EASTSPRING ASSET MANAGEMENT (THAILAND) COMPANY LIMITED|Feeder Fund ,Super Savings Fund : SSF | Offering Date : 08/11/2021 - 12/11/2021
EASTSPRING ASSET MANAGEMENT (THAILAND) COMPANY LIMITED| | Offering Date : 07/06/2021 - 11/06/2021
บริษัท หลักทรัพย์จัดการกองทุนอีสท์สปริง (ประเทศไทย) จำกัด|กองทุนรวมหน่วยลงทุน (Fund of Funds) | วันที่เสนอขาย : 07/06/2564 - 11/06/2564
บริษัท หลักทรัพย์จัดการกองทุนอีสท์สปริง (ประเทศไทย) จำกัด|กองทุนรวมฟีดเดอร์,กองทุนรวมเพื่อการออม | วันที่เสนอขาย : 08/11/2564 - 12/11/2564
summary The COVID-19 pandemic has affected AIS mobile subscribers, particularly from the contraction in traveler segment. Prepaid segment saw a decline of 1.7 million or -5%YoY mainly from loss in tourist
tourist SIM, while prepaid ARPU declined -3.9%QoQ to Bt156 following low price unlimited data plan as well as the effect of the NBTC’s campaigns causing lower top-up. Overall, blended ARPU declined to Bt239
. It was still challenging for telecom sector particularly in the mobile business due to weak consumer spending and revenue loss from traveler sector due to international travel restriction. Fixed
and robust growth in fixed broadband. Mobile revenue was Bt29,351mn, decreasing -3.2%YoY as price competition coupled with revenue loss from traveler segment but increasing 1.2%QoQ from improved new
consumption remained subdued amid concerns about the ongoing Omicron outbreak and rising inflation. The demand from the traveler segment also remained soft albeit slight increase in tourist arrivals. These have
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