Erawan Group (ERW) Aandelenoverzicht
De Erawan Group Public Company Limited houdt zich bezig met de verhuur en het beheer van hotels en gebouwen, voornamelijk in Thailand, Japan en de Filippijnen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 3/6 |
ERW Community Fair Values
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Analyst Price Targets
The Erawan Group Public Company Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | ฿3.08 |
| 52 Week Hoogtepunt | ฿3.32 |
| 52 Week Laag | ฿2.02 |
| Bèta | 0.25 |
| 1 maand verandering | 6.21% |
| 3 maanden verandering | 20.31% |
| 1 Jaar Verandering | 37.50% |
| 3 jaar verandering | -32.75% |
| 5 jaar verandering | 11.59% |
| Verandering sinds IPO | -49.37% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).
Nieuw narratief • 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.Rendement voor aandeelhouders
| ERW | TH Hospitality | TH Markt | |
|---|---|---|---|
| 7D | -1.3% | -1.1% | 4.5% |
| 1Y | 37.5% | 13.0% | 45.1% |
Rendement versus industrie: ERW overtrof de TH Hospitality industrie, die het afgelopen jaar een rendement 13 % opleverde.
Rendement versus markt: ERW presteerde slechter dan TH Market, dat het afgelopen jaar een rendement van 45.1 % opleverde.
Prijsvolatiliteit
| ERW volatility | |
|---|---|
| ERW Average Weekly Movement | 7.7% |
| Hospitality Industry Average Movement | 4.9% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in TH Market | 10.2% |
| 10% least volatile stocks in TH Market | 2.0% |
Stabiele aandelenkoers: De aandelenkoers van ERW is de afgelopen 3 maanden volatiel geweest in vergelijking met de TH markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van ERW is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen TH.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1982 | n/a | Youssef Khomri | www.theerawan.com |
De Erawan Group Public Company Limited houdt zich bezig met de verhuur en het beheer van hotels en gebouwen, voornamelijk in Thailand, Japan en de Filippijnen. Het bedrijf exploiteert hotels en resorts onder de namen Grand Hyatt Erawan Bangkok, IBIS, JW Marriott Bangkok, The Naka Island, Courtyard by Marriott Bangkok, Holiday Inn Pattaya, IBIS Styles, Novotel Bangkok Sukhumvit 4, Holiday Inn Cebu City, Mercure Hotels en HOP INN. Het verhuurt commercieel winkelvastgoed onder de naam Erawan Bangkok en beheert Ploenchit Center, een kantoorgebouw.
The Erawan Group Public Company Limited Samenvatting
| ERW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | ฿15.05b |
| Inkomsten(TTM) | ฿868.26m |
| Inkomsten(TTM) | ฿8.05b |
17.3x
Koers/Winstverhouding1.9x
P/S-verhoudingIs ERW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ERW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | ฿8.05b |
| Kosten van inkomsten | ฿3.29b |
| Brutowinst | ฿4.77b |
| Overige uitgaven | ฿3.90b |
| Inkomsten | ฿868.26m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 14, 2026
| Winst per aandeel (EPS) | 0.18 |
| Brutomarge | 59.19% |
| Nettowinstmarge | 10.78% |
| Schuld/Eigen Vermogen Verhouding | 102.8% |
Hoe presteerde ERW op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.3%
Huidig dividendrendement39%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/03 08:27 |
| Aandelenkoers aan het einde van de dag | 2026/07/03 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
The Erawan Group Public Company Limited wordt gevolgd door 25 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |