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The Erawan Group Public Company Limited

SET:ERW 株式レポート

時価総額:฿18.7b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Erawan Group 配当と自社株買い

配当金 基準チェック /06

Erawan Group配当を支払う会社であり、現在の利回りは1.83%です。

主要情報

1.8%

配当利回り

0%

バイバック利回り

総株主利回り1.8%
将来の配当利回り2.5%
配当成長3.0%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向39%

最近の配当と自社株買いの更新

Recent updates

User avatar
ナラティブ更新 • Aug 14

ERW: Lower Discount Rate Will Support Future Upside Potential

Analysts have lifted their price target for Erawan Group from THB3.80 to THB4.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher assessed fair value for the stock. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 14 Aug 2026.
User avatar
ナラティブ更新 • Jul 31

ERW: Updated Assumptions Will Support Balanced Upside And Downside Potential

Analysts have adjusted their price target for Erawan Group to THB 3.20, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the main drivers of the change. What’s in the News for Erawan Group No recent company specific news for Erawan Group is available from the provided sources as of 29 Jul 2026.
User avatar
ナラティブ更新 • Jul 15

ERW: Refined Assumptions And Lower P/E Multiple Will Support Future Upside

Analysts have revised their fair value estimate for Erawan Group from THB4.72 to THB3.80, citing updates to their assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Erawan Group No recent news items for Erawan Group are available from the specified primary sources as of 8 Jul 2026.
User avatar
ナラティブ更新 • Jul 01

ERW: Revised Assumptions Will Support Balanced Upside And Downside Potential

Analysts have adjusted their fair value estimate for Erawan Group to THB2.79, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News No recent company specific news items for Erawan Group are available from the provided sources.
User avatar
ナラティブ更新 • Jun 17

ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside

Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
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.

決済の安定と成長

配当データの取得

安定した配当: ERWはTH市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: ERWはTH市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Erawan Group 配当利回り対市場
ERW 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ERW)1.8%
市場下位25% (TH)3.1%
市場トップ25% (TH)7.1%
業界平均 (Hospitality)2.8%
アナリスト予想 (ERW) (最長3年)2.5%

注目すべき配当: ERWの配当金 ( 1.83% ) はTH市場の配当金支払者の下位 25% ( 3.14% ) と比べると目立ったものではありません。

高配当: ERWの配当金 ( 1.83% ) はTH市場の配当金支払者の上位 25% ( 7.09% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: ERW TH市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: ERW TH市場において目立った配当金を支払っていません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/11 10:23
終値2026/09/11 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
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  • SECフォーム10-K
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主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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 17 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。27

アナリスト機関
Teerapol UdomvejBofA Global Research
Narumon EkasamutBualuang Securities PCL
Kalvalee ThongsomaungBualuang Securities PCL

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