preserving policy space. The MPC deemed the government’s announced relief measures and loan repayment measures to assist borrowers affected by the Covid-19 would more directly address the problems than
Competitive Environment Mobile market in 1Q19 continued to face pricing pressure. Although competition in postpaid segment has improved with most of low-tier fixed-speed unlimited plans discontinued, several
Environment The mobile market environment in 2Q18 remained competitive. Postpaid segment continued its growth with more varieties of mid-tier handsets to encourage migration of prepaid to postpaid while
mobile revenue decreasing 0.2% YoY and 1.1% QoQ. However, as the low-tier fixed-speed plans had been seized, we expect the pressure on ARPU to gradually ease. On fixed broadband business “AIS Fibre”, we
significant event). SIM & device sales were Bt6,368mn decreasing 0.6% YoY and 15% QoQ. The drop QoQ was mainly from lower sales of high- tier products. Net margin was -1.1% , compared to -6.7% in 1Q17 and -0.6
a larger postpaid subscriber base. %Bad debt to postpaid revenue was 4.3%, compared to 3.6% in 2016, following penetration into mid- to low-tier customer segments. 4 2017 MD&A Advanced Info Service
range to accelerate 5G adoption toward the low-mid tier segment corresponding to wider 5G device availability. • The home broadband market showed subsiding demand as the pandemic relaxation created less
adoption which we expect 5G devices to remain in the high-end segment but growing quickly to mid- tier toward beginning of 2021. Downward pressure on revenue due to COVID-19 impact and drought The gravity of
plans to suit customer’s usage pattern. Prepaid competition, however, remained challenging with offering of large data allowance on low-tier package during the quarter to date. AIS selectively offered