In recent developments, Google has introduced new tools aimed at enhancing user experience with its AI product, Gemini. Just before the launch, users were limited in their ability to transfer data from other AI chatbots. Now, Google has rolled out the Import Memory and Import Chat History features, which allow users to seamlessly transfer personal settings and upload chat history files from previous services.
The Import Memory tool enables users to bring over their preferences from other AI platforms, making the transition to Gemini smoother. Meanwhile, the Import Chat History feature facilitates the uploading of past conversations, providing continuity for users switching to Gemini.
These features are available to both paid and non-paid users, although they are not accessible to business profiles or individuals under the age of 18. This move marks a significant step in Google’s efforts to improve user engagement and retention within its AI ecosystem.
On another front, CLSA has recently initiated coverage on AIS, a leading telecom and digital technology provider in Thailand. CLSA has assigned an Outperform rating to AIS, setting a target price of Bt410, which implies a potential total return of 14% for investors.
CLSA’s analysis suggests that AIS is well-positioned for growth, forecasting a compound annual growth rate of 8% for its core earnings from 2026 to 2028. This optimistic outlook is supported by AIS’s strategic investments, with an additional allocation of 8-10 billion Baht planned to enhance its market position.
Furthermore, AIS is expected to maintain a capex-to-revenue ratio of 15% during the same period, indicating a commitment to infrastructure and service improvements. The company also anticipates a dividend yield of 4-5%, which could attract income-focused investors.
As AIS prepares for future growth, its estimated net debt to EBITDA ratio for 2026 is projected to be 2.1, reflecting a manageable debt level in relation to its earnings. Additionally, AIS has achieved an ESG score of 84.1, showcasing its commitment to environmental, social, and governance standards.
The recent advancements in AI data transfer by Google and the positive outlook for AIS from CLSA highlight significant developments in the technology and telecom sectors. These changes are crucial for both companies as they navigate competitive landscapes and aim to enhance user experiences and shareholder value.
Details remain unconfirmed regarding the full impact of these changes on market dynamics and user adoption rates.