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Follow on Google News | New Market Research Report: Thailand Telecommunications Report Q3 2011New Fixed Networks market report from Business Monitor International: "Thailand Telecommunications Report Q3 2011"
Perhaps the most pertinent issue in Thailand's telecoms industry is the ongoing 3G saga, which has not shown significant signs of positive developments. Although True plans to launch commercial 3G services by the end of 2011 after establishing an agreement with state-owned CAT Telecom, the agreement has attracted a legal suit from rival mobile operator Total Access Communication (DTAC). We are not surprised by this development given that the Thai telecoms industry has always been shrouded with legal tussles and regulatory uncertainties due to a complicated and inflexible legal framework. While it remains to be seen if the issue could be resolved amicably and quickly, we reaffirm the need for nationwide 3G services, which could provide a significant boost to operators' profitability. ------------------------------------------------------------ Full Report Details at - http://www.fastmr.com/ ------------------------------------------------------------ Although Advanced Info Service (AIS), DTAC and TrueMove saw their ARPU in the quarter ended December 2010 rebound after declining in the first nine months of 2010, we believe that the improvement was temporary in nature due to seasonality factors. We note that operators generally experienced stronger ARPU levels in the final quarter of the year in the past few years. Our suspicions were confirmed after DTAC released its Q111 results, which saw its blended ARPU continued to trend downwards. We believe that delays in the launch of 3G services would apply further downward pressure on ARPU levels, and this is seen in our ARPU forecasts. Thailand continued to rank in the bottom half of BMI's latest Business Environment Ratings for the Asia- Pacific region. We think that it is unlikely for Thailand to move up the rankings in the short term due to inherent weakness such as the factors mentioned above. That said, we expect Thailand's private consumption growth to reach 5.0% in 2011, and we believe that consumer spending will remain robust, which bodes well for the country's telecoms industry. Data from the Bank of Thailand (BoT) indicated that nominal wages rose by 13.7% y-o-y in November (10.9% in real terms) 2010. Moreover, we note that average wages have already pushed passed pre-crisis highs. Partial Table of Contents: SWOT Analysis - Thailand Wireline (Fixed Line & Broadband) SWOT - Thailand Mobile SWOT - Thailand Political SWOT - Thailand Economic SWOT - Thailand Business Environment SWOT Business Environment Ratings - Asia - Table: Asia Telecoms Business Environment Ratings - Thailand Industry Forecast Scenario - Mobile - Table: Telecoms Sector - Mobile - Historical Data & Forecasts - ARPU - Table: Telecoms Sector - ARPU - Historical Data & Forecasts - Fixed Line - Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts - Internet - Table: Telecoms Sector - Internet - Historical Data & Forecasts Market Data Analysis - Mobile Market Overview - Table: Thai Mobile Market December 2010 - Table: Thai Mobile Net Additions Market December 2010 - Table: Thailand Operator Subscriber Mix ('000) - Blended Minutes of Use By Operator (min) - 3G - Mobile Contract Wins - Table: Mobile Contract Wins - Mobile Content - Regional Outlook - Country Outlook - Value-Added Services Timeline - Table: Selected VAS Services (2008-2009) - Mobile Operator Data - Table: Thailand Market Overview - Table: AIS - Table: DTAC - Table: TRUE - Table: Hutchinson Telecom - Fixed Line - Table: True Revenue From Fixed-Line Telephony (%) - Payphones - Table: Thailand's Payphone Market By Operator, 2008 - Internet - Wireline (Fixed-Line & Broadband) Developments - Table: Wireline Developments, 2009-2010 Regulatory Environment & Industry Developments - Table: Thailand's Regulatory Bodies And Their Responsibilities - Licensing - Table: Thailand Licences (February 2007) - 3G - WiMAX Licences - Regulatory Developments Competitive Landscape - Key Players - Table: Key Players - Thai Telecoms Sector - Table: Selected Operators' Financial Results (US$mn) Company Monitor - Ericsson - Table: Selected Developments In The Asia Pacific Region - Operators Profiles - TOT - True Corporation - Advanced Info Service (AIS) - DTAC - TrueMove Regional Telecommunications Penetration Overview - Fixed Line - Table: Regional Fixed-Line Penetration Overview - Mobile - Table: Regional Mobile Penetration Overview - Broadband - Table: Regional Broadband Penetration Overview Country Snapshot: Thailand Demographic Data - Section 1: Population - Table: Demographic Indicators, 2005-2030 - Table: Rural/Urban Breakdown, 2005-2030 - Section 2: Education and Healthcare - Table: Education, 2002-2005 - Table: Vital Statistics, 2005-2030 - Section 3: Labour Market and Spending Power - Table: Employment Indicators, 2001-2006 - Table: Consumer Expenditure, 2000-2012 (US$) - Table: Average Annual Non-Agricultural Wages, 2001-2012 Glossary Of Terms - Table: Glossary Of Terms BMI Methodology - How We Generate Our Industry Forecasts - Table: Key Indicators For Telecommunications Industry Forecasts - Telecoms Business Environment Ratings - Risk/Reward Ratings Methodology - Table: Ratings Indicators - Weighting - Table: Weighting Of Indicators - Full Table of Contents is available at: -- http://www.fastmr.com/ About Business Monitor International Business Monitor International (BMI) offers a comprehensive range of products and services designed to help senior executives, analysts and researchers assess and better manage operating risks, and exploit business opportunities, across 175 markets. BMI offers three main areas of expertise: Country Risk BMI's country risk and macroeconomic forecast portfolio includes weekly financial market reports, monthly regional Monitors, and in-depth quarterly Business Forecast Reports. Industry Analysis BMI covers a total of 17 industry verticals through a portfolio of services, including in-depth quarterly Country Forecast Reports. View more research from Business Monitor International at http://www.fastmr.com/ About Fast Market Research Fast Market Research is an online aggregator and distributor of market research and business information. We represent the world's top research publishers and analysts and provide quick and easy access to the best competitive intelligence available. For more information about these or related research reports, please visit our website at http://www.fastmr.com or call us at 1.800.844.8156. # # # Fast Market Research is an online aggregator and distributor of market research and business information. We represent the world's top research publishers and analysts and provide quick and easy access to the best competitive intelligence available. End
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