Investor Return – Mind the Gap ©2015 Morningstar, Inc. All rights reserved. Kittikun Tanaratpattanakit Investor Return – Mind the Gap Agenda 2 gBackground g The Real Test is Whether Investors Succeed
, AIS fully expensed handset subsidy as either handset loss or marketing expense. With the effect of TFRS 15, key financial changes, compared to prior to 2019, will be as follows: a) Device subsidy
for users. Given an early stage of 5G technology, there are currently 16 models of 5G device with starting price over Bt10,000. Hence, adoption rate is expected to be limited this year. We continued to
/month) Postpaid 15.1 17.0 18.8 24% 10% Prepaid 10.1 13.8 16.3 60% 18% Blended 11.5 14.7 17.0 47% 15% Device Penetration 4G-handset penetration 66% 74% 75% - - Fixed Broadband Business FBB subscribers
99 -12% -5.5% VOU (GB/data sub/month) Postpaid 17.0 21.6 22.6 33% 4.8% Prepaid 13.8 16.5 16.3 18% -0.8% Blended 14.7 18.0 18.2 24% 0.8% Device Penetration 4G-handset penetration 75% 77% 79% - - Fixed
104 105 -11% 0.5% VOU (GB/data sub/month) Postpaid 16.6 19.8 21.6 30% 8.9% Prepaid 11.1 16.1 16.5 47% 2.4% Blended 12.7 17.2 18.0 42% 5.0% Device Penetration 4G-handset penetration 71% 76% 77% - - Fixed
% -2.4% Prepaid 113 92 86 -24% -6.5% Blended 138 118 112 -19% -5.1% VOU (GB/data sub/month) Postpaid 14.4 16.6 17.0 18% 2.3% Prepaid 10.3 11.1 13.8 34% 23% Blended 11.4 12.7 14.7 29% 16% Device Penetration
% -2.4% Prepaid 113 92 86 -24% -6.5% Blended 138 118 112 -19% -5.1% VOU (GB/data sub/month) Postpaid 14.4 16.6 17.0 18% 2.3% Prepaid 10.3 11.1 13.8 34% 23% Blended 11.4 12.7 14.7 29% 16% Device Penetration
Clusters and Their Financial Literacy 14.55: Investor Return – Mind the Gap 15.25: Break 15.35: Trigger Funds: Trick or Treat 16.15: Open Discussion Thai Investor Clusters and Their Financial Literacy Arnond
. Comply with Adaptation & Resilience Criteria Each facility must undergo a site- specific assessment, carried out by an accredited assessor using the ESG Gap Analysis Tool. This tool identifies gaps between