ERW Share Price Performance
฿2.24
-1.84 (-45.10%)
2.6% undervalued intrinsic discount
฿2.30
Fair Value
Price ฿2.24
AnalystLowTarget ฿2.30
AnalystHighTarget ฿5.60
AnalystConsensusTarget ฿3.23
Fair Value฿2.30
Share Pricen/a
The Erawan Group Public Company Limited Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
ERW Community Narratives
AN
Fair Value ฿2.3 2.6% undervalued intrinsic discount
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
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AN
Fair Value ฿4.63 51.7% undervalued intrinsic discount
Urbanization And Tech Will Fuel Travel Though Risk Will Mount
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AN
Fair Value ฿3.23 30.6% undervalued intrinsic discount
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
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Urbanization And Tech Will Fuel Travel Though Risk Will Mount
Key Takeaways Outperformance in the budget hotel segment, geographic diversification, and digital initiatives are driving higher-than-expected revenue and sustainable growth prospects. Strong cost discipline, financial flexibility, and proactive ESG efforts position Erawan to rapidly capitalize on regional travel trends and future expansion opportunities.Read more
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AN
฿4.63
51.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
9.12% p.a.
Profit Margin
10.48%
Future PE
31.21x
Share price in 2028
฿6.93
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.Read more
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AN
฿3.23
30.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.19% p.a.
Profit Margin
10.47%
Future PE
24.47x
Share price in 2028
฿4.86
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
Key Takeaways Heavy dependence on Thai tourism and asset-heavy growth makes the company highly vulnerable to external shocks, rising costs, and competitive pressures. Lagging in sustainability and digital transformation risks eroding competitive advantage, reducing market share, and weakening earnings over time.Read more
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AN
฿2.3
2.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
4.05% p.a.
Profit Margin
9.71%
Future PE
19.43x
Share price in 2028
฿3.46
Recently Updated Narratives
AN
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
Fair Value: ฿2.3 2.6% undervalued intrinsic discount
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AN
Urbanization And Tech Will Fuel Travel Though Risk Will Mount
Fair Value: ฿4.63 51.7% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Fair Value: ฿3.23 30.6% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
The Erawan Group Public Company Limited Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 0.17
- 58.32%
- 10.67%
- 108.9%
About ERW
- Founded
- 1982
- Employees
- n/a
- CEO
- WebsiteView website
The Erawan Group Public Company Limited engages in hotel, and building rental and management businesses primarily in Thailand, Japan, and Philippines. The company operates hotels and resorts under the 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, and HOP INN names. It rents commercial retail property under the name Erawan Bangkok; and manages Ploenchit Center, an office building. In addition, the company is involved in the development and management of properties; and rents shopping plaza. The company was incorporated in 1982 and is headquartered in Bangkok, Thailand.
