The Erawan Group Public Company Limited

SET:ERW 주식 리포트

시가총액: ฿18.9b

Erawan Group 향후 성장

Future 기준 점검 1/6

Erawan Group (는) 각각 연간 10.1% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.4% 로 예상됩니다.

핵심 정보

10.1%

이익 성장률

9.85%

EPS 성장률

Hospitality 이익 성장7.1%
매출 성장률5.6%
향후 자기자본이익률10.38%
애널리스트 커버리지

Good

마지막 업데이트02 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 14

ERW: Lower Discount Rate Will Support Future Upside Potential

Analysts have lifted their price target for Erawan Group from THB3.80 to THB4.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher assessed fair value for the stock. What's in the News for Erawan Group No recent news stories for Erawan Group are available from the provided sources as of 14 Aug 2026.
내러티브 업데이트 • Jul 31

ERW: Updated Assumptions Will Support Balanced Upside And Downside Potential

Analysts have adjusted their price target for Erawan Group to THB 3.20, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the main drivers of the change. What’s in the News for Erawan Group No recent company specific news for Erawan Group is available from the provided sources as of 29 Jul 2026.
내러티브 업데이트 • Jul 15

ERW: Refined Assumptions And Lower P/E Multiple Will Support Future Upside

Analysts have revised their fair value estimate for Erawan Group from THB4.72 to THB3.80, citing updates to their assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Erawan Group No recent news items for Erawan Group are available from the specified primary sources as of 8 Jul 2026.
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).
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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.

이익 및 매출 성장 예측

SET:ERW - 애널리스트 향후 추정치 및 과거 재무 데이터 (THB Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20289,3321,134-2832,50511
12/31/20278,8731,033-7582,20716
12/31/20268,350942-1,0542,07415
6/30/20268,1278776942,489N/A
3/31/20268,0518687402,509N/A
12/31/20257,9308381,3292,386N/A
9/30/20257,8978431,3472,341N/A
6/30/20257,9649111,4412,476N/A
3/31/20258,0541,209-1232,660N/A
12/31/20248,0391,281-2122,818N/A
9/30/20247,6971,117-4612,652N/A
6/30/20247,5841,141-1,8032,605N/A
3/31/20247,383921-2392,447N/A
12/31/20237,03774312,281N/A
9/30/20236,8817683652,516N/A
6/30/20236,4286091,4542,216N/A
3/31/20235,7943271,0491,760N/A
12/31/20224,666-2244861,289N/A
9/30/20223,566-709-298494N/A
6/30/20222,530-1,321-792-38N/A
3/31/20221,793-1,871-1,053-367N/A
12/31/20211,536-2,050-1,237-634N/A
9/30/20211,512-2,278-1,189-638N/A
6/30/20211,693-2,169-1,037-535N/A
3/31/20211,506-2,105-1,167-692N/A
12/31/20202,337-1,715-1,165-536N/A
9/30/20203,467-1,066-85155N/A
6/30/20204,537-509-797583N/A
3/31/20205,864108N/A1,238N/A
12/31/20196,416446N/A1,780N/A
9/30/20196,412450N/A1,721N/A
6/30/20196,347448N/A1,621N/A
3/31/20196,300485N/A1,731N/A
12/31/20186,313536N/A1,744N/A
9/30/20186,174518N/A1,747N/A
6/30/20186,190556N/A1,742N/A
3/31/20186,188584N/A1,727N/A
12/31/20176,037506N/A1,680N/A
9/30/20175,881448N/A1,564N/A
6/30/20175,806424N/A1,547N/A
3/31/20175,736383N/A1,535N/A
12/31/20165,652367N/A1,416N/A
9/30/20165,614364N/A1,386N/A
6/30/20165,455289N/A1,289N/A
3/31/20165,381247N/A1,334N/A
12/31/20155,286195N/A1,304N/A
9/30/20155,256146N/A1,369N/A

애널리스트 향후 성장 전망

수입 대 저축률: ERW 의 연간 예상 수익 증가율(10.1%)이 saving rate(2.3%)보다 높습니다.

수익 vs 시장: ERW 의 연간 수익(10.1%)이 TH 시장(10.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ERW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ERW 의 수익(연간 5.6%)이 TH 시장(연간 8.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ERW 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ERW의 자본 수익률은 3년 후 10.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 12:17
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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분석가 소스

The Erawan Group Public Company Limited는 27명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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