Valuation: Digital Telecommunications Infrastructure Fund

Market Cap 107B 3.19B 2.85B 2.65B 2.41B 4.54B 307B 4.58B 32.03B 12.46B 157B 11.98B 11.72B 510B P/E 2025
7.77x
P/E 2026 * 8.86x
Enterprise Value 128B 3.8B 3.39B 3.15B 2.87B 5.41B 366B 5.45B 38.12B 14.83B 187B 14.26B 13.95B 606B EV / Sales 2025
8.9x
EV / Sales 2026 * 8.62x
Free-Float
74.9%
Yield 2025
8.8%
Yield 2026 * 8.8%
08-03 Digital Telecommunications Infrastructure Fund Declares Dividend for the Operation Period from April 1, 2026 to June 30, 2026, Payable on September 9, 2026 CI
05-15 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
02-03 Digital Telecommunications Infrastructure Fund Declares Dividend from the Operation Period from October 1, 2025 to December 31, 2025, Payable on March 9, 2026 CI
11-14 Bualuang Securities Downgrades Digital Telecommunications Infrastructure Fund to Hold from Buy; Price Target is THB9.30 MT
11-04 Digital Telecommunications Infrastructure Fund Announces Dividend for Operation Period from July 1, 2025 to September 30, 2025, Payable in December 8, 2025 CI
25-08-04 Digital Telecommunications Infrastructure Fund Announces Dividend for Period from April 1, 2025 to June 30, 2025, Payable on September 9, 2025 CI
25-08-03 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
25-05-02 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2025 to March 31, 2025, Payable on June 9, 2025 CI
25-02-03 Digital Telecommunications Infrastructure Fund Announces Dividend for the Fourth Quarter of 2024, Payable on March 7, 2025 CI
24-08-01 Digital Telecommunications Infrastructure Fund Announces Dividend from the Operation Period from April 1, 2024 to June 30, 2024, Payable on September 5, 2024 CI
24-05-02 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2024 to March 31, 2024, Payable on June 7, 2024 CI
24-01-29 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%-.--% - - 3.2B
+0.06%+0.57%-6.68%+22.90% 222B
-0.15%-2.61%+4.99%+45.37% 191B
+1.02%-0.63%-7.71%+36.37% 143B
+0.06%-3.46%+9.96%-0.76% 87.71B
+0.22%+1.59%-16.32%+15.84% 80.58B
+3.67%+2.87%+4.21%+32.13% 63.93B
+0.70%-0.60%-3.45%+16.49% 56.92B
+0.23%-0.47%+0.47%+81.70% 54.26B
+0.19%-2.21%+13.48%+3.71% 50.15B
Average +0.14%-0.88%-0.12%+28.20% 105.5B
Weighted average by Cap. +0.49%-0.93%-1.37%+29.25%

Financials

2025 2026 *
Net sales 14.09B 419M 373M 348M 317M 596M 40.33B 601M 4.2B 1.64B 20.61B 1.57B 1.54B 66.89B 14.56B 433M 386M 359M 327M 616M 41.66B 620M 4.34B 1.69B 21.29B 1.62B 1.59B 69.09B
Net income 11.03B 328M 292M 272M 248M 467M 31.57B 470M 3.29B 1.28B 16.13B 1.23B 1.2B 52.36B 11.93B 354M 316M 294M 268M 505M 34.13B 508M 3.56B 1.38B 17.44B 1.33B 1.3B 56.61B
Net Debt 20.4B 606M 540M 503M 458M 863M 58.37B 869M 6.08B 2.37B 29.82B 2.28B 2.23B 96.8B 18.08B 537M 479M 446M 406M 765M 51.74B 771M 5.39B 2.1B 26.44B 2.02B 1.97B 85.81B
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