2023-06-24 04:25:28
Stock dimension – Digital Telecommunications Infrastructure Fund (DIF) by Krungsri Patanasin Securities stated that following checking with the DIF fund manager, no new negative factors were found. slimming including not wanting to change Change the terms of the property lease agreed with the Fund.
However, we still see that the key risk to DIF is that DTAC terminates the contract before the expiration of March 24. If canceled in 2H23F, the dividend forecast will be reduced to 0.97 baht (9% yield), or -3% from the current level, and affect TP. Remaining 13.70 baht from the current 13.90 baht
Therefore, we have revised our recommendation to Buy (formerly Neutral) for DIF due to 1) the price has dropped considerably compared to the risk of DTAC terminating the lease prematurely 2) including the impact of DTAC, it is expected that the fund will pay a dividend of 0.97 baht per unit. years (average yield 9%) and 3) long term, there is an opportunity to generate additional income from investing in assets following the merger is complete.
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