ONE Enterprise stock rating downgraded by BofA Securities on weak TV ad revenue

Published 11/08/2025, 14:06
ONE Enterprise stock rating downgraded by BofA Securities on weak TV ad revenue

Investing.com - BofA Securities downgraded The ONE Enterprise Public Co (BK:ONEE) from Neutral to Underperform and lowered its price target to THB2.00 from THB2.40.

The downgrade follows weak second-quarter 2025 results, with particular concern over television advertising revenue, which declined 14% year-over-year in Q2 2025.

BofA Securities revised its profit estimates downward by 4% for 2025 and 12% for 2026, with the 2026 estimate now 12% below the Bloomberg consensus.

The firm expects ONE Enterprise’s profits to continue declining year-over-year through the second half of 2025 and into 2026, with no visible catalysts for share price improvement despite the stock already underperforming the SET index by 27% over the past six months.

BofA Securities adjusted its valuation methodology by reducing the target price-to-earnings ratio from 15x to 13x to align with global media peers, while maintaining its discounted cash flow assumptions with unchanged weighted average cost of capital of 13% and terminal growth rate of 2%.

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