyper-competition.
Future CapEx Plans
AIS plans to maintain network quality leadership with anticipated higher CapEx in 2026 and 2027 due to growing data usage and expansion needs.
Negative Updates
Flat Guidance Despite Strong Performance
Despite strong 9-month performance, AIS has kept its guidance unchanged, indicating possible headwinds in Q4.
Challenges in Admin and Marketing Expenses
Admin expenses may increase in Q4 due to adjustments, and marketing expenses could remain high due to seasonal campaigns.
5G Penetration Challenges
5G subscriber penetration is still around 34%, with slow growth due to limited 5G device availability and market conditions.
Company Guidance
During the third quarter of 2025, AIS reported robust financial performance with significant growth across multiple metrics despite economic challenges. The company maintained a strong EBITDA margin of 55% and a healthy return on invested capital (ROIC) of 15%, supported by efficient cost control and reduced spectrum costs. AIS's net debt to EBITDA ratio stood at 1.9 times, reflecting a solid financial position. The company witnessed growth in core service revenue, driven by its focus on 5G, broadband, and enterprise solutions, alongside an emphasis on quality subscribers and innovative products. AIS continued to expand its retail business with strategic product mix and effective stock management, contributing to profitability. Looking forward, AIS anticipates strong shareholder returns, while also preparing for future spectrum auctions and investment opportunities in AI and digital infrastructures.Advanced Info Service PCL Financial Statement Overview
Summary
Advanced Info Service PCL shows strong profitability and operational efficiency with robust margins. However, the significant decline in revenue growth and high leverage are concerns. The company maintains a solid return on equity and cash flow ratios, but the decrease in free cash flow growth warrants attention.Income Statement
The income statement shows a strong gross profit margin of 38.84% and a net profit margin of 19.18% for TTM, indicating solid profitability. However, the revenue growth rate has declined significantly by 22.83% in the TTM period, which is a concern. The EBIT and EBITDA margins remain robust at 27.38% and 53.84%, respectively, reflecting efficient operations despite the revenue drop.65
Positive
Balance Sheet
The balance sheet reveals a high debt-to-equity ratio of 2.70 in the TTM period, suggesting significant leverage, which could pose a risk. However, the return on equity is strong at 44.78%, indicating effective use of equity to generate profits. The equity ratio is relatively low, pointing to a higher reliance on debt financing.55
Neutral
Cash Flow
Cash flow analysis shows a decline in free cash flow growth by 22.53% in the TTM period, which is concerning. However, the operating cash flow to net income ratio is healthy at 0.97, and the free cash flow to net income ratio is 0.71, indicating good cash generation relative to net income.60
Neutral
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 170.77B | 213.57B | 188.87B | 185.48B | 181.33B | 172.89B |
| Gross Profit | 64.77B | 78.18B | 63.49B | 59.31B | 59.88B | 62.04B |
| EBITDA | 90.32B | 113.37B | 94.88B | 90.23B | 90.56B | 88.30B |
| Net Income | 31.20B | 35.08B | 29.09B | 26.01B | 26.92B | 27.43B |
Balance Sheet | ||||||
| Total Assets | 12.79B | 431.43B | 454.44B | 337.04B | 356.22B | 350.17B |
| Cash, Cash Equivalents and Short-Term Investments | 501.70M | 22.61B | 14.74B | 10.04B | 14.33B | 20.33B |
| Total Debt | 7.76B | 213.63B | 242.38B | 128.42B | 138.96B | 156.41B |
| Total Liabilities | 9.91B | 334.11B | 363.76B | 251.23B | 274.40B | 274.48B |
| Stockholders Equity | 2.88B | 97.22B | 90.58B | 85.69B | 81.70B | 75.56B |
Cash Flow | ||||||
| Free Cash Flow | 60.20B | 78.61B | 36.65B | 38.05B | 41.34B | 30.74B |
| Operating Cash Flow | 88.94B | 116.62B | 87.64B | 81.40B | 86.63B | 85.63B |
| Investing Cash Flow | -29.69B | -36.93B | -77.99B | -43.00B | -45.35B | -54.69B |
| Financing Cash Flow | -51.68B | -71.83B | -3.93B | -42.14B | -46.96B | -32.12B |
Advanced Info Service PCL Technical Analysis
Positive
9.84
Price Trends
9.58
Positive
9.32
Positive
8.89
Positive
Market Momentum
0.11
Negative
66.83
Neutral
92.90
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AVIFY, the sentiment is Positive. The current price of 9.84 is above the 20-day moving average (MA) of 9.75, above the 50-day MA of 9.58, and above the 200-day MA of 8.89, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 66.83 is Neutral, neither overbought nor oversold. The STOCH value of 92.90 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVIFY.
Advanced Info Service PCL Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | $18.94B | 17.79 | 8.36% | 5.03% | -3.16% | 4.70% | |
76 Outperform | $32.19B | 26.24 | 10.10% | 3.15% | 5.74% | 7.12% | |
75 Outperform | $20.49B | 15.62 | 15.54% | 6.14% | -5.21% | -7.45% | |
67 Neutral | $30.07B | 30.29 | 45.87% | 2.67% | 14.95% | 40.15% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | $30.94B | -7.15 | -7.08% | 3.77% | 19.67% | -278.51% | |
45 Neutral | $22.92B | -10.35 | -0.70% | 7.47% | -5.49% | -75.51% |
* Communication Services Sector Average
AVIFY
Advanced Info Service PCL
10.12
2.00
24.63%
CHT
Chunghwa Telecom Co
41.32
4.39
11.89%
TLK
PT Telekomunikasi Indonesia Tbk
21.09
5.60
36.15%
VIV
Telefonica Brasil
11.73
4.38
59.59%
TEF
Telefonica
4.00
0.18
4.71%
VOD
Vodafone
13.10
5.05
62.73%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.