1 2017 MD&A Advanced Info Service Plc. Executive Summary In 2017, mobile business improved from stronger 4G positioning amidst competitive environment. Competitive landscape remained challenging in

) was Bt32,455mn, +6.0% YoY and +0.9% QoQ, resulting in YTD growth of 5.5%. Increasing 4G penetration (42%) and data usage (5.9GB/data sub/month) improved mobile revenue to stand at Bt31,569mn, +3.9% YoY

competition improved from previous year with price adjustment seen in 1H19 in both postpaid and prepaid segments. However, prepaid unlimited data plans has re-emerged in 2H19. Bundling attractive discounts on

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

Competitive Environment Mobile market in 1Q19 continued to face pricing pressure. Although competition in postpaid segment has improved with most of low-tier fixed-speed unlimited plans discontinued, several

to February 2019. For fatty alcohols market, natural fatty alcohols was being more competitive to synthetic fatty alcohols due to its price attractive as CPKO price which is the feedstocks to produce

from the store closure. However, gross profit margin increased YoY supported by the improved product mix with a higher proportion of sales from higher profit margin products.  Gross profit from rental

because its price was more attractive than synthetic fatty alcohols price due to the decreasing of crude palm kernel oil price. Meanwhile, supply from natural fatty alcohols and synthetic fatty alcohols

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

pressure on crude palm kernel oil price. Natural fatty alcohols demand in 1Q2019 improved from 1Q2018 and 4Q2018 due to more attractive natural fatty alcohols price than synthetic fatty alcohols price as