True Corporation Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
True verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 3.5%, während die Gewinne der Branche Telecom jährlich um gewachsen und zwar um 6.9%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.9%. Die Eigenkapitalrendite von True beträgt 17.1% und die Nettomargen betragen 7.4%.
Wichtige Informationen
3.53%
Wachstumsrate der Gewinne
7.96%
EPS-Wachstumsrate
| Telecom Wachstum der Industrie | 14.21% |
| Wachstumsrate der Einnahmen | 10.91% |
| Eigenkapitalrendite | 17.13% |
| Netto-Marge | 7.45% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
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.
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).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).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).
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.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.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).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).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).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).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.
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.Aufschlüsselung der Einnahmen und Ausgaben
Wie True Corporation Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 190,626 | 14,195 | 29,231 | 0 |
| 31 Dec 25 | 195,669 | 9,240 | 29,185 | 0 |
| 30 Sep 25 | 201,004 | -2,270 | 29,370 | 0 |
| 30 Jun 25 | 204,615 | -4,653 | 29,825 | 0 |
| 31 Mar 25 | 206,109 | -8,563 | 30,613 | 0 |
| 31 Dec 24 | 206,020 | -10,966 | 32,001 | 0 |
| 30 Sep 24 | 239,441 | -17,653 | 40,667 | 0 |
| 30 Jun 24 | 238,533 | -18,441 | 42,944 | 0 |
| 31 Mar 24 | 236,554 | -18,882 | 44,603 | 0 |
| 31 Dec 23 | 202,889 | -17,497 | 39,489 | 0 |
| 30 Sep 23 | 150,001 | -16,452 | 31,963 | 0 |
| 30 Jun 23 | 132,677 | -17,611 | 29,425 | 0 |
| 31 Mar 23 | 117,619 | -16,053 | 26,565 | 0 |
| 31 Dec 22 | 135,076 | -18,285 | 29,374 | 0 |
| 30 Sep 22 | 143,268 | -5,081 | 27,410 | 0 |
| 30 Jun 22 | 143,626 | -2,927 | 25,730 | 0 |
| 31 Mar 22 | 143,368 | -2,464 | 25,375 | 0 |
| 31 Dec 21 | 143,655 | -1,428 | 25,768 | 0 |
| 30 Sep 21 | 138,671 | -1,640 | 25,648 | 0 |
| 30 Jun 21 | 138,713 | -933 | 26,301 | 0 |
| 31 Mar 21 | 138,793 | 628 | 26,693 | 0 |
| 31 Dec 20 | 138,212 | 1,048 | 26,928 | 0 |
| 30 Sep 20 | 139,410 | 1,415 | 27,619 | 0 |
| 30 Jun 20 | 143,138 | 4,169 | 28,385 | 0 |
| 31 Mar 20 | 142,833 | 3,967 | 28,701 | 0 |
| 31 Dec 19 | 140,943 | 5,637 | 28,201 | 0 |
| 30 Sep 19 | 136,918 | 3,283 | 30,912 | 0 |
| 30 Jun 19 | 134,436 | 525 | 32,080 | 0 |
| 31 Mar 19 | 161,774 | 9,216 | 33,383 | 0 |
| 31 Dec 18 | 161,820 | 7,035 | 35,635 | 0 |
| 30 Sep 18 | 167,146 | 12,817 | 34,492 | 0 |
| 30 Jun 18 | 166,033 | 12,027 | 33,796 | 0 |
| 31 Mar 18 | 140,063 | 1,030 | 33,491 | 0 |
| 31 Dec 17 | 139,519 | 551 | 33,306 | 0 |
| 30 Sep 17 | 134,699 | -5,441 | 33,095 | 0 |
| 30 Jun 17 | 132,352 | -7,290 | 32,779 | 0 |
| 31 Mar 17 | 128,162 | -6,127 | 31,554 | 0 |
| 31 Dec 16 | 124,719 | -2,814 | 29,611 | 0 |
| 30 Sep 16 | 123,111 | -63 | 26,250 | 0 |
| 30 Jun 16 | 121,435 | 3,528 | 25,199 | 0 |
| 31 Mar 16 | 119,493 | 5,004 | 24,389 | 0 |
| 31 Dec 15 | 118,781 | 4,412 | 23,596 | 0 |
| 30 Sep 15 | 119,606 | 5,803 | 25,027 | 0 |
| 30 Jun 15 | 116,936 | 2,110 | 23,931 | 0 |
Qualität der Erträge: TRUE hat einen großen einmalig Verlust von THB6.1B verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: TRUE in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: TRUE ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 3.5% pro Jahr gesteigert.
Beschleunigtes Wachstum: TRUE ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: TRUE ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Telecom (9.7%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: TRUEDie Eigenkapitalrendite des Unternehmens (17.1%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/20 18:22 |
| Aktienkurs zum Tagesende | 2026/05/20 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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.
| Analyst | Einrichtung |
|---|---|
| Thitithep Nophaket | BofA Global Research |
| Kijapat Wongmetta | Bualuang Securities PCL |
| Prasit Sujiravorakul | Bualuang Securities PCL |