บล.เอเซียพลัส : TRUE แนะนำ “Outperform” ราคาเป้าหมาย 16.10 บาท

efinAI

คาดต้นทุนที่ต่ำลงหนุนกำไร 4Q68 โตแรง YoY Flash Points• คาดงวด 4Q68 TRUE จะมีกำไรสุทธิ (รวมรายการพิเศษ) ที่ 2.7 พันล้านบาท หรือโตขึ้น ถึง 74% QoQ และพลิกจากที่เคยขาดทุนสุทธิ 7.5 ล้านบาท ใน 4Q67 • หากไม่รวมรายการพิเศษ คาดกำไรปกติอยู่ที่ 4.7 พันล้านบาท (+2%QoQ, +33%YoY) โดยการเติบโต QoQ หนุนจากรายได้ขายและบริการที่สูงขึ้น จากทั้งธุรกิจมือถือ (ธุรกิจ หลัก) และธุรกิจบรอดแบนด์ (ธุรกิจรอง) บวกกับคาดว่ายอดขายอุปกรณ์โทรศัพท์มือถือ จะสูงขึ้น จากอานิสงค์ของ “ไอโฟน 17” ขณะที่คาดต้นทุนจะต่ำลง โดยเฉพาะต้นทุน โครงข่ายหลังสิ้นสุดสัญญาให้เช่าโครงข่ายแก่

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