True Corporation Förvaltning
Förvaltning kriterier kontrolleras 1/4
Vi har för närvarande inte tillräcklig information om VD:n.
Viktig information
Sigve Brekke
Verkställande direktör
n/a
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | 1.3yrs |
| Ägande av VD | n/a |
| Ledningens genomsnittliga anställningstid | 1.3yrs |
| Styrelsens genomsnittliga mandatperiod | 3.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jul 08
TRUE: Rising Margins And Policy Review Will Support Future Upside
Analysts have raised their price target for True Corporation from THB15.96 to THB17.06, citing updated assumptions for revenue growth, profit margins, the discount rate, and a slightly lower future P/E multiple as the key drivers of the change. What’s in the News for True Corporation True Corporation reported that its 100% owned subsidiary, Gold Palace Investments Limited in the British Virgin Islands, which had already ceased operations, has been formally dissolved.
Uppdatering av berättelse • Jun 24
TRUE: Steady Outlook Will Rely On Dividend Policy And Margin Resilience
Analysts have kept their average price target for True Corporation steady at THB13.80. This reflects slightly lower assumed discount rates, a small improvement in projected profit margins, and a modestly reduced forward P/E multiple in their updated models.
Uppdatering av berättelse • Jun 07
TRUE: Stake Sale To Arise And Governance Changes Will Support Upside
Analysts have nudged their price target on True Corporation slightly higher to THB19.3 from THB19.0, citing updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News Arise Digital Technology Company Limited completed the acquisition of a 24.95% stake in True Corporation from Telenor ASA for approximately THB100b at THB11.70 per share on March 13, 2026.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.
Ny berättelse • 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.VD OCH KONCERNCHEF
Sigve Brekke (67 yo)
1.3yrs
Anställning
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman of the Board | 33.4yrs | ฿3.60m | 24.98% THB 114.8b | |
| Group CEO & Director | 1.3yrs | inga uppgifter | inga uppgifter | |
| Chief Strategy & Transformation Officer | 1.1yrs | inga uppgifter | inga uppgifter | |
| Chief Financial Officer | less than a year | inga uppgifter | inga uppgifter | |
| Head of Accounting Division | 3.3yrs | inga uppgifter | inga uppgifter | |
| Head of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Head of Compliance & Monitoring | 1.5yrs | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 3.3yrs | inga uppgifter | inga uppgifter | |
| Chief Customer Experience & Retail Officer | 1.3yrs | inga uppgifter | 0.0067% THB 30.8m | |
| Chief Business Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Home Connectivity Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Consumer Business Officer | 3.3yrs | inga uppgifter | inga uppgifter |
1.3yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren ledning: TRUE s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman of the Board | 33.4yrs | ฿3.60m | 24.98% THB 114.8b | |
| Group CEO & Director | 1.2yrs | inga uppgifter | inga uppgifter | |
| Non-Executive Director | 7.4yrs | ฿443.33k | inga uppgifter | |
| Independent Director | 3.3yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 4.8yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 3.3yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 3.3yrs | inga uppgifter | inga uppgifter | |
| Director | no data | inga uppgifter | inga uppgifter | |
| Director | 1.3yrs | inga uppgifter | inga uppgifter |
3.3yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder
Erfaren styrelse: TRUE s styrelse anses vara erfaren ( 3.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/09 19:49 |
| Aktiekurs vid dagens slut | 2026/07/09 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
True Corporation Public Company Limited bevakas av 36 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Thitithep Nophaket | BofA Global Research |
| Panjapon Taensricharoen | Bualuang Securities PCL |
| Prasit Sujiravorakul | Bualuang Securities PCL |