operators retained higher price point for unlimited data plan which had been raised since 2Q20. However, overall pricing environment was still challenging to uplift ARPU as customers affected by sluggish
shown in the table on page 6. Market and Competitive Environment In 2Q19, the competition in mobile market showed a sign of improvement. Overall, the industry focused on reducing unlimited data offerings
margin guidance of 45-47% is maintained with the 9M18 margin at 46.2%. Market and Competitive Environment The mobile fixed-speed unlimited offerings have continued to take on more subscribers, limiting the
pricing environment remained challenging to uplift ARPU as some low price unlimited data remained i.e. Bt200 for unlimited data at speed of 4Mbps. In addition, the NBTC introduced two measures to help
-emerged and further strained tension on economy. Competition around data pricing with unlimited plan remained high and barred monetizing rise in data demand as well as stabilizing ARPU. However, mobile
revised CAPEX guidance to approx. 30bn focusing on optimization to manage network quality. Market and Competitive Environment Overall demand in 2Q22 recovered through an increase in foreign tourist arrivals
around unlimited data plan. AIS had seen weaken mobile revenue due to consumer spending optimization and loss of revenue from traveler segment led to -6.5%YoY decline in mobile service revenue for FY2020
competition, AIS mobile service revenue was Bt130,062mn, grew 4.2% YoY based on subscriber growth of 2% and ARPU growth of 2%. Overall, price competition improved from FY18 when unlimited data plans were
Bt167mn/month.) Market and Competitive Environment In 3Q19, the competition in the postpaid segment remained fairly stable. There continued to be no new offering on fixed- speed unlimited data in the