Erawan Group (ERW) Aktienübersicht
Die Erawan Group Public Company Limited ist vor allem in Thailand, Japan und auf den Philippinen in den Bereichen Hotel- und Gebäudevermietung und -verwaltung tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 3/6 |
Belohnungen
Risikoanalyse
ERW Community Fair Values
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Analyst Price Targets
The Erawan Group Public Company Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | ฿2.88 |
| 52-Wochen-Hoch | ฿3.32 |
| 52-Wochen-Tief | ฿1.86 |
| Beta | 0.26 |
| 1 Monat Veränderung | 5.11% |
| 3 Monate Veränderung | 13.39% |
| 1 Jahr Veränderung | 44.72% |
| 3 Jahre Veränderung | -36.00% |
| 5 Jahre Veränderung | -0.69% |
| Veränderung seit IPO | -52.66% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 17
ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside
Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.Narrativ-Update • Jun 03
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have modestly adjusted their price target on Erawan Group to THB4.72. This reflects slightly lower assumed revenue growth, a small change in profit margins, a marginally different forward P/E of 28.30, and a slightly reduced discount rate in their models.Narrativ-Update • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Narrativ-Update • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Recent updates
Narrativ-Update • Jun 17
ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside
Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.Narrativ-Update • Jun 03
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have modestly adjusted their price target on Erawan Group to THB4.72. This reflects slightly lower assumed revenue growth, a small change in profit margins, a marginally different forward P/E of 28.30, and a slightly reduced discount rate in their models.Narrativ-Update • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Narrativ-Update • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Narrativ-Update • Apr 19
ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Narrativ-Update • Apr 05
ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
Narrativ-Update • Mar 22
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).Narrativ-Update • Mar 08
ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.Narrativ-Update • Feb 22
ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.Narrativ-Update • Feb 07
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).Narrativ-Update • Jan 24
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.Narrativ-Update • Jan 10
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.Narrativ-Update • Dec 26
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).Narrativ-Update • Dec 12
ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
Neues Narrativ • Jan 27
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.Aktionärsrenditen
| ERW | TH Hospitality | TH Markt | |
|---|---|---|---|
| 7D | -4.0% | -1.6% | -3.0% |
| 1Y | 44.7% | 16.9% | 41.3% |
Rendite im Vergleich zur Industrie: ERW übertraf die Branche TH Hospitality , die im vergangenen Jahr eine Rendite von 16.9 erzielte.
Rendite vs. Markt: ERW hinter dem Markt TH zurück, der im vergangenen Jahr eine Rendite von 41.3 erzielte.
Preisvolatilität
| ERW volatility | |
|---|---|
| ERW Average Weekly Movement | 7.8% |
| Hospitality Industry Average Movement | 5.1% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in TH Market | 10.0% |
| 10% least volatile stocks in TH Market | 2.0% |
Stabiler Aktienkurs: Der Aktienkurs von ERW war in den letzten 3 Monaten im Vergleich zum TH -Markt volatil.
Volatilität im Zeitverlauf: ERWDie wöchentliche Volatilität (8%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der TH Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1982 | n/a | Youssef Khomri | www.theerawan.com |
Die Erawan Group Public Company Limited ist in den Bereichen Hotels, Gebäudevermietung und -verwaltung hauptsächlich in Thailand, Japan und auf den Philippinen tätig. Das Unternehmen betreibt Hotels und Resorts unter den Namen Grand Hyatt Erawan Bangkok, IBIS, JW Marriott Bangkok, The Naka Island, Courtyard by Marriott Bangkok, Holiday Inn Pattaya, IBIS Styles, Novotel Bangkok Sukhumvit 4, Holiday Inn Cebu City, Mercure Hotels und HOP INN. Es vermietet Einzelhandelsimmobilien unter dem Namen Erawan Bangkok und verwaltet das Ploenchit Center, ein Bürogebäude.
The Erawan Group Public Company Limited's Grundlagenzusammenfassung
| ERW grundlegende Statistiken | |
|---|---|
| Marktanteil | ฿14.66b |
| Gewinn(TTM) | ฿868.26m |
| Umsatz(TTM) | ฿8.05b |
16.2x
Kurs-Gewinn-Verhältnis 1.7x
Kurs-Umsatz-VerhältnisIst ERW zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ERW Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | ฿8.05b |
| Kosten der Einnahmen | ฿3.29b |
| Bruttogewinn | ฿4.77b |
| Sonstige Ausgaben | ฿3.90b |
| Gewinn | ฿868.26m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Aug 14, 2026
| Gewinn per Aktie (EPS) | 0.18 |
| Bruttomarge | 59.19% |
| Nettogewinnspanne | 10.78% |
| Schulden/Eigenkapital-Verhältnis | 102.8% |
Wie hat sich ERW auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
2.4%
Aktuelle Dividendenrendite39%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/23 08:32 |
| Aktienkurs zum Tagesende | 2026/06/23 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
The Erawan Group Public Company Limited wird von 24 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |