Erawan Group（ERW）株式概要
エラワン・グループ・パブリック・カンパニー・リミテッドは、主にタイ、日本、フィリピンでホテル、ビルの賃貸・管理事業を行っている。 詳細
ERW Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
The Erawan Group Public Company Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ฿3.02 |
| 52週高値 | ฿3.32 |
| 52週安値 | ฿1.79 |
| ベータ | 0.26 |
| 1ヶ月の変化 | 12.69% |
| 3ヶ月変化 | 26.89% |
| 1年変化 | 58.12% |
| 3年間の変化 | -35.47% |
| 5年間の変化 | 2.72% |
| IPOからの変化 | -50.36% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).
新しいナラティブ • 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.株主還元
| ERW | TH Hospitality | TH 市場 | |
|---|---|---|---|
| 7D | 7.1% | 8.3% | 1.5% |
| 1Y | 58.1% | 17.6% | 46.2% |
業界別リターン: ERW過去 1 年間で17.6 % の収益を上げたTH Hospitality業界を上回りました。
リターン対市場: ERW過去 1 年間で46.2 % の収益を上げたTH市場を上回りました。
価格変動
| ERW volatility | |
|---|---|
| ERW Average Weekly Movement | 7.9% |
| Hospitality Industry Average Movement | 5.3% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in TH Market | 9.9% |
| 10% least volatile stocks in TH Market | 2.1% |
安定した株価: ERWの株価は、 TH市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ERWの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてTHの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1982 | n/a | Youssef Khomri | www.theerawan.com |
エラワン・グループ・パブリック・カンパニー・リミテッドは、主にタイ、日本、フィリピンでホテ ル事業、ビル賃貸・管理事業を行っている。グランド・ハイアット・エラワン・バンコク、IBIS、JWマリオット・バンコク、ザ・ナカ・アイランド、コートヤード・バイ・マリオット・バンコク、ホリデイ・イン・パタヤ、IBISスタイルズ、ノボテル・バンコク・スクンビット4、ホリデイ・イン・セブ・シティ、メルキュールホテルズ、HOP INNの名称でホテルやリゾートを運営している。また、エラワン・バンコク（Erawan Bangkok）という名称で商業店舗用不動産を賃貸し、プルンチット・センター（Ploenchit Center）というオフィスビルを管理している。また、不動産の開発・管理、ショッピングプラザの賃貸も行っている。同社は1982年に設立され、本社はタイのバンコクにある。
The Erawan Group Public Company Limited 基礎のまとめ
| ERW 基礎統計学 | |
|---|---|
| 時価総額 | ฿14.76b |
| 収益（TTM） | ฿868.26m |
| 売上高(TTM) | ฿8.05b |
17.0x
PER（株価収益率1.8x
P/SレシオERW は割高か？
公正価値と評価分析を参照収益と収入
| ERW 損益計算書（TTM） | |
|---|---|
| 収益 | ฿8.05b |
| 売上原価 | ฿3.29b |
| 売上総利益 | ฿4.77b |
| その他の費用 | ฿3.90b |
| 収益 | ฿868.26m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 14, 2026
| 一株当たり利益（EPS） | 0.18 |
| グロス・マージン | 59.19% |
| 純利益率 | 10.78% |
| 有利子負債／自己資本比率 | 102.8% |
ERW の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.3%
現在の配当利回り39%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/17 05:36 |
| 終値 | 2026/06/17 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Erawan Group Public Company Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |