1 2Q19 MD&A Advanced Info Service Plc. Executive Summary Competition in mobile saw an improvement In 2Q19 the price competition in mobile industry had improved with fixed speed unlimited data pricing
network on the contiguous 2x20MHz bandwidth on 1800MHz, giving 15- 30% speed increase for all 4G users. With the current spectrum portfolio comprising 900/1800/2100MHz, we aim to continue delivering leading
speed unlimited price plan while handset subsidies were more locally- focused compared to last year. With accumulation of fixed- speed unlimited subscribers, revenue and ARPU have been pressured. However
. Pricing environment were maintained with some discount to encourage port-in customers and prepaid to postpaid migration. For the fixed broadband market, although prices and speed of main packages were
discontinuing fixed-speed unlimited plans, which have been limiting data monetization. As majority of fixed- speed unlimited subscriptions came in 2H18 with one-year validity, an uplift in blended ARPU remained
unlimited data packages to attract high value customers and encourage prepaid to postpaid migration. The fixed broadband market continued to expand through fibre technology. Competition focused on speed and
, pricing strategy in the form of higher-speed-at-same-price was used more aggressively while fibre products remained key attractions. Toward the end of the quarter, the industry standard monthly price plan
giving more importance to speed and convenience. As a result, the readiness of food delivery and the speed of service has been gaining more importance, which Mikka was able to meet this demand well with
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
all android handsets, to exhibit leadership in 4G. Handset subsidies remained stable and more targeted; however, the competition in fixed- speed unlimited plans has challenged an ability to increase