-up 5G perception. Restrictions in the quarter also supported demand for Fixed broadband (FBB) which delivered strong growth of 23% YoY and 7.4% QoQ as well as non-mobile enterprise business growing 23
bandwidth of 2x60MHz in the industry. Consequently, we have evidently seen an improvement of network quality against peers while brand perception enhanced. That said, we have well added 1mn mobile customers
1 Executive Summary AIS continued to build on leadership in mobile data through improved 4G quality and brand perception. In 1Q17, CAPEX of Bt11.5bn was spent to strengthen 4G network quality through
and +0.5% QoQ. Customer perception is gradually improving after the launch of AIS NEXT G and differentiated offerings. In addition, a focus on profitable segments resulted in strong postpaid net
• Decline and make near-zero margin • 45-47% CAPEX • Bt35-38bn Dividend policy • Minimum 70% of net profit Strong mobile data growth continues with improving network perception In 2018 mobile data consumption
Dividend policy • Minimum 70% of net profit Strong mobile data growth continues with improving network perception In 2018 mobile data consumption is expected to continue its robust growth underpinned by
ARPU uplift for these 5G subscribers by 10-15%. We expect more affordable models of 5G mobile devices throughout the 2H21 which should drive our 5G subscribers to 2mn, a renewed target. Announced
% YoY and 0.4% QoQ with 322k net subscribers added while 4G penetration continued to rise to 63% . Nonetheless, with our focus on brand and network investment, we continued to see improving perception
softened handset subsidies and a focus on quality acquisition, partially offset by increasing advertising expense to enhance brand perception. Marketing expenses to total revenue stood at 5.1% , down from
Bt60,735mn, increasing 7.8% YoY. SG&A expenses were Bt21,719mn, increasing 12% YoY, mainly from continued investment for brand perception, handset subsidies as well as the legal severance pay recognized in