OHTL（OHTL）株式概要OHTL Public Company Limitedはその子会社とともにタイでホテルとレストランを経営している。 詳細OHTL ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より52.4%で取引されている リスク分析TH市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るOHTL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value฿Current Price฿264.0049.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-621m8b2016201920222025202620282031Revenue ฿8.3bEarnings ฿1.0bAdvancedSet Fair ValueView all narrativesOHTL Public Company Limited 競合他社Shangri-La HotelSymbol: SET:SHANGMarket cap: ฿5.7bLaguna Resorts & HotelsSymbol: SET:LRHMarket cap: ฿5.6bVeranda ResortSymbol: SET:VRANDAMarket cap: ฿1.3bErawan GroupSymbol: SET:ERWMarket cap: ฿13.7b価格と性能株価の高値、安値、推移の概要OHTL過去の株価現在の株価฿264.0052週高値฿360.0052週安値฿248.00ベータ0.161ヶ月の変化-1.12%3ヶ月変化-16.98%1年変化-15.38%3年間の変化-49.23%5年間の変化-18.77%IPOからの変化25.71%最新ニュースBoard Change • Mar 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 03OHTL Public Company Limited Announces Termination of Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026OHTL Public Company Limited announced the termination of Mr. Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026. Terminate Reason: Non-renewal of term (term expired). Reason: Not seeking another term.お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026, at 10:00 SE Asia Standard Time.Board Change • Dec 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. 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 15Third quarter 2025 earnings released: ฿1.72 loss per share (vs ฿3.78 profit in 3Q 2024)Third quarter 2025 results: ฿1.72 loss per share (down from ฿3.78 profit in 3Q 2024). Revenue: ฿477.7m (down 23% from 3Q 2024). Net loss: ฿26.0m (down 146% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Nov 14Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.最新情報をもっと見るRecent updatesBoard Change • Mar 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 03OHTL Public Company Limited Announces Termination of Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026OHTL Public Company Limited announced the termination of Mr. Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026. Terminate Reason: Non-renewal of term (term expired). Reason: Not seeking another term.お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026, at 10:00 SE Asia Standard Time.Board Change • Dec 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. 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 15Third quarter 2025 earnings released: ฿1.72 loss per share (vs ฿3.78 profit in 3Q 2024)Third quarter 2025 results: ฿1.72 loss per share (down from ฿3.78 profit in 3Q 2024). Revenue: ฿477.7m (down 23% from 3Q 2024). Net loss: ฿26.0m (down 146% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Board Change • Nov 14Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿350, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 22x in the Hospitality industry in Thailand. Total loss to shareholders of 16% over the past three years.Reported Earnings • Jul 30Second quarter 2025 earnings released: ฿1.44 loss per share (vs ฿2.37 profit in 2Q 2024)Second quarter 2025 results: ฿1.44 loss per share (down from ฿2.37 profit in 2Q 2024). Revenue: ฿432.0m (down 18% from 2Q 2024). Net loss: ฿21.7m (down 161% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿12.84 (vs ฿10.80 in 1Q 2024)First quarter 2025 results: EPS: ฿12.84 (up from ฿10.80 in 1Q 2024). Revenue: ฿788.4m (up 2.1% from 1Q 2024). Net income: ฿193.9m (up 19% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿27.82 (vs ฿18.38 in FY 2023)Full year 2024 results: EPS: ฿27.82 (up from ฿18.38 in FY 2023). Revenue: ฿2.70b (up 7.3% from FY 2023). Net income: ฿420.0m (up 51% from FY 2023). Profit margin: 16% (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 95% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jan 31Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ฿314. The fair value is estimated to be ฿403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 25, 2025OHTL Public Company Limited, Annual General Meeting, Apr 25, 2025, at 10:00 SE Asia Standard Time.New Risk • Jan 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change).Buy Or Sell Opportunity • Jan 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to ฿330. The fair value is estimated to be ฿418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Nov 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ฿3.78 (vs ฿1.07 in 3Q 2023)Third quarter 2024 results: EPS: ฿3.78 (up from ฿1.07 in 3Q 2023). Revenue: ฿620.7m (up 8.1% from 3Q 2023). Net income: ฿57.1m (up 252% from 3Q 2023). Profit margin: 9.2% (up from 2.8% 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 101% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Sep 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk High level of debt (80% net debt to equity).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿2.37 (vs ฿2.27 in 2Q 2023)Second quarter 2024 results: EPS: ฿2.37 (up from ฿2.27 in 2Q 2023). Revenue: ฿524.9m (down 3.8% from 2Q 2023). Net income: ฿35.8m (up 4.7% from 2Q 2023). Profit margin: 6.8% (up from 6.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿434, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 23x in the Hospitality industry in Thailand. Total returns to shareholders of 30% over the past three years.Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿10.80 (vs ฿8.46 in 1Q 2023)First quarter 2024 results: EPS: ฿10.80 (up from ฿8.46 in 1Q 2023). Revenue: ฿772.0m (up 12% from 1Q 2023). Net income: ฿163.1m (up 28% from 1Q 2023). Profit margin: 21% (up from 19% 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 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿18.38 (vs ฿5.84 in FY 2022)Full year 2023 results: EPS: ฿18.38 (up from ฿5.84 in FY 2022). Revenue: ฿2.52b (up 31% from FY 2022). Net income: ฿277.4m (up 215% from FY 2022). Profit margin: 11% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30OHTL Public Company Limited, Annual General Meeting, Apr 25, 2024OHTL Public Company Limited, Annual General Meeting, Apr 25, 2024, at 03:00 Coordinated Universal Time. Location: No. 48 Soi Burapa, Charoenkrung Road, Bangrak sub-district, Bangrak district Bangkok Thailand Agenda: To consider and affirm the Minutes of 2023 Annual General Meeting of Shareholders which was held on 24 April 2023; to acknowledge the report of the Company's results of operations as of 2023; to consider and approve the Company's Financial Statements as at 31 December 2023; to consider and approve the declaration of no dividend payment for the year 2023; to consider election of directors to replace the retiring directors; and to consider and approve other business matters.Board Change • Dec 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ฿1.07 (vs ฿0.53 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿1.07 (up from ฿0.53 loss in 3Q 2022). Revenue: ฿573.9m (up 20% from 3Q 2022). Net income: ฿16.2m (up ฿24.2m from 3Q 2022). Profit margin: 2.8% (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 78% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 02Ohtl Public Company Limited Announces Appointment of Laurent Kleitman as DirectorMandarin Oriental International Limited advised that Laurent Kleitman, Director of the Company, has been appointed as a director of OHTL Public Company Limited, a publicly quoted company, with effect from 1st September 2023.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ฿2.27 (vs ฿3.85 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿2.27 (up from ฿3.85 loss in 2Q 2022). Revenue: ฿545.7m (up 63% from 2Q 2022). Net income: ฿34.2m (up ฿92.4m from 2Q 2022). Profit margin: 6.3% (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 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01OHTL Public Company Limited Announces Director ChangesOHTL Public Company Limited announced at the board meeting held on July 31, 2023, approved resignation of Mr. Peter James Holland Riley from his directorship as a Director of OHTL Public Company Limited with effect from close of business on 31 July 2023. The Board of Directors has appointed Mr. Laurent Jacques Marcel Kleitman as a Director of the Company to replace Mr. Peter James Holland Riley with effect from 1 September 2023 onwards.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿8.46 (vs ฿7.44 loss in 1Q 2022)First quarter 2023 results: EPS: ฿8.46 (up from ฿7.44 loss in 1Q 2022). Revenue: ฿686.6m (up 172% from 1Q 2022). Net income: ฿127.8m (up ฿240.0m from 1Q 2022). Profit margin: 19% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 17Second quarter 2022 earnings released: ฿3.85 loss per share (vs ฿11.11 loss in 2Q 2021)Second quarter 2022 results: ฿3.85 loss per share (up from ฿11.11 loss in 2Q 2021). Revenue: ฿335.4m (up 299% from 2Q 2021). Net loss: ฿58.2m (loss narrowed 65% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2022 earnings released: ฿7.43 loss per share (vs ฿10.30 loss in 1Q 2021)First quarter 2022 results: ฿7.43 loss per share (up from ฿10.30 loss in 1Q 2021). Revenue: ฿252.3m (up 67% from 1Q 2021). Net loss: ฿112.3m (loss narrowed 28% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿41.11 loss per share (down from ฿31.80 loss in FY 2020). Revenue: ฿562.0m (down 39% from FY 2020). Net loss: ฿620.6m (loss widened 29% 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 59 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿11.54 loss per share (vs ฿9.96 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿106.5m (down 49% from 3Q 2020). Net loss: ฿174.2m (loss widened 16% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿11.11 loss per share (vs ฿12.29 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ฿84.1m (up 194% from 2Q 2020). Net loss: ฿167.7m (loss narrowed 9.6% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Board Change • Aug 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 20First quarter 2021 earnings released: ฿10.30 loss per share (vs ฿3.22 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿150.7m (down 62% from 1Q 2020). Net loss: ฿155.5m (loss widened 220% from 1Q 2020). 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.Reported Earnings • Mar 02Full year 2020 earnings released: ฿31.80 loss per share (vs ฿24.57 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ฿913.7m (down 30% from FY 2019). Net loss: ฿480.1m (loss widened 29% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿9.96 loss per shareThe company reported a soft third quarter result with weaker revenues and control over expenses, though losses reduced. Third quarter 2020 results: Revenue: ฿210.2m (down 7.0% from 3Q 2019). Net loss: ฿150.3m (loss narrowed 5.9% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 106% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 18New 90-day low: ฿318The company is down 31% from its price of ฿464 on 19 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 8.0% over the same period.株主還元OHTLTH HospitalityTH 市場7D-6.4%2.0%0.5%1Y-15.4%-3.9%24.9%株主還元を見る業界別リターン: OHTL過去 1 年間で-3.9 % の収益を上げたTH Hospitality業界を下回りました。リターン対市場: OHTLは、過去 1 年間で24.9 % のリターンを上げたTH市場を下回りました。価格変動Is OHTL's price volatile compared to industry and market?OHTL volatilityOHTL Average Weekly Movement7.6%Hospitality Industry Average Movement6.5%Market Average Movement5.1%10% most volatile stocks in TH Market10.2%10% least volatile stocks in TH Market2.6%安定した株価: OHTL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: 過去 1 年間のOHTLのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1876n/aAnthony Tylerwww.mandarinoriental.com/en/bangkokOHTL Public Company Limited は子会社とともにタイでホテルとレストランを経営している。ホテル事業と飲食事業を展開。また、料理教室の運営や土地・建物の賃貸も行っている。同社は1876年に設立され、タイのバンコクを拠点としている。もっと見るOHTL Public Company Limited 基礎のまとめOHTL の収益と売上を時価総額と比較するとどうか。OHTL 基礎統計学時価総額฿3.99b収益（TTM）฿313.69m売上高(TTM)฿2.52b12.7xPER（株価収益率1.6xP/SレシオOHTL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計OHTL 損益計算書（TTM）収益฿2.52b売上原価฿1.33b売上総利益฿1.19bその他の費用฿875.98m収益฿313.69m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）20.78グロス・マージン47.17%純利益率12.44%有利子負債／自己資本比率49.9%OHTL の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/07 23:41終値2026/05/07 00:00収益2025/12/31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OHTL 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
Board Change • Mar 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 03OHTL Public Company Limited Announces Termination of Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026OHTL Public Company Limited announced the termination of Mr. Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026. Terminate Reason: Non-renewal of term (term expired). Reason: Not seeking another term.
お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026, at 10:00 SE Asia Standard Time.
Board Change • Dec 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. 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 15Third quarter 2025 earnings released: ฿1.72 loss per share (vs ฿3.78 profit in 3Q 2024)Third quarter 2025 results: ฿1.72 loss per share (down from ฿3.78 profit in 3Q 2024). Revenue: ฿477.7m (down 23% from 3Q 2024). Net loss: ฿26.0m (down 146% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Nov 14Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. 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 • Mar 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 03OHTL Public Company Limited Announces Termination of Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026OHTL Public Company Limited announced the termination of Mr. Aswin Kongsiri as Independent Director and Chairman of the Audit Committee, Effective 28 April 2026. Terminate Reason: Non-renewal of term (term expired). Reason: Not seeking another term.
お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026OHTL Public Company Limited, Annual General Meeting, Apr 28, 2026, at 10:00 SE Asia Standard Time.
Board Change • Dec 30Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. 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 15Third quarter 2025 earnings released: ฿1.72 loss per share (vs ฿3.78 profit in 3Q 2024)Third quarter 2025 results: ฿1.72 loss per share (down from ฿3.78 profit in 3Q 2024). Revenue: ฿477.7m (down 23% from 3Q 2024). Net loss: ฿26.0m (down 146% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Board Change • Nov 14Less 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 not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Aswin Kongsiri was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿350, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 22x in the Hospitality industry in Thailand. Total loss to shareholders of 16% over the past three years.
Reported Earnings • Jul 30Second quarter 2025 earnings released: ฿1.44 loss per share (vs ฿2.37 profit in 2Q 2024)Second quarter 2025 results: ฿1.44 loss per share (down from ฿2.37 profit in 2Q 2024). Revenue: ฿432.0m (down 18% from 2Q 2024). Net loss: ฿21.7m (down 161% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿12.84 (vs ฿10.80 in 1Q 2024)First quarter 2025 results: EPS: ฿12.84 (up from ฿10.80 in 1Q 2024). Revenue: ฿788.4m (up 2.1% from 1Q 2024). Net income: ฿193.9m (up 19% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. 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 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿27.82 (vs ฿18.38 in FY 2023)Full year 2024 results: EPS: ฿27.82 (up from ฿18.38 in FY 2023). Revenue: ฿2.70b (up 7.3% from FY 2023). Net income: ฿420.0m (up 51% from FY 2023). Profit margin: 16% (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 95% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jan 31Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ฿314. The fair value is estimated to be ฿403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Jan 29OHTL Public Company Limited, Annual General Meeting, Apr 25, 2025OHTL Public Company Limited, Annual General Meeting, Apr 25, 2025, at 10:00 SE Asia Standard Time.
New Risk • Jan 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change).
Buy Or Sell Opportunity • Jan 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to ฿330. The fair value is estimated to be ฿418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Nov 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (71% net debt to equity). Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ฿3.78 (vs ฿1.07 in 3Q 2023)Third quarter 2024 results: EPS: ฿3.78 (up from ฿1.07 in 3Q 2023). Revenue: ฿620.7m (up 8.1% from 3Q 2023). Net income: ฿57.1m (up 252% from 3Q 2023). Profit margin: 9.2% (up from 2.8% 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 101% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk High level of debt (80% net debt to equity).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿2.37 (vs ฿2.27 in 2Q 2023)Second quarter 2024 results: EPS: ฿2.37 (up from ฿2.27 in 2Q 2023). Revenue: ฿524.9m (down 3.8% from 2Q 2023). Net income: ฿35.8m (up 4.7% from 2Q 2023). Profit margin: 6.8% (up from 6.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿434, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 23x in the Hospitality industry in Thailand. Total returns to shareholders of 30% over the past three years.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿10.80 (vs ฿8.46 in 1Q 2023)First quarter 2024 results: EPS: ฿10.80 (up from ฿8.46 in 1Q 2023). Revenue: ฿772.0m (up 12% from 1Q 2023). Net income: ฿163.1m (up 28% from 1Q 2023). Profit margin: 21% (up from 19% 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 99% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿18.38 (vs ฿5.84 in FY 2022)Full year 2023 results: EPS: ฿18.38 (up from ฿5.84 in FY 2022). Revenue: ฿2.52b (up 31% from FY 2022). Net income: ฿277.4m (up 215% from FY 2022). Profit margin: 11% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30OHTL Public Company Limited, Annual General Meeting, Apr 25, 2024OHTL Public Company Limited, Annual General Meeting, Apr 25, 2024, at 03:00 Coordinated Universal Time. Location: No. 48 Soi Burapa, Charoenkrung Road, Bangrak sub-district, Bangrak district Bangkok Thailand Agenda: To consider and affirm the Minutes of 2023 Annual General Meeting of Shareholders which was held on 24 April 2023; to acknowledge the report of the Company's results of operations as of 2023; to consider and approve the Company's Financial Statements as at 31 December 2023; to consider and approve the declaration of no dividend payment for the year 2023; to consider election of directors to replace the retiring directors; and to consider and approve other business matters.
Board Change • Dec 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ฿1.07 (vs ฿0.53 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿1.07 (up from ฿0.53 loss in 3Q 2022). Revenue: ฿573.9m (up 20% from 3Q 2022). Net income: ฿16.2m (up ฿24.2m from 3Q 2022). Profit margin: 2.8% (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 78% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 02Ohtl Public Company Limited Announces Appointment of Laurent Kleitman as DirectorMandarin Oriental International Limited advised that Laurent Kleitman, Director of the Company, has been appointed as a director of OHTL Public Company Limited, a publicly quoted company, with effect from 1st September 2023.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ฿2.27 (vs ฿3.85 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿2.27 (up from ฿3.85 loss in 2Q 2022). Revenue: ฿545.7m (up 63% from 2Q 2022). Net income: ฿34.2m (up ฿92.4m from 2Q 2022). Profit margin: 6.3% (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 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01OHTL Public Company Limited Announces Director ChangesOHTL Public Company Limited announced at the board meeting held on July 31, 2023, approved resignation of Mr. Peter James Holland Riley from his directorship as a Director of OHTL Public Company Limited with effect from close of business on 31 July 2023. The Board of Directors has appointed Mr. Laurent Jacques Marcel Kleitman as a Director of the Company to replace Mr. Peter James Holland Riley with effect from 1 September 2023 onwards.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿8.46 (vs ฿7.44 loss in 1Q 2022)First quarter 2023 results: EPS: ฿8.46 (up from ฿7.44 loss in 1Q 2022). Revenue: ฿686.6m (up 172% from 1Q 2022). Net income: ฿127.8m (up ฿240.0m from 1Q 2022). Profit margin: 19% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 17Second quarter 2022 earnings released: ฿3.85 loss per share (vs ฿11.11 loss in 2Q 2021)Second quarter 2022 results: ฿3.85 loss per share (up from ฿11.11 loss in 2Q 2021). Revenue: ฿335.4m (up 299% from 2Q 2021). Net loss: ฿58.2m (loss narrowed 65% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2022 earnings released: ฿7.43 loss per share (vs ฿10.30 loss in 1Q 2021)First quarter 2022 results: ฿7.43 loss per share (up from ฿10.30 loss in 1Q 2021). Revenue: ฿252.3m (up 67% from 1Q 2021). Net loss: ฿112.3m (loss narrowed 28% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿41.11 loss per share (down from ฿31.80 loss in FY 2020). Revenue: ฿562.0m (down 39% from FY 2020). Net loss: ฿620.6m (loss widened 29% 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 59 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿11.54 loss per share (vs ฿9.96 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿106.5m (down 49% from 3Q 2020). Net loss: ฿174.2m (loss widened 16% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿11.11 loss per share (vs ฿12.29 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ฿84.1m (up 194% from 2Q 2020). Net loss: ฿167.7m (loss narrowed 9.6% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Board Change • Aug 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Sirichai Sombutsiri was the last independent director to join the board, commencing their role in 2010. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 20First quarter 2021 earnings released: ฿10.30 loss per share (vs ฿3.22 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿150.7m (down 62% from 1Q 2020). Net loss: ฿155.5m (loss widened 220% from 1Q 2020). 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.
Reported Earnings • Mar 02Full year 2020 earnings released: ฿31.80 loss per share (vs ฿24.57 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ฿913.7m (down 30% from FY 2019). Net loss: ฿480.1m (loss widened 29% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿9.96 loss per shareThe company reported a soft third quarter result with weaker revenues and control over expenses, though losses reduced. Third quarter 2020 results: Revenue: ฿210.2m (down 7.0% from 3Q 2019). Net loss: ฿150.3m (loss narrowed 5.9% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 106% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 18New 90-day low: ฿318The company is down 31% from its price of ฿464 on 19 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 8.0% over the same period.
