View Financial HealthMandarin Hotel 配当と自社株買い配当金 基準チェック /06Mandarin Hotel配当を支払う会社であり、現在の利回りは1.09%です。主要情報1.1%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-9.3%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17%最近の配当と自社株買いの更新Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.お知らせ • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.すべての更新を表示Recent updatesBoard Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿27.00, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total returns to shareholders of 8.0% over the past three years.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.68 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.44 (down from ฿0.68 in 3Q 2024). Revenue: ฿94.9m (down 4.7% from 3Q 2024). Net income: ฿11.8m (down 35% from 3Q 2024). Profit margin: 13% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ฿25.50. The fair value is estimated to be ฿33.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿27.25, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total returns to shareholders of 11% over the past three years.Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.26 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.14 (down from ฿0.26 in 2Q 2024). Revenue: ฿74.9m (down 6.9% from 2Q 2024). Net income: ฿3.67m (down 47% from 2Q 2024). Profit margin: 4.9% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿24.30, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.0% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿24.80, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.3% over the past three years.Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.53 (vs ฿0.51 in 1Q 2024)First quarter 2025 results: EPS: ฿0.53 (up from ฿0.51 in 1Q 2024). Revenue: ฿97.7m (up 4.9% from 1Q 2024). Net income: ฿14.1m (up 2.3% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • May 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 28Mandarin Hotel Public Company Limited Approves Board and Audit Committee AppointmentsMandarin Hotel Public Company Limited announced that at its AGM held on 25 April 2025, approved the appointment of Mr. Kowit Kokilakanistha as member of Audit Committee; Ms. Poonpit Chavalitnitikul as chairperson of Audit Committee; Mr. Phonthat Chittaya as director.Board Change • Apr 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.89 (vs ฿1.29 in FY 2023)Full year 2024 results: EPS: ฿1.89 (up from ฿1.29 in FY 2023). Revenue: ฿375.6m (up 16% from FY 2023). Net income: ฿50.8m (up 47% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 28Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:30 SE Asia Standard Time. Location: at the mandarin hotel`s mandarin a room, first floor, 662 rama 4 road, mahapruektaram district bangrak bangkok, ThailandBoard Change • Dec 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.68 (vs ฿0.57 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.68 (up from ฿0.57 in 3Q 2023). Revenue: ฿99.6m (up 10% from 3Q 2023). Net income: ฿18.2m (up 18% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Oct 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.26 (vs ฿0.044 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.26 (up from ฿0.044 in 2Q 2023). Revenue: ฿80.5m (up 18% from 2Q 2023). Net income: ฿6.88m (up 476% from 2Q 2023). Profit margin: 8.6% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.51 (vs ฿0.25 in 1Q 2023)First quarter 2024 results: EPS: ฿0.51 (up from ฿0.25 in 1Q 2023). Revenue: ฿93.1m (up 23% from 1Q 2023). Net income: ฿13.8m (up 102% from 1Q 2023). Profit margin: 15% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Mandarin Hotel Public Company Limited Appoints Prachuab Prasertsang as Independent DirectorMandarin Hotel Public Company Limited at its annual general meeting of shareholders 2024 held on April 25, 2024, approved the appointment of Mr. Prachuab prasertsang as independent director.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿1.29 (vs ฿1.48 loss in FY 2022)Full year 2023 results: EPS: ฿1.29 (up from ฿1.48 loss in FY 2022). Revenue: ฿324.0m (up 97% from FY 2022). Net income: ฿34.7m (up ฿74.6m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 23Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Mandarin Hotel's Mandarin A Room, 662 Rama 4 Road Mahapruektaram District Bangrak Bangkok Thailand Agenda: To consider and approve results for the year 2023; to consider and approve dividend; and to consider other matters.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿33.00, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 25x in the Hospitality industry in Thailand. Total returns to shareholders of 39% over the past three years.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.57 (vs ฿0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.57 (up from ฿0.17 loss in 3Q 2022). Revenue: ฿90.3m (up 78% from 3Q 2022). Net income: ฿15.4m (up ฿19.9m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿780.3m market cap, or US$22.2m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.044 (vs ฿0.45 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.044 (up from ฿0.45 loss in 2Q 2022). Revenue: ฿68.3m (up 126% from 2Q 2022). Net income: ฿1.20m (up ฿13.2m from 2Q 2022). Profit margin: 1.7% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 08Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years, while earnings per share has been flat.Board Change • May 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.45 loss per share (vs ฿0.84 loss in 2Q 2021)Second quarter 2022 results: ฿0.45 loss per share (up from ฿0.84 loss in 2Q 2021). Net loss: ฿12.1m (loss narrowed 47% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2022 earnings released: ฿1.13 loss per share (vs ฿0.61 loss in 1Q 2021)First quarter 2022 results: ฿1.13 loss per share (down from ฿0.61 loss in 1Q 2021). Net loss: ฿30.3m (loss widened 84% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿1.82 loss per share (up from ฿2.76 loss in FY 2020). Net loss: ฿48.8m (loss narrowed 34% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Feb 26Mandarin Hotel Public Company Limited Announces Redesignation of Suwanna Bhuddhaprasart from Vice Chairperson to ChairpersonMandarin Hotel Public Company Limited announced that Mrs. Suwanna Bhuddhaprasart, vice chairperson has changed the position to chairperson effective from February 24, 2022 onwards.Reported Earnings • Aug 19Second quarter 2021 earnings released: ฿0.84 loss per share (vs ฿1.02 loss in 2Q 2020)Second quarter 2021 results: Net loss: ฿22.6m (loss narrowed 18% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Reported Earnings • May 17First quarter 2021 earnings released: ฿0.61 loss per share (vs ฿0.36 loss in 1Q 2020)First quarter 2021 results: Net loss: ฿16.5m (loss widened 71% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2020 earnings released: ฿2.76 loss per share (vs ฿0.94 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿105.8m (down 68% from FY 2019). Net loss: ฿74.1m (down 393% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 96% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 24New 90-day low: ฿23.40The company is down 2.0% from its price of ฿23.80 on 26 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 16% over the same period.お知らせ • Sep 26Quality Houses Public Company Limited's Subsidiary Renews Hotel Management Advisor AgreementWith reference to the Board of Directors' Meeting No 8/2020 of Quality Houses Public Company Limited ("the Company") held on September 25,2020 has resolved to approve a subsidiary to renew a hotel management advisor agreement to Mandarin Hotel that is owned by The Mandarin Hotel Public Company Limited ("Mandarin"). Transaction date is After the approval of the Board of Directors' meeting. Connected parties are Employee: The Subsidiary of Quality Houses Public Company Limited ("the Subsidiary") and Employer: The Mandarin Hotel Public Company Limited ("Mandarin"). This transaction is classified as the connected transaction with the following details: Renewal of a hotel management advisor agreement to Mandarin Hotel that is owned by Mandarin which also granted the right to use the brand "Centre Point" for one year (1 October 2020 - 30 September 2021), with a renewal option upon mutual agreement. The Board of Directors shall authorize the management to have power to negotiate, agree and enter into any terms and conditions of such agreement and other related agreements and any other details as the management deem appropriated. The remuneration is based on 2% of total revenues (excluding some categories of revenues that have already declared in the hotel management advisor agreement) which is approximately THB 8 Million per year (1 October 2020 - 30 September 2021). The remuneration is calculated from forecasted total revenues of the Hotels, with the following details: Total Revenue for 2020 (October-December) is THB 107 million and for (January-September) is THB 301 million million. This transaction is considered normal support business without any trade condition. The calculate size of this transaction is 0.031% which is more than 0.03% but less than 3% of the net tangible assets ("NTA") based on the Company's consolidated financial statement as of June 30, 2020. The size of transaction is considered as a medium size. Therefore, the Company is required to get the approval from the Board of Directors and has to disclose the information to the Stock Exchange of Thailand. The remuneration is similar to that of operators in the same business.決済の安定と成長配当データの取得安定した配当: MANRIN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: MANRIN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Mandarin Hotel 配当利回り対市場MANRIN 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 (MANRIN)1.1%市場下位25% (TH)3.3%市場トップ25% (TH)7.5%業界平均 (Hospitality)3.1%アナリスト予想 (MANRIN) (最長3年)n/a注目すべき配当: MANRINの配当金 ( 1.09% ) はTH市場の配当金支払者の下位 25% ( 3.26% ) と比べると目立ったものではありません。高配当: MANRINの配当金 ( 1.09% ) はTH市場の配当金支払者の上位 25% ( 7.47% ) 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: MANRIN 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: MANRIN 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7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management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2026/06/06 11:07終値2026/05/21 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-KSEC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4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A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Mandarin Hotel Public Company Limited 0 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。0
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
お知らせ • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Board Change • May 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿27.00, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total returns to shareholders of 8.0% over the past three years.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.68 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.44 (down from ฿0.68 in 3Q 2024). Revenue: ฿94.9m (down 4.7% from 3Q 2024). Net income: ฿11.8m (down 35% from 3Q 2024). Profit margin: 13% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ฿25.50. The fair value is estimated to be ฿33.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿27.25, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total returns to shareholders of 11% over the past three years.
Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.26 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.14 (down from ฿0.26 in 2Q 2024). Revenue: ฿74.9m (down 6.9% from 2Q 2024). Net income: ฿3.67m (down 47% from 2Q 2024). Profit margin: 4.9% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿24.30, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.0% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿24.80, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.3% over the past three years.
Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.53 (vs ฿0.51 in 1Q 2024)First quarter 2025 results: EPS: ฿0.53 (up from ฿0.51 in 1Q 2024). Revenue: ฿97.7m (up 4.9% from 1Q 2024). Net income: ฿14.1m (up 2.3% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • May 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 28Mandarin Hotel Public Company Limited Approves Board and Audit Committee AppointmentsMandarin Hotel Public Company Limited announced that at its AGM held on 25 April 2025, approved the appointment of Mr. Kowit Kokilakanistha as member of Audit Committee; Ms. Poonpit Chavalitnitikul as chairperson of Audit Committee; Mr. Phonthat Chittaya as director.
Board Change • Apr 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.89 (vs ฿1.29 in FY 2023)Full year 2024 results: EPS: ฿1.89 (up from ฿1.29 in FY 2023). Revenue: ฿375.6m (up 16% from FY 2023). Net income: ฿50.8m (up 47% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 28Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:30 SE Asia Standard Time. Location: at the mandarin hotel`s mandarin a room, first floor, 662 rama 4 road, mahapruektaram district bangrak bangkok, Thailand
Board Change • Dec 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.68 (vs ฿0.57 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.68 (up from ฿0.57 in 3Q 2023). Revenue: ฿99.6m (up 10% from 3Q 2023). Net income: ฿18.2m (up 18% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.26 (vs ฿0.044 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.26 (up from ฿0.044 in 2Q 2023). Revenue: ฿80.5m (up 18% from 2Q 2023). Net income: ฿6.88m (up 476% from 2Q 2023). Profit margin: 8.6% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.51 (vs ฿0.25 in 1Q 2023)First quarter 2024 results: EPS: ฿0.51 (up from ฿0.25 in 1Q 2023). Revenue: ฿93.1m (up 23% from 1Q 2023). Net income: ฿13.8m (up 102% from 1Q 2023). Profit margin: 15% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Mandarin Hotel Public Company Limited Appoints Prachuab Prasertsang as Independent DirectorMandarin Hotel Public Company Limited at its annual general meeting of shareholders 2024 held on April 25, 2024, approved the appointment of Mr. Prachuab prasertsang as independent director.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿1.29 (vs ฿1.48 loss in FY 2022)Full year 2023 results: EPS: ฿1.29 (up from ฿1.48 loss in FY 2022). Revenue: ฿324.0m (up 97% from FY 2022). Net income: ฿34.7m (up ฿74.6m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 23Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Mandarin Hotel's Mandarin A Room, 662 Rama 4 Road Mahapruektaram District Bangrak Bangkok Thailand Agenda: To consider and approve results for the year 2023; to consider and approve dividend; and to consider other matters.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿33.00, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 25x in the Hospitality industry in Thailand. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.57 (vs ฿0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.57 (up from ฿0.17 loss in 3Q 2022). Revenue: ฿90.3m (up 78% from 3Q 2022). Net income: ฿15.4m (up ฿19.9m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿780.3m market cap, or US$22.2m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.044 (vs ฿0.45 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.044 (up from ฿0.45 loss in 2Q 2022). Revenue: ฿68.3m (up 126% from 2Q 2022). Net income: ฿1.20m (up ฿13.2m from 2Q 2022). Profit margin: 1.7% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 08Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years, while earnings per share has been flat.
Board Change • May 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.45 loss per share (vs ฿0.84 loss in 2Q 2021)Second quarter 2022 results: ฿0.45 loss per share (up from ฿0.84 loss in 2Q 2021). Net loss: ฿12.1m (loss narrowed 47% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2022 earnings released: ฿1.13 loss per share (vs ฿0.61 loss in 1Q 2021)First quarter 2022 results: ฿1.13 loss per share (down from ฿0.61 loss in 1Q 2021). Net loss: ฿30.3m (loss widened 84% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿1.82 loss per share (up from ฿2.76 loss in FY 2020). Net loss: ฿48.8m (loss narrowed 34% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 26Mandarin Hotel Public Company Limited Announces Redesignation of Suwanna Bhuddhaprasart from Vice Chairperson to ChairpersonMandarin Hotel Public Company Limited announced that Mrs. Suwanna Bhuddhaprasart, vice chairperson has changed the position to chairperson effective from February 24, 2022 onwards.
Reported Earnings • Aug 19Second quarter 2021 earnings released: ฿0.84 loss per share (vs ฿1.02 loss in 2Q 2020)Second quarter 2021 results: Net loss: ฿22.6m (loss narrowed 18% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 17First quarter 2021 earnings released: ฿0.61 loss per share (vs ฿0.36 loss in 1Q 2020)First quarter 2021 results: Net loss: ฿16.5m (loss widened 71% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2020 earnings released: ฿2.76 loss per share (vs ฿0.94 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿105.8m (down 68% from FY 2019). Net loss: ฿74.1m (down 393% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 96% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 24New 90-day low: ฿23.40The company is down 2.0% from its price of ฿23.80 on 26 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 16% over the same period.
お知らせ • Sep 26Quality Houses Public Company Limited's Subsidiary Renews Hotel Management Advisor AgreementWith reference to the Board of Directors' Meeting No 8/2020 of Quality Houses Public Company Limited ("the Company") held on September 25,2020 has resolved to approve a subsidiary to renew a hotel management advisor agreement to Mandarin Hotel that is owned by The Mandarin Hotel Public Company Limited ("Mandarin"). Transaction date is After the approval of the Board of Directors' meeting. Connected parties are Employee: The Subsidiary of Quality Houses Public Company Limited ("the Subsidiary") and Employer: The Mandarin Hotel Public Company Limited ("Mandarin"). This transaction is classified as the connected transaction with the following details: Renewal of a hotel management advisor agreement to Mandarin Hotel that is owned by Mandarin which also granted the right to use the brand "Centre Point" for one year (1 October 2020 - 30 September 2021), with a renewal option upon mutual agreement. The Board of Directors shall authorize the management to have power to negotiate, agree and enter into any terms and conditions of such agreement and other related agreements and any other details as the management deem appropriated. The remuneration is based on 2% of total revenues (excluding some categories of revenues that have already declared in the hotel management advisor agreement) which is approximately THB 8 Million per year (1 October 2020 - 30 September 2021). The remuneration is calculated from forecasted total revenues of the Hotels, with the following details: Total Revenue for 2020 (October-December) is THB 107 million and for (January-September) is THB 301 million million. This transaction is considered normal support business without any trade condition. The calculate size of this transaction is 0.031% which is more than 0.03% but less than 3% of the net tangible assets ("NTA") based on the Company's consolidated financial statement as of June 30, 2020. The size of transaction is considered as a medium size. Therefore, the Company is required to get the approval from the Board of Directors and has to disclose the information to the Stock Exchange of Thailand. The remuneration is similar to that of operators in the same business.