-year guidance, underpinned by improved 4G network and larger AIS Fibre coverage. QoQ, revenue slightly dropped by 0.8%. The handset campaigns were more selective, resulting in lower marketing expense
, it seems logical that a firm with stronger fundamentals would exhibit either higher persistence of earnings or larger subsequent earnings growth or both, and in turn higher prices. • Theoretically, I
) postpaid segm Bt30,715mn in regulatory fee and bad debt. the FY17 guida 2Q17 Fina Revenue In 2Q17, AIS’ t and 0.6% QoQ both mobile a Service revenu YoY and 2.5% larger subscri (excluding IC) higher
price plans. Fixed broadband market kept expanding while customers are offered more choices between subscriptions of pure broadband versus broadband plus other services. Operators continue to increase
assets were Bt34,905mn stable from 2017 as higher account receivables, following a larger base of postpaid customers, was offset by lower cash. Total non- current assets were Bt255,600mn increasing 2.6
peers. We also recorded over 1mn 5G subscribers, defining as those specifically signed up for the 5G package as they are willing to pay higher for the benefit of larger data plan; this resulted in the
digital services and platforms to both consumers and enterprise. Continue growing core revenue with controlled marketing expenses In 1Q18, AIS reported service revenue of Bt34,565mn, +6.5% YoY and +2.5% QoQ
between postpaid and prepaid from 17% vs 83% in 2Q17 to 19% vs 81% in 2Q18. Following the larger postpaid base, blended ARPU continued to increase by 0.3% QoQ, supported by higher data consumption on 4G
of a larger data plan; this resulted in the ARPU uplift for these 5G subscribers by 10-15%. We still aim to achieve 2mn 5G subscribers by the end of the year. The key drivers would be a higher data
at 1mn subs by the end 2021. AIS 5G service saw 10-15% uplift in ARPU of early adopter as 5G price plan geared toward larger data volume and value added services. Stabilized EBITDA from recovered