BTS Group Holdings Gestione
Criteri Gestione verificati 4/4
BTS Group Holdings Il CEO è Kavin Kanjanapas, nominato in Apr2015, ha un mandato di 11.08 anni. possiede direttamente 11.17% delle azioni della società, per un valore di THB 3.74B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 10.8 anni e 15.8 anni.
Informazioni chiave
Kavin Kanjanapas
Amministratore delegato
฿504.0k
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 11.1yrs |
| Proprietà del CEO | 11.2% |
| Durata media del management | 10.8yrs |
| Durata media del Consiglio di amministrazione | 15.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.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.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.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.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.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.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).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.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.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.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.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.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.AMMINISTRATORE DELEGATO
Kavin Kanjanapas (50 yo)
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 11.1yrs | ฿504.00k | 11.17% THB 3.7b | |
| COO & Executive Director | 16.3yrs | ฿504.00k | Nessun dato | |
| Deputy CEO & Executive Director | 11.1yrs | ฿504.00k | Nessun dato | |
| Chief Officer of MOVE Business & Executive Director | no data | ฿504.00k | 0.042% THB 14.1m | |
| Chief Financial Officer | 2.8yrs | Nessun dato | 0.0057% THB 1.9m | |
| Chief Investment Officer | 17.3yrs | Nessun dato | Nessun dato | |
| Accounting Director | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Legal Officer | 6.3yrs | Nessun dato | Nessun dato | |
| Head of Internal Audit & Data Protection Officer | 15.3yrs | Nessun dato | Nessun dato | |
| Chief Officer of MIX Business | 6.3yrs | Nessun dato | Nessun dato | |
| Company Secretary | 10.6yrs | Nessun dato | Nessun dato | |
| Investor Relations | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di BTS è esperto e expertise (durata media dell'incarico 10.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 19.3yrs | ฿504.00k | 11.17% THB 3.7b | |
| COO & Executive Director | 28.4yrs | ฿504.00k | Nessun dato | |
| Deputy CEO & Executive Director | 19.3yrs | ฿504.00k | Nessun dato | |
| Chief Officer of MOVE Business & Executive Director | 15.8yrs | ฿504.00k | 0.042% THB 14.1m | |
| Independent Director | 15.8yrs | ฿504.00k | 0.0037% THB 1.2m | |
| Independent Director | 15.8yrs | ฿584.00k | 0.066% THB 22.1m | |
| Chairman of the Board | 32.9yrs | ฿1.01m | 32.92% THB 11.0b | |
| Independent Director | 10.8yrs | ฿504.00k | Nessun dato | |
| Independent Director | 6.3yrs | ฿504.00k | 0.00078% THB 261.1k | |
| Lead Independent Director | 10.1yrs | ฿932.00k | 0.0050% THB 1.7m | |
| Independent Director | 1.3yrs | Nessun dato | Nessun dato |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di BTS è composto da personale esperto e esperto (durata media dell'incarico 15.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/03 13:45 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/03/31 |
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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
BTS Group Holdings Public Company Limited è coperta da 16 analisti. 6 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 |
|---|---|
| Kawee Manitsupavong | Asia Plus Securities Company Limited |
| Kaseedit Choonnawat | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |