Mandarin Hotel (MANRIN) 주식 개요만다린 호텔 퍼블릭 컴퍼니 리미티드는 태국에서 호텔 및 리조트 사업을 운영하고 있습니다. 자세히 보기MANRIN 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적2/6재무 건전성4/6배당0/6강점공정 가치 추정치보다 낮은 7.4% 에서 거래위험 분석주식은 유동성이 매우 낮습니다의미 있는 시가총액이 없습니다(THB624M)모든 위험 점검 보기MANRIN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value฿Current Price฿23.2068.8% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-74m2b2016201920222025202620282031Revenue ฿1.8bEarnings ฿202.4mAdvancedSet Fair ValueView all narrativesMandarin Hotel Public Company Limited 경쟁사Veranda ResortSymbol: SET:VRANDAMarket cap: ฿1.3bRoyal Orchid Hotel (Thailand)Symbol: SET:ROHMarket cap: ฿1.1bOHTLSymbol: SET:OHTLMarket cap: ฿4.0bLaguna Resorts & HotelsSymbol: SET:LRHMarket cap: ฿5.6b가격 이력 및 성과Mandarin Hotel 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가฿23.2052주 최고가฿27.5052주 최저가฿20.00베타0.121개월 변동0.43%3개월 변동-1.28%1년 변동9.43%3년 변동-13.27%5년 변동-9.02%IPO 이후 변동-48.73%최근 뉴스 및 업데이트Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공지 • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.더 많은 업데이트 보기Recent updatesUpcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공지 • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿27.00, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total returns to shareholders of 8.0% over the past three years.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.68 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.44 (down from ฿0.68 in 3Q 2024). Revenue: ฿94.9m (down 4.7% from 3Q 2024). Net income: ฿11.8m (down 35% from 3Q 2024). Profit margin: 13% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ฿25.50. The fair value is estimated to be ฿33.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿27.25, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total returns to shareholders of 11% over the past three years.Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.26 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.14 (down from ฿0.26 in 2Q 2024). Revenue: ฿74.9m (down 6.9% from 2Q 2024). Net income: ฿3.67m (down 47% from 2Q 2024). Profit margin: 4.9% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿24.30, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.0% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿24.80, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.3% over the past three years.Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.53 (vs ฿0.51 in 1Q 2024)First quarter 2025 results: EPS: ฿0.53 (up from ฿0.51 in 1Q 2024). Revenue: ฿97.7m (up 4.9% from 1Q 2024). Net income: ฿14.1m (up 2.3% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • May 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Apr 28Mandarin Hotel Public Company Limited Approves Board and Audit Committee AppointmentsMandarin Hotel Public Company Limited announced that at its AGM held on 25 April 2025, approved the appointment of Mr. Kowit Kokilakanistha as member of Audit Committee; Ms. Poonpit Chavalitnitikul as chairperson of Audit Committee; Mr. Phonthat Chittaya as director.Board Change • Apr 01Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.89 (vs ฿1.29 in FY 2023)Full year 2024 results: EPS: ฿1.89 (up from ฿1.29 in FY 2023). Revenue: ฿375.6m (up 16% from FY 2023). Net income: ฿50.8m (up 47% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공지 • Feb 28Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:30 SE Asia Standard Time. Location: at the mandarin hotel`s mandarin a room, first floor, 662 rama 4 road, mahapruektaram district bangrak bangkok, ThailandBoard Change • Dec 11Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.68 (vs ฿0.57 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.68 (up from ฿0.57 in 3Q 2023). Revenue: ฿99.6m (up 10% from 3Q 2023). Net income: ฿18.2m (up 18% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was 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 only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Oct 21Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.26 (vs ฿0.044 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.26 (up from ฿0.044 in 2Q 2023). Revenue: ฿80.5m (up 18% from 2Q 2023). Net income: ฿6.88m (up 476% from 2Q 2023). Profit margin: 8.6% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.51 (vs ฿0.25 in 1Q 2023)First quarter 2024 results: EPS: ฿0.51 (up from ฿0.25 in 1Q 2023). Revenue: ฿93.1m (up 23% from 1Q 2023). Net income: ฿13.8m (up 102% from 1Q 2023). Profit margin: 15% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공지 • Apr 27Mandarin Hotel Public Company Limited Appoints Prachuab Prasertsang as Independent DirectorMandarin Hotel Public Company Limited at its annual general meeting of shareholders 2024 held on April 25, 2024, approved the appointment of Mr. Prachuab prasertsang as independent director.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿1.29 (vs ฿1.48 loss in FY 2022)Full year 2023 results: EPS: ฿1.29 (up from ฿1.48 loss in FY 2022). Revenue: ฿324.0m (up 97% from FY 2022). Net income: ฿34.7m (up ฿74.6m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공지 • Feb 23Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Mandarin Hotel's Mandarin A Room, 662 Rama 4 Road Mahapruektaram District Bangrak Bangkok Thailand Agenda: To consider and approve results for the year 2023; to consider and approve dividend; and to consider other matters.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿33.00, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 25x in the Hospitality industry in Thailand. Total returns to shareholders of 39% over the past three years.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.57 (vs ฿0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.57 (up from ฿0.17 loss in 3Q 2022). Revenue: ฿90.3m (up 78% from 3Q 2022). Net income: ฿15.4m (up ฿19.9m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿780.3m market cap, or US$22.2m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.044 (vs ฿0.45 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.044 (up from ฿0.45 loss in 2Q 2022). Revenue: ฿68.3m (up 126% from 2Q 2022). Net income: ฿1.20m (up ฿13.2m from 2Q 2022). Profit margin: 1.7% (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 31% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 08Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years, while earnings per share has been flat.Board Change • May 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.45 loss per share (vs ฿0.84 loss in 2Q 2021)Second quarter 2022 results: ฿0.45 loss per share (up from ฿0.84 loss in 2Q 2021). Net loss: ฿12.1m (loss narrowed 47% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2022 earnings released: ฿1.13 loss per share (vs ฿0.61 loss in 1Q 2021)First quarter 2022 results: ฿1.13 loss per share (down from ฿0.61 loss in 1Q 2021). Net loss: ฿30.3m (loss widened 84% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿1.82 loss per share (up from ฿2.76 loss in FY 2020). Net loss: ฿48.8m (loss narrowed 34% 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 78 percentage points per year, which is a significant difference in performance.공지 • Feb 26Mandarin Hotel Public Company Limited Announces Redesignation of Suwanna Bhuddhaprasart from Vice Chairperson to ChairpersonMandarin Hotel Public Company Limited announced that Mrs. Suwanna Bhuddhaprasart, vice chairperson has changed the position to chairperson effective from February 24, 2022 onwards.Reported Earnings • Aug 19Second quarter 2021 earnings released: ฿0.84 loss per share (vs ฿1.02 loss in 2Q 2020)Second quarter 2021 results: Net loss: ฿22.6m (loss narrowed 18% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Reported Earnings • May 17First quarter 2021 earnings released: ฿0.61 loss per share (vs ฿0.36 loss in 1Q 2020)First quarter 2021 results: Net loss: ฿16.5m (loss widened 71% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2020 earnings released: ฿2.76 loss per share (vs ฿0.94 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: ฿105.8m (down 68% from FY 2019). Net loss: ฿74.1m (down 393% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 96% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 24New 90-day low: ฿23.40The company is down 2.0% from its price of ฿23.80 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.공지 • Sep 26Quality Houses Public Company Limited's Subsidiary Renews Hotel Management Advisor AgreementWith reference to the Board of Directors' Meeting No 8/2020 of Quality Houses Public Company Limited ("the Company") held on September 25,2020 has resolved to approve a subsidiary to renew a hotel management advisor agreement to Mandarin Hotel that is owned by The Mandarin Hotel Public Company Limited ("Mandarin"). Transaction date is After the approval of the Board of Directors' meeting. Connected parties are Employee: The Subsidiary of Quality Houses Public Company Limited ("the Subsidiary") and Employer: The Mandarin Hotel Public Company Limited ("Mandarin"). This transaction is classified as the connected transaction with the following details: Renewal of a hotel management advisor agreement to Mandarin Hotel that is owned by Mandarin which also granted the right to use the brand "Centre Point" for one year (1 October 2020 - 30 September 2021), with a renewal option upon mutual agreement. The Board of Directors shall authorize the management to have power to negotiate, agree and enter into any terms and conditions of such agreement and other related agreements and any other details as the management deem appropriated. The remuneration is based on 2% of total revenues (excluding some categories of revenues that have already declared in the hotel management advisor agreement) which is approximately THB 8 Million per year (1 October 2020 - 30 September 2021). The remuneration is calculated from forecasted total revenues of the Hotels, with the following details: Total Revenue for 2020 (October-December) is THB 107 million and for (January-September) is THB 301 million million. This transaction is considered normal support business without any trade condition. The calculate size of this transaction is 0.031% which is more than 0.03% but less than 3% of the net tangible assets ("NTA") based on the Company's consolidated financial statement as of June 30, 2020. The size of transaction is considered as a medium size. Therefore, the Company is required to get the approval from the Board of Directors and has to disclose the information to the Stock Exchange of Thailand. The remuneration is similar to that of operators in the same business.주주 수익률MANRINTH HospitalityTH 시장7D0%1.0%-0.3%1Y9.4%-4.9%24.0%전체 주주 수익률 보기수익률 대 산업: MANRIN은 지난 1년 동안 -4.9%의 수익을 기록한 TH Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: MANRIN은 지난 1년 동안 24%를 기록한 TH 시장보다 저조한 성과를 냈습니다.주가 변동성Is MANRIN's price volatile compared to industry and market?MANRIN volatilityMANRIN Average Weekly Movementn/aHospitality Industry Average Movement6.6%Market Average Movement5.1%10% most volatile stocks in TH Market10.6%10% least volatile stocks in TH Market2.6%안정적인 주가: MANRIN의 주가는 지난 3개월 동안 TH 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine MANRIN의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트1965n/aPiengjai Harnpanichwww.mandarin-bkk.com만다린 호텔 퍼블릭 컴퍼니 리미티드는 태국에서 호텔 및 리조트 사업을 하고 있습니다. 또한 호텔 임대 사업에도 관여하고 있습니다. 이 회사는 1965년에 설립되었으며 태국 방콕에 본사를 두고 있습니다.더 보기Mandarin Hotel Public Company Limited 기초 지표 요약Mandarin Hotel의 순이익과 매출은 시가총액과 어떻게 비교됩니까?MANRIN 기초 통계시가총액฿624.21m순이익 (TTM)฿39.82m매출 (TTM)฿362.23m15.7x주가수익비율(P/E)1.7x주가매출비율(P/S)MANRIN는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표MANRIN 손익계산서 (TTM)매출฿362.23m매출원가฿213.74m총이익฿148.50m기타 비용฿108.68m순이익฿39.82m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)1.48총이익률40.99%순이익률10.99%부채/자본 비율10.0%MANRIN의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.1%현재 배당 수익률17%배당 성향MANRIN는 안정적으로 배당을 지급합니까?MANRIN 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 MANRIN를 매수해야 하나요?Mandarin Hotel 배당 일정배당락일May 05 2026배당 지급일May 20 2026배당락일까지 남은 일수7 days배당 지급일까지 남은 일수8 daysMANRIN는 안정적으로 배당을 지급합니까?MANRIN 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 09:20종가2026/04/30 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mandarin Hotel Public Company Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공지 • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
Board Change • Apr 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.48 (vs ฿1.89 in FY 2024)Full year 2025 results: EPS: ฿1.48 (down from ฿1.89 in FY 2024). Revenue: ฿362.2m (down 3.6% from FY 2024). Net income: ฿39.8m (down 22% from FY 2024). Profit margin: 11% (down from 14% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공지 • Feb 27+ 1 more updateMandarin Hotel Public Company Limited announces Annual dividend, payable on May 20, 2026Mandarin Hotel Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿27.00, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 17x in the Hospitality industry in Thailand. Total returns to shareholders of 8.0% over the past three years.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.68 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.44 (down from ฿0.68 in 3Q 2024). Revenue: ฿94.9m (down 4.7% from 3Q 2024). Net income: ฿11.8m (down 35% from 3Q 2024). Profit margin: 13% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to ฿25.50. The fair value is estimated to be ฿33.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿27.25, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 21x in the Hospitality industry in Thailand. Total returns to shareholders of 11% over the past three years.
Board Change • Sep 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.26 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.14 (down from ฿0.26 in 2Q 2024). Revenue: ฿74.9m (down 6.9% from 2Q 2024). Net income: ฿3.67m (down 47% from 2Q 2024). Profit margin: 4.9% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿24.30, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.0% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿24.80, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Hospitality industry in Thailand. Total returns to shareholders of 9.3% over the past three years.
Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.53 (vs ฿0.51 in 1Q 2024)First quarter 2025 results: EPS: ฿0.53 (up from ฿0.51 in 1Q 2024). Revenue: ฿97.7m (up 4.9% from 1Q 2024). Net income: ฿14.1m (up 2.3% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • May 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Apr 28Mandarin Hotel Public Company Limited Approves Board and Audit Committee AppointmentsMandarin Hotel Public Company Limited announced that at its AGM held on 25 April 2025, approved the appointment of Mr. Kowit Kokilakanistha as member of Audit Committee; Ms. Poonpit Chavalitnitikul as chairperson of Audit Committee; Mr. Phonthat Chittaya as director.
Board Change • Apr 01Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.89 (vs ฿1.29 in FY 2023)Full year 2024 results: EPS: ฿1.89 (up from ฿1.29 in FY 2023). Revenue: ฿375.6m (up 16% from FY 2023). Net income: ฿50.8m (up 47% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공지 • Feb 28Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:30 SE Asia Standard Time. Location: at the mandarin hotel`s mandarin a room, first floor, 662 rama 4 road, mahapruektaram district bangrak bangkok, Thailand
Board Change • Dec 11Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.68 (vs ฿0.57 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.68 (up from ฿0.57 in 3Q 2023). Revenue: ฿99.6m (up 10% from 3Q 2023). Net income: ฿18.2m (up 18% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was 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 only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 21Less 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 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). Independent Director Prachuab Prasertsang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.26 (vs ฿0.044 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.26 (up from ฿0.044 in 2Q 2023). Revenue: ฿80.5m (up 18% from 2Q 2023). Net income: ฿6.88m (up 476% from 2Q 2023). Profit margin: 8.6% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.51 (vs ฿0.25 in 1Q 2023)First quarter 2024 results: EPS: ฿0.51 (up from ฿0.25 in 1Q 2023). Revenue: ฿93.1m (up 23% from 1Q 2023). Net income: ฿13.8m (up 102% from 1Q 2023). Profit margin: 15% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공지 • Apr 27Mandarin Hotel Public Company Limited Appoints Prachuab Prasertsang as Independent DirectorMandarin Hotel Public Company Limited at its annual general meeting of shareholders 2024 held on April 25, 2024, approved the appointment of Mr. Prachuab prasertsang as independent director.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿1.29 (vs ฿1.48 loss in FY 2022)Full year 2023 results: EPS: ฿1.29 (up from ฿1.48 loss in FY 2022). Revenue: ฿324.0m (up 97% from FY 2022). Net income: ฿34.7m (up ฿74.6m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공지 • Feb 23Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024Mandarin Hotel Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Mandarin Hotel's Mandarin A Room, 662 Rama 4 Road Mahapruektaram District Bangrak Bangkok Thailand Agenda: To consider and approve results for the year 2023; to consider and approve dividend; and to consider other matters.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿33.00, the stock trades at a trailing P/E ratio of 29.2x. Average trailing P/E is 25x in the Hospitality industry in Thailand. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.57 (vs ฿0.17 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.57 (up from ฿0.17 loss in 3Q 2022). Revenue: ฿90.3m (up 78% from 3Q 2022). Net income: ฿15.4m (up ฿19.9m from 3Q 2022). Profit margin: 17% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿780.3m market cap, or US$22.2m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.044 (vs ฿0.45 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.044 (up from ฿0.45 loss in 2Q 2022). Revenue: ฿68.3m (up 126% from 2Q 2022). Net income: ฿1.20m (up ฿13.2m from 2Q 2022). Profit margin: 1.7% (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 31% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 08Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿35.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years, while earnings per share has been flat.
Board Change • May 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.45 loss per share (vs ฿0.84 loss in 2Q 2021)Second quarter 2022 results: ฿0.45 loss per share (up from ฿0.84 loss in 2Q 2021). Net loss: ฿12.1m (loss narrowed 47% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2022 earnings released: ฿1.13 loss per share (vs ฿0.61 loss in 1Q 2021)First quarter 2022 results: ฿1.13 loss per share (down from ฿0.61 loss in 1Q 2021). Net loss: ฿30.3m (loss widened 84% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Poonpich Chaowalitnitikul was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ฿1.82 loss per share (up from ฿2.76 loss in FY 2020). Net loss: ฿48.8m (loss narrowed 34% 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 78 percentage points per year, which is a significant difference in performance.
공지 • Feb 26Mandarin Hotel Public Company Limited Announces Redesignation of Suwanna Bhuddhaprasart from Vice Chairperson to ChairpersonMandarin Hotel Public Company Limited announced that Mrs. Suwanna Bhuddhaprasart, vice chairperson has changed the position to chairperson effective from February 24, 2022 onwards.
Reported Earnings • Aug 19Second quarter 2021 earnings released: ฿0.84 loss per share (vs ฿1.02 loss in 2Q 2020)Second quarter 2021 results: Net loss: ฿22.6m (loss narrowed 18% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 17First quarter 2021 earnings released: ฿0.61 loss per share (vs ฿0.36 loss in 1Q 2020)First quarter 2021 results: Net loss: ฿16.5m (loss widened 71% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2020 earnings released: ฿2.76 loss per share (vs ฿0.94 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: ฿105.8m (down 68% from FY 2019). Net loss: ฿74.1m (down 393% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 96% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 24New 90-day low: ฿23.40The company is down 2.0% from its price of ฿23.80 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.
공지 • Sep 26Quality Houses Public Company Limited's Subsidiary Renews Hotel Management Advisor AgreementWith reference to the Board of Directors' Meeting No 8/2020 of Quality Houses Public Company Limited ("the Company") held on September 25,2020 has resolved to approve a subsidiary to renew a hotel management advisor agreement to Mandarin Hotel that is owned by The Mandarin Hotel Public Company Limited ("Mandarin"). Transaction date is After the approval of the Board of Directors' meeting. Connected parties are Employee: The Subsidiary of Quality Houses Public Company Limited ("the Subsidiary") and Employer: The Mandarin Hotel Public Company Limited ("Mandarin"). This transaction is classified as the connected transaction with the following details: Renewal of a hotel management advisor agreement to Mandarin Hotel that is owned by Mandarin which also granted the right to use the brand "Centre Point" for one year (1 October 2020 - 30 September 2021), with a renewal option upon mutual agreement. The Board of Directors shall authorize the management to have power to negotiate, agree and enter into any terms and conditions of such agreement and other related agreements and any other details as the management deem appropriated. The remuneration is based on 2% of total revenues (excluding some categories of revenues that have already declared in the hotel management advisor agreement) which is approximately THB 8 Million per year (1 October 2020 - 30 September 2021). The remuneration is calculated from forecasted total revenues of the Hotels, with the following details: Total Revenue for 2020 (October-December) is THB 107 million and for (January-September) is THB 301 million million. This transaction is considered normal support business without any trade condition. The calculate size of this transaction is 0.031% which is more than 0.03% but less than 3% of the net tangible assets ("NTA") based on the Company's consolidated financial statement as of June 30, 2020. The size of transaction is considered as a medium size. Therefore, the Company is required to get the approval from the Board of Directors and has to disclose the information to the Stock Exchange of Thailand. The remuneration is similar to that of operators in the same business.
