Telecommunication services: approx. 70%
Mobile services: approx. 20%
Digital services and others: approx. 10%

Thailand: approx. 95%
Myanmar: approx. 3%
Cambodia: approx. 2%

Advanced Info Service Public Company Limited (AIS) generates the majority of its revenue from the telecommunications services sector, especially through mobile services. The main market for AIS is Thailand, where the company holds a dominant market position. Revenues from neighboring markets such as Myanmar and Cambodia are relatively small compared to Thailand, but contribute to the diversification of the company.

Production sites: Thailand

Advanced Info Service Public Company Limited (AIS) is a leading telecommunications company in Thailand. It is mainly active in the field of mobile and internet services and does not produce physical products in the traditional sense like manufacturing companies. Instead, AIS focuses on expanding and maintaining its telecommunications infrastructure within Thailand.

The company heavily invests in expanding its mobile network and digital infrastructure to provide improved services to its customers. Therefore, AIS's main activities and investments take place within Thailand.

Revenue growth: 8.5% (estimated 2024)
Investments in 5G technology: 20 billion THB (2023)
Market expansion: 3 new regional markets (planned for 2024)

Advanced Info Service Public Company Limited (AIS) pursues a strategy that heavily focuses on technological innovation and market expansion. A key element of this strategy is the significant investment in 5G technology to enhance network coverage and quality. This is intended not only to retain existing customers but also to attract new ones.

In addition, AIS plans to expand its presence in three new regional markets, supported by strategic partnerships and local collaborations. This expansion aims to broaden the customer base and tap into new revenue sources.

Another focus is on diversifying services, particularly in the area of digital services and solutions, to meet evolving customer needs and generate additional revenue streams.

Main Imported Materials: Telecommunications equipment, network technology

Countries of Origin: China, South Korea, United States

Advanced Info Service Public Company Limited (AIS) is Thailand's leading telecommunications provider and mainly imports telecommunications equipment and network technology. These materials are crucial for the expansion and maintenance of their mobile and broadband networks.

China is one of the largest suppliers of telecommunications equipment worldwide, which is why AIS sources a large portion of their hardware from there. South Korea and the United States are also important partners, as they offer advanced network technologies and innovative solutions that are essential for the modernization of AIS's infrastructure.

These imports are crucial to ensure the technological advancement and competitiveness of AIS in the Thai market.

Market share: 45% (2025, estimated)
EBITDA margin: 40% (2024)
Net Promoter Score (NPS): 60 (2024)

Advanced Info Service Public Company Limited (AIS) is the leading telecommunications provider in Thailand with an estimated market share of 45% in 2025. This dominant market position gives the company a significant competitive advantage as it benefits from economies of scale and a broad customer base.

The high EBITDA margin of 40% in 2024 indicates that AIS operates efficiently and is able to generate strong profits from its revenues. This suggests that the company has effective cost control and strong pricing power.

Additionally, the Net Promoter Score of 60 indicates high customer satisfaction and loyalty, which is another indicator of a sustainable competitive advantage. These factors together strengthen AIS's position in the Thai telecommunications market and enable the company to successfully compete against competitors.

Institutional investor share: approx. 60% (estimated for 2025)
Insider purchases/sales: No significant transactions in the last 12 months (as of 2025)

The institutional investor share in Advanced Info Service Public Company Limited is estimated to be around 60%. This is typical for large companies in the telecommunications industry, as institutional investors often prefer stable and established companies.

There have been no significant insider transactions in the last 12 months, indicating that the management and other insiders have confidence in the current company's strategy and performance. Such information is important for investors as it can provide insights into the management's confidence in the company's future development.

Market share of Advanced Info Service (ADVANC): 45% (2025)

Main competitors and their market share:

1. True Corporation (TRUE): 35%
2. Total Access Communication (DTAC): 15%
3. NT (National Telecom): 3%
4. 3BB (Triple T Broadband): 2%

Moat of Advanced Info Service (ADVANC):

Advanced Info Service (ADVANC) possesses a significant moat, which is manifested by several factors. Firstly, the company has an extensive and well-established network that provides high coverage and reliability. This infrastructure is difficult to replicate and represents a key competitive advantage.

Secondly, ADVANC has built a strong brand awareness and customer loyalty, supported by continuous investments in customer service and innovative products. This results in a stable customer base and makes it challenging for new market participants to gain a foothold.

Compared to its competitors, ADVANC, through its market leadership and financial strength, has the ability to invest in new technologies and services, further strengthening its moat. While True Corporation also holds a significant market share and resources, ADVANC has a slight advantage due to its established position and strategic alliances.

Overall, ADVANC remains in a strong position to defend and expand its moat due to its strategic investments and market strategy, even though the competition, especially TRUE, is also making significant efforts to increase its market share.

Revenue growth: 8.5% (2024) Net income growth: 7.2% (2024) Market share in the mobile sector in Thailand: 45% (2024)

Advanced Info Service Public Company Limited (AIS) recorded solid revenue growth of 8.5% in 2024, attributed to continuous demand for its telecommunications services. The company maintained its market leadership in the Thai mobile sector with a market share of 45%, indicating strong customer loyalty and effective marketing strategies.

The net income growth of 7.2% in 2024 shows that AIS is not only able to increase its revenues but also improve its cost efficiency. This is a positive sign for the company's profitability.

Additionally, AIS continues to invest in expanding its 5G infrastructure, which could lead to a stronger market position and additional revenue sources in the long term. These strategic investments could position the company well for future growth.

Overall, these factors suggest that AIS stock could be an attractive investment opportunity, especially for investors interested in a stable company with growth potential.

Dividend yield: 3.5% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Advanced Info Service Public Company Limited (SET:ADVANC) is known for its reliable dividend policy. The company has consistently paid dividends in recent years, indicating a stable financial position and a solid business model.

The estimated dividend yield for 2025 is around 3.5%. This estimate is based on the company's past payout policy and financial performance. ADVANC holds a strong market position in the telecommunications sector in Thailand, contributing to the stability and reliability of dividend payments.