The fourth quarter of 2017/18 (ended 31 March 2018) 1 VGi GLOBAL MEDIA PLC MANAGEMENT DISCUSSION & ANALYSIS 2017/18 17 MAY 2018 MEDIA INDUSTRY The Thai advertising market has been shaped by major
had a higher impact from the decline in domestic purchasing power leading to lower prepaid usage despite an increase in tourism-related income. Competition remained intense with the market continued
increase of total sales volume, especially from thruput volume through service stations, which has the second largest market share and is constantly on the rise. However, intensifying market competition has
both pricing environment and handset campaigns despite lessen from previous year. Market was driven by postpaid acquisition via handset bundling package causing steady rise in blended ARPU throughout the
pursuant to the Notification of the Capital Market Supervisory Board No. TorChor. 20/2551 Re: Rules on Entering into Material Transactions Deemed as Acquisition or Disposal of Assets, and the Notification of
& Calpis grew 1.5% YoY and above market growth. C-Vitt became #1 brand in functional drink with market share of 23.3% in Q3’18 from 16.9% in Q2’18. Domestic Personal Care grew 9.1% YoY. At constant FX
disposal of assets in accordance with the Notification of the Capital Market Supervisory Board No. TorChor 20/2551 Re: Rules on Entering into Material Transactions Deemed as Acquisition or Disposal of Asset