Valuation: Digital Telecommunications Infrastructure Fund

Market Cap 11TCr 318.79Cr 284.39Cr 264.95Cr 241.11Cr 454.06Cr 31TCr 457.43Cr 3.2TCr 1.25TCr 16TCr 1.2TCr 1.17TCr 50TCr P/E 2025
7.77x
P/E 2026 * 8.86x
Enterprise Value 13TCr 379.34Cr 338.41Cr 315.28Cr 286.91Cr 540.31Cr 37TCr 544.31Cr 3.81TCr 1.48TCr 19TCr 1.42TCr 1.39TCr 60TCr EV / Sales 2025
8.9x
EV / Sales 2026 * 8.62x
Free-Float
74.9%
Yield 2025
8.8%
Yield 2026 * 8.8%
03/08 Digital Telecommunications Infrastructure Fund Declares Dividend for the Operation Period from April 1, 2026 to June 30, 2026, Payable on September 9, 2026 CI
15/05 Innvest X Securities Downgrades Digital Telecommunications Infrastructure Fund to Neutral from Outperform; Price Target is THB10 MT
05/05 Digital Telecommunications Infrastructure Fund Declares Dividend from the Operation Period from January 1, 2026 to March 31, 2026, Payable on June 10, 2026 CI
03/02 Digital Telecommunications Infrastructure Fund Declares Dividend from the Operation Period from October 1, 2025 to December 31, 2025, Payable on March 9, 2026 CI
14/11 Bualuang Securities Downgrades Digital Telecommunications Infrastructure Fund to Hold from Buy; Price Target is THB9.30 MT
04/11 Digital Telecommunications Infrastructure Fund Announces Dividend for Operation Period from July 1, 2025 to September 30, 2025, Payable in December 8, 2025 CI
04/25/04 Digital Telecommunications Infrastructure Fund Announces Dividend for Period from April 1, 2025 to June 30, 2025, Payable on September 9, 2025 CI
04/25/04 Digital Telecommunications Infrastructure Fund managed by SCB Asset Management Co., Ltd. entered into Asset and Revenue Sale and Transfer Agreement to acquire 99.99% stake in BFKT Limited and Asia Wireless Communication Co., Ltd from True Corporation Public Company Limited. CI
02/25/02 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2025 to March 31, 2025, Payable on June 9, 2025 CI
03/25/03 Digital Telecommunications Infrastructure Fund Announces Dividend for the Fourth Quarter of 2024, Payable on March 7, 2025 CI
01/24/01 Digital Telecommunications Infrastructure Fund Announces Dividend from the Operation Period from April 1, 2024 to June 30, 2024, Payable on September 5, 2024 CI
02/24/02 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2024 to March 31, 2024, Payable on June 7, 2024 CI
29/24/29 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from October 1, 2023 to December 31, 2023, Payable on March 4, 2024 CI
3 years 0.2
Extreme 0.2
0.21
5 years 0.2
Extreme 0.2
0.21
10 years 0.2
Extreme 0.2
0.54
Manager TitleAgeSince
Chief Executive Officer - -
Chief Tech/Sci/R&D Officer - -
Chief Operating Officer - -
Director TitleAgeSince
Director/Board Member - -
Director/Board Member - -
Director/Board Member - -
Change 5-day change 1-year change 3-year change Capi.($)
-4.76%-.--% - - 319.83Cr
+0.06%+0.57%-6.68%+22.90% 22TCr
-0.15%-2.61%+4.99%+45.37% 19TCr
+1.02%-0.63%-7.71%+36.37% 14TCr
+0.06%-3.46%+9.96%-0.76% 8.77TCr
+0.22%+1.59%-16.32%+15.84% 8.06TCr
+1.95%-0.77%+0.52%+27.45% 6.39TCr
+0.70%-0.60%-3.45%+16.49% 5.69TCr
+0.23%-0.47%+0.47%+81.70% 5.43TCr
+0.19%-2.21%+13.48%+3.71% 5.01TCr
Average -0.03%-1.18%-0.53%+27.68% 10.55TCr
Weighted average by Cap. +0.37%-1.11%-1.62%+28.93%

Financials

2025 2026 *
Net sales 1.41TCr 42Cr 37Cr 35Cr 32Cr 60Cr 4.03TCr 60Cr 420.18Cr 163.48Cr 2.06TCr 157.07Cr 153.68Cr 6.61TCr 1.46TCr 43Cr 39Cr 36Cr 33Cr 62Cr 4.16TCr 62Cr 434.03Cr 168.87Cr 2.12TCr 162.24Cr 158.74Cr 6.83TCr
Net income 1.1TCr 33Cr 29Cr 27Cr 25Cr 47Cr 3.15TCr 47Cr 328.89Cr 127.96Cr 1.61TCr 122.94Cr 120.29Cr 5.17TCr 1.19TCr 35Cr 32Cr 29Cr 27Cr 50Cr 3.41TCr 51Cr 355.6Cr 138.35Cr 1.74TCr 132.93Cr 130.06Cr 5.59TCr
Net Debt 2.04TCr 61Cr 54Cr 50Cr 46Cr 86Cr 5.83TCr 87Cr 608.11Cr 236.59Cr 2.98TCr 227.32Cr 222.41Cr 9.57TCr 1.81TCr 54Cr 48Cr 45Cr 41Cr 76Cr 5.17TCr 77Cr 539.07Cr 209.73Cr 2.64TCr 201.51Cr 197.16Cr 8.48TCr
Logo Digital Telecommunications Infrastructure Fund
Digital Telecommunications Infrastructure Fund (the Fund) is a Thailand-based closed-end infrastructure fund. It operates in one segment, investment in telecommunications infrastructure business and securities and in a single geographic area, namely in Thailand. The Fund intends to benefit from the Telecom Infrastructure Assets by receiving the net revenues to be generated from them, in relation to the BFKT Telecom Assets and AWC Towers, or leasing them, initially to Real Future and TUC as the anchor tenants that will also operate and manage the assets. It can invest in two major assets: passive assets, namely telecommunication towers and fiber optic cable, and active assets, namely transmission equipment and receiver equipment installed on telecommunications tower. It is managed by SCB Asset Management Company Limited (the Management Company), its mutual fund supervisor is KASIKORNBANK Public Company Limited, and its telecom asset manager is Telecom Asset Management Company Limited.
Employees
-
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
10.10THB
Average target price
10.16THB
Spread / Average Target
+0.59%

Annual profits - Rate of surprise