{"id":21469,"date":"2026-02-28T08:35:06","date_gmt":"2026-02-28T08:35:06","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/21469\/"},"modified":"2026-02-28T08:35:06","modified_gmt":"2026-02-28T08:35:06","slug":"brokers-see-ubs-stake-in-true-as-vote-of-confidence-in-thai-telecoms-re-rating-hopes-grow","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/21469\/","title":{"rendered":"Brokers see UBS stake in TRUE as vote of confidence in Thai telecoms, re-rating hopes grow"},"content":{"rendered":"<p>Another factor the market is focusing on is the management team, particularly Sigve Brekke, who has international telecom management experience and expertise in post-merger integration\u2014helping reduce operational risk and accelerate synergy realisation.<\/p>\n<p>At the same time, the vision of Suphachai Chearavanont\u2014positioning TRUE as a core pillar of a digital ecosystem spanning 5G, data, cloud and digital services\u2014is seen as a long-term strength that expands the company\u2019s growth beyond traditional telecoms.<\/p>\n<p>Analysts also noted that Thai telecom stocks continue to trade at a valuation discount compared with some regional peers. If TRUE can deliver sustained growth in earnings and cash flow, the scope for a re-rating remains open.<\/p>\n<p>Overall, the market views the deal as a signal of confidence in the industry structure and management capability rather than a short-term negative factor, with the next phase of share-price direction expected to hinge primarily on operating results and the ability to generate added value.<\/p>\n","protected":false},"excerpt":{"rendered":"Another factor the market is focusing on is the management team, particularly Sigve Brekke, who has international telecom&hellip;\n","protected":false},"author":2,"featured_media":21470,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[1042,11515,1339,14103,14104,14102,223],"class_list":["post-21469","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-breaking-news","tag-brokers","tag-merger","tag-stock-exchange-of-thailand","tag-telecommunication","tag-true-corporation-plc","tag-ubs"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/21469","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=21469"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/21469\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/21470"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=21469"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=21469"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=21469"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}