True Corporation

Advancements In 5G And AI Will Improve Operational Efficiency And Customer Experience

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Nov 24

Updated

23 Nov 25

Views

25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

2.8%

7D

-0.9%

Loading

1Y

2.8%

7D

-0.9%

You can edit this narrative until Nov 24 12:15 AM. Then, changes will post as Updates.

Author's Valuation

฿15.1628.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

Fair value Increased 1.04%

TRUE: Profit Margins Will Improve Despite Flat Revenue Outlook

Analysts have raised their price target for True Corporation from ฿15.01 to ฿15.16. This reflects improved profit margin expectations, despite more conservative revenue growth forecasts and a higher discount rate.

Shared on 01 May 25

Fair value Increased 3.99%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget has decreased revenue growth from 0.1% to -0.0%.

Shared on 09 Apr 25

Fair value Decreased 3.98%

AnalystConsensusTarget has decreased revenue growth from 0.3% to 0.1%.

Shared on 02 Apr 25

Fair value Increased 3.35%

Shared on 26 Mar 25

AnalystConsensusTarget has increased revenue growth from 0.1% to 0.3%.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 1.57%

AnalystConsensusTarget has decreased revenue growth from -4.0% to 0.1%, decreased profit margin from 15.1% to 10.2% and decreased future PE multiple from 42.4x to 29.6x.

AnalystConsensusTarget Fair Value

฿15.16

28.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.04%

Telecom Services and Carriers revenue growth rate

2.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.64%

Calculation

฿40.36b

Earnings '28

x

16.76x

PE Ratio '28

=

฿676.18b

Market Cap '28

฿676.18b

Market Cap '28

/

34.55b

No. shares '28

=

฿19.57

Share Price '28

฿19.57 Share Price '28

Discounted to 2025 @ 8.88% p.a.

=

฿15.16

Fair Value '25