Shangri-La Hotel（SHANG）株式概要シャングリ・ラ ホテルは、バンコクとチェンマイでホテルを運営しています。 詳細SHANG ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金2/6リスク分析リスクチェックの結果、SHANG 、リスクは検出されなかった。すべてのリスクチェックを見るSHANG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,204 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA488,204 investors already sharing narrativesYour Fair Value฿Current Price฿43.7561.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b9b2016201920222025202620282031Revenue ฿8.7bEarnings ฿1.1bAdvancedSet Fair ValueView all narrativesShangri-La Hotel Public Company Limited 競合他社OHTLSymbol: SET:OHTLMarket cap: ฿3.9bLaguna Resorts & HotelsSymbol: SET:LRHMarket cap: ฿5.6bBound and BeyondSymbol: SET:BEYONDMarket cap: ฿2.3bErawan GroupSymbol: SET:ERWMarket cap: ฿17.4b価格と性能株価の高値、安値、推移の概要Shangri-La Hotel過去の株価現在の株価฿43.7552週高値฿61.5052週安値฿38.00ベータ0.131ヶ月の変化-1.13%3ヶ月変化-3.85%1年変化-5.91%3年間の変化-12.06%5年間の変化-18.60%IPOからの変化-21.88%最新ニュースUpcoming Dividend • Apr 30Upcoming dividend of ฿0.50 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (3.3%).Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿51.75, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 1.9% over the past three years.Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to ฿48.00. The fair value is estimated to be ฿39.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ฿47.50. The fair value is estimated to be ฿38.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: ฿1.85 (vs ฿2.85 in FY 2024)Full year 2025 results: EPS: ฿1.85 (down from ฿2.85 in FY 2024). Revenue: ฿2.15b (down 8.9% from FY 2024). Net income: ฿240.9m (down 35% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.最新情報をもっと見るRecent updatesUpcoming Dividend • Apr 30Upcoming dividend of ฿0.50 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (3.3%).Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿51.75, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 1.9% over the past three years.Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to ฿48.00. The fair value is estimated to be ฿39.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ฿47.50. The fair value is estimated to be ฿38.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: ฿1.85 (vs ฿2.85 in FY 2024)Full year 2025 results: EPS: ฿1.85 (down from ฿2.85 in FY 2024). Revenue: ฿2.15b (down 8.9% from FY 2024). Net income: ฿240.9m (down 35% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.Declared Dividend • Feb 25Dividend reduced to ฿0.50Dividend of ฿0.50 is 50% lower than last year. Ex-date: 7th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 57%. Cash payout ratio: 25%.お知らせ • Feb 24+ 1 more updateShangri-La Hotel Public Company Limited announces Annual dividend, payable on May 26, 2026Shangri-La Hotel Public Company Limited announced Annual dividend of THB 0.5000 per share payable on May 26, 2026, ex-date on May 07, 2026 and record date on May 08, 2026.Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ฿50.50. The fair value is estimated to be ฿41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿39.50, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 26% over the past three years.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.67 (vs ฿0.27 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.67 (up from ฿0.27 in 3Q 2024). Revenue: ฿430.4m (down 16% from 3Q 2024). Net income: ฿87.1m (up 151% from 3Q 2024). Profit margin: 20% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to ฿43.75. The fair value is estimated to be ฿55.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿50.00, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total loss to shareholders of 6.4% over the past three years.Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.31 loss per share (vs ฿0.69 profit in 2Q 2024)Second quarter 2025 results: ฿0.31 loss per share (down from ฿0.69 profit in 2Q 2024). Revenue: ฿401.6m (down 13% from 2Q 2024). Net loss: ฿40.9m (down 145% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿1.23 (vs ฿1.72 in 1Q 2024)First quarter 2025 results: EPS: ฿1.23 (down from ฿1.72 in 1Q 2024). Revenue: ฿660.0m (down 4.9% from 1Q 2024). Net income: ฿159.8m (down 28% from 1Q 2024). Profit margin: 24% (down from 32% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 01Upcoming dividend of ฿1.00 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (3.0%).お知らせ • Apr 30Shangri-La Hotel Public Company Limited Approves the Distribution of an Annual Dividend for the Period from 1 January to 31 December 2024, Payable on 27 May 2025Shangri-La Hotel Public Company Limited at its AGM held on 29 April 2025 approved the distribution of an annual dividend for the operation of the Company from 1 January to 31 December 2024 at the rate of THB 1.00 per share payable to the shareholders on 27 May 2025. The record date on which shareholders of the Company have the right to receive the Annual Dividend will be 9 May 2025.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿48.50, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Hospitality industry in Thailand. Total loss to shareholders of 4.8% over the past three years.New Risk • Mar 19New 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 7.5% 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. This is currently the only risk that has been identified for the company.Declared Dividend • Feb 26Dividend of ฿1.00 announcedDividend of ฿1.00 is the same as last year. Ex-date: 8th May 2025 Payment date: 27th May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 61% to shift the payout ratio to a potentially unsustainable range, which is more than the 10% EPS decline seen over the last 5 years.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿2.85 (vs ฿1.06 in FY 2023)Full year 2024 results: EPS: ฿2.85 (up from ฿1.06 in FY 2023). Revenue: ฿2.36b (up 8.1% from FY 2023). Net income: ฿371.0m (up 169% from FY 2023). Profit margin: 16% (up from 6.3% in FY 2023). The increase in margin was primarily 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 fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 25+ 1 more updateShangri-La Hotel Public Company Limited, Annual General Meeting, Apr 29, 2025Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 29, 2025, at 10:00 SE Asia Standard Time. Location: e meeting, Thailandお知らせ • Feb 24Shangri-La Hotel Public Company Limited Proposes Annual Dividend for the Period January 1, 2024 to December 31, 2024. Payable on May 27, 2025Shangri-La Hotel Public Company Limited proposed annual dividend payment of THB 1.00 per share for the operation of the company from January 1, 2024 to December 31, 2024. Payment date: May 27, 2025. Ex-dividend date: May 8, 2025. Record date for the right to receive dividends: May 9, 2025. Shareholder's meeting date: April 29, 2025.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.27 (vs ฿0.51 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.27 (down from ฿0.51 in 3Q 2023). Revenue: ฿510.7m (flat on 3Q 2023). Net income: ฿34.7m (down 48% from 3Q 2023). Profit margin: 6.8% (down from 13% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Nov 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.8% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.69 (vs ฿0.79 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.69 (down from ฿0.79 in 2Q 2023). Revenue: ฿463.0m (up 6.9% from 2Q 2023). Net income: ฿90.3m (down 12% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿1.72 (vs ฿0.89 in 1Q 2023)First quarter 2024 results: EPS: ฿1.72 (up from ฿0.89 in 1Q 2023). Revenue: ฿694.1m (up 15% from 1Q 2023). Net income: ฿223.6m (up 93% from 1Q 2023). Profit margin: 32% (up from 19% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 01Upcoming dividend of ฿1.00 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 24 May 2024. Trailing yield: 2.0%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (1.8%).お知らせ • Apr 27+ 1 more updateShangri-La Hotel Public Company Limited Approves Annual Dividend Ended 31 December 2023, Payable on 24 May 2024Shangri-La Hotel Public Company Limited at its AGM held on April 26, 2024, approved the distribution of an annual dividend for the operation of the Company from 1 January to 31 December 2023 at the rate of THB 1.00 per share payable to the shareholders on 24 May 2024. The record date on which shareholders of the Company have the right to receive the Annual Dividend will be 9 May 2024.お知らせ • Feb 20+ 1 more updateShangri-La Hotel Public Company Limited, Annual General Meeting, Apr 26, 2024Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 26, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider approving the minutes of Annual General Meeting of Shareholders No. 1/2023 which was held on 27 April 2023; to acknowledge report of the Board of Directors on the business operation of the Company for the year 2023; to consider approving the Company's Statements of Financial Position and the Statements of Income for the year ended 31 December 2023; to consider approving the declaration of the annual dividend payment for the year ended 31 December 2023; to consider approving the appointment of Directors in place of those who retired by rotation; to consider the appointment of a new director and the change of authority of directors; to consider approving the remuneration of the Directors; and to consider other matters.お知らせ • Nov 15Shangri-La Hotel Public Company Limited Approves Appointment of Supot Singhasaneh as Member of the Audit CommitteeShangri-La Hotel Public Company Limited announced the resolution passed at its board of directors' meeting held on 13 November 2023 as follow: Appointment of Mr. Supot Singhasaneh as member of the audit committee. The Audit Committee consists of: Chairman of the Audit Committee: Mr. Kovit Poshyananda Remaining term in office 2 years; Member of the Audit Committee: Mr. Jayavadh Bunnag Remaining term in office 2 years; Member of the Audit Committee: Mr. Kledchai Benjaathonsirikul Remaining term in office 2 years; Member of the Audit Committee: Mr. Supot Singhasaneh Remaining term in office 2 years. Secretary to the Audit Committee: Ms. Pastharee Theerajittiwong.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.51 (vs ฿0.47 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.51 (up from ฿0.47 in 3Q 2022). Revenue: ฿508.5m (up 43% from 3Q 2022). Net income: ฿66.1m (up 9.5% from 3Q 2022). Profit margin: 13% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: ฿0.78 (vs ฿0.34 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.78 (up from ฿0.34 loss in 2Q 2022). Revenue: ฿433.2m (up 132% from 2Q 2022). Net income: ฿102.0m (up ฿146.8m from 2Q 2022). Profit margin: 24% (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 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • May 10First quarter 2023 earnings released: EPS: ฿0.89 (vs ฿0.65 loss in 1Q 2022)First quarter 2023 results: EPS: ฿0.89 (up from ฿0.65 loss in 1Q 2022). Revenue: ฿602.0m (up 376% from 1Q 2022). Net income: ฿116.1m (up ฿200.7m 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 fallen by 6% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Feb 23Full year 2022 earnings released: ฿0.62 loss per share (vs ฿3.79 loss in FY 2021)Full year 2022 results: ฿0.62 loss per share (improved from ฿3.79 loss in FY 2021). Revenue: ฿1.20b (up 238% from FY 2021). Net loss: ฿80.2m (loss narrowed 84% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ฿0.47 (vs ฿0.88 loss in 3Q 2021)Third quarter 2022 results: EPS: ฿0.47 (up from ฿0.88 loss in 3Q 2021). Revenue: ฿354.9m (up 388% from 3Q 2021). Net income: ฿60.4m (up ฿174.5m from 3Q 2021). Profit margin: 17% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. 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.Board Change • Nov 16Less 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. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Director Hui Lee was the last director to join the board, commencing their role in 2021. 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 • Nov 15Shangri-La Hotel Public Company Limited Announces Executive ChangesShangri-La Hotel Public Company Limited at its Board of Directors' Meeting No. 5/2022 held on 14 November, 2022, approved the appointment of Mr. Supot Singhasaneh as an Independent Director of the Company in place of Mr. Chor.nun Petpaisit be approved with effect from 14 November, 2022. Mr. Chor.nun Petpaisit has resigned from the directorship of the Company with effect from 14 November, 2022.Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.35 loss per share (vs ฿0.87 loss in 2Q 2021)Second quarter 2022 results: ฿0.35 loss per share (up from ฿0.87 loss in 2Q 2021). Revenue: ฿186.6m (up 184% from 2Q 2021). Net loss: ฿44.9m (loss narrowed 61% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • May 12First quarter 2022 earnings released: ฿0.65 loss per share (vs ฿0.65 loss in 1Q 2021)First quarter 2022 results: ฿0.65 loss per share (down from ฿0.65 loss in 1Q 2021). Revenue: ฿126.4m (up 67% from 1Q 2021). Net loss: ฿84.6m (flat on 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.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. Additional Independent Director Chor.nun Petpaisit was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 22Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2022Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2022, at 10:00 SE Asia Standard Time. Agenda: To consider approving the minutes of the annual general meeting of shareholders no. 1/2021 which was held on May 14, 2021; to acknowledge the report of the board of directors on the business operation of the company for the year 2021; to consider approving the company's statements of financial position and the statements of income for the year ended December 31, 2021; to consider approving omission of the annual dividend payment for the year ended December 31, 2021; to consider approving the appointment of directors in place of those who retired by rotation; to consider approving the remuneration of the directors; to consider approving the appointment of the company's auditors and to fix their remuneration; and to consider other business ,if any.Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿3.79 loss per share (up from ฿7.56 loss in FY 2020). Revenue: ฿355.9m (down 46% from FY 2020). Net loss: ฿492.8m (loss narrowed 50% 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 86 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.88 loss per share (vs ฿1.08 loss in 3Q 2020)Third quarter 2021 results: Net loss: ฿114.0m (loss narrowed 19% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 12Director Oon Kwong Kuok has left the companyOn the 1st of August, Oon Kwong Kuok's tenure as Director ended. We don't have any record of a personal shareholding under Oon Kwong's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Aug 11Second quarter 2021 earnings released: ฿0.87 loss per share (vs ฿1.21 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: ฿65.8m (up 153% from 2Q 2020). Net loss: ฿113.4m (loss narrowed 28% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.お知らせ • May 15Shangri-La Hotel Public Company Limited Approves Omission of Annual Dividend for the Year Ended December 31, 2020Shangri-La Hotel Public Company Limited at its Annual General Meeting of Shareholders held on May 14, 2021 approved the omission of the annual dividend payment for the operation of the company from January 1, 2020 to December 31, 2020.Reported Earnings • May 11First quarter 2021 earnings released: ฿0.65 loss per share (vs ฿0.99 profit in 1Q 2020)First quarter 2021 results: Net loss: ฿84.0m (down 165% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 24New 90-day low: ฿52.50The company is down 5.0% from its price of ฿55.00 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.Reported Earnings • Feb 23Full year 2020 earnings released: ฿7.56 loss per share (vs ฿4.96 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: ฿663.3m (down 75% from FY 2019). Net loss: ฿983.1m (down 252% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Feb 23Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2021Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2021, at 03:00 Coordinated Universal Time. Location: Myanmar Room, 3rd Floor, Chao Phya Tower, Shangri-La Hotel Bangkok Thailand Agenda: To consider approving the minutes of the annual general meeting of shareholders no. 1/2021 which was held on 30 July, 2020; to acknowledge the report of the board of directors on the business operation of the company for the year 2020; to consider approving the company's statements of financial position and the statements of income for the year ended 31 December, 2020; to consider approving omission of the annual dividend payment for the year ended 31 December, 2020; and to consider other matter.Executive Departure • Feb 06Independent Chairman Pong Sarasin has left the companyOn the 3rd of February, Pong Sarasin's tenure in the role of Independent Chairman ended. We don't have any record of a personal shareholding under Pong's name. Pong is the only executive to leave the company over the last 12 months.お知らせ • Feb 05Pong Sarasin, Chairman of the Board of Directors and Independent Director of Shangri-La Hotel Public Company Limited Passes Away on 3 February, 2021Shangri-La Hotel Public Company Limited announced that Mr. Pong Sarasin, Chairman of the Board of Directors and Independent Director of the Company, passed away on 3 February, 2021.Is New 90 Day High Low • Dec 14New 90-day high: ฿58.75The company is up 7.0% from its price of ฿55.00 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 23% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: ฿58.25The company is up 2.0% from its price of ฿57.00 on 28 August 2020. The Thai market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.Reported Earnings • Nov 10Third quarter 2020 earnings released: ฿1.08 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ฿103.5m (down 82% from 3Q 2019). Net loss: ฿140.9m (down 192% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 02New 90-day low: ฿45.50The company is down 20% from its price of ฿57.00 on 04 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 13% over the same period.Is New 90 Day High Low • Oct 15New 90-day low: ฿51.25The company is down 15% from its price of ฿60.25 on 17 July 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 7.0% over the same period.Is New 90 Day High Low • Sep 29New 90-day low: ฿54.25The company is down 10.0% from its price of ฿60.50 on 01 July 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 4.0% over the same period.株主還元SHANGTH HospitalityTH 市場7D-0.6%2.4%-0.5%1Y-5.9%9.6%29.3%株主還元を見る業界別リターン: SHANG過去 1 年間で9.6 % 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: SHANGは、過去 1 年間で29.3 % のリターンを上げたTH市場を下回りました。価格変動Is SHANG's price volatile compared to industry and market?SHANG volatilitySHANG Average Weekly Movement6.1%Hospitality Industry Average Movement4.1%Market Average Movement4.1%10% most volatile stocks in TH Market10.0%10% least volatile stocks in TH Market1.9%安定した株価: SHANG 、 TH市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SHANGの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1981n/an/awww.shangri-la.com/bangkokシャングリ・ラ ホテルはバンコクとチェンマイでホテルを運営している。ホテル事業とホールディング投資の2つのセグメントで事業を展開。同社のホテル施設には、客室、スイートルーム、レストラン、バー、ラウンジ、スパ、ヘルスクラブ、その他様々なサービスが含まれる。シャングリ・ラ ホテルは1981年に設立され、タイのバンコクに本社を置いている。シャングリ・ラ ホテルは、シャングリ・ラ アジア リミテッドの子会社として運営されている。もっと見るShangri-La Hotel Public Company Limited 基礎のまとめShangri-La Hotel の収益と売上を時価総額と比較するとどうか。SHANG 基礎統計学時価総額฿5.69b収益（TTM）฿282.67m売上高(TTM)฿2.19b20.1xPER（株価収益率2.6xP/SレシオSHANG 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SHANG 損益計算書（TTM）収益฿2.19b売上原価฿702.07m売上総利益฿1.49bその他の費用฿1.20b収益฿282.67m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.17グロス・マージン67.92%純利益率12.92%有利子負債／自己資本比率0%SHANG の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り46%配当性向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2026/08/04 22:03終値2026/08/03 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した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Shangri-La 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 ฿0.50 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (3.3%).
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿51.75, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 1.9% over the past three years.
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to ฿48.00. The fair value is estimated to be ฿39.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ฿47.50. The fair value is estimated to be ฿38.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: ฿1.85 (vs ฿2.85 in FY 2024)Full year 2025 results: EPS: ฿1.85 (down from ฿2.85 in FY 2024). Revenue: ฿2.15b (down 8.9% from FY 2024). Net income: ฿240.9m (down 35% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.50 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (3.3%).
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿51.75, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 1.9% over the past three years.
Buy Or Sell Opportunity • Mar 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to ฿48.00. The fair value is estimated to be ฿39.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Mar 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ฿47.50. The fair value is estimated to be ฿38.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: ฿1.85 (vs ฿2.85 in FY 2024)Full year 2025 results: EPS: ฿1.85 (down from ฿2.85 in FY 2024). Revenue: ฿2.15b (down 8.9% from FY 2024). Net income: ฿240.9m (down 35% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.
Declared Dividend • Feb 25Dividend reduced to ฿0.50Dividend of ฿0.50 is 50% lower than last year. Ex-date: 7th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 57%. Cash payout ratio: 25%.
お知らせ • Feb 24+ 1 more updateShangri-La Hotel Public Company Limited announces Annual dividend, payable on May 26, 2026Shangri-La Hotel Public Company Limited announced Annual dividend of THB 0.5000 per share payable on May 26, 2026, ex-date on May 07, 2026 and record date on May 08, 2026.
Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ฿50.50. The fair value is estimated to be ฿41.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿39.50, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total loss to shareholders of 26% over the past three years.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.67 (vs ฿0.27 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.67 (up from ฿0.27 in 3Q 2024). Revenue: ฿430.4m (down 16% from 3Q 2024). Net income: ฿87.1m (up 151% from 3Q 2024). Profit margin: 20% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to ฿43.75. The fair value is estimated to be ฿55.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿50.00, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total loss to shareholders of 6.4% over the past three years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.31 loss per share (vs ฿0.69 profit in 2Q 2024)Second quarter 2025 results: ฿0.31 loss per share (down from ฿0.69 profit in 2Q 2024). Revenue: ฿401.6m (down 13% from 2Q 2024). Net loss: ฿40.9m (down 145% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿1.23 (vs ฿1.72 in 1Q 2024)First quarter 2025 results: EPS: ฿1.23 (down from ฿1.72 in 1Q 2024). Revenue: ฿660.0m (down 4.9% from 1Q 2024). Net income: ฿159.8m (down 28% from 1Q 2024). Profit margin: 24% (down from 32% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 01Upcoming dividend of ฿1.00 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (3.0%).
お知らせ • Apr 30Shangri-La Hotel Public Company Limited Approves the Distribution of an Annual Dividend for the Period from 1 January to 31 December 2024, Payable on 27 May 2025Shangri-La Hotel Public Company Limited at its AGM held on 29 April 2025 approved the distribution of an annual dividend for the operation of the Company from 1 January to 31 December 2024 at the rate of THB 1.00 per share payable to the shareholders on 27 May 2025. The record date on which shareholders of the Company have the right to receive the Annual Dividend will be 9 May 2025.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿48.50, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 20x in the Hospitality industry in Thailand. Total loss to shareholders of 4.8% over the past three years.
New Risk • Mar 19New 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 7.5% 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. This is currently the only risk that has been identified for the company.
Declared Dividend • Feb 26Dividend of ฿1.00 announcedDividend of ฿1.00 is the same as last year. Ex-date: 8th May 2025 Payment date: 27th May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 61% to shift the payout ratio to a potentially unsustainable range, which is more than the 10% EPS decline seen over the last 5 years.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿2.85 (vs ฿1.06 in FY 2023)Full year 2024 results: EPS: ฿2.85 (up from ฿1.06 in FY 2023). Revenue: ฿2.36b (up 8.1% from FY 2023). Net income: ฿371.0m (up 169% from FY 2023). Profit margin: 16% (up from 6.3% in FY 2023). The increase in margin was primarily 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 fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25+ 1 more updateShangri-La Hotel Public Company Limited, Annual General Meeting, Apr 29, 2025Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 29, 2025, at 10:00 SE Asia Standard Time. Location: e meeting, Thailand
お知らせ • Feb 24Shangri-La Hotel Public Company Limited Proposes Annual Dividend for the Period January 1, 2024 to December 31, 2024. Payable on May 27, 2025Shangri-La Hotel Public Company Limited proposed annual dividend payment of THB 1.00 per share for the operation of the company from January 1, 2024 to December 31, 2024. Payment date: May 27, 2025. Ex-dividend date: May 8, 2025. Record date for the right to receive dividends: May 9, 2025. Shareholder's meeting date: April 29, 2025.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.27 (vs ฿0.51 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.27 (down from ฿0.51 in 3Q 2023). Revenue: ฿510.7m (flat on 3Q 2023). Net income: ฿34.7m (down 48% from 3Q 2023). Profit margin: 6.8% (down from 13% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Nov 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.8% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.69 (vs ฿0.79 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.69 (down from ฿0.79 in 2Q 2023). Revenue: ฿463.0m (up 6.9% from 2Q 2023). Net income: ฿90.3m (down 12% from 2Q 2023). Profit margin: 20% (down from 24% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿1.72 (vs ฿0.89 in 1Q 2023)First quarter 2024 results: EPS: ฿1.72 (up from ฿0.89 in 1Q 2023). Revenue: ฿694.1m (up 15% from 1Q 2023). Net income: ฿223.6m (up 93% from 1Q 2023). Profit margin: 32% (up from 19% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 01Upcoming dividend of ฿1.00 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 24 May 2024. Trailing yield: 2.0%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (1.8%).
お知らせ • Apr 27+ 1 more updateShangri-La Hotel Public Company Limited Approves Annual Dividend Ended 31 December 2023, Payable on 24 May 2024Shangri-La Hotel Public Company Limited at its AGM held on April 26, 2024, approved the distribution of an annual dividend for the operation of the Company from 1 January to 31 December 2023 at the rate of THB 1.00 per share payable to the shareholders on 24 May 2024. The record date on which shareholders of the Company have the right to receive the Annual Dividend will be 9 May 2024.
お知らせ • Feb 20+ 1 more updateShangri-La Hotel Public Company Limited, Annual General Meeting, Apr 26, 2024Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 26, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider approving the minutes of Annual General Meeting of Shareholders No. 1/2023 which was held on 27 April 2023; to acknowledge report of the Board of Directors on the business operation of the Company for the year 2023; to consider approving the Company's Statements of Financial Position and the Statements of Income for the year ended 31 December 2023; to consider approving the declaration of the annual dividend payment for the year ended 31 December 2023; to consider approving the appointment of Directors in place of those who retired by rotation; to consider the appointment of a new director and the change of authority of directors; to consider approving the remuneration of the Directors; and to consider other matters.
お知らせ • Nov 15Shangri-La Hotel Public Company Limited Approves Appointment of Supot Singhasaneh as Member of the Audit CommitteeShangri-La Hotel Public Company Limited announced the resolution passed at its board of directors' meeting held on 13 November 2023 as follow: Appointment of Mr. Supot Singhasaneh as member of the audit committee. The Audit Committee consists of: Chairman of the Audit Committee: Mr. Kovit Poshyananda Remaining term in office 2 years; Member of the Audit Committee: Mr. Jayavadh Bunnag Remaining term in office 2 years; Member of the Audit Committee: Mr. Kledchai Benjaathonsirikul Remaining term in office 2 years; Member of the Audit Committee: Mr. Supot Singhasaneh Remaining term in office 2 years. Secretary to the Audit Committee: Ms. Pastharee Theerajittiwong.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.51 (vs ฿0.47 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.51 (up from ฿0.47 in 3Q 2022). Revenue: ฿508.5m (up 43% from 3Q 2022). Net income: ฿66.1m (up 9.5% from 3Q 2022). Profit margin: 13% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: ฿0.78 (vs ฿0.34 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.78 (up from ฿0.34 loss in 2Q 2022). Revenue: ฿433.2m (up 132% from 2Q 2022). Net income: ฿102.0m (up ฿146.8m from 2Q 2022). Profit margin: 24% (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 38% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: ฿0.89 (vs ฿0.65 loss in 1Q 2022)First quarter 2023 results: EPS: ฿0.89 (up from ฿0.65 loss in 1Q 2022). Revenue: ฿602.0m (up 376% from 1Q 2022). Net income: ฿116.1m (up ฿200.7m 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 fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Feb 23Full year 2022 earnings released: ฿0.62 loss per share (vs ฿3.79 loss in FY 2021)Full year 2022 results: ฿0.62 loss per share (improved from ฿3.79 loss in FY 2021). Revenue: ฿1.20b (up 238% from FY 2021). Net loss: ฿80.2m (loss narrowed 84% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: ฿0.47 (vs ฿0.88 loss in 3Q 2021)Third quarter 2022 results: EPS: ฿0.47 (up from ฿0.88 loss in 3Q 2021). Revenue: ฿354.9m (up 388% from 3Q 2021). Net income: ฿60.4m (up ฿174.5m from 3Q 2021). Profit margin: 17% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. 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.
Board Change • Nov 16Less 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. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Director Hui Lee was the last director to join the board, commencing their role in 2021. 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 • Nov 15Shangri-La Hotel Public Company Limited Announces Executive ChangesShangri-La Hotel Public Company Limited at its Board of Directors' Meeting No. 5/2022 held on 14 November, 2022, approved the appointment of Mr. Supot Singhasaneh as an Independent Director of the Company in place of Mr. Chor.nun Petpaisit be approved with effect from 14 November, 2022. Mr. Chor.nun Petpaisit has resigned from the directorship of the Company with effect from 14 November, 2022.
Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.35 loss per share (vs ฿0.87 loss in 2Q 2021)Second quarter 2022 results: ฿0.35 loss per share (up from ฿0.87 loss in 2Q 2021). Revenue: ฿186.6m (up 184% from 2Q 2021). Net loss: ฿44.9m (loss narrowed 61% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 12First quarter 2022 earnings released: ฿0.65 loss per share (vs ฿0.65 loss in 1Q 2021)First quarter 2022 results: ฿0.65 loss per share (down from ฿0.65 loss in 1Q 2021). Revenue: ฿126.4m (up 67% from 1Q 2021). Net loss: ฿84.6m (flat on 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
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. Additional Independent Director Chor.nun Petpaisit was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 22Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2022Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2022, at 10:00 SE Asia Standard Time. Agenda: To consider approving the minutes of the annual general meeting of shareholders no. 1/2021 which was held on May 14, 2021; to acknowledge the report of the board of directors on the business operation of the company for the year 2021; to consider approving the company's statements of financial position and the statements of income for the year ended December 31, 2021; to consider approving omission of the annual dividend payment for the year ended December 31, 2021; to consider approving the appointment of directors in place of those who retired by rotation; to consider approving the remuneration of the directors; to consider approving the appointment of the company's auditors and to fix their remuneration; and to consider other business ,if any.
Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿3.79 loss per share (up from ฿7.56 loss in FY 2020). Revenue: ฿355.9m (down 46% from FY 2020). Net loss: ฿492.8m (loss narrowed 50% 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 86 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.88 loss per share (vs ฿1.08 loss in 3Q 2020)Third quarter 2021 results: Net loss: ฿114.0m (loss narrowed 19% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 12Director Oon Kwong Kuok has left the companyOn the 1st of August, Oon Kwong Kuok's tenure as Director ended. We don't have any record of a personal shareholding under Oon Kwong's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Aug 11Second quarter 2021 earnings released: ฿0.87 loss per share (vs ฿1.21 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: ฿65.8m (up 153% from 2Q 2020). Net loss: ฿113.4m (loss narrowed 28% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Shangri-La Hotel Public Company Limited Approves Omission of Annual Dividend for the Year Ended December 31, 2020Shangri-La Hotel Public Company Limited at its Annual General Meeting of Shareholders held on May 14, 2021 approved the omission of the annual dividend payment for the operation of the company from January 1, 2020 to December 31, 2020.
Reported Earnings • May 11First quarter 2021 earnings released: ฿0.65 loss per share (vs ฿0.99 profit in 1Q 2020)First quarter 2021 results: Net loss: ฿84.0m (down 165% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 24New 90-day low: ฿52.50The company is down 5.0% from its price of ฿55.00 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.
Reported Earnings • Feb 23Full year 2020 earnings released: ฿7.56 loss per share (vs ฿4.96 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: ฿663.3m (down 75% from FY 2019). Net loss: ฿983.1m (down 252% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 23Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2021Shangri-La Hotel Public Company Limited, Annual General Meeting, Apr 28, 2021, at 03:00 Coordinated Universal Time. Location: Myanmar Room, 3rd Floor, Chao Phya Tower, Shangri-La Hotel Bangkok Thailand Agenda: To consider approving the minutes of the annual general meeting of shareholders no. 1/2021 which was held on 30 July, 2020; to acknowledge the report of the board of directors on the business operation of the company for the year 2020; to consider approving the company's statements of financial position and the statements of income for the year ended 31 December, 2020; to consider approving omission of the annual dividend payment for the year ended 31 December, 2020; and to consider other matter.
Executive Departure • Feb 06Independent Chairman Pong Sarasin has left the companyOn the 3rd of February, Pong Sarasin's tenure in the role of Independent Chairman ended. We don't have any record of a personal shareholding under Pong's name. Pong is the only executive to leave the company over the last 12 months.
お知らせ • Feb 05Pong Sarasin, Chairman of the Board of Directors and Independent Director of Shangri-La Hotel Public Company Limited Passes Away on 3 February, 2021Shangri-La Hotel Public Company Limited announced that Mr. Pong Sarasin, Chairman of the Board of Directors and Independent Director of the Company, passed away on 3 February, 2021.
Is New 90 Day High Low • Dec 14New 90-day high: ฿58.75The company is up 7.0% from its price of ฿55.00 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 23% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: ฿58.25The company is up 2.0% from its price of ฿57.00 on 28 August 2020. The Thai market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.
Reported Earnings • Nov 10Third quarter 2020 earnings released: ฿1.08 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ฿103.5m (down 82% from 3Q 2019). Net loss: ฿140.9m (down 192% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 02New 90-day low: ฿45.50The company is down 20% from its price of ฿57.00 on 04 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 13% over the same period.
Is New 90 Day High Low • Oct 15New 90-day low: ฿51.25The company is down 15% from its price of ฿60.25 on 17 July 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 7.0% over the same period.
Is New 90 Day High Low • Sep 29New 90-day low: ฿54.25The company is down 10.0% from its price of ฿60.50 on 01 July 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 4.0% over the same period.
