BTS Group Holdings マネジメント
マネジメント 基準チェック /44
BTS Group Holdingsの CEO はKavin Kanjanapasで、 Apr2015年に任命され、 の在任期間は 11.08年です。 は、会社の株式の11.17%を直接所有しており、その価値はTHB 3.70B 。経営陣と取締役会の平均在任期間はそれぞれ10.8年と15.8年です。
主要情報
Kavin Kanjanapas
最高経営責任者
฿504.0k
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | 11.1yrs |
| CEOの所有権 | 11.2% |
| 経営陣の平均在職期間 | 10.8yrs |
| 取締役会の平均在任期間 | 15.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • May 18
BTS: Steady Margins And Refined Discount Rate Will Support Upside
Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75, with only very small tweaks to the discount rate, revenue growth and future P/E inputs guiding this unchanged price target. Valuation Changes Fair Value: THB3.75 is unchanged, indicating the updated inputs did not move the overall valuation output.ナラティブの更新 • Apr 26
BTS: Steady Margins And Refined Discount Rate Will Support Upside
Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75. They highlight that minor tweaks to the discount rate, revenue growth, profit margin and future P/E inputs do not currently translate into a different price target in THB terms.ナラティブの更新 • Apr 11
BTS: Steady Margins And Higher Future P/E Will Support Upside
Analysts have nudged their price target on BTS Group Holdings slightly higher to THB3.75, citing a largely unchanged view on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: THB3.75 remains unchanged, keeping the analyst view of intrinsic value steady.ナラティブの更新 • Mar 27
BTS: Higher Future P/E And Margins Reset Will Support Upside
Analysts have adjusted their view on BTS Group Holdings, trimming the profit margin assumption and using a higher future P/E of 38.55. This has led to a revised price target around THB3.75, which is broadly in line with the previous THB3.75 level.ナラティブの更新 • Mar 13
BTS: New Food Subsidiary Will Support Future Earnings Upside
Analysts have made only a minor change to their view on BTS Group Holdings, keeping the fair value steady at THB 3.75 while fine tuning inputs such as the discount rate, profit margin assumptions and future P/E expectations, which together support a largely unchanged price target narrative. What's in the News BTS Group Holdings Public Company Limited has incorporated a new subsidiary, Kon Talay Thai Company Limited, effective December 15, 2025.ナラティブの更新 • Feb 26
BTS: New Food Subsidiary Will Support Future Earnings Upside
Analysts have trimmed their price target on BTS Group Holdings to THB3.75, citing updated assumptions around fair value, profit margin, revenue growth, and the adoption of a more conventional forward P/E framework. What's in the News BTS Group Holdings Public Company Limited has set up a new wholly owned subsidiary, Kon Talay Thai Company Limited, to operate in the food and beverage business.ナラティブの更新 • Feb 09
BTS: New Food Venture Will Support Future Earnings And Business Expansion
Analysts have adjusted their price target for BTS Group Holdings to reflect updated assumptions around discount rates, margin expectations, and a very high future P/E multiple. This has resulted in a revised valuation that you may want to compare carefully with your own view on the stock.ナラティブの更新 • Jan 25
BTS: New Subsidiaries Will Support Future Earnings And Business Expansion
Analysts have modestly adjusted their price target on BTS Group Holdings, citing largely unchanged fair value estimates of $4.35 along with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News BTS Group Holdings Public Company Limited set up Kon Talay Thai Company Limited on December 15, 2025 to engage in the food and beverage business, with registered capital of THB 1,000,000 divided into 10,000 ordinary shares at THB 100 per share (company announcement).ナラティブの更新 • Jan 09
BTS: New Subsidiaries Will Support Future Earnings And Business Expansion
Analysts kept their fair value estimate for BTS Group Holdings broadly unchanged, with only small model tweaks to the discount rate, revenue growth and profit margin, which feed through to a similar implied P/E outlook and leave their price target effectively steady in currency terms. What's in the News BTS Group Holdings incorporated Kon Talay Thai Company Limited on December 15, 2025, to operate in the food and beverage business with registered capital of THB 1,000,000, divided into 10,000 ordinary shares at THB 100 per share.ナラティブの更新 • Dec 25
BTS: New Subsidiaries Will Drive Future Earnings And Business Expansion
Analysts have trimmed their price target on BTS Group Holdings to 4.35, down from 4.79. They cited a slightly higher long term revenue growth outlook, which is offset by modestly lower margin and valuation assumptions.ナラティブの更新 • Dec 11
BTS: New Consulting Subsidiary Will Support Stronger Future Earnings Profile
Analysts have lifted their price target on BTS Group Holdings from THB 4.79 to THB 4.79. This modest upward revision is grounded in expectations for a swing from slightly negative to positive revenue growth, marginally stronger profit margins, and a somewhat more favorable future earnings multiple despite a slightly higher discount rate.ナラティブの更新 • Nov 27
BTS: Recent Subsidiary Formation Will Drive New Management Consulting Opportunities
Analysts have lowered their price target for BTS Group Holdings from $5.17 to $4.79. They cite a shift to negative revenue growth forecasts and reduced profit margins as key reasons for the revision.ナラティブの更新 • Sep 10
Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks
Despite an improved revenue growth forecast, a sharp decline in net profit margin has led to a downward revision of the consensus analyst price target for BTS Group Holdings from THB5.49 to THB5.17. What's in the News Board meeting held to consider appointment of audit committee.新しいナラティブ • Aug 02
Bangkok Transit Expansion Will Generate Progress Amid Regulatory Challenges
Expansion of transit lines and digital payment services positions BTS to capture higher, more diversified revenues from urbanization and increased mobility.CEO
Kavin Kanjanapas (50 yo)
11.1yrs
在職期間
฿504,000
報酬
Mr. Kavin Kanjanapas has been the Chief Executive Officer of BTS Group Holdings Public Company Limited since April 1, 2015 and served as its Chief Executive of MATCH Business since 2020 until June 2024. He...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Executive Director | 11.1yrs | ฿504.00k | 11.17% THB 3.7b | |
| COO & Executive Director | 16.3yrs | ฿504.00k | データなし | |
| Deputy CEO & Executive Director | 11.1yrs | ฿504.00k | データなし | |
| Chief Officer of MOVE Business & Executive Director | no data | ฿504.00k | 0.042% THB 14.0m | |
| Chief Financial Officer | 2.8yrs | データなし | 0.0057% THB 1.9m | |
| Chief Investment Officer | 17.3yrs | データなし | データなし | |
| Accounting Director | 2.3yrs | データなし | データなし | |
| Chief Legal Officer | 6.3yrs | データなし | データなし | |
| Head of Internal Audit & Data Protection Officer | 15.3yrs | データなし | データなし | |
| Chief Officer of MIX Business | 6.3yrs | データなし | データなし | |
| Company Secretary | 10.6yrs | データなし | データなし | |
| Investor Relations | no data | データなし | データなし |
10.8yrs
平均在職期間
49yo
平均年齢
経験豊富な経営陣: BTSの経営陣は経験豊富で経験豊富です（平均在職期間は10.8年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Executive Director | 19.3yrs | ฿504.00k | 11.17% THB 3.7b | |
| COO & Executive Director | 28.4yrs | ฿504.00k | データなし | |
| Deputy CEO & Executive Director | 19.3yrs | ฿504.00k | データなし | |
| Chief Officer of MOVE Business & Executive Director | 15.8yrs | ฿504.00k | 0.042% THB 14.0m | |
| Independent Director | 15.8yrs | ฿504.00k | 0.0037% THB 1.2m | |
| Independent Director | 15.8yrs | ฿584.00k | 0.066% THB 21.9m | |
| Chairman of the Board | 32.9yrs | ฿1.01m | 32.92% THB 10.9b | |
| Independent Director | 10.8yrs | ฿504.00k | データなし | |
| Independent Director | 6.3yrs | ฿504.00k | 0.00078% THB 258.6k | |
| Lead Independent Director | 10.1yrs | ฿932.00k | 0.0050% THB 1.6m | |
| Independent Director | 1.3yrs | データなし | データなし |
15.8yrs
平均在職期間
63yo
平均年齢
経験豊富なボード: BTSの 取締役会 は経験豊富で 経験豊富 です ( 15.8年の平均在任期間)。
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 | 2026/05/27 21:07 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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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
BTS Group Holdings Public Company Limited 6 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。16
| アナリスト | 機関 |
|---|---|
| Kawee Manitsupavong | Asia Plus Securities Company Limited |
| Kaseedit Choonnawat | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |