Erawan Group (ERW) Panoramica del titolo
Erawan Group Public Company Limited opera nel settore alberghiero e nell'affitto e gestione di edifici principalmente in Tailandia, Giappone e Filippine. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
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Analyst Price Targets
Concorrenti di The Erawan Group Public Company Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | ฿2.86 |
| Massimo di 52 settimane | ฿3.32 |
| Minimo di 52 settimane | ฿1.79 |
| Beta | 0.12 |
| Variazione di 1 mese | 18.18% |
| Variazione a 3 mesi | -10.63% |
| Variazione di 1 anno | 36.19% |
| Variazione a 3 anni | -32.23% |
| Variazione a 5 anni | -12.80% |
| Variazione dall'IPO | -52.99% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).
Nuova narrazione • 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.Rendimenti per gli azionisti
| ERW | TH Hospitality | TH Mercato | |
|---|---|---|---|
| 7D | 4.4% | 2.8% | 2.4% |
| 1Y | 36.2% | 1.4% | 35.8% |
Ritorno vs Industria: ERW ha superato il TH Hospitality che ha restituito 1.4 % nell'ultimo anno.
Rendimento vs Mercato: ERW ha eguagliato il mercato TH che ha restituito 35.8 % nell'ultimo anno.
Volatilità dei prezzi
| ERW volatility | |
|---|---|
| ERW Average Weekly Movement | 8.1% |
| Hospitality Industry Average Movement | 5.7% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in TH Market | 10.3% |
| 10% least volatile stocks in TH Market | 2.5% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ERW è stato volatile rispetto al mercato TH.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di ERW è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni TH.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1982 | n/a | Youssef Khomri | www.theerawan.com |
Erawan Group Public Company Limited opera nel settore alberghiero e nell'affitto e gestione di edifici principalmente in Tailandia, Giappone e Filippine. La società gestisce hotel e resort con i nomi 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 e HOP INN. Affitta immobili commerciali al dettaglio con il nome di Erawan Bangkok e gestisce il Ploenchit Center, un edificio per uffici.
The Erawan Group Public Company Limited Riepilogo dei fondamenti
| ERW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | ฿13.98b |
| Utili (TTM) | ฿868.26m |
| Ricavi(TTM) | ฿8.05b |
16.1x
Rapporto P/E1.7x
Rapporto P/SERW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ERW Conto economico (TTM) | |
|---|---|
| Ricavi | ฿8.05b |
| Costo del fatturato | ฿3.29b |
| Profitto lordo | ฿4.77b |
| Altre spese | ฿3.90b |
| Utili | ฿868.26m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 14, 2026
| Utile per azione (EPS) | 0.18 |
| Margine lordo | 59.19% |
| Margine di profitto netto | 10.78% |
| Rapporto debito/patrimonio netto | 102.8% |
Come si è comportato ERW nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.4%
Rendimento attuale del dividendo39%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 21:59 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Erawan Group Public Company Limited è coperta da 24 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |