Total Access Communication PCL

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29 articles for Total Access Communication PCL

Total Access Communication PCL: NewCo establishment expected within 1Q23

NewCo (to be named “TRUE”) to begin trading on Mar 3, 2023. “HOLD” TRUE and DTAC shares and swap them into NewCo (TRUE). Insights into 4Q22—core profit to drop on network OPEX surge.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 16 January 2023

Thailand: ICT - Greenlight for TRUE-DTAC amalgamation deal

NBTC’s greenlight for TRUE-DTAC merger aligned with expectation. The MergeCo formation expected in 1Q23. Reduced competition and consolidation to lead to ARPU uplift.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 31 October 2022

Total Access Communication PCL: Expectations disappointed; 4Q22 earnings set to rise YoY and QoQ

Below our model. DTAC posted a Bt488m net profit for 3Q22. The YoY core profit drop was due to a dip in service revenue.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 25 October 2022

Total Access Communication PCL: Clear sky for TRUE-DTAC amalgamation go-ahead

Only TRUE still aggressive on mobile pricing in 3Q22. Service revenue expected to rise both YoY and QoQ in 3Q22. Insights into 3Q22—core profit to rise YoY and QoQ.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 30 September 2022

Total Access Communication PCL: Core profit below estimate; bigger recovery scale expected in 2H22

On the positive side, service revenues (excl.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 18 July 2022

Thailand: ICT - TRUE-DTAC amalgamation and ADVANC’s TTTBB buyout looming

We have seen more intense mobile competition for both postpaid and prepaid segments in 2Q22. Mobile operators have offered to double speeds for the ‘Net No Limit’ prepaid packages. For example, the 1Mbps speed has been upped to 2Mbps for Bt350 for th...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 27 June 2022

Details

Thailand
Asia
Telecommunication Services
About
Total Access Communication Public Company Limited provides cellular mobile telephone services under WorldPhone 800 and WorldPhone 1800 brand names throughout Thailand. The Company also sells cellular handsets and other telecommunications equipment through its WorldMedia network of retail stores.

Associated topics

Equity Communication Services Total Access Communication PCL Asia Thailand Telecommunication Services Prasit Sujiravorakul NBTC MergeCo TRUE 2021 2022 True Corp PCL ADVANC