The Erawan Group Public Company Limited

SET:ERW 주식 리포트

시가총액: ฿13.1b

Erawan Group 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Youssef Khomri

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간3.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간14.4yrs

최근 경영진 업데이트

Recent updates

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).
User avatar
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.

CEO

Youssef Khomri

3.3yrs
재임 기간

Mr. Youssef EI Khomri serves as Director of The Erawan Group Public Company Limited. He served as an Executive Vice President of Group Hotel Operation Division at The Erawan Group Public Company Limited un...

리더십 팀

이름직위재임 기간보수지분
Youssef Khomri
President & Director3.3yrs데이터 없음데이터 없음
Apinya Ngamapichon
CFO & EVP of Financial & Accounting Division2.1yrs데이터 없음데이터 없음
Jetiya Kitiyodom
Assistant Executive Vice President of Accounting Departmentno data데이터 없음데이터 없음
Arisna Rochanapruk
Senior VP of Sustainability Development1.3yrs데이터 없음데이터 없음
Sangjun Oranrittinun
Assistant Executive VP of Corporate Human Resources Divisionno data데이터 없음데이터 없음
Apichan Mapaisansin
Executive Vice President of Project Development & Management in Philippines Divisionno data데이터 없음데이터 없음
Navarat Tamsuwan
EVP of Property Dev.no data데이터 없음0.0061%
THB 804.2k
Renan Vigoureux
Senior VP of Hotel Business Strategyno data데이터 없음데이터 없음
Sebastian Salmon
Senior VP of Franchised Hotel Operation Divisionno data데이터 없음데이터 없음
Naroot Chankitisakoon
Senior VP of Digital Transformation Division1.9yrs데이터 없음데이터 없음
Kanokwan Thongsiwarugs
Ass. EVP of Internal Audit Div.no data데이터 없음데이터 없음
2.0yrs
평균 재임 기간

경험이 풍부한 관리: ERW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).

이사회 구성원

이름직위재임 기간보수지분
Youssef Khomri
President & Directorno data데이터 없음데이터 없음
Banyong Pongpanich
Independent Director21.5yrs฿496.00k0.12%
THB 15.6m
Supol Wattanavekin
Chairman of the Board21.5yrs฿491.20k7.08%
THB 927.3m
Chanin Vongkusolkit
Director21.5yrs฿612.00k4.17%
THB 546.7m
Panida Thepkanjana
Director35.3yrs฿522.40k0.15%
THB 19.6m
Kulpatra Sirodom
Independent Director9.1yrs฿587.40k데이터 없음
Pipat Luengnaruemitchai
Independent Director2.1yrs฿396.00k데이터 없음
Ekasith Jotikasthira
Independent Director17.1yrs฿610.00k데이터 없음
Gavin Vongkusolkit
Director14.4yrs฿823.60k0.0014%
THB 180.7k
Arada Vongkusolkit
Director9.1yrs฿724.00k0.023%
THB 3.0m
Supatchara Wattanavekin
Director2.1yrs฿520.00k데이터 없음
Amporn Kanjanakumnerd
Director1.1yrs฿216.00k0.0044%
THB 571.0k
14.4yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: ERW의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.4 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 03:19
종가2026/05/20 00:00
수익2026/03/31
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.

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분석가 소스

The Erawan Group Public Company Limited는 24명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Teerapol UdomvejBofA Global Research
Narumon EkasamutBualuang Securities PCL
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