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
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
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
Bt167mn/month.) Market and Competitive Environment In 3Q19, the competition in the postpaid segment remained fairly stable. There continued to be no new offering on fixed- speed unlimited data in the
continued offering low-end unlimited data plans in both prepaid and postpaid segments in order to maintain customer base and expand market share. Hence, mobile revenue slightly declined by 0.7% YoY to
campaign boosting customer’s spending. In addition, price competition has heightened, underpinned by the low fixed-speed unlimited plans which limit the ARPU growth. For 5G service, our 5G network continued
profit from associates and joint ventures increased by 162.3%, according to the number of days in operation of GHECO-One compared to the previous year that had a planned maintenance. Moreover, there have
associates and joint ventures increased by 62.3%, according to the number of days in operation of GHECO-One compared to the previous year that had a planned maintenance. Moreover, there have also been a
that had a planned maintenance. Moreover, there have also been a completion of COD of 5 SPPs since the second quarter of 2017 to the first quarter of 2018, adding the Company’s Equity MW under operation