TRUE Share Price Performance
฿14.50
3.00 (26.09%)
27.8% overvalued intrinsic discount
฿11.35
Fair Value
Price ฿14.50
AnalystLowTarget ฿11.35
AnalystConsensusTarget ฿15.87
AnalystHighTarget ฿18.20
Fair Value฿11.35
Share Pricen/a
True Corporation Public Company Limited Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 19 Fair Values set on narratives written by author
TRUE Community Narratives
AN
Fair Value ฿11.35 27.8% overvalued intrinsic discount
OTT Disruption And Thailand's Demographics Will Compress Margins
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AN
Fair Value ฿15.87 8.6% undervalued intrinsic discount
Advancements In 5G And AI Will Improve Operational Efficiency And Customer Experience
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AN
Fair Value ฿18.2 20.3% undervalued intrinsic discount
Digital Transformation And 5G Expansion Will Reinvigorate Thai Telecom Industry
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Advancements In 5G And AI Will Improve Operational Efficiency And Customer Experience
Key Takeaways Network consolidation and modernization are expected to enhance customer experience, optimize coverage, and improve revenue and net margins. Expansion in 5G and beyond connectivity solutions could create new revenue streams and support long-term earnings growth.Read more
36
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AN
฿15.87
8.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-0.12% p.a.
Profit Margin
14.22%
Future PE
24.68x
Price in 2029
฿20.34
OTT Disruption And Thailand's Demographics Will Compress Margins
Key Takeaways Structural revenue challenges arise from digital disruption, demographic shifts, and intensified competition, limiting growth and pressuring legacy and high-margin business lines. High leverage, integration risks from the DTAC merger, and rising regulatory demands constrain profitability, create uncertainty, and threaten future earnings stability.Read more
16
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AN
฿11.35
27.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
0.068% p.a.
Profit Margin
14.93%
Future PE
16.96x
Price in 2029
฿14.76
Digital Transformation And 5G Expansion Will Reinvigorate Thai Telecom Industry
Key Takeaways Accelerated network modernization, automation, and advanced AI are boosting margins, sustainability, and positioning True as a higher-margin, digital-first operator. Strong digital economy demand and strategic expansion into B2B tech with global partnerships are driving outsized revenue and rapid market share gains.Read more
17
users have viewed this narrative1users have liked this narrative
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AN
฿18.2
20.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
5.24% p.a.
Profit Margin
21.5%
Future PE
16.46x
Price in 2028
฿23.99
Trending Discussion
Recently Updated Narratives
AN
TRUE: Future Stake Sale And Court Ruling Will Support Profit Margins
Fair Value: ฿15.87 8.6% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
TRUE: Stake Sale, Court Ruling And Board Change Will Shape Outlook
Fair Value: ฿11.35 27.8% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
TRUE: Profitability Outlook And Dividend Decision Are Expected To Drive Upside
Fair Value: ฿18.2 20.3% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
True Corporation Public Company Limited Key Details
About TRUE
- Founded
- 1990
- Employees
- n/a
- CEO
- WebsiteView website
True Corporation Public Company Limited, together with its subsidiaries, provides telecommunications and value-added services in Thailand. The company operates through Mobile, Pay TV, and Broadband internet and others segments. It offers mobile, broadband Internet, Wi-Fi, television, and digital platforms and solutions. The company is also involved in entertainment, mobile equipment lessor, program production, non-government telecommunication, artist management, Internet services provider and distributor, and marketing management activities. In addition, it operates news channel; and provides business solutions, online digital media services on website and telecommunication devices, distribution center services, advertising sale and agency services, wireless telecommunication services, pay television, and football club and related activities management services. Further, the company designs, develops, produces, and sells software products; and offers digital solutions, and privilege and online-to-offline platforms, as well as business process outsourcing services in technical service, marketing, and customer relations. The company was formerly known as TelecomAsia Corporation Public Company Limited and changed its name to True Corporation Public Company Limited in April 2004. True Corporation Public Company Limited was incorporated in 1990 and is based in Bangkok, Thailand.
