Erawan Group (ERW) 주식 개요
에라완 그룹 상장회사는 주로 태국, 일본, 필리핀에서 호텔, 건물 임대 및 관리 사업을 영위하고 있습니다. 자세히 보기
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Analyst Price Targets
The Erawan Group Public Company Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ฿3.04 |
| 52주 최고가 | ฿3.32 |
| 52주 최저가 | ฿2.02 |
| 베타 | 0.25 |
| 1개월 변동 | 10.95% |
| 3개월 변동 | 13.43% |
| 1년 변동 | 42.06% |
| 3년 변동 | -32.14% |
| 5년 변동 | 7.04% |
| IPO 이후 변동 | -50.03% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 01
ERW: Revised Assumptions Will Support Balanced Upside And Downside Potential
Analysts have adjusted their fair value estimate for Erawan Group to THB2.79, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News No recent company specific news items for Erawan Group are available from the provided sources.
내러티브 업데이트 • Jun 17
ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside
Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.내러티브 업데이트 • Jun 03
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have modestly adjusted their price target on Erawan Group to THB4.72. This reflects slightly lower assumed revenue growth, a small change in profit margins, a marginally different forward P/E of 28.30, and a slightly reduced discount rate in their models.내러티브 업데이트 • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.Recent updates
내러티브 업데이트 • Jul 01
ERW: Revised Assumptions Will Support Balanced Upside And Downside Potential
Analysts have adjusted their fair value estimate for Erawan Group to THB2.79, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News No recent company specific news items for Erawan Group are available from the provided sources.내러티브 업데이트 • Jun 17
ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside
Analysts have adjusted their valuation framework for Erawan Group, keeping the fair value estimate steady at THB4.72 while making small technical updates to the discount rate, revenue growth, profit margin and future P/E assumptions that refine, rather than redefine, their price target view. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 16 Jun 2026.내러티브 업데이트 • Jun 03
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have modestly adjusted their price target on Erawan Group to THB4.72. This reflects slightly lower assumed revenue growth, a small change in profit margins, a marginally different forward P/E of 28.30, and a slightly reduced discount rate in their models.내러티브 업데이트 • May 20
ERW: Cash Dividend And Lower Discount Rate Will Support Future Upside
Analysts have slightly raised their THB price target for Erawan Group, citing updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that point to a modestly higher valuation outlook. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as notified to the Stock Exchange of Thailand (Key Developments) Annual dividend of THB 0.0700 per share announced, payable on May 27, 2026 (ex date March 10, 2026; record date March 11, 2026) (Key Developments) Valuation Changes Fair Value: THB 4.67236 to THB 4.71826, a small upward adjustment that slightly lifts the implied valuation range for the stock.내러티브 업데이트 • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).내러티브 업데이트 • Apr 19
ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).내러티브 업데이트 • Apr 05
ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).내러티브 업데이트 • Mar 22
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).내러티브 업데이트 • Mar 08
ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.내러티브 업데이트 • Feb 22
ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.내러티브 업데이트 • Feb 07
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).내러티브 업데이트 • Jan 24
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.내러티브 업데이트 • Jan 10
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.내러티브 업데이트 • Dec 26
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).내러티브 업데이트 • Dec 12
ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
새로운 내러티브 • Jan 27
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.주주 수익률
| ERW | TH Hospitality | TH 시장 | |
|---|---|---|---|
| 7D | -1.3% | -2.6% | 0.7% |
| 1Y | 42.1% | 9.7% | 45.9% |
수익률 대 산업: ERW은 지난 1년 동안 9.7%의 수익을 기록한 TH Hospitality 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ERW은 지난 1년 동안 45.9%를 기록한 TH 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ERW volatility | |
|---|---|
| ERW Average Weekly Movement | 6.9% |
| Hospitality Industry Average Movement | 4.2% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in TH Market | 10.0% |
| 10% least volatile stocks in TH Market | 1.9% |
안정적인 주가: ERW의 주가는 지난 3개월 동안 TH 시장보다 변동성이 컸습니다.
시간에 따른 변동성: ERW의 주간 변동성(7%)은 지난 1년 동안 안정적이었지만 TH 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1982 | n/a | Youssef Khomri | www.theerawan.com |
에라완 그룹은 주로 태국, 일본, 필리핀에서 호텔, 건물 임대 및 관리 사업을 영위하는 공공 기업입니다. 이 회사는 그랜드 하얏트 에라완 방콕, IBIS, JW 메리어트 방콕, 더 나카 아일랜드, 코트야드 바이 메리어트 방콕, 홀리데이 인 파타야, IBIS 스타일, 노보텔 방콕 수쿰빗 4, 홀리데이 인 세부 시티, 머큐어 호텔 및 HOP INN이라는 이름으로 호텔과 리조트를 운영하고 있습니다. 에라완 방콕이라는 이름으로 상업용 리테일 부동산을 임대하고 있으며, 오피스 빌딩인 플론칫 센터를 관리하고 있습니다.
The Erawan Group Public Company Limited 기초 지표 요약
| ERW 기초 통계 | |
|---|---|
| 시가총액 | ฿14.86b |
| 순이익 (TTM) | ฿868.26m |
| 매출 (TTM) | ฿8.05b |
17.1x
주가수익비율(P/E)1.8x
주가매출비율(P/S)ERW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ERW 손익계산서 (TTM) | |
|---|---|
| 매출 | ฿8.05b |
| 매출원가 | ฿3.29b |
| 총이익 | ฿4.77b |
| 기타 비용 | ฿3.90b |
| 순이익 | ฿868.26m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 14, 2026
| 주당순이익(EPS) | 0.18 |
| 총이익률 | 59.19% |
| 순이익률 | 10.78% |
| 부채/자본 비율 | 102.8% |
ERW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.3%
현재 배당 수익률39%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/11 20:09 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
The Erawan Group Public Company Limited는 26명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |