. Pricing impact on revenue: the company realized overall higher prices in Q4 compared with previous months on same-customer comparison basis given the robust demand and increased input cost pressure on all
remained concentrated on smaller packages as consumers affected by sluggish economy are seeking for value-for-money. Therefore, the industry ARPU remained under pressure amidst weak spending environment
associates of THB 53mn mainly resulting from a severe COVID-19 impact in the Indonesian market. Net loss was THB 161mn with a net loss margin of 31.7%. However, EBITDA was a lower negative of THB 44mn. Our
units in 2018. Export volume dropped by 7.59% to 1,054,103 units, compared to 1,140,640 units in 2018 due to the trade war between China and USA that put pressure on the overall global economy and trade
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
pressure and weak economy. While competition in prepaid segment remained competitive, the postpaid competition escalated in late-Feb as all operators introduced 10Mbps speed unlimited data plans at Bt300
has been growing steadily due to the continued economic stimulus of the government and the economic pressure in previous year both from domestic and international have been reducing its negative impacts
ease this pressure, and with the upward trend in prices, we will continue to expect healthy margins.” 2. Outlook Overall Thai economic activity in the first quarter of 2018 beat expectations with an
to put pressure on consumers’ mobile spending. Unlike 1Q21, there were no government stimulus campaigns aimed at boosting consumer spending in this quarter. Mobile competition remained aggressive due