Sunset of Mobile BTO regime gives rise to a new era of TowerCo opportunities in Thailand: TowerXchange ![]()
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The Renewable Energy Revolution ![]()
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Over-the-top (OTT) TV – or industry speak for digital TV programming and movies delivered over broadband networks using 3rd party applications – is changing the TV landscape like we have never seen before, thanks to pioneers such as Netflix and Hulu. In its short 7 year life to date, OTT has pushed traditional media players in all segments of the value chain to significantly change their go to market strategies, competitive tactics and even their core business composition. At the center of this shift has been accelerating access to and affordability of high speed broadband and consumer devices (ie. OTT set top boxes, USBs and Smart TVs) which are enabling the OTT ecosystem. ![]()
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The Digital Economy drive in Thailand has generated significant interest from the private sector, who are keen to identify what it means for the Thai economy itself, its potential socio-economic impacts from an ASEAN regional standpoint, and importantly how they can participate in emerging investment opportunities in the Kingdom. ![]()
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AEC Advisory's latest Insight was recently published by leading English language broadsheet Bangkok Post on 19th January 2015. |
AEC Advisory's Managing Director was invited by the Pacific Telecommunications Council to join an expert panel session exploring the topic of "Emerging Markets in SE Asia, which ones to watch" on 2 October 2014 at the TOT Academy venue in Nonthaburi, Thailand. The event was held live at the venue and also streamed internationally to several thousand registered viewers.
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AEC Advisory has published a Whitepaper based on recent analysis of the Thai Mobile market, highlighting the hidden value for investors in the sector due to discrepancies between reported and actual (estimated) subscriber penetration, ARPU and Prepaid:Postpaid mix. Figure 2 – Thai Reported and Actual Blended ARPU So how is it that reported market figures can be so far from reality, and what is the impact of this for potential investors looking at the attractiveness of Thailand as a new entrant MVNO or infrastructure player? The reason is that the Mobile Multiplier is not the same for Prepaid and Postpaid; in fact it is far higher for Prepaid estimated at around 1.9 versus Postpaid at around 1.3. This fact causes the entire mix of the Thai mobile market in terms of Postpaid and Prepaid to be quite different to that calculated from gross SIM figures (ie. Postpaid 13% vs Prepaid 87%). As a result of applying the difference in the Mobile Multiplier, the estimated mix per Unique Customer in the Thai mobile market is Postpaid 18% versus Prepaid 82% - ie. a relative increase in Postpaid of 5%-points. Whilst this may sound high, in fact recent market surveys (conducted in regional capitals around the Kingdom) put the Postpaid figure even higher at over 30%. For investors evaluating whether there is still latent potential in the Thai market for new entry opportunities, either as MVNOs or as Spectrum/Infrastructure-based Operators, we believe that the analysis does indeed highlight three facts: |
AEC Advisory's Managing Director was invited to contribute to the inaugural story for the incoming Editor of the GSMA's MobileWorld Live Magazine. The full (unedited) article can be found here: |
AEC Advisory's Managing Director was invited to contribute to the Cover Page story for the June 2014 edition of Telecom Asia Magazine. The full (unedited) article can be found here: |
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