Erawan Group Zukünftiges Wachstum
Future Kriterienprüfungen 1/6
Erawan Group wird ein jährliches Gewinn- und Umsatzwachstum von 7.2% bzw. 4.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 6.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.2% betragen.
Wichtige Informationen
7.2%
Wachstumsrate der Gewinne
6.38%
EPS-Wachstumsrate
| Hospitality Gewinnwachstum | 10.0% |
| Wachstumsrate der Einnahmen | 4.9% |
| Zukünftige Eigenkapitalrendite | 10.18% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 05 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
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).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).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).
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).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.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.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).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.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.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).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).
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.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 9,164 | 1,039 | -510 | 2,401 | 8 |
| 12/31/2027 | 8,773 | 985 | -780 | 2,104 | 15 |
| 12/31/2026 | 8,273 | 916 | -1,464 | 1,913 | 15 |
| 12/31/2025 | 7,930 | 838 | 1,329 | 2,386 | N/A |
| 9/30/2025 | 7,897 | 843 | 1,347 | 2,341 | N/A |
| 6/30/2025 | 7,964 | 911 | 1,441 | 2,476 | N/A |
| 3/31/2025 | 8,054 | 1,209 | -123 | 2,660 | N/A |
| 12/31/2024 | 8,039 | 1,281 | -212 | 2,818 | N/A |
| 9/30/2024 | 7,697 | 1,117 | -461 | 2,652 | N/A |
| 6/30/2024 | 7,584 | 1,141 | -1,803 | 2,605 | N/A |
| 3/31/2024 | 7,383 | 921 | -239 | 2,447 | N/A |
| 12/31/2023 | 7,037 | 743 | 1 | 2,281 | N/A |
| 9/30/2023 | 6,881 | 768 | 365 | 2,516 | N/A |
| 6/30/2023 | 6,428 | 609 | 1,454 | 2,216 | N/A |
| 3/31/2023 | 5,794 | 327 | 1,049 | 1,760 | N/A |
| 12/31/2022 | 4,666 | -224 | 486 | 1,289 | N/A |
| 9/30/2022 | 3,566 | -709 | -298 | 494 | N/A |
| 6/30/2022 | 2,530 | -1,321 | -792 | -38 | N/A |
| 3/31/2022 | 1,793 | -1,871 | -1,053 | -367 | N/A |
| 12/31/2021 | 1,536 | -2,050 | -1,237 | -634 | N/A |
| 9/30/2021 | 1,512 | -2,278 | -1,189 | -638 | N/A |
| 6/30/2021 | 1,693 | -2,169 | -1,037 | -535 | N/A |
| 3/31/2021 | 1,506 | -2,105 | -1,167 | -692 | N/A |
| 12/31/2020 | 2,337 | -1,715 | -1,165 | -536 | N/A |
| 9/30/2020 | 3,467 | -1,066 | -851 | 55 | N/A |
| 6/30/2020 | 4,537 | -509 | -797 | 583 | N/A |
| 3/31/2020 | 5,864 | 108 | -456 | 1,238 | N/A |
| 12/31/2019 | 6,416 | 446 | -31 | 1,780 | N/A |
| 9/30/2019 | 6,412 | 450 | N/A | 1,721 | N/A |
| 6/30/2019 | 6,347 | 448 | N/A | 1,621 | N/A |
| 3/31/2019 | 6,300 | 485 | N/A | 1,731 | N/A |
| 12/31/2018 | 6,313 | 536 | N/A | 1,744 | N/A |
| 9/30/2018 | 6,174 | 518 | N/A | 1,747 | N/A |
| 6/30/2018 | 6,190 | 556 | N/A | 1,742 | N/A |
| 3/31/2018 | 6,188 | 584 | N/A | 1,727 | N/A |
| 12/31/2017 | 6,037 | 506 | N/A | 1,680 | N/A |
| 9/30/2017 | 5,881 | 448 | N/A | 1,564 | N/A |
| 6/30/2017 | 5,806 | 424 | N/A | 1,547 | N/A |
| 3/31/2017 | 5,736 | 383 | N/A | 1,535 | N/A |
| 12/31/2016 | 5,652 | 367 | N/A | 1,416 | N/A |
| 9/30/2016 | 5,614 | 364 | N/A | 1,386 | N/A |
| 6/30/2016 | 5,455 | 289 | N/A | 1,289 | N/A |
| 3/31/2016 | 5,381 | 247 | N/A | 1,334 | N/A |
| 12/31/2015 | 5,286 | 195 | N/A | 1,304 | N/A |
| 9/30/2015 | 5,256 | 146 | N/A | 1,369 | N/A |
| 6/30/2015 | 5,065 | 83 | N/A | 1,387 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: ERWDas prognostizierte Gewinnwachstum (7.2% pro Jahr) liegt über der Sparquote (2.2%).
Ertrag vs. Markt: ERWDie Erträge des Unternehmens (7.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt TH (11.2% pro Jahr).
Hohe Wachstumserträge: ERWDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: ERWDie Einnahmen des Unternehmens (4.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt TH (9.6% pro Jahr).
Hohe Wachstumseinnahmen: ERWDie Einnahmen des Unternehmens (4.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: ERWDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.2%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 00:39 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2025/12/31 |
| 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 |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| 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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Analysten-Quellen
The Erawan Group Public Company Limited wird von 23 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 |