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DTAC fell 2.68% after preparing measures to compensate clients who lost “half of the rights” of less than 3.5 billion baht. Excluding clients
The reporter reported that the price movement of Total Access Communication Public Company Limited or DTAC, opened the market this morning, fell 2.68%, the price fell 1 baht to a price of 36.25 baht, the commercial value of 221 million baht
Yesterday (December 16, 20), the Office of the Broadcasting Commission Television Business And the National Telecommunications Commission (NBTC) called DTAC for clarification after the collapse of the system. People who are in the process of registering the “middle of the project” were affected. The company is willing to issue compensatory measures Maximum value not more than 3,500 baht
Asia Plus Securities (SEC) is assessed as a risk for the estimate, as follows: 1) Expenses / income lost from corrective measures 3,500 baht per person, it is estimated that there is a possibility that approximately 1.0 million people will are affected. (Based on 5 million eligible participants and DTAC market share (Number of numbers) with 20.9%
Believe that not all customers are affected You will receive the privilege in time for DTAC’s preliminary determination, therefore, evaluating every 10% of the affected group (1.0 hundred thousand people) will affect the 2020 profit of approximately 5.1% and the 0.11 baht share value, excluding any impact that may occur. On the other hand, 2) potential customers, with every 1% of customers moving, it will affect the profit of about 7.9% and the share value of 0.18 baht.
In general, ASPS retained its core value first to see the obvious impact of downside. However, compared to the current price, the advantage was limited, so he reduced the recommendation to a switch to ADVANC that had a clear opportunity to benefit from the situation.
