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Erawan Group Community
SET:ERW Community
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Erawan Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.
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฿3.24
FV
31.5% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
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4 days ago
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Erawan Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
Key Takeaways Heavy dependence on Thai tourism and asset-heavy growth makes the company highly vulnerable to external shocks, rising costs, and competitive pressures. Lagging in sustainability and digital transformation risks eroding competitive advantage, reducing market share, and weakening earnings over time.
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฿2.30
FV
3.5% undervalued
intrinsic discount
3.32%
Revenue growth p.a.
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4 days ago
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Erawan Group
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Urbanization And Tech Will Fuel Travel Though Risk Will Mount
Key Takeaways Outperformance in the budget hotel segment, geographic diversification, and digital initiatives are driving higher-than-expected revenue and sustainable growth prospects. Strong cost discipline, financial flexibility, and proactive ESG efforts position Erawan to rapidly capitalize on regional travel trends and future expansion opportunities.
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฿4.68
FV
52.6% undervalued
intrinsic discount
8.34%
Revenue growth p.a.
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4 days ago
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Your Valuation for
ERW
ERW
Erawan Group
Your Fair Value
฿
Current Price
฿2.22
62.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
10b
2015
2018
2021
2024
2025
2027
2030
Revenue ฿10.0b
Earnings ฿1.5b
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