BTS Group Holdings Public Company Limited

Informe acción SET:BTS

Capitalización de mercado: ฿33.2b

BTS Group Holdings Dirección

Dirección controles de criterios 4/4

El CEO de BTS Group Holdings es Kavin Kanjanapas, nombrado en Apr 2015, tiene una permanencia de 11.08 años. posee directamente un 11.17% de las acciones de la empresa, con un valor de THB3.70B. La antigüedad media del equipo directivo y de la junta directiva es de 10.8 años y 15.8 años, respectivamente.

Información clave

Kavin Kanjanapas

Chief Executive Officer (CEO)

฿504.0k

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO11.1yrs
Participación del CEO11.2%
Permanencia media de la dirección10.8yrs
Promedio de permanencia en la Junta Directiva15.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 18

BTS: Steady Margins And Refined Discount Rate Will Support Upside

Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75, with only very small tweaks to the discount rate, revenue growth and future P/E inputs guiding this unchanged price target. Valuation Changes Fair Value: THB3.75 is unchanged, indicating the updated inputs did not move the overall valuation output.
Actualización de narrativa Apr 26

BTS: Steady Margins And Refined Discount Rate Will Support Upside

Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75. They highlight that minor tweaks to the discount rate, revenue growth, profit margin and future P/E inputs do not currently translate into a different price target in THB terms.
Actualización de narrativa Apr 11

BTS: Steady Margins And Higher Future P/E Will Support Upside

Analysts have nudged their price target on BTS Group Holdings slightly higher to THB3.75, citing a largely unchanged view on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: THB3.75 remains unchanged, keeping the analyst view of intrinsic value steady.
Actualización de narrativa Mar 27

BTS: Higher Future P/E And Margins Reset Will Support Upside

Analysts have adjusted their view on BTS Group Holdings, trimming the profit margin assumption and using a higher future P/E of 38.55. This has led to a revised price target around THB3.75, which is broadly in line with the previous THB3.75 level.
Actualización de narrativa Mar 13

BTS: New Food Subsidiary Will Support Future Earnings Upside

Analysts have made only a minor change to their view on BTS Group Holdings, keeping the fair value steady at THB 3.75 while fine tuning inputs such as the discount rate, profit margin assumptions and future P/E expectations, which together support a largely unchanged price target narrative. What's in the News BTS Group Holdings Public Company Limited has incorporated a new subsidiary, Kon Talay Thai Company Limited, effective December 15, 2025.
Actualización de narrativa Feb 26

BTS: New Food Subsidiary Will Support Future Earnings Upside

Analysts have trimmed their price target on BTS Group Holdings to THB3.75, citing updated assumptions around fair value, profit margin, revenue growth, and the adoption of a more conventional forward P/E framework. What's in the News BTS Group Holdings Public Company Limited has set up a new wholly owned subsidiary, Kon Talay Thai Company Limited, to operate in the food and beverage business.
Actualización de narrativa Feb 09

BTS: New Food Venture Will Support Future Earnings And Business Expansion

Analysts have adjusted their price target for BTS Group Holdings to reflect updated assumptions around discount rates, margin expectations, and a very high future P/E multiple. This has resulted in a revised valuation that you may want to compare carefully with your own view on the stock.
Actualización de narrativa Jan 25

BTS: New Subsidiaries Will Support Future Earnings And Business Expansion

Analysts have modestly adjusted their price target on BTS Group Holdings, citing largely unchanged fair value estimates of $4.35 along with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News BTS Group Holdings Public Company Limited set up Kon Talay Thai Company Limited on December 15, 2025 to engage in the food and beverage business, with registered capital of THB 1,000,000 divided into 10,000 ordinary shares at THB 100 per share (company announcement).
Actualización de narrativa Jan 09

BTS: New Subsidiaries Will Support Future Earnings And Business Expansion

Analysts kept their fair value estimate for BTS Group Holdings broadly unchanged, with only small model tweaks to the discount rate, revenue growth and profit margin, which feed through to a similar implied P/E outlook and leave their price target effectively steady in currency terms. What's in the News BTS Group Holdings incorporated Kon Talay Thai Company Limited on December 15, 2025, to operate in the food and beverage business with registered capital of THB 1,000,000, divided into 10,000 ordinary shares at THB 100 per share.
Actualización de narrativa Dec 25

BTS: New Subsidiaries Will Drive Future Earnings And Business Expansion

Analysts have trimmed their price target on BTS Group Holdings to 4.35, down from 4.79. They cited a slightly higher long term revenue growth outlook, which is offset by modestly lower margin and valuation assumptions.
Actualización de narrativa Dec 11

BTS: New Consulting Subsidiary Will Support Stronger Future Earnings Profile

Analysts have lifted their price target on BTS Group Holdings from THB 4.79 to THB 4.79. This modest upward revision is grounded in expectations for a swing from slightly negative to positive revenue growth, marginally stronger profit margins, and a somewhat more favorable future earnings multiple despite a slightly higher discount rate.
Actualización de narrativa Nov 27

BTS: Recent Subsidiary Formation Will Drive New Management Consulting Opportunities

Analysts have lowered their price target for BTS Group Holdings from $5.17 to $4.79. They cite a shift to negative revenue growth forecasts and reduced profit margins as key reasons for the revision.
Actualización de narrativa Sep 10

Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks

Despite an improved revenue growth forecast, a sharp decline in net profit margin has led to a downward revision of the consensus analyst price target for BTS Group Holdings from THB5.49 to THB5.17. What's in the News Board meeting held to consider appointment of audit committee.
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Nueva narrativa Aug 02

Bangkok Transit Expansion Will Generate Progress Amid Regulatory Challenges

Expansion of transit lines and digital payment services positions BTS to capture higher, more diversified revenues from urbanization and increased mobility.

CEO

Kavin Kanjanapas (50 yo)

11.1yrs
Permanencia
฿504,000
Compensación

Mr. Kavin Kanjanapas has been the Chief Executive Officer of BTS Group Holdings Public Company Limited since April 1, 2015 and served as its Chief Executive of MATCH Business since 2020 until June 2024. He...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Kavin Kanjanapas
CEO & Executive Director11.1yrs฿504.00k11.17%
THB 3.7b
Rangsin Kritalug
COO & Executive Director16.3yrs฿504.00ksin datos
Chi Keung Kong
Deputy CEO & Executive Director11.1yrs฿504.00ksin datos
Surapong Laoha-Unya
Chief Officer of MOVE Business & Executive Directorno data฿504.00k0.042%
THB 14.0m
Chawadee Rungruang
Chief Financial Officer2.8yrssin datos0.0057%
THB 1.9m
Daniel Ross
Chief Investment Officer17.3yrssin datossin datos
Nuanphan Ougchim
Accounting Director2.3yrssin datossin datos
Sayam Siwarapornskul
Chief Legal Officer6.3yrssin datossin datos
Pipop Intaratut
Head of Internal Audit & Data Protection Officer15.3yrssin datossin datos
Lap Leung
Chief Officer of MIX Business6.3yrssin datossin datos
Taraket Thawornpanich
Company Secretary10.6yrssin datossin datos
Nantarach Atthawong
Investor Relationsno datasin datossin datos
10.8yrs
Permanencia media
49yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BTS es experimentado (10.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Kavin Kanjanapas
CEO & Executive Director19.3yrs฿504.00k11.17%
THB 3.7b
Rangsin Kritalug
COO & Executive Director28.4yrs฿504.00ksin datos
Chi Keung Kong
Deputy CEO & Executive Director19.3yrs฿504.00ksin datos
Surapong Laoha-Unya
Chief Officer of MOVE Business & Executive Director15.8yrs฿504.00k0.042%
THB 14.0m
Ying-Chew Cheong
Independent Director15.8yrs฿504.00k0.0037%
THB 1.2m
Suchin Wanglee
Independent Director15.8yrs฿584.00k0.066%
THB 21.9m
Keeree Kanjanapas
Chairman of the Board32.9yrs฿1.01m32.92%
THB 10.9b
Karoon Chandrangsu
Independent Director10.8yrs฿504.00ksin datos
Paisal Tarasansombat
Independent Director6.3yrs฿504.00k0.00078%
THB 258.6k
Pichitra Mahaphon
Lead Independent Director10.1yrs฿932.00k0.0050%
THB 1.6m
Plakorn Wanglee
Independent Director1.3yrssin datossin datos
15.8yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de BTS son experimentados ( 15.8 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/28 17:04
Precio de las acciones al final del día2026/05/28 00:00
Beneficios2025/12/31
Ingresos anuales2025/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BTS Group Holdings Public Company Limited está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Kawee ManitsupavongAsia Plus Securities Company Limited
Kaseedit ChoonnawatBofA Global Research
Suppata SrisukBualuang Securities PCL