revenue is from long-term PPA with state enterprises which has no direct impact from COVID-19 while revenue from industrial users (IUs) remains stable y-on-y in Q1’2020, thanks to portfolio diversification
2H20 compared to 1H20. Dusit Thani PLC Management Discussion and Analysis For 2Q20 and 6M20 P a g e | 11 Restructuring of education business in the Philippines remains waiting for Dusit Thani Philippines
total loans ratio for 1Q21 increased to 3.2%1 from 2.9% at the end of 2020 mainly from loans exiting from the relief program. The Bank current level of capital remains strong and is above the minimum
be completed in July. The schedule of project completion remains unchanged. • The high-end condominium development project, "The Hampton Sriracha by Origin and Dusit": Postponed the pre-sale plan due
Guidance remains unchanged Guidance 1H24 Performance Core service revenue Around 13 - 15% 18% EBITDA Around 14 - 16% 21% CAPEX (exclude spectrum) Approx. Bt 25-26bn 12bn (Cashflow) Core service revenue to
rainy season. Subscriber numbers continued to rise, driven by expanding infrastructure in suburban areas, where penetration remains under 50%. ARPU growth was supported by upselling and cross-selling
-based growth in household purchasing power. At the same time, inflation remains subdued though it is expected to slowly rise. In this regard, the MPC judged that accommodative monetary policy stance would
China, and the strengthening Thai Baht currency as inflation remains low, which altogether may cause export growth to slow down compared to the prior year. Having considered the above-mentioned