Minor International Beheer
Beheer criteriumcontroles 4/4
De CEO Minor International is Dillip Dillipraj Rajakarier, benoemd in Jan2020, heeft een ambtstermijn van 6.33 jaar. bezit rechtstreeks 0.24% van de aandelen van het bedrijf, ter waarde THB 299.08M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.2 jaar en 5 jaar.
Belangrijke informatie
Dillip Dillipraj Rajakarier
Algemeen directeur
฿770.0k
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 6.3yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 4.2yrs |
| Gemiddelde ambtstermijn bestuur | 5yrs |
Recente managementupdates
Recent updates
Narratiefupdate • May 11
MINT: Planned Singapore REIT Launch Will Support Future Share Returns
Analysts have trimmed their price target for Minor International to THB32.67 from THB33.72, reflecting slightly softer assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Minor International is preparing to launch a real estate investment trust on the Singapore Exchange valued at about US$1b, backed by around 14 hotels, mainly 12 in Europe and 2 in Thailand, with the company planning to keep a significant but sub‑50% stake (Key Developments).Narratiefupdate • Apr 23
MINT: Planned REIT And Dividend Moves Will Support Future Share Returns
Analysts kept their THB price target for Minor International unchanged. Their valuation work, with a fair value of THB33.72, a discount rate of 14.81% and an implied future P/E of about 22.55x, still lines up with prior assumptions on revenue growth and profit margins.Narratiefupdate • Apr 07
MINT: Planned Hotel REIT Listing And Dividend Policy Will Support Future Returns
Analysts have trimmed their 12 month price target for Minor International slightly, lowering it by about THB0.50 to reflect small adjustments to assumptions for fair value, discount rate, revenue growth, profit margin and forward P/E. What's in the News Board meeting scheduled for February 13, 2026 to review and propose approval of the financial statements for the year ended December 31, 2025 and related auditor's report, along with other business items (company disclosure).Narratiefupdate • Mar 24
MINT: Planned REIT Listing And Dividend Policy Will Support Future Returns
Analysts have slightly reduced their price target for Minor International to THB34.22 from THB34.67, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for February 13, 2026, to consider proposing the 2025 financial statements and auditor's report to the Annual General Meeting, along with other business items (Board Meeting).Narratiefupdate • Mar 07
MINT: Planned REIT Listing And Dividend Will Support Future Shareholder Returns
Analysts have nudged their average price target for Minor International slightly higher to THB34.67 from THB34.58, reflecting updated assumptions around discount rates, modest changes in revenue growth, slightly softer profit margins and a marginally higher future P/E multiple. What's in the News A board meeting has been scheduled for February 24, 2026 to consider dividend payment for the 2025 year, director reelection, an increase in the number of board members, directors’ remuneration for 2026, the AGM, and other matters (Key Developments).Narratiefupdate • Feb 21
MINT: Share Buyback Plan Will Support Future Returns And Earnings Per Share
Analysts have nudged their price target for Minor International slightly higher to THB34.58 from THB34.42, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News A board meeting is scheduled for November 28, 2025 to consider approval of a share repurchase project for financial management purposes (company filing).Narratiefupdate • Feb 06
MINT: Share Buyback Plan Will Support Future Earnings And Capital Returns
Analysts have nudged their price target for Minor International slightly lower to $34.42 from $34.56, reflecting updated views on revenue growth, profit margins and a modest adjustment in the assumed P/E multiple. What's in the News Board meetings scheduled for November 28, 2025 and December 11, 2025 include an agenda item to approve a share repurchase project for financial management (company board filings).Narratiefupdate • Jan 23
MINT: Share Buyback Plan Will Support Future Earnings Upside
Analysts have nudged their price target for Minor International slightly higher to about $34.56 from $34.50, citing small adjustments in fair value, discount rate and long term P/E assumptions as the key drivers. What's in the News Board meeting scheduled for December 11, 2025 to consider approval of a share repurchase project for financial management purposes (company filing) Board meeting scheduled for November 28, 2025 with an agenda that also includes approval of a share repurchase project for financial management purposes (company filing) Board of Directors authorized a share buyback plan on November 28, 2025 (company announcement) Company announced a share repurchase program of up to 23,000,000 shares, about 0.41% of share capital, with a budget of THB 500 million and a price cap of 115% of the average closing price of the 5 business days before each repurchase date, valid through June 2, 2026, with 5,669,976,977 shares issued as of March 5, 2025 (company announcement) Analyst and investor day scheduled to cover MINT's business strategy, business parameter updates, outlook and Q3 2025 financial results (company event) Valuation Changes The fair value estimate has risen slightly from THB 34.50 to about THB 34.56 per share.Narratiefupdate • Jan 07
MINT: Share Repurchase Plan Will Support Future Earnings And Upside Potential
Analysts have maintained their fair value estimate for Minor International at $34.50. They cite only small adjustments to the discount rate, profit margin, and forward P/E assumptions, rather than any major change in their overall outlook.Narratiefupdate • Dec 14
MINT: Share Repurchases Will Support Future Earnings Despite Revenue Contraction
Analysts have nudged their price target for Minor International modestly higher to reflect a slightly reduced discount rate and a marginally lower future earnings multiple, with updated estimates now implying a fair value of $34.50 per share. What's in the News Board meeting scheduled for December 11, 2025, to approve a share repurchase project aimed at financial management efficiency (Key Developments) Board meeting on November 28, 2025, to consider approval of a share repurchase project for financial management purposes (Key Developments) Board of Directors authorized a share buyback plan on November 28, 2025, formalizing the company’s intention to repurchase its own shares (Key Developments) New share repurchase program announced for up to 23,000,000 shares, or 0.41% of capital, totaling THB 500 million, with a price cap of 115% of the five day average and program validity through June 2, 2026 (Key Developments) Upcoming analyst and investor day to review business strategy, key operating metrics, outlook, and Q3 2025 financial results (Key Developments) Valuation Changes Fair Value: Unchanged at THB 34.50 per share, indicating no revision to the core valuation outcome.Narratiefupdate • Nov 28
MINT: Net Profit Margin Outlook Will Drive Rebound Despite Revenue Headwinds
Analysts have lowered their price target for Minor International from $35.66 to $34.50. This revision is based on updated expectations for both revenue growth and profit margin outlooks.
Nieuw narratief • Feb 09
Expansion Into Indonesia, Italy, And Australia Will Boost Future Performance
Strategic expansion into new markets and asset-light models are expected to drive substantial revenue growth without significant capital expenditure.CEO
Dillip Dillipraj Rajakarier (60 yo)
6.3yrs
Tenure
฿770,000
Compensatie
Mr. Emmanuel Jude Dillipraj Rajakarier, also known as Dillip, is an Executive Director and Chairman of Oaks Hotels & Resorts Limited. He has been Group Chief Executive Officer of Minor International Public...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Group CEO | 6.3yrs | ฿770.00k | 0.24% THB 299.1m | |
| CFO & Chief Strategy Officer | 4.1yrs | geen gegevens | 0.027% THB 33.2m | |
| Chief Investment Officer | 10.9yrs | geen gegevens | 0.0045% THB 5.5m | |
| Chief Technology Officer | 3.8yrs | geen gegevens | geen gegevens | |
| Group Director - Investor Relations | no data | geen gegevens | geen gegevens | |
| Chief Commercial Officer & General Counsel | no data | geen gegevens | geen gegevens | |
| Chief People Officer | 4.2yrs | geen gegevens | geen gegevens | |
| Group Director of Internal Audit & Risk Management and Head of Internal Audit | no data | geen gegevens | geen gegevens | |
| Chief Sustainability Officer | 3.3yrs | geen gegevens | geen gegevens | |
| Corporate Secretary | 14.5yrs | geen gegevens | 0.0055% THB 6.8m | |
| Vice President of Treasury | no data | geen gegevens | geen gegevens | |
| Acting CEO & COO of Minor Lifestyle | no data | geen gegevens | geen gegevens |
4.2yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MINT wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Group CEO | 17.5yrs | ฿770.00k | 0.24% THB 299.1m | |
| Independent Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | less than a year | geen gegevens | geen gegevens | |
| Chairman | 47.7yrs | ฿430.00k | 19.65% THB 24.2b | |
| Independent Director | 4yrs | ฿2.03m | geen gegevens | |
| Director | 8yrs | ฿2.65m | 10.78% THB 13.3b | |
| Director | 12.5yrs | ฿2.53m | 0.069% THB 84.7m | |
| Independent Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 5.9yrs | ฿3.44m | geen gegevens | |
| Director | 1.1yrs | ฿169.18k | geen gegevens |
5.0yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MINT wordt beschouwd als ervaren (gemiddelde ambtstermijn 5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/24 16:55 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 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 |
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* 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 je 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
Minor International Public Company Limited wordt gevolgd door 34 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 |
|---|---|
| Nuanpun Noiruchchukorn | Asia Plus Securities Company Limited |
| Teerapol Udomvej | BofA Global Research |
| Wikij Tirawannarat | Bualuang Securities PCL |