True Corporation Public Company Limited

SET:TRUE 株式レポート

時価総額：฿501.0b

True Corporation マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Sigve Brekke

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間1.2yrs
CEOの所有権n/a
経営陣の平均在職期間1.2yrs
取締役会の平均在任期間3.2yrs

経営陣の近況

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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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新しいナラティブ • 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.

CEO

Sigve Brekke (66 yo)

1.2yrs
在職期間

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Suphachai Chearavanont
Executive Chairman of the Board33.3yrs฿3.60m24.98%
THB 125.1b
Sigve Brekke
Group CEO & Director1.2yrsデータなしデータなし
Haakon Kjoel
Chief Strategy & Transformation Officerless than a yearデータなしデータなし
Nakul Sehgal
Chief Financial Officerless than a yearデータなしデータなし
Raksa-orn Tantivess
Head of Accounting Division3.2yrsデータなしデータなし
Naureen Quayum
Head of Investor Relationsno dataデータなしデータなし
Marayat Dreyer
Head of Compliance & Monitoring1.3yrsデータなしデータなし
Sarinra Wongsuppaluk
Chief Human Resources Officer3.2yrsデータなしデータなし
Manat Manavutiveth
Chief Customer Experience & Retail Officer1.2yrsデータなし0.0067%
THB 33.6m
Teeradet Dumrongbhalasitr
Chief Business Officerless than a yearデータなしデータなし
Tanaphon Manavutiveth
Chief Home Connectivity Officerless than a yearデータなしデータなし
Sharad Mehrotra
Chief Consumer Business Officer3.2yrsデータなしデータなし
1.2yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: TRUEの経営陣は 経験豊富 とはみなされません ( 1.2年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Suphachai Chearavanont
Executive Chairman of the Board33.3yrs฿3.60m24.98%
THB 125.1b
Sigve Brekke
Group CEO & Director1yrデータなしデータなし
Vichaow Rakphongphairoj
Non-Executive Director7.3yrs฿443.33kデータなし
Pratana Mongkolkul
Independent Director3.2yrsデータなしデータなし
Kittipong Kittayarak
Independent Director4.7yrsデータなしデータなし
Kamonwan Wipulakorn
Independent Director3.2yrsデータなしデータなし
Kalin Sarasin
Independent Director3.2yrsデータなしデータなし
Jon Revhaug
Directorno dataデータなしデータなし
Wang Hua
Director1.2yrsデータなしデータなし
3.2yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: TRUEの 取締役会 は 経験豊富 であると考えられます ( 3.2年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 14:42
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

True Corporation Public Company Limited 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
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