Valuation: Digital Telecommunications Infrastructure Fund

Market Cap 108B 3.22B 2.82B 2.6B 2.4B 4.52B 311B 4.62B 31.08B 12.22B 152B 12.11B 11.84B 524B P/E 2025
7.85x
P/E 2026 * 8.95x
Enterprise Value 129B 3.83B 3.35B 3.09B 2.85B 5.37B 369B 5.49B 36.93B 14.52B 181B 14.39B 14.07B 622B EV / Sales 2025
8.98x
EV / Sales 2026 * 8.74x
Free-Float
74.9%
Yield 2025
8.71%
Yield 2026 * 8.7%
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
04/08/25 Digital Telecommunications Infrastructure Fund Announces Dividend for Period from April 1, 2025 to June 30, 2025, Payable on September 9, 2025 CI
03/08/25 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
02/05/25 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2025 to March 31, 2025, Payable on June 9, 2025 CI
03/02/25 Digital Telecommunications Infrastructure Fund Announces Dividend for the Fourth Quarter of 2024, Payable on March 7, 2025 CI
01/08/24 Digital Telecommunications Infrastructure Fund Announces Dividend from the Operation Period from April 1, 2024 to June 30, 2024, Payable on September 5, 2024 CI
02/05/24 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from January 1, 2024 to March 31, 2024, Payable on June 7, 2024 CI
29/01/24 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from October 1, 2023 to December 31, 2023, Payable on March 4, 2024 CI
02/11/23 Digital Telecommunications Infrastructure Fund Announces Dividend for the Operation Period from July 1, 2023 to September 30, 2023, Payable on December 8, 2023 CI
3 years 0.2
Extreme 0.2
0.21
5 years 0.2
Extreme 0.2
0.44
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%-.--% - - 3.22B
-0.53%-0.65%+0.02%+138.19% 11.05B
+1.12%-1.94%-39.33%-47.33% 6.53B
+0.55%+1.94%+38.96%+41.62% 2.68B
-1.54%-3.42%-22.44%-30.34% 2.49B
+1.16%-0.10%+9.94%+13.91% 2.44B
0.00%-1.71%-23.33%-29.23% 2.08B
-1.05%-0.35%-29.07%-27.62% 1.78B
-0.76%0.00%+7.38%-5.07% 1.56B
+5.13%+10.22%-28.70%-60.95% 1.33B
Average -0.07%+0.80%-9.62%-0.76% 3.55B
Weighted average by Cap. -0.27%-0.20%-9.73%+34.10%

Financials

2025 2026 *
Net sales 14.09B 419M 366M 338M 311M 587M 40.36B 600M 4.04B 1.59B 19.76B 1.57B 1.54B 68.04B 14.47B 430M 376M 347M 320M 603M 41.44B 616M 4.15B 1.63B 20.3B 1.62B 1.58B 69.87B
Net income 11.03B 328M 287M 265M 244M 460M 31.59B 470M 3.16B 1.24B 15.47B 1.23B 1.2B 53.26B 11.93B 355M 310M 286M 264M 497M 34.15B 508M 3.42B 1.34B 16.73B 1.33B 1.3B 57.58B
Net Debt 20.4B 606M 530M 489M 451M 850M 58.41B 869M 5.85B 2.3B 28.6B 2.28B 2.23B 98.47B 18.08B 538M 470M 434M 400M 753M 51.77B 770M 5.18B 2.04B 25.36B 2.02B 1.97B 87.29B
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
10.20THB
Average target price
10.44THB
Spread / Average Target
+2.35%

Annual profits - Rate of surprise