True Corporation Public Company Limited

SET:TRUE Lagerbericht

Marktkapitalisierung: ฿469.9b

True Corporation Management

Management Kriterienprüfungen 1/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Sigve Brekke

Geschäftsführender

n/a

Gesamtvergütung

Prozentsatz des Geschäftsführergehaltsn/a
Amtszeit als Geschäftsführer1.2yrs
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements1.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder3.2yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 24

TRUE: Stake Sale And Leadership Changes Will Shape A Steady Outlook

Analysts have revised their view on True Corporation, raising the price target to THB13.80 from THB12.73. This change reflects updated assumptions about discount rates, revenue trends, profit margins, and future P/E expectations.
Narrativ-Update May 07

TRUE: Stake Sale And Leadership Changes Will Shape A Balanced Outlook

Analysts have revised their price target for True Corporation to THB12.73 from THB11.35, citing updated assumptions for the discount rate, revenue, profit margin and future P/E multiples. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately THB 100b, with a cash consideration of THB 11.70 per share.
Narrativ-Update Apr 21

TRUE: Stake Sale To Arise And Governance Changes Will Support Upside

Analysts have kept their THB fair value estimate for True Corporation steady at THB19.0, with only small refinements to assumptions such as discount rate, revenue growth, profit margin and future P/E shaping the updated view. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately THB 100b at THB 11.70 per share, with a mutual put or call option in place for Telenor's remaining 5.35% stake two years after closing at the higher of THB 11.70 per share or the prevailing market price (Key Developments).
Narrativ-Update Apr 07

TRUE: Court Win And Stake Sale Will Support Future Upside

Analysts have kept their THB 19.00 price target for True Corporation steady, with small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that reflect largely unchanged long term expectations for the shares. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately THB 100b at THB 11.70 per share, with a mutual put/call option on Telenor's remaining 5.35% stake at the higher of THB 11.70 per share or the market price two years after closing (company announcement).
Narrativ-Update Mar 24

TRUE: Court Win And Governance Changes Will Support Future Upside

Analysts have raised the price target for True Corporation to THB19.0 from THB18.2, citing updated assumptions for the discount rate, revenue growth, profit margin, and a higher expected future P/E multiple. What's in the News Arise Digital Technology completed the acquisition of a 24.95% stake in True Corporation from Telenor ASA for about THB100b at THB11.70 per share on March 13, 2026, with Telenor retaining a 5.35% stake under a mutual put or call option arrangement (Key Developments).
Narrativ-Update Mar 09

TRUE: Court Win Will Secure Margins And Support Future Upside

Analysts have marginally raised their price target for True Corporation from THB15.87 to THB15.96, citing updated assumptions for revenue growth, profit margins and future P/E as the main factors behind the revision. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately THB 100b.
Narrativ-Update Feb 23

TRUE: Future Stake Sale And Court Ruling Will Support Profit Margins

Analysts have adjusted their price target for True Corporation from THB15.16 to THB15.87. This reflects updated views on discount rate assumptions, a lower projected profit margin, and a higher future P/E multiple, despite a revised revenue growth outlook.
Narrativ-Update Feb 09

TRUE: Stake Sale, Court Ruling And Board Change Will Shape Outlook

Analysts have adjusted their price target for True Corporation to THB 11.35, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E that modestly refine their view of the company’s risk and earnings profile. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately THB 100b, with a cash consideration of THB 11.70 per share and an additional mutual put/call option on the remaining 5.35% two years after closing at the higher of THB 11.70 per share and the market price before the option period, subject to customary closing conditions (Key Developments).
Narrativ-Update Jan 25

TRUE: M&A Stake Sale Board Changes And Dividend Review Will Shape Outlook

Analysts now estimate True Corporation’s fair value at ฿11.35, revised from ฿11.99, citing updated assumptions related to the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Arise Digital Technology Company Limited agreed to acquire a 24.95% stake in True Corporation from Telenor ASA for approximately ฿100b at ฿11.70 per share, with a mutual put and call option on the remaining 5.35% at the higher of ฿11.70 per share or the market price two years after closing, subject to customary conditions and expected to close within a few months (M&A Transaction Announcements).
Narrativ-Update Jan 10

TRUE: Board Changes And Dividend Policy Review Will Shape Balanced Outlook

Analysts have raised their fair value estimate for True Corporation from ฿10.97 to ฿11.99, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels as key drivers of the change. What's in the News Board meeting scheduled for December 18, 2025 to consider the resignation of Mr. Natwut Amornvivat from the Board, Corporate Governance and Sustainability Committee, and Executive Committee, and the appointment of Mr. Vichaow Rakphongphairoj to those roles effective the same day (Key Developments).
Narrativ-Update Dec 14

TRUE: Profitability Outlook And Dividend Decision Are Expected To Drive Upside

Analysts have nudged their price target for True Corporation slightly higher to THB 18.20 from THB 18.00, citing expectations for stronger revenue growth, improved profit margins, and a lower future price to earnings multiple. What's in the News True Corporation reaffirmed its 2025 earnings guidance, expecting flat to +1% year on year service revenue (excluding interconnection and domestic roaming with NT) and a return to profitability, despite macroeconomic headwinds and the impact of a one time network outage on mobile revenue (Key Developments).
Narrativ-Update Nov 23

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.
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Neues Narrativ Nov 13

Calculated Expansion And ESG Initiatives Drive Profitability Amid 5G Revolution In Thailand

True Corporation's network modernization and strategic digital expansion drive revenue growth and improve profitability with sustainable EBITDA growth.

Geschäftsführer

Sigve Brekke (66 yo)

1.2yrs
Amtszeit

Mr. Sigve Brekke is Chief Executive Officer of True Corporation Public Company Limited from March 2025 and serves as its Group CEO since 2026 and is Director since May 9, 2025. He is President & Group CEO...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Suphachai Chearavanont
Executive Chairman of the Board33.3yrs฿3.60m24.98%
THB 117.4b
Sigve Brekke
Group CEO & Director1.2yrskeine Datenkeine Daten
Haakon Kjoel
Chief Strategy & Transformation Officerless than a yearkeine Datenkeine Daten
Nakul Sehgal
Chief Financial Officerless than a yearkeine Datenkeine Daten
Raksa-orn Tantivess
Head of Accounting Division3.2yrskeine Datenkeine Daten
Naureen Quayum
Head of Investor Relationsno datakeine Datenkeine Daten
Marayat Dreyer
Head of Compliance & Monitoring1.3yrskeine Datenkeine Daten
Sarinra Wongsuppaluk
Chief Human Resources Officer3.2yrskeine Datenkeine Daten
Manat Manavutiveth
Chief Customer Experience & Retail Officer1.2yrskeine Daten0.0067%
THB 31.5m
Teeradet Dumrongbhalasitr
Chief Business Officerless than a yearkeine Datenkeine Daten
Tanaphon Manavutiveth
Chief Home Connectivity Officerless than a yearkeine Datenkeine Daten
Sharad Mehrotra
Chief Consumer Business Officer3.2yrskeine Datenkeine Daten
1.2yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter

Erfahrenes Management: TRUEDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.2 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Suphachai Chearavanont
Executive Chairman of the Board33.3yrs฿3.60m24.98%
THB 117.4b
Sigve Brekke
Group CEO & Director1yrkeine Datenkeine Daten
Vichaow Rakphongphairoj
Non-Executive Director7.3yrs฿443.33kkeine Daten
Pratana Mongkolkul
Independent Director3.2yrskeine Datenkeine Daten
Kittipong Kittayarak
Independent Director4.7yrskeine Datenkeine Daten
Kamonwan Wipulakorn
Independent Director3.2yrskeine Datenkeine Daten
Kalin Sarasin
Independent Director3.2yrskeine Datenkeine Daten
Jon Revhaug
Directorno datakeine Datenkeine Daten
Wang Hua
Director1.2yrskeine Datenkeine Daten
3.2yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter

Erfahrener Vorstand: TRUEDie Vorstandsmitglieder gelten als erfahren (3.2 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/27 19:17
Aktienkurs zum Tagesende2026/05/27 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

True Corporation Public Company Limited wird von 39 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Thitithep NophaketBofA Global Research
Kijapat WongmettaBualuang Securities PCL
Prasit SujiravorakulBualuang Securities PCL